B2B Vendor Portal

Login URL: /purchase/authentication_vendor/login
Registration URL: /purchase/authentication_vendor/register
Main URL: /purchase/vendors_portal
For: Vendors who deliver goods · Subcontractors · Supply partners

What it is

The B2B Vendor Portal is the dedicated interface for partners you buy from — completely separate from the other portals. A vendor can register themselves or be added by an administrator, and can see received purchase orders, respond to quote requests, issue invoices and manage their own item catalogue.

Distinct design: header with colour gradient (red-blue), navigation in the top bar — different from the client portal.

Authentication and registration

Login: /purchase/authentication_vendor/login
Self-registration: /purchase/authentication_vendor/register

The vendor can:

• Register themselves by filling in: First name, Last name, Email, Password, Company — account becomes active immediately or after admin approval (depends on configuration)
• Receive an invitation from the administrator with pre-set credentials

2-step login (if they also have a staff account in the system): email → password + account type selection.

Navigation structure

┌──────────────────────────────────────────────────────────┐
│ CRMconnect        Sales ▼    Documents ▼    Items       │
└──────────────────────────────────────────────────────────┘

Sales ▼:
  → Purchase Orders              /purchase/vendors_portal/purchase_order
  → Quote Requests (RFQ)         /purchase/vendors_portal/purchase_request
  → Received Quotes              /purchase/vendors_portal/quotations
  → Payments                     /purchase/vendors_portal/payments
  → Return Orders                /purchase/vendors_portal/order_returns

Documents ▼:
  → Contracts                    /purchase/vendors_portal/contracts
  → Vendor Contracts             /purchase/vendors_portal/contracts_vendor
  → Invoices                     /purchase/vendors_portal/invoices

Items:
  → Own item catalogue           /purchase/vendors_portal/items

Dashboard

The first page after login shows the Summary with counters for all sections:

Below the summary: list of the latest Purchase Orders with columns: Order, Net value, VAT value, Value with VAT, Order date.

Purchase Orders

URL: /purchase/vendors_portal/purchase_order

The vendor sees all firm orders issued by the buyer:

Vendor actions on a PO:

• Detailed view with order lines
• Confirm order — accepts quantities and terms
• Update delivery status — In preparation, Shipped, Delivered
• Update estimated delivery date
• Update production start date (for make-to-order orders)
• Add files (e.g. dispatch note, own packing list)
• Manage returns — create return order if client returns goods

Quote Requests — RFQ

URL: /purchase/vendors_portal/purchase_request

The vendor receives notifications when the buyer issues an RFQ and can respond directly from the portal.

Actions:

• View request with requested products and quantities
• Add supporting files

Received Quotes (Quotations)

URL: /purchase/vendors_portal/quotations

The vendor can create and send quotations in response to received RFQs:

Columns: Quote #, Total value with VAT, VAT, Quote requests (RFQ), Date, Valid until, Approval status, Options

Quotation creation flow:

1. Click ADD → select the relevant RFQ
2. Fill in lines with products, quantities, prices, VAT
3. Set validity date
4. Send — quotation becomes visible to the procurement team

Approval status: Pending → Approved / Rejected (by procurement team)

Own Item Catalogue

URL: /purchase/vendors_portal/items

The vendor can manage their own product/service catalogue:

Actions:

• Add new items with: code, description, price, VAT, unit of measure, image
• Edit existing items
• Share an item — public link for presentation
• Import items from Excel
• View item details

Catalogue items are automatically used when filling in quotations.

Invoices

URL: /purchase/vendors_portal/invoices

The vendor issues and manages invoices to the buyer directly from the portal:

Actions:

• Add new invoice (associated with an existing PO)
• Fill in invoice lines with products, quantities, prices
• Attach their own invoice PDF
• Track payment status

Contracts

URL: /purchase/vendors_portal/contracts
Vendor contracts URL: /purchase/vendors_portal/contracts_vendor

The vendor has access to two types of contracts:

• Order contracts — contracts associated with purchase orders
• Vendor contracts — framework collaboration contracts

Both are read-only or with digital signature, depending on configuration.

Payments

URL: /purchase/vendors_portal/payments

History of payments made by the buyer for the vendor's invoices. The vendor can reconcile received payments with issued invoices.

Return Orders

URL: /purchase/vendors_portal/order_returns

Managing returns initiated by the buyer:

• View open returns
• Update return status (Received, Approved, Rejected)
• Confirm returned quantities

Profile and Company

Profile URL: /purchase/vendors_portal/profile

The vendor can update:

• Personal contact data (first name, last name, phone, email)
• Company data (/purchase/vendors_portal/company): name, VAT number, address, bank, IBAN, logo
• Access password

Vendor access configuration (admin)

Option 1 — Vendor self-registers

1. Send the /purchase/authentication_vendor/register link to the vendor
2. They fill in company and primary contact details
3. Account becomes active immediately (or after approval, depends on setting)
4. Administrator sees the vendor in /admin/purchase/vendors

Option 2 — Admin creates the account

1. /admin/purchase/vendors → open the vendor
2. Contacts tab → add contact → fill in email + password → tick portal access
3. Vendor receives email with credentials

Vendor permissions

The administrator can configure which sections are visible to the vendor from portal settings.

References

Distributor Portal · Client Portal · Vendors · Purchase Orders · RFQ · Vendor Invoices · Workflow: Purchase to Pay

← Back to Portals

Captured live from demo.crmconnect.io · URL: /purchase/vendors_portal