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Supplier Access

To enable access to supplier contacts at kpi.com, perform the following actions:

  • Go to  the Sales>>Companies module on the main menu.
  • Go to the Supplier View page. The account type should be set as Supplier.
  • Click Contacts from the top bar and click on the contact name.
  • In the Contact View page click on the Actions and choose Enable Access.

The supplier contact will receive an email notification to activate his/her customer account at kpi.com.

The supplier contact will have access to the following:

  • View access to Purchase Orders and Purchase Invoices.
  • Export options
  • Approve options in Purchase Orders.
  • View access to Cases.

You can modify the suppliers’ access level from Settings>>Users and Privileges>>Permissions.

The below is the Supplier Portal.