Wiki
Searchable • Contextual • Onboarding
☰ Wiki sections
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.
See also
- Purchase Order for Fixed Assets
- Goods Delivered Notes
- Sales Quote
- Sales Order
- Sales Invoice
- Recurring Invoice
- Request for quote
- Request for purchase
- Purchase Order
- Purchase Invoice
- Recurring Bills
- Fixed Assets
- Company Expense Claims
- Employee Expense Claims
- Customer Center
- Supplier Center
- Products & Services Overview
- Bank Accounts
- VAT Reverse Charge Mechanism
- Setting Barcode for a Product
- Items Table
- Run Time Calculation of Exchange gain/loss
- Exporting to Excel and PDF
- Timesheet Invoice
- Budget per Department
- VAT Return
- Bank reconcilation
- Dividends Payable
- Assembly Products
- Add New Assembly Item
- What is Non-Inventory Item?
- Add New Non-Inventory Item
- FIFO method of inventory valuation
- What is Inventory Item?
- Add New Inventory Item
- Products/Services Import
- Add New Product/Service
- Intercompany Purchases
- Creating Intercompany Sales Invoice
- Intercompany Sales
- Workflow of Expense Claims
- Purchases / Bills Overview
- Timesheet based Invoice
- Progress Invoicing
- How to convert Sales Quote to Order, Invoice & Project
- Sales Overview
- Serial Numbers
- Accounting Overview
- Landing Cost
- Mark PO as Open
- Purchase Order Actions
- Receive Purchase Order
- Send Purchase Order
- Importing Customer Accounts