Build your vendor self-service portal.
Give suppliers a clear place to submit documents and see outstanding requests.
How to build your vendor self-service portal
Describe the job
Give suppliers a clear place to submit documents and see outstanding requests.
Review the first version
Choose how the buyer records the supplier and how the budget reviewer reviews the next step.
Refine the views
Ask First to adjust the fields and views for the people who will use the app.
Test before sharing
Walk through the process with a sample record and check who owns the next action.
A vendor self-service portal example
A vendor uploads a new document without the requested account reference.
Vendor self-service portal example
- Record
- Vendor self-service portal · 01
- Owner
- Buyer
Current stage · Buyer
Open the purchasing request
A vendor uploads a new document without the requested account reference.
Read the full walkthrough
Open the purchasing request
A vendor uploads a new document without the requested account reference.
- Record:
- Vendor self-service portal · 01
- Owner:
- Buyer
Review the required decision
Keep submission distinct from acceptance and let the responsible buyer request the missing information.
- Stage:
- Review pending
- Owner:
- Budget reviewer
Record the purchasing handoff
Keep the submitted version separate from the record accepted by the reviewer.
- Next action:
- Keep the submitted version separate from the record accepted by the reviewer.
- Owner:
- Procurement coordinator
What to include in your vendor self-service portal
Keep the supplier in context
Keep supplier, document request, submitted version, review owner, missing item and accepted record together so the next person can understand the request or record.
When the next step needs a decision
A vendor uploads a new document without the requested account reference. Keep submission distinct from acceptance and let the responsible buyer request the missing information.
Keep accepted record visible
Keep the submitted version separate from the record accepted by the reviewer.
Choose what each person needs
Give the buyer a working view and the budget reviewer a review view. Keep supplier and document request attached to the decision as the work moves between them.
Questions about vendor self-service portal
Start with supplier, document request, submitted version, review owner, missing item and accepted record. Describe who enters the information and who reviews the next step.