Built on the NetSuite platform, PortalsPro is a secure and unified application developed by Tvarana that enables effective management of vendors, customers, and employees. The application offers a comprehensive vendor portal with various self-service features that can make the vendor management process infinitely easier, enabling you to optimize vendor onboarding, enhance communication channels, and gain better financial visibility. .
Within the vendor portal, vendors can conveniently submit all the necessary documents and details for onboarding. They can also track the status of their onboarding process. Once successfully onboarded, vendors gain access to a range of features and information within the portal’s menu.
- This includes the ability to view and update their profile, purchase orders, item receipts, vendor bills, vendor payments, vendor return authorizations, vendor credits, vendor statements, the help desk, as well as options to upload documents and bills.
- The vendor profile section allows vendors to view and modify their profile data. This includes primary information such as company name, web address, category, email, phone numbers, and alternative phone numbers. Vendors can make changes to their profile and submit requests for profile updates. All profile change requests can be found in the Change Requests page.
- In addition, vendors can manage their address details and bank information, as well as view their financial information. Financial details encompass the total number of purchase orders, the total amount of purchase orders, the total amount received, and the total amount due.
- The vendor portal also enables vendors to respond to request quotes for specific products or services.
- By selecting the vendor statements option in the menu, vendors can access their statements by applying relevant filters.
- For issue/inquiry submission and support, vendors can utilize the help desk feature. They can provide information about the type of issue, sub-issue, and a description of the problem/question. Vendors can monitor the status of their submitted tickets and view all the relevant details under the Submitted Tickets section.
- Moreover, the vendor portal allows vendors to conveniently upload required documents. Vendors can navigate to the upload documents page from the menu, where they can upload necessary files and review the list of previously uploaded documents.
- Lastly, vendors can upload bills using the vendor portal. They can conveniently access a list of uploaded bills and their payment status under the Uploaded Bills menu.
PortalsPro stands at the forefront of vendor management innovation, offering a user-friendly interface, robust features, and seamless integration with the NetSuite platform. It caters to the needs of procurement and vendor management professionals, allowing them to streamline operations, reduce manual work, and achieve tangible results. To learn more about how PortalsPro can streamline vendor management for NetSuite, schedule a consultation with us today.
