Supplier Portal Functionality/Feature Document

It has two major parts which will help to collaborate between buyer and supplier
1. Customer / Buyer
2. Vendor / Supplier
S
l
Vendor / Supplier
N
o
Provide necessary information for boarding process and get an access to the supplier
1
portal to collaborate
1. Entering the supplier profile information while onboarding and Viewing the
1 profile
1. Entering the supplier contact information while onboarding and Viewing the
2 profile
1. Entering the supplier branch information while onboarding and Viewing the
3 profile
1. Entering the supplier warehouse information while onboarding and Viewing
4 the profile
1. Entering the supplier document information while onboarding and Viewing
5 the profile

2 Dashboard
After onboarding supplier will get an portal access and able to view the overall progress of the
2. engagement like number of pending purchase order to process, commitment status , top 10 products
1 delivered , next one week delivery
which required focus and their rating.

Review the purchase order and provide the confirmation based on the product , qty
3
and expected delivery date
3.
Purchase order progress dashboard
1
3.
Purchase order to be acknowledged view with product details
2

Review the delivery schedule and provide the confirmation based on the product ,
4
qty and expected delivery date
4.
Delivery Schedule progress dashboard
1
4.
Delivery Schedule to be acknowledged view with product details
2

Provide appropriate reason / revised commitment for not adhering the timelines
5
expected against the each purchase order , product , qty and delivery schedule.
5.
List of delivery schedule to view and act
1
5.
Request for change in the delivery schedule expectation
2
5.
Reject the delivery schedule expectation
3

6 Create inspection report against the product which is ready for shipment

7 Create advanced shipping note against the product which is ready for shipment
7.
Create advanced shipment note
1
7.
Listing advanced shipment notes
2
 Portal will provide facility to review the top 10 delivered product , delivery performance next one week
dispatch , rating based on quality and timelines , pending for dispatch , pending for inspection , pending
8
for acceptance , pending for
acknowledgement , delivered products

Review the material return and provide the correction action to address the
9
concerns shared
9.
Return Dashboard
1
9.
List of material returns to be acknowledged
2
9.
CAPA Screen
3

1
View statement of accounts to understand their bill wise payment status
0

1
Create multiple users to access the portal and collaborate with buyer
1

1
Option to view all the documents shared by Buyer
2

1
Option to view all the announcements
3

1
Send notification to buyer
4

Supplier Portal Functionality/Feature Document

It has two major parts which will help to collaborate between buyer and supplier
1. Customer / Buyer
2. Vendor / Supplier
S
l
Customer / Buyer
N
o
1 Dashboard
To
understa
nd the
purchas
e order
progress
,
performa
1. nce of
1 the
delivery ,
future
delivery
and
supplier
wise
performa
nce.

Initiating the supplier on boarding process and approving the supplier to access the
2
portal to collaborate.
2.
Initiating the supplier onboarding request
1
2. Status of all supplier onboarding request
2
2.
Approval Status of all supplier onboarding request
3

Upload the purchase order through an excel or integrate with ERP system through
3
API to the portal and View the same for details and progress from supplier.
3.
Upload using excel / csv templates
1
3.
View purchase order uploaded in the portal with progress from supplier
2
3.
View purchase order item details uploaded in the portal
3

Upload the delivery schedule through an excel or integrate with ERP system through
4
API to the portal against the purchase order.
4.
Upload using excel / csv templates
1
4. View delivery schedule for each items uploaded in the portal with progress
2 from supplier
4. View day wise delivery schedule uploaded in the portal with progress from
3 supplier
4. View rejected and changes requested by supplier against each purchase
4 order with reasons

Uplo
ad
the
good
s
recei
pt
notes
throu
gh an
excel
5 or
integr
ation
with
ERP
syste
m
throu
gh
API
to the
portal
5.
Upload using excel / csv templates
1

Upload the material return through an excel or integration with ERP system through
6
API to the portal.
6.
Upload using excel / csv templates
1

Upload the statement of accounts through an excel or integration with ERP system
7
through API to the portal
7.
Upload opening balance using excel / csv templates
1
7.
Upload supplier transactions using excel / csv templates
2
7.
View Supplier wise statement of accounts
3

8 Upload / Enter the vendor performance details from your ERP or Quality system to
 review supplier performance.
8.
Upload supplier performance data using excel / csv templates
1

All the uploads will have key information like supplier details , transaction details ,
9 items details with all critical data’s to understand the requirement and expectation
from buyer

Purchase order will have sub processes / stages like new , acknowledged , accepted ,
1
rejected with reasons which will help buyer to understand the response from
0
suppler
1
0. List of purchase order with status
1
1
0. List of products in the purchase order
2

Delivery Schedule also will have sub processes / stages like new , acknowledged ,
1
accepted , rejected with reasons , dispatched et al which will help buyer to
1
understand the progress of the delivery from supplier
1
1. List of purchase order wise , product wise delivery schedule with status
1
1
Delivery date wise list of purchase order , product, due days against the
1.
delivery schedule with status
2

1 Purchase Order and Delivery Schedule will have an option to view the comments /
2 feedback shared by the supplier

1 View inspection report and advanced shipment note prepared by the supplier
3 against the product

1
View supplier bills against each delivery
4

1 Statement of Accounts will help to understand the payments , overdue , advance

Portal will provide facility to review the supplier wise timely delivery , quality
1
performance of the supplier , delayed deliveries and future delivery for better
6
planning and contingency for slippage.
1
6. List of products accepted for delivery against the expectation
1
1
6. List of products inspected for delivery against the expectation
2
1
6. List of products due for the particular day for delivery against the expectation
3

1
Approve the additional user creation request received from supplier
7

1 Portal will facilitate to share all the key documents like quality policy , standard
8 operating procedure , compliance documents to all the supplier

1
Option to communicate the announcements to all supplier
9
1
9. Entering the announcement to all supplier
1
1
9. Viewing the announcement sent so far
2

Supplier Portal Functionality/Feature Document

General Functionality / Features

S
l
General Functionality / Features
N
o
1 Multiple levels of approval based on supplier onboarding process
Multiple
category
of
supplier
2
based
on the
organiza
tion
Show / hide additional information for each listing based on the expectation from
3
buyer and supplier
During supplier onboarding process, we can enable more documents upload options
4
based on the expectation
Enable multiple locations / warehouse option both supplier side and buyer side
5
based on the need
6 Emails with templates
All listing will have the following options to do analysis outside the portal based on
7
the need
a. Excel
7. b. Print
1 c. PDF
d. CSV

8 Notification for all key communication with in the supplier portal