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  1. Supplier Portal

    The standard system includes a simple Supplier Portal, which allows suppliers to interact with contracts and sourcing events. It provides an easy way … the Supplier Portal at the following links: Company Documents Table https://wiki.agiloft.com/display/SSDRAFT/Company+Documents+Table?src=contextnavpagetreemode
    Standard System Documentation • Feb 28, 2022

  2. Supplier User Guide

    This article explains how to use the Supplier Portal End User Interface from an end user's perspective.  Use Case The Supplier Portal is an out-of-the-box End User Interface that is highly customizable for different company needs. The Supplier Portal is accessed by inputting your login information for the Contract
    Standard System Documentation • Feb 07, 2022

  3. Supplier Management Tables

    Supplier Management tables are used to create an easy supplier onboarding process. This process includes going through a screening process and an approval process prior to being provided access to the full supplier portal. Suppliers can self-register using a link within a customer's self-hosted website or be invited
    Standard System Documentation • May 14, 2021

  4. Supplier Profile Table

    Portal only after their Supplier Profile has been approved. Supplier Profile Creation There are four ways to create Supplier Profile records: Supplier Self … supplier portal. The approved Supplier Profile fields are then locked down from editing for Supplier Leads. A 'Clone and Request Changes' Button is used to create
    Standard System Documentation • Feb 07, 2022

  5. Standard Knowledgebase Guide

    to the End User Interface Supplier Portal https://wiki.agiloft.com/display/SD/Vendor+Portal – Introduction to the Supplier Portal, which allows suppliers … , and posting sourcing events including selection and contract creation Supplier Management Tables - Overview of tables dedicated to onboarding and approving new
    Standard System Documentation • Jul 30, 2021

  6. Sourcing Events Table

    , which determines if the Sourcing Event is publicly available to suppliers who have access to the Supplier Portal or if only invited suppliers can respond … Interested" in Sourcing Event from the Supplier Portal to create a Supplier Response record and submit questions, documents, and a response. For more detail, view
    Standard System Documentation • Jun 15, 2022

  7. Contract Management Tables

    templates that can be generated for contracts based on the contract type or other features.  In addition, the Supplier Portal is designed to be used … associated with particular clauses in the clause library.  Companies: A table holding all companies with which your company does business, including suppliers
    Standard System Documentation • Mar 06, 2023

  8. Company Documents Table

    component in the Supplier Portal, but can also be accessed from the left pane by power users. image2022-1-18_12-30-30.png Use Case The Company Documents table can be accessed in the Power User Interface by opening it directly from the left pane. However, the Company Documents table is also often included in the Supplier
    Standard System Documentation • Feb 07, 2022

  9. Insurance Coverages Table

    within the Company Documents or Contracts records, which are part of the Supplier Portal. New Coverage records are typically created as follows: From a Company … on the Attachments tab. Insurance Coverage records are often linked to Supplier Company records in the Company table. Once an Insurance Coverage is added to a Supplier record
    Standard System Documentation • Feb 07, 2022

  10. Groups

    This group is used for people at supplier companies that can use the supplier portal. This group can create, edit, and view their own Company Document records, edit … This group has full control over records in the Contract, Approval, Approval Templates, Approval Workflow, Company, and Supplier Evaluation Management tables
    Standard System Documentation • Nov 10, 2022