The article describes that after the implementation of the new support ticket system ticket creation is no longer possible for suppliers. Suppliers must contact the 'Key-users' of the organisation that grants access to the Supplier Portal.
A contact card can be created in the Supplier Portal, visible after logging in. Only 'Client Administrators' can set up this card via the Admin module.
The contact card can be tested by creating a test supplier in the Vendors module, with a new email address. It is important not to use an email address that is already linked to a client user to avoid issues.
The article below pertains to Source to Contract (S2C) for the following applications and/or module(s):
Supplier Portal (Supplier360)
As mentioned in previous communications, it is no longer possible for suppliers and/or providers of our clients to create tickets directly with us since the implementation of our new support ticket system.
These will go through the 'Key-users' of your organisation, who were designated during the period leading up to the implementation of the new support system.
To ensure that suppliers and/or providers are aware of the contacts for any questions or technical issues, it is possible to create a contact card.
This contact card will be visible to suppliers and/or providers on the page that appears after logging into the 'Supplier Portal'.
This can be set up in the following way:
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Warning: The following instructions can only be carried out by 'Client Administrators'
- Go to the Admin module in the application.
- Go to 'Vendors Settings' > 'Supplier Portal'
- Click on the 'Contact Details' tab
- Fill in the desired details and optionally upload an image or logo.
- The contact card, as shown in the example, will be displayed on the homepage of the 'Supplier Portal'.
Testing the Contact Card from the Supplier Portal
It may be desirable to see/test the exact display as suppliers will see it. This can be done by creating a test supplier. There are certain things to keep in mind.
By following the steps below, you can set this up correctly:
- Create a new supplier in the Vendors module (if there is no test supplier already)
- Create a contact person with an email address (to which access to the inbox is available) that is not already used for a normal (Client) user!
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- Set the toggle for this contact person to access the Supplier Portal to 'Yes'
- Go to the correct login page for logging into the Supplier Portal. Which page this is depends on the server on which your organisation's environment is located.
- You can then log into the Supplier Portal using the method 'Login without a password' and view the contact card.