Vendor portals in Cetec ERP are a great way to directly communicate with your suppliers. Whether it’s a dock date that needs to be pushed out, or just having the ability to manage all POs and invoices together in real time, Cetec ERP can further increase the efficiency of your purchasing process.

1. First, navigate to the vendor record that you wish to create a portal user for.
2. The portal users will be tied to the contact records that live on this page. If you have not already done so, create a contact record for the person you would like to give portal access to.
3. Once you have inputted all of their information, click the icon that says, “Create Vendor Portal User”.
4. Give the user a username and password, and hit Create.
5. Next, you will want to give the portal user the proper access via user roles, just as if they were a user in your normal Cetec ERP environment. To do this, navigate to Admin → Users → Vendor Portal Mgmt.
6. You will now see the created portal user in the list found at the bottom. Click Edit.
7. Under the Roles section you will see all of the modules that are available for portal users to access. Select the roles you would like to assign to them, and click Submit.
8. It is recommended that you play with this to see what all modules you would like to give them access to. You can see the portal from their point-of-view by using the “Impersonate” function.
9. You now have successfully created a portal user. Be sure to send the vendor the link to your Cetec ERP instance, as well as their login credentials.