Portal setup for Suppliers

[David Eriksson]

Hi,

Need some guidance on how to setup limited views/logins to have suppliers being able to access an ERPNext instance and do the following things:

• Register and input detailed shipping data and upload associated Packing Lists, Delivery Notes, etc.
• Add invoices with mandatory fields for PO-number, invoice-no, and such + attach the suppliers pdf-invoice.
• Upload serial-number batches connected to a specific delivery-note.

This type of "external input" most likely needs a manual reconciliation process to inspect the new data before "accepting" and import to the ERPNext database.

To explain a bit what I'm after is to streamline the process of shipping & invoice tracking and require the suppliers to do majority of the job.

Normally this would be: receive email -> pull scanned pdf invoice to desktop -> go to erp and look-up associated PO-no -> manually input all data like invoice-no, product-list, qty, pricing, etc -> do http-file upload to tie and archive the vendors original invoice to the system. etc ... 

best

David

[Anand Doshi]

Hi David,

I am going to work on the portal to enable supplier related features. If you can give a checklist of features via a GitHub issue at github.com/frappe/erpnext I could do most of these 

-Anand. 

Sent from my phone

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[David Eriksson]

Hi Anand,

Great to hear this. This would be an excellent addition to ERPNext which I believe most users would benefit from regardless of business setup.

I've added an outline of this feature-request here: https://github.com/frappe/erpnext/issues/2136

best David