In the app Supplier Portal, there are some basic functions that you can use to work with the various documents. You can find these functions as buttons around the tables.
Information: Some of the functions can also be found at the bottom of the screen in the detail view of documents. Not all basic functions are available in every menu item. |
Note: The elements displayed in the app Supplier Portal depend on your customer's configuration. It is therefore possible that additional elements are described in this item or that elements are missing. |
Button |
Explanation |
Finalize |
Saves the selected document as completed and ends the process prematurely and any missing follow-up documents no longer need to be created; the document is stored in the tab Finalized |
| Attachments | Opens attachments of the selected document if your customer has attached files |
Edit |
Opens the selected document for editing |
Details |
Opens the detail view of the selected document |
Create Document |
Creates and opens the follow-up document of the selected document for editing |
Document Relations |
Shows the associated previous or subsequent documents of the selected document |
Print/Print Document |
Creates a PDF file of the selected document |
Download |
Downloads the XML file of the selected document |
History |
Displays all status changes of the selected document |
Upload |
Enables follow-up documents to be uploaded as a CSV file; these documents are only created as a draft and must still be sent using the button Sent |
Delete |
Deletes the selected document; only possible if no subsequent documents exist |
Save |
Saves your changes in the open document; the document is stored in the tab Draft until you send the document |
Send |
Sends the selected document electronically to your customer; sent documents are stored in the tab Sent or in the tab Complete if no follow-up documents are open |
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