Supplier Portal (18)
For your suppliers: RFQs, bids, purchase orders, forms, files and chat.
General
- How To Make Use of The Knowledge TabUse Knowledge Tab for more in-depth information resources.
- How To Use File ManagerShare files between your company and the customer through File Manager.
- Supplier Portal Dashboard - Every Section ExplainedWith Dashboard you can have valuable insights into your company's performance.
- How To Notify Customer About Your Open CapacityA very important aspect is updating your Work Capacity. Here is how to do it.
- How To Reset Your Account PasswordThis is about knowing how to change your Account Password to something new.
- How To Operate Your Supplier's Profile - Every Section ExplainedComplete your company's profile with valuable information.
- How To Change Your PasswordIf you forgot your password, here are some steps you can make.
RFQ's
- How To Locate & View Drawings & Models In an RFQFiles can be sent via ShopXpert, eliminating the need for alternative methods of document transmition. Here is how to find the files and documents.
- How To Submit a No Bid on an RFQEach RFQ must be Accepted or Rejected in order to move forward. This is what we do when we BID. Here is how to do it.
- How To Submit a Bid on an RFQEach RFQ must be Accepted or Rejected in order to move forward. This is what we do when we BID. Here is how to do it.
- How To Operate Job Board (Open RFQ's)Job Board is an organized page where you have everything you need to know about a job.
Purchase Orders
- How to Operate Organization FormsWhat you need to know in order to manage Forms from a Purchase Order.
- How To Operate Supplier FormsWhat you need to know in order to manage Forms from a Purchase Order.
- How To Update The Order StatusEach order must be Accepted or Rejected in order to move forward. This is what we do when we update the Status. Here is how to do it.
- How To Locate Drawings & Models In A Purchase OrderFiles can be sent via ShopXpert, eliminating the need for alternative methods of document transmition. Here is how to find the files and documents.
- How To Operate Purchase OrdersNavigate and moderate your current PO's all from one place.
In-App Messaging
- How To Use Purchase Order Chat - Supplier's ViewTo ensure maximum organization, ShopXpert offers the option to use a separe chat fo each PO. Here is how to do it.
- How To Use General Chat - Supplier's ViewThis is about knowing how to use the General Chat.
Still stuck?
Ask Tessa in chatEmail supportTessa can point you to the right guide, or bring in a ShopXpert teammate.