Customer & supplier portals
Partners log into /portal with a portal role and see only their own documents.
Portals require the portal entitlement. A partner user is a normal Uktupus user whose membership has the Portal Client or Portal Supplier role and is linked to a partner record. Invite them from the partner's page in Master Data or from Supplier Onboarding.
Customer portal
| Page | What the client can do |
|---|---|
| Overview | Open quotations, orders, invoices, balance |
| Quotations | View PDF, accept or reject (with an optional reason) |
| Orders | Track status and deliveries |
| Invoices | View, download PDF, see paid/open amounts |
| Work Orders | See scheduled/completed field service jobs and checklists |
Accepting or rejecting a quotation
A client can answer a quotation once, while it is Sent, not past its Valid until date and not yet converted to an order. Quotations they need to answer show Awaiting your response in the list.
- Accept sets the quotation to Accepted, so sales can convert it to an order.
- Reject sets it to Rejected. The client can add a reason.
Either way, the quotation's sales agent and users who can approve quotations get an in-app notification and an e-mail. In Sales → Quotations the quotation shows who answered, when, and the comment or reason.
Supplier portal
| Page | What the supplier can do |
|---|---|
| Overview | Open RFQs, POs, invoices |
| Onboarding | Fill company details, upload documents, submit bank details (changes need your approval in Procurement → Supplier Onboarding) |
| RFQs | Open RFQs / tenders addressed to them; submit a quotation / sealed bid before the deadline |
| Purchase Orders | Acknowledge, see delivery expectations |
| Purchase Invoices | Submit or view invoices and payment status |
Portal users never see other partners' data, internal notes or prices from competitors. Every action they take is in the Activity log.