Core
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 |
| Orders | Track status and deliveries |
| Invoices | View, download PDF, see paid/open amounts |
| Work Orders | See scheduled/completed field service jobs and checklists |
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.