You can set Zahara to allow individual suppliers to log in to Zahara and see their Purchase Orders and Invoices. You can even allow them to create their own invoices, or match them against existing orders. We recommend you use this sparingly though. 

1. Make sure you have enough spare user licenses to create user accounts for individual suppliers.
2. Create a user account and set relevant permissions – see below. 
3. Set a manual password. 
4. Lock the new supplier user account to the supplier.
5. Log in as the supplier and test – can you see only the things you want them to see? 

Create your supplier user in the usual way of creating any user. If you give them a Job Title of “Supplier Portal“, they can be hidden or shown in your admin user panel using the dedicated button for this. Next set the permissions correctly for the user. We would recommend something like this: 

This would allow the user to see all purchase orders, but create invoices against them. You could also enable product update or create so they can edit their own product set and pricing.

Now head into the supplier records and lock this user account to the supplier record. You select a user in the external login field. This locking is for one user account per business unit. So your supplier can’t be expected to switch business units. They log in and do basic tasks for one BU.

Now login as this user – perhaps on a separate web browser – and see what the supplier will see. Make sure you are happy with the functionality. The user can only see their own supplier record or record invoices against their own supplier record. Please note suppliers are currently able to see internal comments.