In this overview you will see all kinds of settings related to the Supplier Data Portal. This portal can be used people within your own organization to request approval for new vendors, these can then be approved or rejected in Vendors > New data supplier. Below you will see explanations of all the settings available on this page.
With this setting it is possible to allow only email addresses from a specific domain. For example, if you enter @ vendorlink.nl here, it is only possible to log in to the Supplier Data Portal with an email address within the @ vendorlink.nl domain. This may apply if, for example, you only want to allow people within a certain organization. Setting up this function can only be done by VendorLink support, please contact us by creating a ticket.
|Domain validation active||
When this option is checked, only users with an email address that falls within the domain(s) under 'Domain name' can use the Supplier Data Portal.
|E-mail contact Supplier Portal||
Enter an e-mail address here that users of the Supplier Data Portal can use to contact them if they have questions about applying for a new supplier.
If you want to use custom fields in the form with which suppliers can be submitted, check this option.
|Supplier Data Portal active||
This function determines whether the Supplier Data Portal is active for the current VendorLink environment. If this option is unchecked, the Supplier Data Portal can't be used.
|Supplier Data Portal - switch off document upload||
When this option is checked, an attachment cannot be uploaded when submitting a supplier through the Supplier Data Portal.
|Leverancier data - document upload mandatory||
When this option is checked, the submitter is obliged to upload an attachment to the supplier request.
|Supplier Data Portal - Export to VM||
When Supplier data has been received and this has been approved by the administrator of this process or by means of a workflow by other stakeholders within the organization, this switch can be used to indicate whether the entered information should end up in Vendor Management.
|Supplier Data Portal - no supplier search||
When a new supplier request arrives, it is first checked whether this supplier may already exist in the database. This control can be disabled by means of this function.
|Supplier Data Portal - pincode before sending||
This feature ensures that an extra security step is added when applying for a new supplier. When submitting an application, a security code will be sent to the submitter's email address so that it can be verified that this email address actually belongs to the person submitting the application. Therefore, this feature only works in conjunction with the domain check, described under the heading 'Domain name' at the beginning of this article.
|Supplier Data Portal - text in portal||
The accompanying text on the left side of the Supplier Data Portal can be set / modified using this text field. In this way you can provide the users of the Supplier Data Portal with the correct and most recent information before submitting a request.
This category is linked to newly approved suppliers by default. This is useful when you use category authorization, so the supplier is always visible and you can always link another category later. Administrators can always link a supplier to a category via Admin > Vendors settings > Connect commodities.
|Supplier Data Portal - default workflow||
Here you can set which workflow is linked to new requests received from the Supplier Data Portal.
Settings custom fields
In this overview you see all information regarding the currently available free fields for the Supplier Data Portal. Free fields are, as the name suggests, fields that are freely definable.
The following properties can be defined when creating or editing a free field.
|Sort order||The place in the overview where the field will be displayed. If you want to show the field at the top of the supplier overview, enter 1 here, etc.|
|Name||The name of the field.|
|Type||The type of field (text, selection box, date etc).|
|Input validation||The required format (numeric, alphabetic, alphanumeric)|
|Max. input length||Enter the maximum number of characters that may be entered here. Example: If you enter '15' here, only 15 characters can be entered in the field.|
|Min. input length||Enter the maximum number of characters that may be entered here. Example: If you enter '5' here, then at least 5 characters must be entered.|
|Width||The width of the field in pixels.|
|Required||Determines whether the field is mandatory (for new suppliers).|
|ProQuro field||If this field has a link with ProQuro, enter the field name of ProQuro here. Please contact your consultant for more information.|
Settings standard fields
In this table you can see for which standard fields special settings have been applied. If you want to adjust the settings for a new standard field, click on 'Add'. A pop-up will open where you can select the desired field and set the desired settings. Below you will see a description of each setting. After you have saved the setting, the field (including settings) is visible in the table and you can still edit or delete it by clicking on it.
|Field name||The name of the field to which the settings are applied.|
|Hide in list||This standard field will be hidden in the overview in Vendors > New vendor data > Select request.|
|Hide in portal||This field will be hidden in the request form in the Supplier Data Portal.|
|Sort order||The order of the field. Enter a number here, this field will then be displayed on the application form.|
|Required||Determines whether this field is a required field on the request form in the Supplier Data Portal.|