Business Unit Category
Add an email signature
Coding Restrictions
Create new Business Unit
Custom Fields on Line Items
Customised labels
Date formating
Default delivery address
Division Management
Editing Email Templates
How to hide cost codes
Invoice email forwarding – Microsoft 365
SMTP & Email Sending
T&C on your PO Template
Invoice Processing Help Category
Auto reject supplier invoices
Auto rejecting of invoices issue
Finding an order or invoice
How to create a credit note
Invoice email forwarding – Microsoft 365
Invoice export colours
Invoice Inbox
Invoice List View
Invoice matching
Invoice Processing Explained
Month end cut offs
Negative Order Balance
Setting up Autopilot
Supplier Matching
Waiting for a GRN
Purchase Orders Category
Adding a product to an order
Adding documents to an order
Bulk importing orders
Close Orders Automatically
Closing an order
Copy PO to Buyer
Creating a Purchase Order
Deleting a PO
Duplicate Order Prevention
Editing an order
Finding an order or invoice
GRN an order
Grouped Purchase Orders
Import Line Items
Negative Order Balance
PO Template Editing
Purchase Order Numbering
Purchase Order PDF
Purchase Order Prefix
Purchase Requisition Number
Quick Create a Purchase Order
Send PO to Supplier
Supplier order acceptance
What is a purchase order?
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.
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.
