The vendor portal

The vendor portal is a page outside BudLogix where a vendor can see the orders you have sent them, without an account. Each vendor has one link. It is a viewer first: most vendors read the order there or from the emailed PDF and reply by email.

Getting in

The link is per vendor. Copy it from the row menu on Purchase Orders, from Activity on an order page, or from Vendor portal link in the vendor's purchasing settings. A visitor enters their email and receives a one-time code. Codes only go to addresses that have been sent a purchase order email from you, or to the vendor's Email set on the Vendors tab of Purchasing Settings.

Reissue replaces the link; the old one stops working. Revoke switches the portal off for that vendor. Open this PO in portal on the order page shows you the vendor's view without a code.

Copying, reissuing and revoking the link need the Send purchase orders permission, because the link is the vendor's way in. Without it the link controls are not shown.

What the vendor sees

Orders in Vendor Review, Awaiting Your Finalization, Finalized, Partially Received or Received. A draft is not visible until it is sent or shared. Each order shows the lines grouped by brand and category, the requested delivery date, and Save as PDF or Save as CSV / Excel once finalized.

Confirming

An order shared with Share without email shows Awaiting confirm. The vendor can confirm it as-is, or say per line whether it is available in full, in part or not at all, propose a cost, suggest a substitute, add items and leave a note. A finalized order shows Request a change instead, which works the same way. Either answer appears on your order page as Vendor changes. See Apply a vendor's confirmation.

Nothing in BudLogix waits for this. An order emailed to the vendor is already Finalized; a confirmation only adds information. If the vendor replies by email instead, edit the order or resend it.

Apex vendors

An order placed on Apex is not worked in the portal: the vendor handles it in Apex, and their changes come back through the hourly sync. The portal is not closed to those vendors, though. When Apex cannot take a whole order it goes out by email or is marked sent like any other, and it then appears in that vendor's portal with the rest.

BudLogix for brands

An order link from an older email opens the order on BudLogix for brands instead: the visitor signs in with the email the order went to and lands on that order. Someone already signed in to this portal keeps it until that session ends.

The vendor portal is one link per vendor per store, for orders. Sales, stock and spiffs are in BudLogix for brands, where each person at the company has their own sign-in across every store that confirms them. Its Orders tab lists the purchase orders you sent and opens each on its own page.

Where you see this

Copy vendor portal link on Purchase Orders; Activity and Share without email on the purchase order page; the Vendors tab of Purchasing settings.