One platform for onboarding suppliers, assessing risk, running approvals, and letting vendors quote and track orders themselves. Approved vendors land straight in Dynamics 365 F&O.
Your procurement team and your suppliers each get an interface built for what they actually do — working from the same records.
Where procurement invites suppliers, reviews what they submit, scores risk, and moves them through approval.
SCREENSHOT · EVALUATION QUEUE
Where approved vendors see RFQs, submit quotations line by line, and track the purchase orders that follow.
SCREENSHOT · PORTAL QUEUE
Every stage is recorded, so nobody has to ask where a supplier got stuck.
Procurement raises a supplier invitation from the onboarding module — company name, supplier group, and the email it goes to.
CREATE PROSPECT
An invitation email goes out with a secure registration link. No account to create first, no portal credentials to chase.
INVITATION EMAIL
The supplier verifies their work email with a one-time password before any business data is entered.
VERIFY EMAIL
A guided five-section form — general information, financial and commercial, distributor details, quality management, and declaration. Save as draft at any point.
REGISTRATION
Certifications captured with status, certificate number, validity date and the file itself — ISO 9001, AS9100, ISO/IEC 17025, NABL, factory licence and more.
COMPLIANCE DOCUMENTS
A structured assessment the supplier answers themselves — calibration, inspection capability, corrective action, counterfeit prevention, shelf life.
QUESTIONNAIRE
The supplier confirms the declaration and terms, then submits. Everything they entered arrives in your evaluation queue as one record.
SUCCESS
The evaluator works through the submission in one workspace, records a risk level against each area, and sends it up the approval chain.
Each criterion is marked applicable or not. Where it applies, a risk level and a written observation are required — and a vendor group must be set before the assessment can close.
Whichever route is taken, the decision, the comments and the person who made it are all stored against the prospect.
Each approver sees the full registration, the documents and the risk assessment before deciding — and leaves a comment with their decision. When the last one approves, vendor creation is triggered automatically.
Built so a vendor can log in, understand what needs a response today, and act on it — without training.
Four numbers at the top, then the list of RFQs still inside their submission window — closing soonest first.
Every request grouped by where it stands, so a vendor can filter to exactly the set they care about.
Header terms first, then a line for every material. The vendor's response sits directly beside your requirement, so nothing is quoted against the wrong quantity.
Every PO raised against their accepted quotations, with the detail behind it one click away.
Company details, contacts, and the exact list of materials the vendor is approved to supply.
Both sides see the same state at the same time — which removes most of the "any update on this?" email traffic.
An RFQ has been shared but not yet opened by the vendor.
The vendor has started filling in a response and saved it as a draft.
The quotation has been submitted and is locked from further editing.
Your procurement team is evaluating the submitted line items.
The line has been approved and can proceed to a purchase order.
The line was not selected on this occasion.
The submission window closed before a response was received.
Onboarding is complete and the vendor account exists in your ERP.
The moment the final approver signs off, vendor creation is triggered in Dynamics 365 Finance & Operations. Nobody re-types a supplier record into the ERP.
SCREENSHOT · DASHBOARD
A walkthrough of both sides — onboarding a supplier end to end, then quoting an RFQ as a vendor. We'll map it against how you do it today.