Advanced Usage Guide
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      Supplier Portal

      If you want to ensure a quick and efficient onboarding process for your suppliers, you’re in the right place.

      Dost's Supplier Portal allows you to create a centralized channel to keep all your suppliers’ documents in one place and information up to date.

      1. Access the Suppliers Section

      Go to the side navigation bar and select the Suppliers option.

      Here, you’ll find the main screen, where all the supplier portals you’ve created will appear (once you start adding them).

      2. Add a New Supplier

      Click the "Add a New Supplier" button.

      A form will open where you can input the necessary information to start the supplier onboarding process.

      3. Invite Your Supplier

      Once the initial information is completed, your supplier will receive an automated email with instructions to set up their portal.

      You also have the option to click "Copy Link" to send them the link directly through your preferred channel.

      4. Supplier Verification

      Your supplier will need to:

      1. Enter their email address.
      2. Confirm their identity using a verification code sent to their email.

      5. Complete the Portal Setup

      After verification, the supplier will be able to access their portal and must:

      • Complete the required information, such as contact details, payment methods, etc.

      You will see a green tick when the supplier under "Onboarding Status" when the supplier has completed all the information. 

      Once done, they’ll be ready to upload their documents directly! 

      6. Document Management and Tracking

      Once the supplier uploads their documents, they will appear in your "Documents" section.

      Additionally, your suppliers can:

      • Check the real-time status of their documents: Reviewed, Approved, or Paid.
      • Receive automatic notifications about updates to their documents.

      7. Additional Documentation

      The portal also allows your suppliers to upload any important contractual documents related to your collaboration. To enable this option or customize document requirements, you can contact our Customer Success team, who will be happy to assist you.

      Benefits of the Supplier Portal

      • Saves time by streamlining document and information management.
      • Provides real-time visibility into the status of each document, improving communication.
      • Increases efficiency and organization for both parties.