Tabs & Features
1. Dashboard
The home screen provides a quick snapshot of the supplier's current status. It displays three summary cards:
Card | Description |
Pending Documents | Shows how many compliance documents still need to be uploaded |
Approved Documents | Displays the count of documents that are currently approved |
Pending Invoices | Shows invoices submitted but not yet processed |
This allows suppliers to quickly identify any outstanding actions required.
2. Compliance Documents
The Compliance tab is where suppliers manage all their required documentation.
Features:
Document List – View all compliance documents with their current status
Upload Documents – Submit required documentation directly through the portal
Status Tracking – Each document shows:
Document Name – The type of document required
Uploaded Date – When the document was last uploaded
Expiry Date – When the document expires (if applicable)
Status – Whether the document is Required or Optional
Submission Status – Shows Submitted or Not Submitted
How to upload a document:
Click the Upload button in the navigation bar
Select the document type from the available options
Upload your file
The document will be marked as "Submitted" once uploaded
Documents can be clicked to view the uploaded file in a new tab.
3. Invoices
The Invoices tab allows suppliers to submit and track their invoices.
Features:
Invoice List – View all submitted invoices with key details
Submit New Invoice – Create and upload new invoices
Edit/Delete – Modify or remove existing invoices
Status Tracking – Each invoice displays:
Invoice Number – Unique identifier for the invoice
Invoice Date – Date the invoice was created
Due Date – Payment due date
Amount – Total invoice value
Status – Paid, Pending, or Overdue
Invoice Statuses:
Status | Description |
Paid | Invoice has been processed and paid |
Pending | Invoice is under review |
Overdue | Invoice has passed its due date without payment |
How to submit an invoice:
Click Submit Invoice in the navigation bar
Fill in the invoice details (invoice number, dates, amount, etc.)
Attach the invoice file (if required)
Click Save to submit
4. Services
The Services tab allows suppliers to list and manage the services they offer.
Features:
Service List – View all services with their details
Add Service – Create new service offerings
Edit/Delete – Modify or remove existing services
Service Details:
Service Name – Name of the service provided
Category – Service category classification
Hourly Rate – Cost per hour for the service
Minimum Service Hour – Minimum booking duration
Status – Active or Inactive
How to add a service:
Click Add Service in the navigation bar
Enter the service name and select a category
Set the hourly rate and minimum service hours
Set the status (Active/Inactive)
Click Save to add the service
5. Contacts
The Contacts tab allows suppliers to manage their contact information for the organisation.
Features:
Contact List – View all registered contacts
Add Contact – Add new contact persons
Edit/Delete – Update or remove contact information
Contact Details:
Name – Contact person's full name
Title – Job title or role
Phone – Contact phone number
Email – Contact email address
How to add a contact:
Click Add Contact in the navigation bar
Enter the contact's name, title, phone, and email
Click Save to add the contact
Summary
Tab | Purpose | Key Actions |
Dashboard | Overview of pending items | View status at a glance |
Compliance | Manage required documents | Upload, view, track status |
Invoices | Submit and track invoices | Submit, edit, delete, view status |
Services | List service offerings | Add, edit, delete services |
Contacts | Manage contact persons | Add, edit, delete contacts |