Overview
The Supplier Portal is a dedicated part of Tropic that supplier contacts can use to upload documents and fill out questionnaire. Buyers assign these tasks as part of their purchase processes.
Using the portal streamlines requirements gathering, which can speed up approvals and sales.
This article covers how a supplier contact can access the Supplier Portal. It also covers how you can upload documents and fill out questionnaires in the Supplier Portal.
Important: When uploading documents, avoid including payment information as it will be accessible by all users in your organization. If you need to include payment details in a document, we recommend uploading the document to a service like Google Drive, Dropbox, or OneDrive and providing the document URL here to limit access to the data.
Access the Supplier Portal
When a supplier contact is assigned a document upload task, Tropic sends them an email notification. This method of passwordless login is sometimes called magic link or magic code.
After you receive one of these notifications, you can log in to the Supplier Portal using only your work email address.
- Click the View Task link in the email or go to https://app.tropicapp.io/supplier_portal.
- Enter your work email address and click Sign in with Email. This email must match the email add address in your notification.
- Check your email for a message from Tropic and copy the verification code.
- Enter the verification code and click Sign In.
The Supplier Portal is displayed. A supplier contact can only access their assigned tasks and documents they’ve uploaded.
Upload a document
Some assigned tasks require you to upload documents.
Important: When uploading documents, avoid including payment information as it will be accessible by all users in your organization. If you need to include payment details in a document, we recommend uploading the document to a service like Google Drive, Dropbox, or OneDrive and providing the document URL here to limit access to the data.
- In the Supplier Portal, click the task under Your Tasks.
- Review the instructions and upload any requested documents.
- If wanted, leave a comment and click Comment.
- Click Upload Documents.
The document now appears under Your Documents in the Supplier Portal.
Provide a link or comment instead of a document
In some cases, you may not be able to upload a document. For example, you may not have the requested document or may want to provide a link instead. In these cases, you can complete the document upload task by leaving a comment instead.
- In the Supplier Portal, click the related task under Your Tasks.
- Click Don't have any documents?
- Leave a comment and click Comment. If providing a link, ensure you include the link in your comment.
- Click Confirm.
Complete a questionnaire
Some assigned tasks require you to complete a questionnaire.
- Click on the task to complete the questionnaire
- Below is an example of what a questionnaire looks like
- Submit your questionnaire
- You can see that your task is now Completed
Note: Once a questionnaire is submitted it will be added in the Documents tab in the associated Request
For more information about questionnaire please refer to Complete a questionnaire
Additional Resources
Please visit our Help Center for more help and documentation.