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Features (Full Detail) — Supplier Portal
Current version: v1.0.0
Self-service supplier portal for Perfex CRM — supplier accounts, portal users, RFQ/PO visibility, invoices, compliance documents, API & webhooks
This page explains module capabilities in depth so new users understand what each feature does, why it matters, and how to use it inside Perfex CRM.
Feature catalog (explained)
Every major capability below is explained in plain language — what it is, why it helps, and how to use it.
1. Admin dashboard with supplier stats and recent activity
In plain words: Admin dashboard with supplier stats and recent activity
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Go to Supplier Portal → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
2. Supplier profiles with optional Purchase Management linking
In plain words: Supplier profiles with optional Purchase Management linking
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open Supplier Portal in the admin sidebar, then use the related menu screen for this capability.
3. Portal users with secure password hashing
In plain words: Portal users with secure password hashing
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Enable portal options in Settings, link the customer/supplier contact, then test with a portal login to confirm visibility and actions.
4. Login, logout, forgot/reset password, and self-registration
In plain words: Login, logout, forgot/reset password, and self-registration
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open Supplier Portal in the admin sidebar, then use the related menu screen for this capability.
5. RFQ listing, quotation submit, and attachments
In plain words: RFQ listing, quotation submit, and attachments
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open Supplier Portal in the admin sidebar, then use the related menu screen for this capability.
6. Purchase order acknowledgment and delivery schedules
In plain words: Purchase order acknowledgment and delivery schedules
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Ensure Perfex CRM cron is running (`php /path/to/perfex/index.php cron/index`). Then enable the related option in module Settings so jobs, alerts, or queues process automatically.
7. Invoice submit, payment history, and account statement
In plain words: Invoice submit, payment history, and account statement
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Open Supplier Portal in the admin sidebar, then use the related menu screen for this capability.
8. Compliance document types, uploads, and admin review
In plain words: Compliance document types, uploads, and admin review
Why it matters: This supports compliance, audit readiness, and on-time operations so nothing important is missed.
How to use it: Open Supplier Portal in the admin sidebar, then use the related menu screen for this capability.
9. REST API keys and outbound webhooks with HMAC signatures
In plain words: REST API keys and outbound webhooks with HMAC signatures
Why it matters: This helps your team complete the work faster with fewer mistakes and a clear audit trail inside Perfex CRM.
How to use it: Enable credentials in Supplier Portal → Settings (API keys, webhooks, sandbox/production). Test with a sample record, then monitor the module log or sync screen.
10. Activity audit log and dashboard widget
In plain words: Activity audit log and dashboard widget
Why it matters: This supports compliance, audit readiness, and on-time operations so nothing important is missed.
How to use it: Go to Supplier Portal → Reports / Dashboard (or the matching analytics screen), set filters (date, status, warehouse, staff), then run or export the report.
Screens map — what each menu is for
These are the admin screens registered by Supplier Portal. Click a name in the Knowledge Base for a full how-to, or open the path in admin.
| # | Screen | Admin path | Guide |
|---|---|---|---|
| 1 | Dashboard | admin/supplier_portal | How to use |
| 2 | Suppliers | admin/supplier_portal/supplier_portal_suppliers | How to use |
| 3 | Portal Users | admin/supplier_portal/supplier_portal_users | How to use |
| 4 | Registrations | admin/supplier_portal/supplier_portal_registrations | How to use |
| 5 | Compliance Documents | admin/supplier_portal/supplier_portal_documents | How to use |
| 6 | Webhooks | admin/supplier_portal/supplier_portal_webhooks | How to use |
| 7 | API Keys | admin/supplier_portal/supplier_portal_api_keys | How to use |
| 8 | Settings | admin/supplier_portal/supplier_portal_settings | How to use |
Features & workflows from documentation
Features
- Admin dashboard with supplier stats and recent activity
- Supplier profiles with optional Purchase Management linking
- Portal users with secure password hashing
- Login, logout, forgot/reset password, and self-registration
- RFQ listing, quotation submit, and attachments
- Purchase order acknowledgment and delivery schedules
- Invoice submit, payment history, and account statement
- Compliance document types, uploads, and admin review
- REST API keys and outbound webhooks with HMAC signatures
- Activity audit log and dashboard widget
Permissions
| Feature | Capabilities |
|---|---|
| --------- | ------------- |
| Dashboard | view |
| Suppliers | view, create, edit, delete |
| Portal Users | view, create, edit, delete |
| Settings | view, edit |
Registrations, documents, webhooks, and API keys use the Suppliers / Settings capability groups as shown in the admin menu.
REST API
Enable in Settings → Enable REST API, then create keys under Supplier Portal → API Keys.
Authentication: X-SP-API-Key header, Authorization: Bearer {token}, or ?api_key=
Example endpoints:
GET /supplier_portal/api/suppliers/{id}GET /supplier_portal/api/suppliers/{id}/invoicesGET /supplier_portal/api/registrations
Listing highlights
Item Title
Supplier Portal — Self-Service Supplier Hub for Perfex CRM
Short Description (max ~160 chars)
Self-service supplier portal for Perfex CRM — accounts, RFQ/PO, invoices, compliance docs, API & webhooks by Nasbix Technologies
Full Description
Supplier Portal extends Perfex CRM with enterprise-grade supplier self-service — without modifying a single core file.
Key Features
- Admin dashboard with supplier and portal activity metrics
- Supplier profiles and multi-user portal accounts
- Self-registration with optional email verification and admin approval
- RFQ listing, quotation submit, and file attachments
- Purchase order acknowledgment and delivery schedules
- Invoice submit, payment history, and account statement
- Compliance document types, uploads, and review workflow
- REST API keys and outbound webhooks (HMAC signatures)
- Granular staff permissions and dashboard widget
- Clean uninstall removes all module data (tables, settings, uploads)
Requirements
- Perfex CRM 2.3+ (3.x recommended)
- PHP 7.4+ (8.1+ recommended)
- MySQL 5.7+ / MariaDB 10.3+
- PHP extensions: mysqli, json, mbstring, curl, fileinfo
- Optional: Purchase Management module for RFQ/PO/invoice sync
What's Included
- Full module source code
- HTML documentation (
documentation/index.html) - Installation guide
- 6 months support
Tags
perfex crm, supplier portal, vendor portal, rfq, purchase order, invoices, compliance, api, webhooks, nasbix
Category
PHP Scripts > Add-ons > Perfex CRM
Demo
Include screenshots: dashboard, suppliers, portal login, RFQs, POs, invoices, documents, settings, API/webhooks.
Changelog
See CHANGELOG.md
Full submission pack
All CodeCanyon form files, images, and the main ZIP are prepared at:
releases/codecanyon/supplier_portal_submission/
Start with UPLOAD-CHECKLIST.md in that folder.
Official HTML documentation (feature sections)
Features
Enterprise supplier self-service for Perfex CRM by Nasbix Technologies.
- Supplier profiles and multi-user portal accounts
- Self-registration with optional email verification
- RFQ listing, quotation submit, and attachments
- Purchase order acknowledgment and delivery schedules
- Invoice submit, payment history, and account statement
- Compliance documents with admin review
- REST API keys and outbound webhooks
- Granular staff permissions and dashboard widget
See README.md in the module folder for the complete feature list.
Permissions
Granular staff capabilities are registered on activation. Assign them under Setup → Staff → Roles for the Supplier Portal capability group.
Typical capabilities include view, create, edit, delete, plus settings access for webhooks and API keys.
Uninstall
- Deactivate Supplier Portal in Setup → Modules.
- Click Uninstall.
This removes all Supplier Portal database tables (sp_*), module settings, and files under uploads/supplier_portal/. Core Perfex CRM files are not modified.
Cron Jobs
Background tasks (if enabled) run through Perfex CRM's main cron. Example crontab (every 5 minutes):
* * * * * php /path/to/perfex/index.php cron/index > /dev/null 2>&1
Check module settings for scheduled jobs (alerts, sync, reports, retention).
Related: Quick Start · How to Install · FAQ & Tips · Version & Changelog