Vendor Rating Addon for SAP B1

Purchase Self Service Portal SAP B1

Purchase Self Service Portal

Introduction

The Purchase self service portal is a powerful web application designed for SAP Business One users. It provides a secure and user-friendly platform to manage purchase-related documents, track transactions, and streamline procurement processes. With real-time access to purchase requests, quotations, orders, invoices, and vendor payments, businesses can simplify their operations and enhance efficiency.

Why Kabeer has developed Purchase Self Service Portal

At Kabeer Consulting Group, we understand the challenges businesses face in managing procurement workflows efficiently. Many organizations struggle with manual processes, delayed approvals, and a lack of real-time visibility into purchasing operations. To address these challenges, we developed the Purchase Portal, a seamless and automated solution that integrates directly with SAP Business One. Our goal is to empower businesses with better control over their purchase cycles while ensuring data accuracy and compliance.

Purchase Self Service Portal

Key Features Purchase Self Service Portal

Purchase Requests
  • Create draft purchase requests.
  • View the list of open purchase requests.
Purchase Quotations
  • Create draft purchase quotations.
  • Access the list of open purchase quotations.
Purchase Orders
  • Create draft purchase orders.
  • View open purchase orders.
  • Access and download open, closed, or canceled purchase orders in PDF format
AP Invoices
  • View open, closed, or canceled AP invoices.
Goods Receipt PO (GRPO)
  • Create draft GRPOs.
  • View draft GRPOs.
  • Access open, closed, or canceled GRPOs.
Debit Notes
  • View the debit note list.
Vendor & Payment Management
  • Suppliers can check and download their payment history and payment advice in PDF format.
  • Vendors’ TDS certificates can be uploaded to the portal and accessed based on their PAN details.

Features & Functionality of Purchase Self Service Portal

User Account

User Login

This is the login page where users must enter their credentials to access the Purchase Self-Service Portal.

Dashboard

A centralized dashboard displaying various purchase-related insights in a visually organized manner.

Account Statement
  • Displays the account balance information.
  • Users can download the balance statement in PDF format.
Change Password

Users can update their password after logging into the Purchase Self-Service Portal.

Purchase Request

Purchase Request – Add as Draft

Users can create draft purchase requests for items or services.
Allows file attachments along with purchase requests.

Purchase Request – Open

Users can view all purchase requests that are in open status.

Purchase Quotation

Purchase Quotation – Create

Users can create detailed purchase quotations.

Purchase Quotation – View

Users can view the details of existing purchase quotations.

Purchase Quotation – Posting to SAP

Users can post purchase quotations to SAP Business One.

Purchase Quotation – Posted in SAP

Users can view purchase quotations that have already been posted to SAP.

Purchase Order

Purchase Order – Create

Users can create purchase orders from existing purchase quotations.

Purchase Order – Open

Displays open purchase orders with an option to download in PDF format.

Purchase Order – Closed

Displays closed purchase orders with an option to download in PDF format.

Purchase Order – Cancelled

Displays canceled purchase orders, allowing users to view relevant documents.

Goods Receipt PO

Goods Receipt PO (GRPO) – Add as Draft

Users can create draft GRPOs with file attachments.

Goods Receipt PO – Draft

Displays all draft or posted GRPOs for user reference.

Goods Receipt PO – Draft View

Users can view the details of a single draft GRPO document.

Goods Receipt PO – Open

Displays all open GRPOs, allowing users to view relevant documents.

Goods Receipt PO – Closed

Displays all closed GRPOs for reference.

Goods Receipt PO – Canceled

Displays all canceled GRPOs for reference.

AP Invoice

AP Invoice – Open

Displays all open AP invoices for user reference.

AP Invoice – Closed

Displays all closed AP invoices for user reference.

AP Invoice – Canceled

Displays all canceled AP invoices for user reference.

Reports

Debit Note

Displays debit notes with an option to download the file.

Payment Advice

Displays payment advice details with an option to download the file.

Tax / TDS Certificate

Displays TDS certificates, which can be downloaded by users.

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