1.1 Overview

Vuna Sourcing is a self-service portal for ERPNext, built on the Frappe Framework. Suppliers and customers sign in to one portal, where they apply to work with you, answer requests for quotation, bid in live auctions, place orders, follow their invoices and ask for credit notes. They don't need to email, phone or fill in paper forms.

Everything they do on the portal creates standard ERPNext documents, so your buying, selling and accounts teams keep working in the ERPNext screens they already use.

What This App Does

• Self-service onboarding: New suppliers and customers apply online, either by invitation or through open sign-up. They enter business details, contacts, addresses and bank details, and upload the documents you require. Staff approve the application in ERPNext, which creates the Supplier or Customer and links the applicant's login.
• Requests for quotation: Suppliers see the RFQs sent to them. For each item they enter a price and lead time, and they can save a draft or decline to quote.
• Sealed bids: Quotations stay hidden from everyone, including staff, until bidding closes and an opening committee opens them.
• Open bids (live auctions): Suppliers bid against each other in real time and can lower their price until the deadline.
• Awards: Award a whole RFQ to one supplier, or award individual items to different suppliers. Purchase orders can be drafted automatically when you award.
• Customer ordering: Customers order from your item catalogue at their own price list and choose a delivery date and address.
• Credit note requests: Customers ask for credit on an invoice for damaged, short or wrong goods. Accounts review each request in ERPNext before a credit note is issued.
• Account overview: Suppliers and customers see their open documents, amounts outstanding and overdue, and their invoice history.
• One login, both roles: A business that is both a supplier and a customer switches between the two from one account.
• Phone friendly: On a phone, the portal switches to a mobile layout with a bottom menu bar.

Who It Is For

• Procurement teams who run RFQs and tenders, and need a fair, auditable way to collect and open quotations.
• Sales and customer service teams who take orders from repeat business customers.
• Accounts teams who handle credit note requests and supplier and customer statements.
• Suppliers and customers who want to deal with you online instead of by email and phone.

Where to Find It

| Who | Where |

| --- | --- |

| Suppliers and customers | https://<your-site>/vuna-sourcing |

| Staff | Sourcing in the ERPNext Desk sidebar |

Next Steps

• Read How It Works for the main ideas behind the portal.