---
title: "2.2 Setup Configuration"
space: "Vuna Sourcing"
url: "https://docs.navari.co.ke/vuna-sourcing/2-getting-started/22-prerequisites"
updated: "2026-10-28"
---

Work through this list once after installing. Each step links to the page with the details.



## 1. Sourcing Settings

Open **Sourcing → Settings → Sourcing Settings** and decide:



- Whether businesses can sign up on their own, or only by invitation.
- Whether you accept supplier applications, customer applications, or both.
- Whether customers may place orders and request credit notes on the portal. Both are **off** by default.



See [Sourcing Settings](page:sourcing-settings).



## 2. Onboarding Types and Documents

- Create a **Party Document Type** for each document you ask for, such as *Business Permit* or *Tax Compliance Certificate*.
- Create a **Party Onboarding Template** (*Onboarding Type*) for each kind of applicant, such as *Company* or *Sole Proprietor*, and list the documents it needs.



See [Onboarding Types and Documents](page:onboarding-types).



## 3. Opening Committees (Sealed Bids Only)

If you will run sealed bids, create at least one **RFQ Opening Committee** and add the staff who must confirm before quotations are opened. See [Sealed Bids](page:sealed-bids).



## 4. Prices and Companies for Customer Orders

If customers will order on the portal:



- Give each customer a **Default Price List**, or set a default selling price list in **Selling Settings**.
- Add **Item Prices** for everything customers may order.
- If you have more than one company, add a row per company to the customer's **Accounts** table. Customers can only order from those companies.



See [Placing Orders](page:placing-orders).



## 5. Email

Check that outgoing email works. Sign-up links, review decisions, award results and credit decisions are all sent by email.



## 6. Try It

1. Invite yourself as a test supplier from **Sourcing Settings → Invite Supplier**.
2. Complete the application on the portal, then approve it in Desk.
3. Send that supplier a small RFQ and quote on it from the portal.