---
title: "2.3 Sourcing Settings"
space: "Vuna Sourcing"
url: "https://docs.navari.co.ke/vuna-sourcing/2-getting-started/23-sourcing-settings"
updated: "2026-10-28"
---

**Sourcing Settings** holds the app-wide settings. Open it from **Sourcing → Settings → Sourcing Settings**. It has five tabs, and two buttons at the top: **Portal Signup Link** and **Invite Supplier** (see [Invitations and Sign-up](page:invitations-and-signup)).



## Onboarding

![Onboarding tab](/files/desk-settings-onboarding.webp)



### Registration

**Registration Mode** - *Invitation Only*: only people you invite can create an account. *Open to Public*: anyone can sign up from the portal. 

**Invitation Valid For (Days)** -Shown only for *Invitation Only*. It is recorded but not enforced yet. The set-password link in an invitation email expires according to Frappe's own password settings. 

**Contact Email** - Shown on the sign-up page so businesses know whom to ask for an invitation. 

**Accept Supplier Applications** - Shows *Become a supplier* on the portal. 

**Accept Customer Applications** - Shows *Become a customer* on the portal. 



### Fallbacks

Used on approval when neither the application nor its onboarding type sets a value:



- **Fallback Supplier Group**
- **Fallback Customer Group**
- **Fallback Territory**

## Bidding

![Bidding tab](/files/desk-settings-bidding.webp)



By default, sealed quotations open only when **all** of these are true: bids have closed, the RFQ's minimum number of quotations has arrived, and every committee member has confirmed. Tick an exception to relax that rule for all sealed bids:


| Field                                          | What it does                                                                                                                                                                                                                        |
| ---------------------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Allow Opening Before Bids Close**            | The committee may open quotations early. Opening early stops suppliers from submitting further quotations.                                                                                                                          |
| **Allow Opening Below the Minimum Quotations** | The committee may open quotations even if fewer quotations than expected have been received.                                                                                                                                        |
| **Allow Any One Committee Member to Open**     | The first committee member to confirm opens the quotations, without waiting for every member.                                                                                                                                       |
| **Create Purchase Orders on Award**            | When an award is submitted, a draft Purchase Order is created for each winning Supplier Quotation, containing only the items that supplier won. When disabled, use **Create → Purchase Order** from the awarded Supplier Quotation. |




## Portal Transactions

![Portal Transactions tab](/files/desk-settings-portal.webp)



Use this corrected Markdown directly in your Frappe Wiki. I've removed the escape characters (`\`) that prevent the table from rendering properly.


| Field                                   | Default | What it does                                                                                                       |
| --------------------------------------- | ------- | ------------------------------------------------------------------------------------------------------------------ |
| Allow Customers to Create Sales Orders  | Off     | Customers can place orders through the portal. Each order arrives as a draft Sales Order for your team to confirm. |
| Allow Customers to Request Credit Notes | Off     | Customers can select an invoice and request a credit note.                                                         |
| Email Customers About Decisions         | On      | Emails the customer when a credit request is approved, rejected, returned, or credited.                            |


## Notifications

![Notifications tab](/files/desk-settings-notifications.webp)




| Field                            | Default                 | What it does                                                                             |
| -------------------------------- | ----------------------- | ---------------------------------------------------------------------------------------- |
| Notify Applicant                 | On                      | Emails the applicant when the application is submitted, approved, rejected, or returned. |
| Notify Reviewers of New Requests | On                      | Emails reviewers when a new application arrives.                                         |
| Reviewer Role                    | Purchase Master Manager | The role that receives those emails.                                                     |