6.1 Customer Guide

This page is for customers using the portal at https://<your-site>/vuna-sourcing.

Overview

Customer overview

Open Quotations, Open Orders, Outstanding and Overdue at the top.
Sales Invoices for the last 12 months, and Invoices by Status (paid, unpaid, overdue).
Your open quotations and pending deliveries.
Account Details: the details the seller holds for you.

Menu item	What you find there
Quotation	Quotations sent to you.
Sales Order	Your orders. Place new ones using New Order. See Placing Orders.
Delivery Note	Deliveries made against your orders.
Sales Invoice	Your invoices, including outstanding amounts.
Credit Note	Credit notes issued to you.
Credit Note Request	Request a credit against an invoice. See Credit Note Requests.
Pending Invoices	Outstanding amounts, due dates, and the number of days overdue.

Placing orders and requesting credit notes work only when the seller has turned those features on. Otherwise the page says the feature is turned off.

Sales invoices

On a phone, the menu moves to a bar at the bottom of the screen, and lists and documents switch to a single-column layout.

Customer overview on a phone