---
title: "6.1 Customer Guide"
space: "Vuna Sourcing"
url: "https://docs.navari.co.ke/vuna-sourcing/6-portal-guide/61-customer-guide"
updated: "2026-10-28"
---

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



## Overview

![Customer overview](/files/customer-overview.webp)



- **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


| 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](/files/customer-sales-invoices.webp)



## On a Phone

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](/files/phone-customer-overview.webp)