TamilAccounting

One Portal

One Portal is the outside face of your ERP. Customers, suppliers and employees sign in to a single portal — on the web or on their phone — and see only what belongs to them: their invoices, their orders, their payslips, their leave. Everything they do arrives in the ERP as a real document, and everything you post is visible to them at once.

Three audiences, one portal

Audience	What they come for
Customers	Invoices, statements, orders, deliveries, payments and support tickets.
Suppliers	Purchase orders, RFQs, goods received, their own invoices and ledger.
Employees	Attendance, leave, payslips, claims, loans, tasks and announcements.

One login belongs to one person of one type. What they can see is decided by which record they are attached to — a customer login sees that customer's documents and no one else's.

The Portal app in the ERP

Everything you administer is on the Portal page:

Tab	What it is for
Overview	Adoption and activity: who is using it, how much, and what is waiting on you.
Documents	Files portal users upload, for you to verify or reject.
Announcements	Notices published to one audience or everyone.
Helpdesk	Tickets raised from the portal by any of the three audiences.
Payments	Payments customers made or declared, for you to confirm and allocate.
Delivery Shipments	Inbound and outbound shipments, with their status.
RFQs	Requests for quotation suppliers answer in the portal. Shown when RFQ is enabled.
Portal Users	The logins themselves.

Getting started

Step	Page
1. Have the portal wired to your company	Setting up the portal
2. Create the logins	Portal Users
3. Tell people it exists	Announcements
4. Watch what comes back	Overview