Summary
Vendor Portal is a ShowMgr version used by vendors who need to view their Orders, Bookings, Resources etc and follow along an Order's lifecycle. It has the same simple user interface as the Crew Portal as it does not how or give access to any of ShowMgr's admin features. This article walks through how a vendor can access and navigate the Vendor Portal
Getting started with Vendor Portal
- Launch Google Chrome (from our experience, ShowMgr works best on Chrome)
- Click on the access link sent to you by your ShowMgr admin or type https://mycompany.showmgr.com into your browser (replacing "mycompany" with your company's name)
- After selecting Login, you will be given a selection of Single Sign-on (SSO) providers supported for your ShowMgr instance. Select the SSO best suited to your needs e.g. "Log In With Google" to login via Google SSO
- On the left navigation menu, select My Portal
- This view will give you a Gregorian style calendar view of all of your assignments and bookings in real-time. Here you can receive and open new Orders, track and manage Order progress, provide comments, submit actuals, or upload a vendor invoice. Note: Update capabilities are controlled by your System Admin, so please contact them if you require additional capabilities/functionality
Uploading an Invoice
- From the calendar, double-click on the Booking/Order that you would like to submit an invoice for
- On the right-side of the grid you will see the Order Details. Click on the Submit Vendor Invoice button
- Here you can enter the invoice information including the invoice number (this can be your own number) and the total amount of the invoice. If the invoice is part of a Purchase Order, it should be included here
- Click on Upload Document to upload any supporting PDFs. These PDFs will remain attached to the Order in the documents section of the Order
- Click Submit to push the invoice into the accounts payable process
Adding Actuals Based on a Rate
- From the calendar, double-click on the Booking/Order that you would like to add actuals to
- On the right-side of the grid you will see the Order Details. Click on the Submit Vendor Invoice button
- Click on the Add Actual button to add actuals to the Booking. This will take the rate directly off the Booking. For example, if the Booking has a rate of $50/hr, and you worked 4 hours, the system will calculate $200 to submit as actuals and processed as part of the accounts payable process
Vendors vs. Resources
In ShowMgr, a vendor can be a company with numerous resources or it can be an individual (e.g. a freelancer). Any resource associated with a vendor will have a resource profile within ShowMgr, and they will be able to be booked in ShowMgr like any resource in ShowMgr.