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Portal Extension

Supplier Portal on Salesforce

Provide suppliers with a single location to update company information, submit documents, respond to requests, and view selected status updates while your team manages follow-up in Salesforce.

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Centralise supplier collaboration without turning Booking Ninjas into a procurement suite.

Booking Ninjas can support supplier profiles, document collection, controlled portal access, approval workflows, requests, reminders, and operational follow-up inside Salesforce.

Full sourcing, purchasing, warehouse, inventory, supply-chain, accounts-payable automation, and specialist supplier-risk systems can remain separate and may be integrated when needed.

Provide Suppliers Controlled Self-Service

Allow suppliers to maintain selected information without granting them access to internal operations.

Supplier Profiles

Allow suppliers to update selected company, contact, and account information.

Document Uploads

Collect configured certificates, insurance records, forms, and supporting documents.

Requests

Allow suppliers to respond to selected requests or information updates through the portal.

Status Visibility

Display approved status information where it belongs in the supplier experience.

Keep Supplier Documents Organised

Connect documents, dates, review status, and follow-up to the supplier record.

  • Store selected supplier documents with the related supplier record.
  • Track configured expiration or renewal dates.
  • Send reminders when selected records require an update.
  • Route document reviews to the appropriate owner.
  • Control internal and external access through configured permissions.
  • Keep available submission and review history connected to the workflow.

Route Supplier Review and Approval

Use configured Salesforce workflows instead of relying on long email chains.

Onboarding Review

Route new supplier records to the people responsible for operational review.

Document Review

Create follow-up when selected documents require review, renewal, or replacement.

Conditional Routing

Route selected supplier records based on category, location, status, or other configured conditions.

Approval History

Keep available review status, ownership, decisions, and related history with the supplier record.

Connect Suppliers to Operational Requests

Use the portal for structured collaboration around the work Booking Ninjas manages.

Service Requests

Send selected operational requests to the appropriate supplier where configured.

Information Requests

Request missing information or supporting documentation through a structured workflow.

Status Updates

Keep internal teams informed as configured supplier work changes status.

Follow-Up

Create reminders, tasks, or escalation when another action is required.

Connect Selected Purchase or Invoice Information When Required

Keep supplier-facing status information connected without positioning the portal as a full procurement or accounting platform.

  • Expose selected purchase or request status where the required system is connected.
  • Make selected invoice information visible when the underlying billing or financial workflow supports it.
  • Keep external financial systems as the system of record when appropriate.
  • Use integrations for data that originates outside Booking Ninjas.
  • Control which financial or operational fields external users can access.
  • Keep portal activity connected to the supplier and related Salesforce records.

See Supplier Activity in Salesforce

Use available supplier workflow data to understand what is open, what changed, and who needs to act.

  • Supplier onboarding status
  • Missing or pending documents
  • Document renewal dates
  • Open requests and follow-up
  • Current review or approval owner
  • Available supplier activity history

Optional AI-Assisted Supplier Administration

AI can support suitable administrative review tasks when separately scoped. Final supplier decisions remain with your team.

Document Summaries

Summarise suitable supplier documents to support human review.

Missing Information

Help identify records that may require additional information.

Activity Summaries

Generate internal summaries from suitable supplier activity and request history.

Pattern Review

Review available history for recurring delays, missing documentation, or follow-up patterns.

Supplier Portal Supports Collaboration — Not Full Procurement or Supply Chain Management

Booking Ninjas focuses on supplier self-service, documents, requests, approvals, reminders, selected status visibility, and operational follow-up. It is not positioned as a full sourcing, purchasing, inventory, warehouse, manufacturing, supply-chain, accounts-payable automation, or specialist supplier-risk platform. Those systems can remain in place and may be integrated where required.

Available on Salesforce AppExchange

Booking Ninjas is publicly listed on Salesforce AppExchange.

Supplier Portal Pricing

Add a Portal when suppliers need structured external access to Booking Ninjas workflows.

Portal add-on

Supplier Portal

£100/month per portal

Use one Portal configuration for the supplier-facing experience.

  • Supplier self-service access
  • Configurable portal permissions
  • Supplier profile updates
  • Document submission
  • Requests and selected status updates
  • Connected Salesforce records
Implementation

Configured for Your Supplier Process

Scoped separately

The setup depends on portal access, supplier records, documents, approvals, requests, integrations, testing, training, and rollout.

  • Supplier record structure
  • Portal configuration
  • Onboarding forms
  • Document workflows
  • Approval and reminder rules
  • External integrations where required
  • Testing and training
  • Rollout configuration
If Booking Ninjas Core is part of the setup, Core starts from £400/month for 1–50 Active Bookable Units. Portal is a separate £100/month per portal add-on. Implementation, Salesforce external-user licensing, third-party procurement or financial systems, messaging, and custom integrations can be separate where required.

Email & Spreadsheets vs Connected Supplier Collaboration

Keep supplier information, documents, requests, and approvals closer to the operational records behind them.

Capability Email / Spreadsheets Booking Ninjas
Supplier information Updates may be collected manually Can use structured supplier records and portal forms
Document collection Files may be spread across inboxes or folders Can stay connected to the supplier record
External self-service Staff handle most updates manually Available through the Portal add-on
Approvals Often coordinated through email Can follow configured Salesforce workflows
Renewal follow-up Depends on manual tracking Can use configured date-based reminders
Operational context Supplier data may stay outside daily operations Supplier workflows can stay connected to Salesforce records

Frequently Asked Questions

What is supplier portal software?

Supplier portal software gives outside suppliers a controlled self-service area for activities such as updating company information, submitting documents, responding to requests, and viewing selected status information.

Can suppliers update their own information?

Yes. Selected supplier profile and contact information can be exposed for self-service when the portal is configured to allow it.

Can suppliers upload certificates and insurance documents?

Yes. Configured documents can be submitted through the portal and connected to the supplier record and review workflow.

Can document expiration dates be tracked?

Yes. Selected expiration or renewal dates can be stored and used for configured reminders or follow-up.

Can supplier approvals be automated?

Approval routing can be configured using supplier category, location, documentation status, team, or other agreed conditions. Final approval remains with the appropriate people.

Can suppliers see purchase orders or invoices?

Selected purchase-order, request, or invoice information can be exposed when the underlying system, integration, permissions, and implementation support it.

Does Supplier Portal replace procurement software?

Not by default. Booking Ninjas focuses on supplier self-service, documents, requests, approvals, reminders, and operational collaboration. Full sourcing, purchasing, inventory, warehouse, supply-chain, or accounts-payable requirements may need another system.

Does Booking Ninjas provide automatic supplier risk scoring?

Not as a standard Supplier Portal capability. Supplier information, documents, status, and workflow history can support human review. Specialist supplier-risk scoring would require a separate system or separately scoped capability.

Does Supplier Portal use AI?

AI is optional. AI-assisted document summaries, missing-information review, activity summaries, or pattern analysis can be separately scoped. AI does not need to make supplier approval decisions.

How much does Supplier Portal cost?

The Portal add-on is £100/month per portal. If Booking Ninjas Core is required, Core starts from £400/month for 1–50 Active Bookable Units. Implementation is scoped separately.

Give Suppliers a Clearer Way to Work With Your Team

Show us how suppliers submit information, provide documents, respond to requests, and move through review today.

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