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The portal your customer gave you, and what it will and will not show

The portal your customer gave you, and what it will and will not show

See how your invoice matched your customer's goods receipts · presentation 1 of 4 · for the outside party — you are not our staff Read the transcript · Back to the series

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See how your invoice matched your customer's goods receipts · presentation 1 of 4

The portal your customer gave you, and what it will and will not show

You can say what your supplier login actually is, tell the screens that only ever show finalised documents from the one that does not…

Where you are

Step 1 — Understand what your login actually is

You will know whose system you are in.

Where this step sits
    flowchart TD
  s1["1. Understand what your login actually is"]
  s2["2. Expect to read, not to write"]
  s3["3. Know the one screen that breaks…"]
  s4["4. Work an empty screen in the…"]
  s5["5. Know which documents you can take…"]
  s6["6. Know what the portal will never…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s1 here;
  

Step 2 — Expect to read, not to write

You will stop looking for buttons that are not there.

Where this step sits
    flowchart TD
  s1["1. Understand what your login actually is"]
  s2["2. Expect to read, not to write"]
  s3["3. Know the one screen that breaks…"]
  s4["4. Work an empty screen in the…"]
  s5["5. Know which documents you can take…"]
  s6["6. Know what the portal will never…"]
  s1 --> s2
  s2 --> s3
  s3 --> s4
  s4 --> s5
  s5 --> s6
  classDef here fill:#1e40af,stroke:#1e40af,color:#ffffff,font-weight:bold;
  class s2 here;
  

Step 3 — Know the one screen that breaks that rule

You will treat one portal with more care than the others.

What this step names
  1. A draft return can change its quantities
  2. Change its reasons or be thrown away entirely
  3. If you ship a replacement or raise a credit against one you…

When nothing is there

Step 4 — Work an empty screen in the right order

An empty listing will stop being a mystery.

What you do
  1. Check three things, in this order

Getting a copy

Step 5 — Know which documents you can take away

You will stop fighting an export that cannot work.

What you do
  1. Ask your customer to send the file…

Step 6 — Know what the portal will never do for you

You will use the right channel for a disagreement.

What this step names
  1. There is no message box
  2. No dispute button
  3. No acknowledgement
  4. No way to accept or reject anything

NarrationSlide 1 of 10

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