Adding Material Certs & Inspection Reports
This section explains how vendors upload material certifications and inspection reports and how those documents are shared with customers in Parts Portal.
When to Upload Certs & Reports
Material certifications and inspection reports are uploaded after production is complete.
Uploads are available when:
The quote or order status is Production Complete
Final documentation is ready for customer review
This ensures all required quality documentation is attached to the completed order.
Uploading Material Certs & Inspection Reports
When production is complete, vendors can upload documentation directly to the order, including:
Material certifications
Inspection or quality reports
Any additional compliance documentation
Uploaded files are stored with the order for future reference and traceability.
Customer Visibility
Once uploaded:
Customers can view and download certs and reports directly from the portal
Documents remain tied to the completed order
Both parties have a shared record of quality documentation
This provides transparency and reduces the need for follow-up emails or external file sharing.
Key Benefits
Centralized storage of quality documentation
Improved traceability for completed orders
Clear visibility for customers post-production
Quote & Order Workflow Statuses
Quote Statuses
Status | Description | Vendor Actions Available |
Under Vendor Review | RFQ has been submitted and is awaiting vendor review. | Edit pricing and lead times |
Quoted | Quote has been sent to the customer and is awaiting a decision. | View quote details only |
Rejected | Quote or RFQ was declined by the vendor or customer. | No actions available |
Order Statuses
Status | Description | Vendor Actions Available |
Accepted | Quote has been approved by the customer and converted to an order. | Send order to production |
In Production | Order is actively being manufactured. | Update production-related details |
Production Complete | Manufacturing is complete. | Upload material certs and inspection reports |
How Status Permissions Work
Vendor permissions change automatically based on the current status to ensure actions align with the workflow:
Edit – Available during Under Vendor Review
Reject – Available before customer acceptance
Send to Production – Available once a quote is accepted
Upload Documentation – Available when production is complete