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Touring the alio Vendor Portal Pages

Each page in the alio Vendor Portal is designed with three primary frames or panes.

The Title Area contains the organization's logo, the name of the organization, the name of the user currently logged in to the portal, and links to user-based options. These links include:
Need Help? icon — click this link to launch the alio Vendor Portal Web help.
Account — click this link to change your personal account settings, including your e-mail address, preferences, user name and password, and security questions.
Log Out — click this link to log out of alio Vendor Portal.
The Navigation Bar displays across the top of the page and contains the links to which you have access. Click a link to open the page associated with that link. Your Vendor Portal system administrator will determine the links that display.
Click the Pin button to pin the Navigation Menu to the top of the page.
Click the Unpin button to hide the Navigation Menu and display a Handlebar at the top of the page. Click the Handlebar to display the Navigation Menu.
You can also click the Alt key on your keyboard to pin and unpin the Navigation Menu.
The Work Area displays the page associated with the link selected in the Navigation Menu. Use these pages to add, update, and view your record. Fields that require values are identified with a yellow background.

Click here to see an example of the alio Vendor Portal Home page.

Terminology

The following table defines the components used on the alio Vendor Portal pages. The components are listed in alphabetical order.

Component	Definition
Drop Down List	Click the Drop Down List button to display a list of valid selections for a field.
Grid	A grid is a table that may display in the Work Area. The grid will list records that apply to the selected link. You can click a column heading in the grid to sort the records in the grid in ascending or descending order. An arrow appears next to the column heading text to identify the column used to sort the data in the grid. This sort option is retained when the user navigates to another page within the Vendor Portal. It is automatically cleared when the user logs out of the Vendor Portal or is timed-out of the Vendor Portal.
Links	Click a link to display the corresponding page. Links display with blue text.
Page Details	The Page Details display in the Work Area. Use this section to view vendor details, request changes to your vendor account, and view unpaid invoices, paid invoices, and purchase orders.
Page Title	This is the title of the displayed page.

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Navigation Buttons

You can use the following buttons to initiate an action in alio Vendor Portal.

Button	Initiate Action	Description
	Open the Calendar	Click the Calendar button on to select a date for the corresponding date field. You can click the Month drop down to change the calendar month; and click the Year drop down to change the calendar year. Click the Right Arrow button to move the calendar forward; click the Left Arrow button to move the calendar backward.
	Expand a section	Click the Expand button to open the section of a page.
	Collapse a section	Click the Collapse button to close the section of a page.
	Filter button	Click the Filter button to filter the records displayed in a grid and to search for specific records. All filter criteria is retained until you manually remove or change the filter criteria, close the grid filter, or log out of the alio Vendor Portal. The filter values are also removed if your alio Vendor Portal session is timed out.

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Page Buttons

The Page buttons display if the number of records listed exceeds the maximum number of records that can display in the grid. Your alio Vendor Portal system administrator defines the maximum number of records that display in the grid.

Button	Initiate Action	Description
	First page button	Click the First button at the bottom of the page to display the first page of records.
	Previous page button	Click the Previous button to display the previous page of records.
	Page number buttons	Click the numbered button that corresponds to the page to be displayed. The page currently displayed is outlined in black.
	Next page button	Click the Next button to display the next page of records.
	Last page button	Click the Last button to display the last page of records.

Click here to see an example of the View Paid Invoices page, which incorporates most of these components.

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Vendor Portal Navigation Menu

Click the links in the Navigation Menu at the top of the Vendor Portal Home page to display the following pages. These are the standard links; your alio Vendor Portal system administrator may also provide links to other URLs, such as the district home page.

Link	Purpose	Click the link for more information
Home	Click the Home link to return to the Vendor Portal Home page from another page. The Vendor Portal Home page displays your primary addresses, purchase order addresses, and payment addresses on file with the district. It also displays system messages from the district and Quick Links to frequently accessed Web site shortcuts, alio Vendor Portal pages, and other items. The alio Vendor Portal system administrator grants access to these links based on the district's policies.	Touring the Vendor Portal Home Page
My Attachments	Click the My Attachments link to upload documents to the district, and edit or remove documents previously uploaded to the district.	Maintaining My Attachments
Vendor Forms	Click the Vendor Forms link to view and save forms published by the district that were uploaded to alio Vendor Portal. The documents are arranged by category and the sort order is set by the alio Vendor Portal system administrator. You can open a document in the default application for that document (e.g., Word, PDF viewer, etc.); or launch a URL to open a Web page in a new window. After opening the document, you can save the document to your computer or print the document using the default application's print function.	Viewing Vendor Forms
View Unpaid Invoices	Click the View Unpaid Invoices link to view the Unpaid Invoices grid. Unpaid invoices are sorted by Invoice Number in descending alphanumeric order.	Viewing Unpaid Invoices
View Paid Invoices	Click the View Paid Invoices link to view the Paid Invoices grid. Paid invoices are sorted in descending order by Check Number. Click a Check Number link to display the Check Inquiry Details page.	Viewing Paid Invoices
View Purchase Orders	Click View Purchase Orders link to view the Purchase Orders grid. The purchase orders are sorted in descending order by purchase order number. Click a PO Number to display the Purchase Order Details page.	Viewing Purchase Orders

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