Vendorlogic — Beta Testing Guide

You're the first person at a fictional supply company joining Vendorlogic.

1. Open https://vendorlogic.vercel.app/ — it goes straight to the Sign in page.
2. Click 'Create an account →'.
3. Pick role: Credit manager.
4. Name: yours. Company: pick something unique you'll remember (e.g. 'Test HVAC Supply').
5. Email: your+vendor alias. Password: 8+ chars.
6. Submit. You'll be auto-signed-in and dropped on the Pipeline dashboard.
7. Look at your sidebar — because you're the first user at 'Test HVAC Supply', you're now the Org Admin (purple shield icon).
8. Click 'Org Admin' or 'Users & roles' in the sidebar to see your team management screen (just you for now).

As Org Admin, invite another user to your org with a different role.

1. From Users & roles, click 'Invite user'.
2. Name: pick anything (e.g. 'Jen Park'). Email: your+sales alias.
3. Role: Sales Manager. Click Send invite.
4. Check your+sales@gmail.com — you should get an invite email with a temporary password.
5. Sign out (sidebar bottom). Open Incognito. Sign in with your+sales email + the temp password from the email.
6. You should land on the dashboard — but notice: no Approve/Decline buttons. Sales Manager has read-only access by default.
7. Click 'Org Admin' in the sidebar — locked (Restricted section).
8. Switch back to your Org Admin window. Edit the Sales Manager from Users & roles → toggle on 'decide_credit' → save.
9. Refresh the Sales Manager window — Approve/Decline now appears.

What happens when a second person from the same company tries to sign up — they don't get to barge in. They request access; the Org Admin approves.

1. Sign out. Go to /signup.
2. Pick role: Credit manager. Name: 'Sarah Wells'. Company: type 'Test HVAC' slowly.
3. Watch the field — once you've typed enough characters to match, a callout appears: 'Test HVAC Supply is already on Vendorlogic with N users. You'll be added as a sub-user…'.
4. Email: your+sarah alias. Password: 8+ chars. Click 'Join Test HVAC Supply'.
5. You'll see a 'Request sent' confirmation card. You CAN'T sign in yet — try and you'll get 'Invalid email or password.'
6. Now switch to your Org Admin window. Open Users & roles — Sarah's row should show 'Pending approval' with Approve / Decline buttons inline.
7. Click Approve. Sarah's status flips to Active.
8. Check your+sarah inbox — you should see an 'Approved: you've joined Test HVAC Supply' email.
9. Sign in as Sarah — you're in.

Switch to the applicant side. We'll submit a one-time application as a contractor — no signup required.

1. Open /apply (or click 'Submit an application' from the login page).
2. Fill out all 5 steps: Business → Contact → Bank → References → Review.
3. On References, add at least one — use your+ref1 alias as the reference's email.
4. Submit. You should see a green 'Application submitted' page with a code like VL-2042.
5. Check your+ref1 inbox: you should get a 'Trade reference for {applicant} — 2 min' email.
6. Switch to your credit team window (sign in as Sarah or yourself). Go to the dashboard. Your application should appear in the pipeline.

Instead of typing every field on /apply, upload a PDF or photo of any credit application and AI fills in the form.

1. Open /apply.
2. On step 1, find the 'Scan & auto-fill' card with a sparkles icon.
3. Upload a PDF of any real credit application, OR a phone photo of a paper credit form, OR even a W-9 / business card for a partial fill.
4. Wait ~10 seconds. The button shows 'Reading…'
5. When done, every field across all 5 steps should be auto-filled. A green banner says 'Auto-filled from your scan.'
6. Click Continue through the steps and verify what it pulled. Edit any wrong fields.
7. Submit and confirm the application appears in the pipeline.

As credit manager, work an application end-to-end.

1. From the Pipeline, click your application.
2. Look at the right side — Vendorlogic risk score ring (it updates as references respond) and Approve / Counter-offer / Decline buttons.
3. References tab — see the trade reference card with an outreach timeline (Sent / Opened / Reminder sent / Responded).
4. Click 'Send reminder' on any pending reference — the Outreach composer modal opens.
5. Try the 3 tone presets (Friendly nudge / Firm follow-up / Final notice). Watch the live preview pane on the right update with merge tokens substituted ({{applicant.name}} etc.).
6. Edit the body if you want, click Send reminder. The reference gets the email you wrote.
7. Application tab — scroll to Documents. Click Upload, attach a PDF or image. It uploads to Supabase Storage; click the doc to download.
8. Decide: click Approve at the suggested limit. Sign your name + draw a signature → Sign & confirm.
9. Switch to the applicant's email — they get a decision email within seconds.

The Messages center has threads between vendor ↔ applicant ↔ reference. With two browser windows open, you can see messages appear live.

1. Sign in as the Applicant (your+contractor) in Incognito. Sign in as the Credit Manager (your+vendor) in regular Chrome.
2. In each window, open Messages from the sidebar.
3. Credit Manager window: click into your application's thread (or open the application detail → Messages tab). Send a message to the applicant.
4. Watch the Applicant window — the message appears within 1-2 seconds without refreshing (Supabase Realtime is wired up).
5. Applicant: reply. Watch the Credit Manager window — same thing, live.
6. Now in Credit Manager window: open the application → References tab → click into a reference card. Use the messages section there to send a question to the reference.
7. Open the secure reference link from the email (your+ref1 inbox). At the bottom of the reference page is a Messages box. The message you just sent appears there. Reply.
8. Switch back to credit manager → /messages — you'll see three separate threads: Internal, Applicant, Reference.

The third perspective — someone who got a reference request email.

1. Open your+ref1 inbox. Find 'Trade reference for {applicant} — 2 minutes'.
2. Click 'Open secure reference form →'.
3. You're on a clean public page — no signup needed. Fill in account opened, credit limit, payment terms, days to pay, NSF, star rating, recommendation.
4. Hit Submit reference.
5. Switch to the credit team's view → application detail → References tab. The reference now shows Responded with the data you filled in.
6. Bonus: sign up an account with your+ref1 + role 'Trade reference'. After signing in you get a Reference Inbox showing every request that's ever been sent to that email.