Navigating Your Account

Explore how to efficiently navigate your account to maximize productivity and effectiveness.

Get Acquainted with the Dashboard:
Familiarize yourself with the platform's dashboard, your central control hub. This dashboard provides an overview of key metrics, insights, and tools to streamline your experience.

Locate Your Documents:
Efficient document management is essential. Learn how to swiftly locate your documents within the platform. Whether it's Purchase Orders, Invoices, or other files, we'll guide you through various methods tailored to your preferences.

Personalize Your Widgets:
Make the platform your own by customizing widgets. Tailor your dashboard to display the most relevant information and tools for your workflow, enhancing efficiency and ease of use.

Finding your documents

Navigating through a plethora of documents can be daunting. However, with our guidance, you'll learn how to navigate seamlessly based on factors like document age, type, and your personal preferences.

Account Homepage

Your account homepage serves as your gateway to essential documents and information. Explore the tiles that provide direct access to frequently used documents. You can customize these widgets to align with your specific needs and priorities.

1. Tab Menu

The tab menu is a crucial feature that allows you to navigate directly to specific types of documents within the system. It streamlines the process of accessing essential information, making workflow smoother and more efficient.

Here's a breakdown of the tab menu options:

• Enablement: This section encompasses documents related to enabling processes within the system. It may include Supplier Enablement Activities and Tasks that enable you to access products and relationships with customers.
• Discovery: In this category, you can explore documents related to new products or services. It may include new Posts and Leads.
• Orders: Under the Orders tab, you can access various documents related to the ordering process. This includes Contracts, Purchase Orders, and Order Inquiries, providing a comprehensive view of all order-related documents.
• Fulfillment: The Fulfillment section contains documents about the fulfillment process, including Order Confirmations, Service Sheets, Time Sheets, Ship Notices, and Good Receipts. It ensures that you have access to all relevant documents for order fulfillment.
• Invoices: You can find both sent and archived Invoices under this tab, providing easy access to financial documents and transaction records.
• Payments: This section includes documents related to payment processes, such as Early Payments, Scheduled Payments, and Remittances. It facilitates efficient management of payment-related documents and transactions.
• Catalogs: Under the Catalogs tab, you can access product or service catalogs, making it easier to browse and select items for purchase or reference.
• Reports: The Reports section contains various analytical and reporting documents, enabling you to track performance, analyze trends, and make data-driven decisions.
• Messages: You can access communication-related documents, such as internal messages to customers, notifications, and alerts, under this tab.
• Assessments: This section may include assessment forms, performance evaluations, or other documents related to evaluating processes.

The availability of documents under each tab may vary depending on the user's scope and permissions within the system.

2. Overview Widget:

The Widget provides quick access to the latest Purchase Orders and Invoices directly from the homepage. It offers a snapshot of essential documents, informing you about recent transactions and activities without navigating multiple screens. By leveraging the Widget, you can monitor and manage purchasing and invoicing processes.

3. Customization:

The Customization feature empowers you to customize the homepage experience according to your preferences and priorities. You can filter documents by customer to focus on relevant information specific to each customer. Additionally, you have the flexibility to customize and rearrange the tiles on the homepage, ensuring that the most important documents and tasks are readily accessible. This level of customization enhances user productivity and efficiency by enabling you to personalize the workspace to suit needs and workflows.

Workbench

The workbench is your main dashboard, allowing you to focus on what requires action. It is fully customizable.

1. Filters

You can select specific customers, and define and apply filters.

2. Customization

You can edit your Workbench by customizing and adding tiles. 

You can use the same tile multiple times with different filters.

3. Table Settings

Use Export to Excel to export the table onto a spreadsheet. 

You can also customize the table. Using drag & drop, you decide the information to be displayed in the table, and their order.

4. Actions

Click on the "..." sign to display the available options for a given document.

The options will vary based on the document type and the transacting rules your customer sets.

With these tools, you will be able to enhance your experience navigating the platform and view your documents as desired. If you want to learn more about the dashboard and other functionalities of the main page, click the link below and watch our video on account overview.

Account Overview