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Key changes in the new UI include Overview and Getting Started sections. They are now being stacked for easier access. The Getting Started is now labelled as Setup Actions.

Previously what was the Quick Links button is now split into two: A Create button for Posting or Announcements, and a separate Quick Links button as three dots to access your Notifications, Pending Queue, etc.

Check out this video to see the new dashboard in action and give it a try!

Supplier Enablement - Active Relationships

The new UI design aims to streamline navigation, reducing the need for excessive clicks or scrolling by featuring the three tabs for viewing Current, Private, and Deprecated suppliers along with options for filtering by status such as Active, Pending, Suspended and Declined. at each tab.

In the Action column, accessible via the three-dot button at each supplier row, you can view supplier profiles and manage relationships, including adding or deleting them.

Some functionalities remain in the previous interface, so the Advanced View button in the top right corner allows access to the old UI screen for Supplier Enablement's Active Relationships for your convenience.

A walkthrough video to guide you through the navigation is available.

Supplier Enablement - Manage Vendors

We are excited to introduce a refreshed user interface for managing your vendors. The landing page, called the Onboarding Overview, is structured into five sequential phases for better accessibility. Additionally, widgets provide visual analytical insights, including Overall progress, Proposed onboarding plans, Onboarding monitor, Vendor segmentation, and Document segmentation by count and amount.

Prepare Vendor Data: Prepare your vendor data, by Upload vendor data for bulk upload or individually by Add Vendor option. This section also displays existing vendors count as well.

Settings: Configure your settings using the Edit button for the categories below:

• Range of Suppliers - To define document count for Invoice or Purchase Order document types per supplier.
• Wave Configuration - To set the number of suppliers per wave, either globally or country-specific.
• Domain Management - To manage relevant domains.

Send Invitation: Invite suppliers individually using the Action column, for multiple suppliers through the Invite by Selection, or collectively using the Invite by Wave feature. You can also organize suppliers by assigning them to waves with the Assign to Wave button, manage waves by adding, deleting, or updating them with the Manage Waves, Import vendors in bulk or individually, and remove vendors using Delete.

Monitor Progress: This section enhances the previous vendor management screen, offering new filter parameters and displaying vendor statuses. The streamlined design simplifies selection processes and provides direct access to vendor details. The Activities column tracks completed actions, while the Action column allows further activities such as viewing, editing, and task management.

Manage Relationships: This redirects to the Active Relationship page for ongoing supplier management.

Settings - Notifications

You can now easily manage your profile via the Settings option, organized into these tabs for clarity:

• User Preferences
• Account Administration
• Transactions
• Integrations
• Supply Chain Collaboration
• Compliance

Under the Account Administration tab, go to Notifications to enable network notifications. Now you can include up to 10 users in the user email list.

To access notifications, go to the Notifications page, use the Network Notifications tab dropdown to see the notifications list. Click the Edit button in the top-right corner to make changes and click Save to finalize changes.

Unsaved changes are stored as a drafts, which can be edited later. Access them via the Draft dropdown at the top. Also you may discard the unwanted drafts using Discard Draft button at the bottom right corner, this feature ensures that your work is retrievable and secure.

Default Transaction Rules

We have significantly revised this space to enhance customer experience. To access it, go to Settings, select the Transactions tab or choose to scroll to the Transactions section. Then, select the Default Transaction Rules to reach the rules settings page. It is now organized into categories such as Order, Order Confirmation, Ship Notice, Goods Receipt, Invoice, Service Sheet, and Other. This ensures easy accessibility and less scrolling.

On the right side of each category's Rules section, you can easily view and export rule configurations for review. Additionally, we've introduced a Production Status field to help our customers compare configurations between their Test and Production accounts. Features include as below:

• Show More per Row
• Show Less per Row
• Export Table
• Export Dropdown

To modify rules, click the Edit button to enable, disable, or update specific rule details. A pop-up will appear with two sections:

• Rule Details: Enable or disable the rule.
• Comments: Provide a reason for updates.

After updating, click Apply to implement changes and you'll be redirected to the Rules section, where you must click Save to finalize them. Unsaved changes are stored as drafts, which can be edited later. Access drafts via the Draft dropdown at the top, and use the Discard Draft button at the bottom right to discard unnecessary drafts. This feature ensures your work is retrievable and secure.

Watch the full video to assist you in gaining this new experience!

Purchase Order

Your order view has been enhanced to be more user-friendly, featuring streamlined section naming, grouped related information, and convenient tab navigation.

Users can simultaneously view individual order statuses alongside order numbers, facilitating a comprehensive side-by-side display of order details, line items, tax information, attachments, summaries, and history.

For line items, the page is split into two sections: the right-hand side provides a detailed view of the selected line item, while the left-hand side enables easy navigation between different line items and reference information.

We are also introducing a new purchase order PDF template and a purchase order version comparison feature, accessible via the Compare Versions button.

Invoices

The enhanced invoice document view provides a streamlined and intuitive user interface, featuring several improvements to enhance user experience and functionality.

The Invoice Details page now includes an Additional Information menu with options like Comments, Supplementary Details, Attachments, Tax Summary, Document History, and Digital Signature.

Additionally, the page is divided into two sections for Line Items: the right-hand side displays selected line item details, while the left-hand side facilitates navigation between various line items and reference information.

See it in action by watching the video to the right. 

Address Management

Your addresses are efficiently managed in the Additional Entities tab within the Company Profile, which serves as a centralized location for your Ship-To and Bill-To address list. This interface streamlines all your organizational units, such as branches, affiliates, or subsidiaries, and their associated addresses in one accessible location.

This interface allows you to create, edit, or delete addresses, ensuring accuracy and consistency in business transactions. When adding a new address in the Network collaboration information section, you can specify the address type—Bill-To or Sold-To—using the Functions drop-down field.

Next, we have your company contact information setup in the Contacts tab, while the Settings tab enables you to control the visibility of your profile for suppliers. You can preview your public profile using the View My Public Profile button to take a quick look.

Please watch the video for the complete flow.