Audience: Suppliers

When you sign into the platform, the first page you see is the Home page. From the Home page, you can:

• Use the navigation menu to access and take action on basic functionality such as Workflows, Automation & Reporting, Partners, and Settings.
• Use the platform header to access product updates and action guides, support articles, notifications, the System Status page, and to sign out of the platform.
• View and act on alerts related to late orders, new orders, and/or inventory that’s out of stock, and other essential tasks for maintaining operations.
• Check out your order volume and access other Insights metrics to help stay on top of your performance.

Using the navigation menu

The navigation menu provides access to basic functionality in the platform. The options available in each menu option will vary based on your configuration.

Click the navigation menu and select:

• Workflows to take action on inventory, invoices, returns, or catalog data.
• Automation & Reporting to review Insights metrics, Scorecards, manage exceptions, reports, and set up automation jobs.
• Partners to manage your trading partner connections.
• Settings to manage your account’s general settings, such as mapping settings, warehouses, or company profile.
• Your company name to switch between multiple accounts (if applicable).

Using the platform header

The platform header is located at the top right of the page and provides the following options:

• The question mark icon gives you access to the Resource Center, which houses Product Updates, Action Guides for basic tasks (such as updating your inventory, cancelling orders, or creating a return), or Support Articles for step-by-step instructions. You can also access the System Status page to stay on top of maintenance and outage events.
• The bell icon gives you access to the Notification Center where you’ll see alerts for issues, errors, and file processing status related to your data (such as orders, inventory, and catalog data). The Notification Center is designed to:
  • Capture and obtain important information about the outcome of a user's actions.
  • Provide a single location for all of your platform-related notifications.

At this time, the Notification Center will only display issues, errors, and file processing status related to advanced catalog services. If you are using advanced catalog services, a green dot will appear on the bell icon when you have new notifications. For more information, see Viewing notifications for advanced catalog services.

• The account icon is where you can manage your account details (such as date/time settings or your password) or sign out of the web application.

Viewing alerts and tasks

The Home page makes it easy for you to see and act on alerts and tasks integral to your day-to-day business operations.

• View critical alerts and act on late orders, new orders, and/or inventory that’s out of stock to avoid disruptions.
• See a list of daily, high-frequency tasks and recurring tasks that are essential for maintaining operations and supporting performance and efficiency.

Viewing your order volume

The Home page provides a quick way to see your order volume performance for the week.

• Hover over any data points for additional information related to your order volume.
• Click See More Insights to check out additional Insights metrics, explore trends, and stay on top of your performance related to Sales, Shipments, and Inventory for your trading partners.

For additional trend analytics, you can use the Reports and Saved Views in Orders Beta to see commonly-used sets of order data.