Getting Started
View all 'Getting started' lessons
Getting started with: Planboards (tasks)
Learn to organise tasks with Planboards.
- [Introduction] Getting started with: Planboards (Tasks)
- Lesson 1: Admin Settings
- Lesson 4: Handling tasks
- [Finally] Getting started with: Planboards (tasks)
Getting started with: E-Signing (as a Supplier)
Learn to digitally sign a contract using the Supplier Portal.
- [Introduction] Getting started with: E-Signing (supplier)
- Step 1: Fulfilling an E-Signing request in the Supplier Portal
- [Outro] Getting started with: E-Signing (supplier)
Getting started with: E-Signing (Client)
Learn how to digitally sign contract documents.
- [Intro] Getting started with: E-Signing (client)
- Lesson 1: Fulfilling the E-signing request
- [Outro] Getting started with: E-Signing (client)
Getting started with: Query
Learn to export data using Query.
- [Introduction] Getting started with: Query
- Step 1: Open Query
- Step 3: Define the query - select tables
- Step 4: Define the query - select columns
- Step 5: Join Tables (Optional)
- Step 7: Merge Rows (Optional)
Getting started with: 8D reports
This quick tutorial will teach you how to use 8D reports.
- [Introduction] Getting started with: 8D (Vendors)
- Lesson 1: Creating products
- Lesson 2: Create an 8D report
- Lesson 3: Documenting the complaint
- Lesson 4: Submitting the report
- Lesson 5: Reviewing the 8D report
Getting started with: Audits (Vendor Rating)
This quick tutorial will teach you how to use Audits.
- [Intro] Getting started with: Audits (Vendor Rating)
- Lesson 1: Content and navigation
- Lesson 2: Create an audit
- Lesson 3: Audit settings
- Lesson 4: Define the audit's content
- Lesson 5: Submitting the audit
Getting started with: Spend
This quick tutorial will teach you the basics of Spend Management.
- [Introduction] Getting started with: Spend
- Navigating through Spend
- Analyzing influencable spend
- Setting up KPI's
- Geographical Spend
- Analyzing invoice count
Getting started with: Vendor Rating
This quick tutorial will teach you the basics of Vendor Rating.
- [Introduction] Getting started with: Vendor Rating
- Lesson 1: Navigation and content
- Lesson 2: Creating a survey template
- Lesson 3: Setting up a survey template
- Lesson 4: Survey template questions
- Lesson 5: Survey template answers
Getting started with: Vendors
This quick tutorial will teach you the basics of Vendor Management.
- [Introduction] Getting started with: Vendors
- Lesson 1: Navigation and content
- Lesson 2: Creating a vendor
- Lesson 3: Complaints
- Lesson 4: Contract agreements
- Lesson 5: Checklist items
Getting started with: Dashboards
This quick tutorial will teach you the basics of VendorLink's Dashboard.
- [Introduction] Getting started with: Dashboards
- Lesson 1: Elements and content
- Lesson 2: Managing reports
- Lesson 3: Graphs
- Lesson 4: KPI's in Dashboards
- Lesson 5: Tables
Getting started with: Supplier Portal
This quick tutorial will teach you the basics of the Supplier Portal.
- [Introduction] Getting started with: Supplier Portal
- Step 1: Logging in
- Step 2: Select your task
- Step 3A: Fulfilling an audit
- Step 3B: Handling a complaint report
- [Outro]: Getting started with: Supplier Portal
Set-up: Spend
These instructions will guide you through preparing the Spend module for use.
- [Introduction] Set-up: Spend
- Step 1: Upload spend data
- Step 2: Create commodities
- Step 3: Linking commodities
- Step 4a: Vendor - Commodity link
- Step 4b: Cost type - Commodity link
Set-up: Vendor Rating
These instructions will guide you through preparing the Vendor Rating module for use.
- [Introduction] Set-up: Vendor Rating
- Step 1: General settings
- Step 2: Audit settings
- [Outro] Set-up: Vendor Rating
Set-up: Contracts
These instructions will guide you through preparing the Contracts module for use.
- [Introduction] Set-up: Contracts
- Step 1: Upload contract data
- Step 2: General settings
- Step 3: Customizable fields
- Step 4: Order of contract detail fields
- Step 5: Contract notifications
Set-up: Vendors
These instructions will guide you through preparing the Vendors module for use.
- [Introduction] Set-up: Vendors
- Step 1: Add vendors
- Step 2: Linking commodities
- Step 3: Properties of Vendors (optional)
- [Outro] Set-up: Vendors
Getting started with: RFQ
This quick tutorial will teach you how to use RFQ.
- [Introduction] Getting started with: RFQ (Contracts)
- Lesson 1: Activating RFQ and setting user roles
- Lesson 2: Details and documents
- Lesson 3: Specification - Products, services and/or required documents
- Lesson 4: Specification - Surveys
- Lesson 5: Select suppliers