Getting Started
View all 'Getting started' lessons
Getting started with: Planboards (tasks)
Learn to organise tasks with Planboards.
- About Planboards
- Step 1: Admin Settings
- Step 2: Create a planboard
- Step 3: Manage a planboard
- Step 4: Handling tasks
Getting started with: E-Signing (as a Supplier)
Read how to sign a document using E-Signing.
See all 1 articlesGetting started with: E-Signing (Client)
Read how to sign a contract digitally.
See all 2 articlesGetting started with: Query
Learn to export data using Query.
- About 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 tutorial will teach you how to use 8D reports.
- About 8D complaints
- Step 1: Creating products
- Step 2: Create an 8D report
- Step 3: Documenting the complaint
- Step 4: Submitting the report
- Step 5: Reviewing the 8D report
Getting started with: Audits (Vendor Rating)
This tutorial will teach you how to use Audits.
- About Audits
- Step 1: Content and navigation
- Step 2: Create an audit
- Step 3: Audit settings
- Step 4: Define the audit's content
- Step 5: Submitting the audit
Getting started with: Spend
This tutorial will teach you the basics of the Spend module.
- [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 tutorial will teach you the basics of the Vendor Rating module.
- About Vendor Rating
- Step 1: Navigation and content
- Step 2: Creating a survey template
- Step 3: Setting up a survey template
- Step 4: Survey template questions
- Step 5: Survey template answers
Getting started with: Contracts
This tutorial will teach you the basics of the Contracts module.
- Over Contracts
- Step 1: Navigation and contents
- Step 2: Creating a contract
- Step 3: Signing a contract
- Step 4: Tracking contract signing
Getting started with: Vendors
This tutorial will teach you the basics of the Vendors module.
- About Vendors
- Step 1: Navigation and content
- Step 2: Creating a vendor
- Step 3: Complaints
- Step 4: Contract agreements
- Step 5: Checklist items
Getting started with: Dashboards
This tutorial will teach you the basics of the Dashboard module.
- About Dashboards
- Step 1: Elements and content
- Step 2: Managing reports
- Step 3: Graphs
- Step 4: KPI's in Dashboards
- Step 5: Tables
Getting started with: Supplier Portal (audit)
This tutorial will teach you how to submit an audit.
See all 2 articlesSet-up: Spend
These instructions will guide you through preparing the Spend module for use.
- About Spend settings
- Step 1: Upload spend data
- Step 2: Create categories
- Step 3: Linking categories
- Step 4a: Vendor - Category link
- Step 4b: Cost type - Category link
Set-up: Contracts
These instructions will guide you through preparing the Contracts module for use.
- About Contracts settings
- Step 1: Upload contract data
- Step 2: General settings
- Step 3: Custom 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.
See all 3 articlesGetting started with: RFx
This tutorial will teach you how to use RFx.
- About RFx (Contracts module)
- Step 1: Activating RFx and setting user roles
- Step 2: Details and documents
- Step 3: Specification - Products, services and/or required documents
- Step 4: Specification - Surveys
- Step 5: Select suppliers