¶ Dashboard
¶ Your Home Dashboard
- Upon logging into your supplystream account, you are presented with your “Home Dashboard”.
- Here you will find reports and widgets specific to your user account.
- Please understand that not all reports and widgets you see here will be made available to you.
Below are quick summaries of Dashboard reports and widgets.
¶ 1.0 | Home Dashboard Reports
Currently, no reports displayed on the home dashboard
¶ 2.0 | Home Dashboard Widgets
- 2.1 | Supplylists Widget
- Here you can find associated supply lists for your account.
- Each individually labeled supply list is comprised of products curated by you or an internal PT United user on your behalf.
- These predefined lists are used to find and purchase commonly purchased products quickly. The labeling of the lists helps define the type of products contained in the individual lists.
- 2.2 | Approved Sales Order History Widget
- The Approved Sales Order History Widget is a list of Sales Order Requests that got approved.
- This list only shows Approved Sales Orders for the company your user account is associated with.
- One can think of these as an invoice or receipt of their companies previously purchased orders.
- This widget also provides the convenience of replicating previous orders by selecting an actionable link and using the modal that appears to populate their current cart with products.
- 2.3 | Awaiting Approval Widget
- The Awaiting Approval Widget is a list of Sales Order Requests pending approval by a Purchasing Director of the company the user is associated with.
- Using the widget, a PD can locate, view, delete, edit or approve Sales Order Requests for the company the user is associated with.