Navigation and interface

The interface is organized around a side menu grouped by the stages of the purchasing process. You can use it from your computer or your phone, and what you see in either case depends on your role and on the modules enabled for your organization.

This page describes the purchasing view. If your role is (for example) accounting, your main screen is Accounts payable, with its own menu (see the Accounts payable section).

Menu sections

The menu only shows what applies to your role and to your organization's modules: if a section or an item doesn't apply, it simply isn't there. This is the full purchasing view (buyer or organization admin), in the order you see it.

At the top

• Admin Panel (only if you are an organization admin): opens straight into the Management Dashboard (or Users, if your organization doesn't have the Purchasing module). The rest of the panel is reached from there.
• Dashboard: your purchasing dashboard. If you are an approver and your organization has Requisitions, you see Home instead.
• My approvals: what is waiting for your decision (requisitions, purchase orders, invoices). It appears if you are an approver or backup in an active chain or have something pending; admins also see it if the organization has Accounts payable or Requisitions.

Suppliers

• My Suppliers: your supplier base.
• Documentation: each supplier's documentation and what is left to review.
• New registrations: supplier sign-ups waiting for a decision.
• Discover Suppliers (if enabled for your organization; buyers and admins): find new suppliers.

Preparation

If your organization has Bid specifications enabled.

• Bid Specifications: create and edit specifications.
• Repository: your organization's reference documents.

Demand · ERP

If your organization has ERP requisition triage or the Requisitions module enabled.

• Triage: the requisitions coming from your ERP, to decide whether they go to a spot purchase or a tender.
• With the Requisitions module, the section is called Requisitions: the triage item becomes Requisitions (the requisitions inbox) and My requisitions is added.

Spot Buying · Email

• Create Spot Purchase: build a purchase request and ask for quotations by email.
• Bulk Spot Purchases: load many purchase requests or items at once from a file.
• PR History: your spot purchases and their status.
• Item History: what was bought and quoted before for each item.
• Pending Awards: purchases ready to award.
• Manual Action: quotations waiting for someone to act.
• PO History: the purchase orders generated.

Tenders · Portal

If your organization has tenders enabled.

• Tenders: your tenders and their status.
• Create Tender: build and publish a new tender.
• Metrics: participation, response rate and evaluation times.
• Technical evaluators: your organization's evaluator pool.

Agreements · Catalog

If your organization has commercial agreements or the materials master enabled (each item appears with its own).

• Agreements: agreements with negotiated prices and catalog buying. It shows a New tag until you open it for the first time.
• Materials: your organization's materials master.

Logistics

If your organization has delivery tracking enabled.

• Analysis: how deliveries are doing in the period and where to act.
• Tracking: the status of each delivery.
• Calendar: expected and actual delivery dates.
• Data Upload: import trackings from a CSV file.
• Performance: the supplier Scorecard (see Dashboard and metrics).
• Consignment (if your organization has consignment enabled).
• Follow-up Policies (buyers, logistics and admins): how and when the automatic follow-ups to suppliers are sent.

Tools

• Inbox: the emails of your purchases.
• Email Accounts: the accounts your requests are sent from.
• Email Templates and Signatures.

Accounts Payable

For organization admins if the organization has the Accounts payable module, and for buyers if the organization enabled it for them.

• Dashboard: the accounts payable overview.
• Purchase Orders, Shipping Notices and Invoices: see POs, shipping notices and invoices.
• Email inbox: the documents that arrive by email.
• Statements and Supplier Status: see Statements and suppliers.
• Conversations: the exchanges with suppliers.

At the bottom and outside the menu

• Help: opens this manual in a new tab.
• Log Out and the button to collapse the menu: when collapsed only the icons remain and the name shows up on hover.
• The language selector is above the (expanded) menu. On your phone, the menu opens with the menu button.
• The Sourced Agent is not a menu item: it opens from the green Sourced Agent pill on the right edge of the screen.

Menus by role

• Requestor role (with Requisitions): a single Requisitions section with Home, New requisition, My requisitions and, if you approve, My approvals.
• Logistics role: the Logistics section (with the same items as above) and Tools with Inbox, My Suppliers and Documentation.
• Accounts payable role: the Accounts Payable section (with My approvals, when it applies) and Tools with My Suppliers.
• Spec writer role (or if your organization only uses Bid specifications): only Preparation.
• If your organization doesn't have the Purchasing module, the menu only shows the items of the modules it has (for example Logistics or Accounts Payable) and the shared ones, such as My Suppliers and Tools; sections left empty don't appear.

Counters and pending items

Some items show a red number with what is waiting for your action (with the menu collapsed, a red dot). Each counter is shown to the roles that work with that item:

• My approvals: approvals assigned to you that are waiting for your decision.
• Documentation: supplier documents to review and documentation conversations where the supplier wrote last. Buyers and admins.
• New registrations: supplier sign-ups waiting for a decision (pending review or flagged as a possible duplicate). Buyers and admins.
• Pending Awards: purchases where you are the requester that are ready to award.
• Manual Action: quotations in open purchases where you are the requester that are waiting for someone to act: escalated to human review, extracted by the AI with low confidence, or imported or reprocessed and not yet confirmed. Buyers, approvers and admins.
• Tenders: unanswered supplier questions in the tenders you created that are still running (published, in Q&A, receiving offers or under evaluation). Buyers, approvers and admins.
• Inbox: unread emails of open purchases where you are the requester (buyers and admins). With the Logistics role, it counts the unread delivery follow-up emails of the whole organization.

The counters are checked when you sign in and again when you move to another screen, if more than 5 minutes have passed since the last check.

Notifications

The bell at the top right shows updates (quotation ready, PO created, escalation). From there you access the notification center, and in Settings → Notifications you choose what to receive by email and what within the app.

Language

The platform is available in Spanish, English and Portuguese. The language is taken from the URL (for example /en/…) and from your organization's preference. To change it, use the language selector above the side menu (with the menu expanded); the organization administration panel has the same selector.