AdviseInc Platform - Training Guide (2/6) - Introduction to Platform
Modified on Fri, 09 Feb 2024 at 02:55 PM
TABLE OF CONTENTS
Introduction
This is article two of six in our AdviseInc Platform Training Guide.
You will be given an overview of Platform's key features and a brief explanation of Platform's Home page, Menu, and action icons.
Platform's Key Features
1. Main Menu Bar - Navigation
On the left-hand side, you will find the menu. You can use the menu to navigate your way through Platform.
You can collapse the menu when you are not using it by clicking the arrows next to 'AdviseInc' at the top.
2. Action icons
Along the top-right, you will find action icons. You can hover over each to read what it does, or simply click to see.
Actions include open search, open filters, selecting your organisation or group, quick links, and live chat. (See #1) Others include sending feedback, saving bookmarks, viewing current selections, reports, and filters. (See #2)
3. Selections
Along the top middle, you will see any selections you have made. (See #1) Above, you will find Quicksearch Product and Quicksearch Supplier. (See #2)
4. Main analysis
The centre of the screen is where you can find the main analysis in Platform.
If you use the menu bar on the left to navigate to different pages, you will notice that the centre changes whilst the menu, action icons, and selections stay the same.
Note that you can follow your steps by looking at the breadcrumb in the top left corner.
Home
1. Key Performance Indicators
When you log in to Platform, you can see your Order Spend, Invoice Spend, and Total Suppliers for the last 12 months. (See #1) Note that this will change based on whether you have your organisation or your group selected. (See #2)
2. Data Quality
Under ‘How up to date is your data?’, you see which data sets have been provided and the dates they were uploaded.
3. Quick Links
Under ‘How can we help you today?’, you can select what you are looking for.
Platform will then jump to the relevant page.
4. Help Videos
If you scroll down, you can see our latest help videos, which demonstrate how to use functions and pages in Platform.
Menu
You can see in the menu on the left that there are different sections: Discover, Analyse, Manage, PB, and Legacy.
When you click on a section, you will find a drop-down of different pages in that section. For example, beneath Discover, you will find Summary, Supplier, Product, Category, and Cost Centre.
With Discover, Analyse, and Manage, we help guide you through the stages of analysis.
1. Discover
Discover enables you to discover surface-level information.
2. Analyse
Analyse enables you to dive into detailed reports.
3. Manage
Manage enables you to interact with anything you are responsible for, e.g., P2P.
4. PB
Price Benchmarking enables you to compare the prices your organisation or group pays with the prices other organisations and groups pay.
5. Legacy
Finally, Legacy enables you to look at your carter metrics.
Control Tower
We have Control Tower, which gives you an overview of several KPIs.
Note that if you click “Show More”, Platform will jump to the relevant section and page, where you will be able to see a full breakdown.
Note that you can follow Platform’s steps by looking at the breadcrumb in the top left corner.
Action icons
3. Select My Org / Select My Group
1. Open Search
Clicking the magnifying glass will allow you to perform an advanced search. Type in any keywords, and Platform will find and sort all matches. (Note that this function might be slower to load than others in Platform due to the volume of the search.)
2. Open Filters
Clicking the target will open up a drop-down menu of the most frequently used filters.
3. Select My Org / Select My Group
Clicking the person or people will automatically apply and lock the filter for your organisation or your group, respectively.
4. Quick Links
Clicking the link will suggest options which send you to a few of our most frequented pages.
5. Live Chat
Clicking the headset will direct you to chat with us, where a support agent will reply within a few minutes. (Note that this is for Platform+ customers only.)
Or to our application training, where you can register for our live 1-hour sessions.
6. Send Feedback
Clicking the exclamation mark will open our feedback form, where you can bring anything you choose to our attention.
7. Bookmarks
Clicking the bookmark will allow you to create a bookmark for the filters you have selected. This is particularly useful if you have reports you do frequently, or if you are midway through a task and would like to save your work for later. Note that with bookmarks, they only save to your login, not to all users within your organisation.
8. Current Selections
Clicking the bell will allow you to see and edit every selection you have at the moment.
You can lock or unlock anything you would like to stay fixed (e.g., your organisation or the current fiscal year).
You can clear selections one-by-one with the crosses (“X”) or all together with “Clear Selections”. Note that locked selections will need to be unlocked before you can clear them.
9. Reports
Clicking the clipboard allows you to see and download reports for your organisation.
10. Filters
Finally, clicking the funnel opens a drop-down menu on the right-hand side, where you can see all filters and apply any you choose.
Note that you can edit any selections you have made in the top middle bar (e.g., lock and unlock, select and clear).
Functions
Each tile features a number of functions which may be useful to you. Below is an example:
1. Drop-downs
You can use the drop-down menus to filter what is being displayed in the chart or graph.
2. Twist
You can use the shuffle icon to twist the data between a table and a graph.
3. Download
You can use the down arrow to download the data in the tile to Excel.
4. Image
Likewise, you can use the camera icon to take an image of the tile and download it.
5. Info
You can hover your mouse over the "i" to read more about the tile. (Note that currently, some will say 'Coming Soon' as we are still filling them out.)
6. Where next...
At the bottom-right, you will sometimes see an orange bubble suggesting where to go next. Clicking this will lead you to a relevant page in Platform.
Notes And Tips
- To learn about utilising the Discover page, read article three of six in our AdviseInc Platform Training Guide.
- To learn about who we are and what we do at AdviseInc, read article one of six in our AdviseInc Platform Training Guide.
If you have any questions, please don’t hesitate to get in touch at support@adviseinc.co.uk or phone us on 0207 112 9222.
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