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User Guides

Product Navigation

Learn how to efficiently navigate and manage products in the procurement system, including searching, filtering, and organizing product catalogs.

Overview​

The procurement system provides a powerful and intuitive interface for browsing, searching, and managing products across multiple catalogs. This guide will walk you through the essential navigation features and help you make the most of the product management capabilities.

From the landing page, select the "Products" heading

Overview of Procurement Analytics Dashboard

Filtering Products​

The system offers powerful filtering capabilities to help you find the right products:

  1. Country Filter: Narrow down products by their availability in specific countries
  2. Supplier Filter: View products from particular suppliers or vendor catalogs

These filters can be combined to create precise product views based on your needs.

Product filtering options showing country and supplier filters

Searching for Products​

The search bar at the top of the page provides multiple ways to find specific products:

  1. Keyword Search: Enter general terms related to the product
  2. Product Name: Search by exact product names or partial matches
  3. MPN (Manufacturer Part Number): Look up products using their unique MPN
  4. Advanced Search: Combine multiple search terms for more precise results
Search Best Practices
  • Use specific terms for more accurate results
  • Include manufacturer names when known
  • Try alternative terms if you don't find what you're looking for
Overview of Procurement Analytics Dashboard

Viewing Product Details​

Click on any product to access its detailed information page. The product details page provides comprehensive information including:

  • Product specifications
  • Pricing information
  • Availability status
  • Supplier details
  • Related documentation
Product details page showing comprehensive product information

Organizing Products​

The Organize pane on the right-hand side of the product details page allows you to manage product categorization:

  1. Adding Categories

    • Select from the category dropdown
    • Choose appropriate subcategories
    • Categories help in better product organization and discovery

  2. Managing Tags

    • Add relevant tags to improve searchability
    • Use standardized tags when available
    • Create custom tags for specific needs
Best Practice

Consistent categorization helps maintain a well-organized catalog and improves search efficiency.

Product organization panel showing category and tag management

Category Selection Process​

  1. Click the category dropdown menu
  2. Select the main category that best fits the product
  3. Choose appropriate subcategories if available
  4. Click "Apply" to save the categorization
Overview of Procurement Analytics Dashboard

Managing Requisitions​

The Requisitions pane, located at the bottom of the product details page, provides access to all requisition-related information and actions.

Viewing Requisitions​

  1. Scroll to the Requisitions pane
  2. Browse the list of requisitions associated with the product
  3. Click on a specific requisition to view its details
Requisitions pane showing list of product requisitions

Requisition Details​

The requisition details page provides comprehensive information about the order:

  • Complete list of items in the cart
  • Customer information
  • Cost savings analysis
  • Order status and history
  • Approval workflow status
Requisition details page showing order information and status

Managing Purchase Orders​

You can manage purchase order (PO) details directly from the requisition page:

  1. Viewing PO Details

    • Access complete purchase order information
    • Track PO status and history
    • View associated documents

  2. Editing PO Information

    • Update order quantities
    • Modify delivery information
    • Adjust other PO-specific details
TIP

Always save your changes after editing PO details to ensure updates are properly recorded.

Purchase order management interface showing editable PO details

Summary​

This guide has covered the essential aspects of navigating and managing products in the procurement system:

  1. Product Discovery

    • Using filters to narrow down product selection
    • Effective search strategies
    • Browsing catalogs and categories

  2. Product Management

    • Viewing detailed product information
    • Organizing products with categories and tags
    • Managing product metadata

  3. Requisition Handling

    • Accessing requisition information
    • Reviewing order details
    • Managing purchase orders

For more detailed information about specific features, please refer to the related documentation sections or contact support.

Interactive Tutorials​

Filtering Products by Supplier​

Learn how to efficiently filter and view products by specific suppliers, enabling better vendor-specific product management.

A comprehensive walkthrough of the product navigation system, from basic browsing to advanced search techniques and organizational tools.

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