Edit Your Preferences

Preferences include choosing the default landing page you want to see when you first open the application and selecting the reports and notifications you want to receive.

  1. Click your user name. A list of options opens.
  2. Select Preferences. The Preferences page opens.

  3. Define your preferences.
    FieldDescription
    Default Landing Page

    Select the page that displays when opening Orders. Options are:

    • Dashboard – Select to display the Dashboard page when opening the application; you can view up-to-the-minute key performance indicators (KPIs) and analytics to quickly see the performance of your organization’s order volume and exceptions on this page
    • Orders (Quick Clicks) – Select to display the Orders (Quick Clicks) page when opening the application; you can search, view, park, and release orders and order lines on this page
    • Parked POs (Quick Clicks) – Select to display the Parked POs (Quick Clicks) on the Orders page
    Reporting

    Select report filters. Options are:

    • Hide G-Fax channel orders from the Unconfirmed POs report – Hide fax orders from the Unconfirmed POs report
    • Filter resolved flagged order lines from my Pending Exceptions reporting (resolved is green) – Hide pending exceptions that have a green flag
    • Filter resolved flagged POs from my Unconfirmed POs and Delayed Delivery POs reporting (resolved is green) – Hide POs that have a green flag
    • Filter POA with no matching POs from my Orders reporting – Hide POs with this condition
    • Filter ASN with no matching POs from my Order reporting – Hide POs with this condition
    • Filter Invoice with no matching POs from my Orders reporting – Hide POs with this condition
    Email

    Select the checkbox to add PO details when sending email messages to trading partners

    • Include PO details in Send Email screen
    Notifications and Subscriptions

    Select the following optional reports and define the delivery times. The default delivery time is 7:00 AM for the time zone defined in the user's profile.

    Data Display

    Select to display the following data in the Purchase Order Details on the PO view:

    • Original PO Number field – This value is often used to support drop-ship orders

    • Store Value column – A buyer organization's specific internal location, store number, desktop ID, etc. that supports accurate delivery

    Note: This field and column will be displayed only when the data is included in a PO.

  4. Click Save.