Best Practices: Profile and Preferences

Your Profile and Preferences are different sets of options that affect your My Exchange experience.

Profile Email

  • Your profile email is your GHX user name

  • Contact GHX to change your profile email

Change Password

  • Change your password in your Profile settings

Landing Page

  • Select Dashboard or Orders as your landing page

  • Dashboard is recommended for leadership roles because it provides a quick GHX Exchange performance summary

  • Orders is recommended for buyers, account managers, customer service representatives, and AP/AR specialists because they provide instant access to relevant information and work queues

Reporting Filters

  • Allow you to filter and hide transactions from your views

  • Filter out flagged orders, exceptions, and certain data sets that may not be relevant to your needs

  • Email Settings

  • Display purchase order details in the Send Email window when emailing POs from My Exchange

Notifications and Subscriptions

  • Subscribe to notification emails that inform you of new transaction developments in My Exchange

  • Select the time and frequency the notifications are sent to your email inbox

  • Stay up to date about important transaction developments and be more responsive to issues disrupting your operations

Buyer ID (Buyer & Distributor)

  • The Buyer ID is linked to the Owner: My Orders selection

  • Identify buyer users who generate the orders

  • The Buyer ID is case-sensitive, so it must match the Buyer ID from PO Details; it is recommended that you copy and paste this information directly from a PO

Price Tolerance (Buyer & Distributor)

  • Review price exceptions down to the hundredth of a cent (4 decimal places, e.g., 0.0001)

  • Best practice is to set your price tolerance to match what is set in your MMIS to prevent exceptions

Data Display

  • Select to display Original PO Number field or Store Value column (available in Preferences)

  • Original PO Number field: Value is often used to support drop-ship orders

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

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