Buyer Admin documentation
Contract Module
Buyer Admin: How do I create a local contract?
Buyer Admin: Introduction to the Contract Module
Buyer Admin: How do I approve a Framework?
Buyer Admin: How do I approve or reject Local Contracts?
Buyer Admin: Contract Spend Analysis
Buyer Admin: How do I bulk upload local contracts to the Contract Module?
Buyer Admin: How do I manage data within a live local contract?
The Purchasing Homepage and Administration Interface
Buyer: How can I customise the Homepage for my organisation?
Buyer: How do I create a Marketplace News article?
Buyer Admin: Introduction to the Administration interface
Workflow Editor
Logging in and Multi-Factor Authentication)
Buyer Admin: Multi Factor Authentication for logins
Buyer Admin - How do I access my admin account?
Buyer Admin: Accessing locked admin log-ins (including forgotten password)
End User Management
Buyer Admin - How do I deactivate a user's account?
Buyer Admin: Insights - How do I give access to users?
Buyer Admin - How do I create new end user accounts (basket punchout)?
Buyer Admin - Can I update a user's name if their name changes?
Sustainability (ESG) Module
Buyer Admin: How do I map sustainability attributes (supplier and global)?
Buyer Admin: How do I create my own organisation specific sustainability attributes for suppliers?
Buyer Admin: An introduction to Sustainability Data on Purchasing
Buyer Admin: How do I approve a supplier level Global Sustainability Attribute?
Supplier Catalogue Management
Buyer Admin: Price Approval - How do I approve or reject a price file?
Buyer Admin: The Supplier Onboarding Module (SIM) overview
Buyer Admin: How do I bulk invite suppliers to my Purchasing marketplace?
Buyer Admin: How do I connect with a supplier on my Purchasing marketplace?
Buyer: How do I mark an entire supplier catalogue as 'Preferred'?
Buyer Admin: How do I export a supplier catalogue?
Buyer Admin: How do I hide an entire supplier's catalogue?
Buyer Admin: How do I make a hidden catalogue visible again?
Buyer Admin - How can I change an item's visibility or status?
Supplier documentation
Managing catalogue data on the Supplier Portal
UNSPSC Version Update Guide
Supplier: How do I edit my product data?
Supplier: How do I upload my products?
Supplier: How do I approve a price file?
Supplier: How do I export my catalogue?
Supplier: How do I provide catalogue pricing?
Supplier: Why has my price file failed?
Supplier: How do I upload images to my catalogue?
Supplier: How do I upload PDF documents to my products?
Supplier: How do I delete products from my catalogue?
Supplier: Catalogue Management tab - What does each file status mean?
Supplier: How do I hide a product from a buyer(s)?
Supplier: How do I complete the OneAdvanced data templates?
Supplier: How do I amend a catalogue number?
Supplier: How do I maintain leading zeros on a .csv download?
Supplier: eClass codes
Supplier: How do I amend catalogue pricing?
Supplier: How do I add delivery charges to my catalogue?
Catalogue Management tab: How do I use the filtering options
Supplier: How do I create new products individually?
Logging in
Supplier: How do I request a new supplier portal login to be created?
Supplier: Multi Factor Authentication when logging in
Supplier: How do I reset my Purchasing account password?
Trader suppliers
Search and product visbibility
Supplier: How do my products appear on Purchasing?
The Purchasing Search: An overview for suppliers
Supplier: How do I find out if a product is currently visible to my buyers?
Contract Module
Supplier: How do I activate a framework contract?
Supplier: How do I export contract data from the Contract Module?
Supplier: Contract spend analysis
Supplier: How do I update an active contract?
Supplier: Introduction to the Contract Module
Supplier: How do I set up a local contract?
Sustainability Module
Supplier: Sustainability - Reporting on the ESG Insights Dashboard
Supplier: How do I tag my products with sustainability attributes (Global and Supplier)?
Supplier: An introduction to managing sustainability data
Supplier: How do I remove a sustainability attribute from my data?
Supplier: How do I create and manage supplier sustainability attributes?
Supplier: How do I tag my organisation against a global sustainability attribute?
Supplier: How can I see which of my products have sustainability attributes already assigned?
eQuotes
Insights reporting
Supplier Insights: Categorisation (UNSPSC) Dashboard
Supplier Insights: On and Off Catalogue Orders
Supplier: How can I view Insights reports?
Orders and Invoices
Supplier: How can I review any invoice rejections?
Supplier: Purchase Orders
Supplier: PO flip invoicing
Updating my profile
Buyer End User documentation
Buyer Insights: On and Off Catalogue Orders
Buyer: How do I download a PDF copy of my Purchase Order?
Buyer: Sustainability - Reporting on the ESG Insights Dashboard
Buyer End User (eReqs and basket workflow users only): Multi Factor Authentication for logins
Buyer User Guide: How do I raise a free text order?
Buyer User Guide: Searching on the Purchasing marketplace
Buyer User Guide: How do I search for sustainable products?
Buyer User Guide: How do I configure my Homepage?
Buyer: How do I use the eQuotes module?
Buyer User Guide: The Purchasing Homepage
Buyer User Guide: How do I create and use Saved Baskets?
Buyer User Guide: How do I 'favourite' a product?
Buyer User Guide: How do I customise Insights on the homepage?
General
Release Notes & Product Roadmap
Release Notes
2024
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Release Notes 17th October 2024
Release Notes 3rd October 2024
Release Notes 18th July 2024
Release Notes 5th September 2024
Release Notes 20th June 2024
Release Notes 6th June 2024
Release Notes 23rd May 2024
Release Notes 9th May 2024
Release Notes 18th Jan 2024
Release Notes 22nd Feb 2024
Release Notes 18th April 2024
2023
Release Notes 17th Aug 2023
Release Notes 03rd Aug 2023
Release Notes 06th Jul 2023
Release Notes 22nd Jun 2023
Release Notes 07th Jun 2023
Release Notes 24th May 2023
Release Notes 11th May 2023
Release Notes 27th April 2023
Release Notes 13th April 2023
Release Notes 30th March 2023
Release Notes 02nd February 2023
Release Notes 16th February 2023
Release Notes 02nd March 2023
Release Notes 16th March 2023
Release 19th January 2023
Release Notes 11th Dec 2023
Release Notes 23rd Nov 2023
Release Notes 09th Nov 2023
Release Notes 26th Oct 2023
Release Notes 12th Oct 2023
Release Notes 28th September 2023
Release Notes 30th Aug 2023
2022
Release 4th August 2022
Release 8th December 2022
Pending eCat Releases
Release 18th August 2022
Release 7th July 2022
Release 23rd June 2022
Release 9th June 2022
28th April 2022 Release Notes
26th May 2022 release
28th April 2022 release
3rd March 2022 release
17th February 2022 Rlease Notes
13th January 2022 release
2021
September 14th 2021 Release
27th May 2021 Release
Release 17th December 2020
July 22nd 2021 Release
25th November 2021 Release
October 14th Release Notes 2021
30th Septemeber 2021 Release Notes
11th September 2021 Release
Release Notes 2nd September 2021
Release Notes 19th August 2021
5th August 2021 Release Notes
Release 8th July 2021
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17th June 2021 Release
Release -Amendments Service - 8th April 2021
Release - 4th March 2021
Release 4th February 2021
Release Notes - January 21st 2021
Product Roadmap
Marketplace (Purchasing) Video Content
Video - Buyer Insights
Video - eQuotes
Video - Price Approval
Video - eOligo Module
Video - Purchasing Overview Project v1
Video - Sustainability Module - Buyers and Suppliers
Video - eServices Module
Video - Free Format
Video - Saved Baskets and Favourites
Video - Basket Workflow
Video - Managing Internal Catalogues
Video - Supplier Insights
Video - PO Flip eInvoicing
Video - eFinancials Integration.mp4
Video - eCatalogue Overview
Videos - Punchouts
Video - eRequisitions
Table of Contents
- Environmental, Social and Governance (ESG) Insights FAQ document
- How do I find out which attributes have been used by suppliers?
- Which attributes have I used in my sustainability mappings ?
- What does my ESG vs. non-ESG spend look like over the last 12 months?
- Are there suppliers I am not currently connected to that are loading sustainability data for items?
- How can I see which products a supplier has tagged as sustainable?
- Which suppliers have provided organisational level ESG data ?
- What if I don't see any data on my reports?
- All Categories
- Buyer End User documentation
- Buyer: Sustainability - Reporting on the ESG Insights Dashboard
Buyer: Sustainability - Reporting on the ESG Insights Dashboard
Updated by Gary Leach
- Environmental, Social and Governance (ESG) Insights FAQ document
- How do I find out which attributes have been used by suppliers?
- Which attributes have I used in my sustainability mappings ?
- What does my ESG vs. non-ESG spend look like over the last 12 months?
- Are there suppliers I am not currently connected to that are loading sustainability data for items?
- How can I see which products a supplier has tagged as sustainable?
- Which suppliers have provided organisational level ESG data ?
- What if I don't see any data on my reports?
Environmental, Social and Governance (ESG) Insights FAQ document
The ESG Insights dashboard and collection of reports allows a user to answer a number of questions that assist in implementing an ESG strategy. These questions cover tracking the use of significant attribute data and monitoring the resulting ESG spend in Marketplace orders.
Below are some typical questions and guidance on how to use the Insights to obtain answers. All of these reports are accessed by logging into Purchasing, entering Insights and clicking on the ESG Dashboard in the menu:
How do I find out which attributes have been used by suppliers?
There are two types of attributes which suppliers can use, product level attributes are associated with individual catalogue items (they can be Global Attributes or Supplier Attributes) and supplier level attributes which are associated at supplier company level (these are always Global Attributes).
The ESG dashboard contains two overviews that summarise the number of attributes of each type that have been used:
For example, the below screenshot shows that 36 product attributes have been used by 5 suppliers:
Click on the overview to view more detailed information about this data:
This report shows the specific attributes for ESG that have been used or created, and which suppliers have used them.
You can filter by supplier to find attributes used by a specific supplier or filter by an attribute to see all suppliers that have used that attribute.
Which attributes have I used in my sustainability mappings ?
Following the same steps as above, the product usage drill through report also contains a column that shows you which of your organisations mappings contain the attributes. If there are attributes used by suppliers that are not in your mappings then this column will not contain a value. If you want to find those attributes that you have not yet mapped, change the attribute mapping filter to Non-Mapped and refresh click Apply Filters.
What does my ESG vs. non-ESG spend look like over the last 12 months?
The main ESG dashboard shows the value of ESG orders vs non-ESG catalogue orders over the last year:
Clicking on the summary element opens up the drill through. This gives a picture of how ESG spend vs non-ESG spend has varied over the last 12 months:
Filters can be used to focus the report on specific suppliers, time periods or categories. The mapping filter can be used to show only the data you are interested in from your mapping definitions.
The table found below the graph (as seen in the screenshot above) shows the details of purchase orders and how they each contribute to ESG vs non-ESG spend. Exports of these purchase orders (at PO or order line level) can be generated from here.
Are there suppliers I am not currently connected to that are loading sustainability data for items?
Using the Product Attribute Usage report, change the connection status to 'not connected' and apply the filters. This will provide details on suppliers that you are currently not connected with that are providing ESG data for their items.
How can I see which products a supplier has tagged as sustainable?
The main ESG dashboard contains an element called Catalogue Attributes that summarises the number of suppliers that you are connected to, the number of items provided by these suppliers on your Marketplace and the number of those that are tagged with ESG data:
Drilling into this will provide details for each supplier on the number of items in their catalogue that have ESG data:
Using the 'Attributes' filter, you can see coverage of a specific attribute across several suppliers.
Using the Export button on the right hand side for each supplier, you can obtain details of which products have been tagged against that attribute.
Which suppliers have provided organisational level ESG data ?
From the main ESG dashboard, the Supplier Attributes element shows that 23 Global Attributes at supplier / organisation level have been marked by suppliers and 1 Buyer Attribute (created by your organisation) has been used to tag suppliers with:
Drilling into this will show Global Attributes which have been tagged at supplier organisation level, and whether you have approved and included them in your mappings:
What if I don't see any data on my reports?
If you see the following screen:
It means that ESG data may have been assigned by suppliers to items, but your business administrator has not yet assigned mappings for which data your organisation is interested in. See the guide to mappings here
If you see the following screen, It means that none of your suppliers that you are connected to on the Purchasing platform have assigned any ESG data to their catalogue items. The suppliers need to load this data as part of their catalogue: