Buyer User Guide: The Purchasing Homepage

AD team Updated by AD team

The Homepage

When you access Purchasing (formerly known as Advanced Marketplace) from your finance system you will see a homepage similar to the below example. This guide covers some of the modules and features you may see on your Homepage.

Please note, some, all, or more of the below modules or “buttons” may be available to you, depending on the combination of modules your organisation is licensed for. Please speak to your System Administrator for access issues.
If you would like to configure your Homepage to your own personal preference, please follow our guide here.

Top Navigation Bar

Resource Centre

Used to access the Help Centre, to view any announcements from OneAdvanced, view user guides and watch help videos.

Admin

The Admin button provides access to the Admin options within the system for those users who have the appropriate permission enabled. If you do not have the required permissions they won’t display at all.

  • Catalogue Updates - for price approvers only
  • Marketplace Admin - allows an admin user to assign permissions
  • Manage News Articles - allows an admin user to add news or configure news that is then displayed across the organisation. For more information on how to do this please read the relevant guide here.
My Account

The modules available within My Account are listed below. You will only have the relevant option accessible if you have the appropriate permissions in place:

  • Orders
  • Invoices
  • Quotes
  • Logout
Settings
  • Configure Homepage
  • Configure Insights: Please follow the guide here for more information
  • Customisation: Please follow the guide here for more information
View Basket

As items are added to the basket, a popup will appear here. You can access your basket from anywhere in the marketplace.

Your Services

Depending on permissions at the very top of the homepage you will see links to Insights and/or Supplier Onboarding. Please speak to your Administrator if you require access to Supplier Onboarding.

Saved Baskets

Any saved baskets you have saved to your account

Favourite Products

Any products you have marked as favourites for ease of future ordering will appear here

Search Methods

There are three search options available from the Homepage which are detailed below. For full guidance on how to search on Purchasing please follow our guide here.

Main free text search method, allowing an end user to input key words, a catalogue number or manufacturer part number.

Browse by Category

Alternative search method, allowing an end user to start a search by a category

Browse by Supplier

Alternative search method, allowing an end user to start a search by picking a supplier

Buyer Insights

Insights reporting on the Homepage will be shown at user level as the default option. If you need to access a different data access level, your System Administrator can do so via the Insights permissions module.

The ‘Buyer Insights’ permission can be assigned by OneAdvanced, which allows Insights to appear on the Homepage. You can then continue to assign users with the appropriate report access via the ‘Marketplace Admin’ option available via the Admin function on the top navigation banner. Please click here for instructions on how to do this.

Users will see default reports ‘Highest Spend categories’ and ‘Purchase Orders’ unless they have access to change them via the ‘Configure Insights’ option in settings.

If you would like to customise the Insights report that shows automatically, please read the following guide: How do I customise Insights on the homepage?

Marketplace News

Marketplace News appears in the form of a carousel on the Homepage. Users can navigate around News using the arrows or the dots shown in the image below. There can be up to 11 articles displayed in this view.

Information can include News articles, Updates concerning supplier catalogues (such as new suppliers going live on the marketplace), and supplier offers.

Selecting ‘See more’ launches the following screen where there is no limit to the amount of News available. If multiple articles have been added there is an option at the bottom of the screen to navigate around the different pages.

Alternatively, users can click into each news piece individually to read more.

Users with the appropriate permissions can create News articles. Please follow the instructions that can be found here if required.

Manage Orders

Your latest 10 Orders and Requisitions are displayed (to those who have permission). You can view further information by clicking into each order, or by clicking Browse all orders (or requisitions):

The following statuses can appear:

  • Pending supplier acceptance
  • Accepted by supplier
  • Shipped
  • Rejected/Cancelled

You can also quickly find orders with certain statuses using the column on the left hand side.

Catalogue Updates

Catalogue updates are displayed to users who have the required permission.

These updates show the number of price changes pending your organisation's approval. By clicking on this, the system will take you into a filtered view of the catalogue updates screen, filtered by ‘Pending buyer approval’.

Recent Purchases

This area allows you visibility of your recent purchases, as well as access to quickly add the item(s) back to your basket (providing you have the correct permission):

Right Hand Panel Modules

The following modules are situated on the right hand side of the Homepage. The modules that appear will depend on what you System Administrators have chosen to be implemented and relevant permissions.

  • Free Format Ordering
  • External supplier Punchouts
  • Oligo Module
  • Get a Quote
  • eServices

How did we do?

Buyer: How do I use the eQuotes module?

Buyer User Guide: How do I create and use Saved Baskets?

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