Navigation is set up into three main zones.

• Workflow Tabs / Top Navigation – These are used predominantly for most daily activity and document workflow. Those in bold are the most frequently used. The tabs below the main search box are described from left to right:
  • Home (Dashboards) – the system comes with three pre-designed dashboards that will display your personal account and document activity and that of the company.
  • Organizer – place where you can create notes and tasks for yourself, accounts, documents and delegate tasks to others.
  • Active Account – account that you are currently in or were last using.
  • Active Document – document that you are currently in.
  • Accounts – Here you will see all the accounts you have permissions to view (group permissions and access keys).
  • Documents – Here you will see all the documents you have permissions to view (group permissions and access keys).
  • Products – The products tab responds to the combination of the catalog and the price profile of the current document that you are on. If it’s a PO, it will be that supplier’s catalog. 
  • Services – Services have their own tab, as well as a sub-tab underneath the products tab. The Services tab will show all service items, whereas the sub-tab will only show the items related to the catalog/price profile that is related to the active document.
  • Suppliers (with buyer access rights) – Like the Accounts tab, this is where you access all your suppliers and check on integration downloads.
  • Purchasing (with buyer access rights) – Purchasing has its own documents section, separate from all the sales related documents, where you can find all your purchase orders that have been created for suppliers. 
  • Open Documents (Dropdown) – This is a list of up to 20 documents that you are currently working on. At the bottom of this list you will always find the Scratch Pad, a place you can start working on quotes before assigning to a customer. Closed or locked documents will not appear in the list.
  • Inbox – Notifications will appear in your for a variety of system triggered events, for example: expiring documents, documents needing approval, store orders, accepted electronic signature orders, auto-generated documents, etc. Tip – check and clear up your inbox weekly. 
  • My Account / Preferences – Your profile information and preference settings (more details below).
  • Help Icon – Quick access to help center documentation and videos.

• Control Panel / Left Navigation – The control panel’s primary function is to get you to secondary controls like Favorites, Recents and Catalogs, but to also access Admin set up and Reports. Some sections, like with top navigation, relies on your access right profile to determine what you can access and see. In My Account / Preferences you can organize the order in which they appear.  
  • Admin – Where most of the business settings for documents, personnel, import/export and access gets controlled. Access to admin requires the proper permissions, not available to all users.
  • Reports – All Users by default have access to reports for the documents and accounts that they have access to. 
  • Recent – Documents and Accounts reflect the last five you have looked at. This includes closed documents. To get a longer list of both go to the tabs in the top navigation.  
  • Favorites – Create and view a list of Products, Accounts, and Quotes (Hot List) that you can quickly access and use.
  • All Catalogs – Complete list of all the catalogs available to the user. Look for the * to see the one currently in use. 
  • Selectors – Memory, Battery, Ink & Toner Can be enabled for use on the storesite.
  • StoreSites – links to your storesite(s) home or login page.
  • Support – enter a support help ticket or check on the status of one (some users may get access to see all tickets).
  • Custom Links (if enabled) – this are links your company sets up that can take users to other sites or applications.
  • PunchOut (if enabled) – this will initiate a round trip to an outside system to get product information (like a Dell configuration).
• The control Panel can be minimized by clicking the double arrows at the top, or the left arrow and lines at the bottom.

• Footers – Found on all documents and most edit windows, can be simple save and cancel or contain multiple options (watch for combined buttons with up arrows).
  • Active Button Bar – This bar will have all document actions and will change based on the document type that you are in. Quotes and orders have the most options available.
  • Copyright Bar – This includes some site assistance, current release and privacy policy.
    • Legend: with item and shipping icon definitions.
    • Help Center: quick access to the Help Center lightbox.
    • Privacy Policy: 1WorldsStync’s current policy

Legend

Quote Footer Example