8.11.0 Release Features and Functionality (November 30, 2018)
New Feature Video
Collaborative Carts Overview
See the topic Create and Manage Collaborative Carts and Groups for an overview of the advantages of group purchasing using Collaborative Carts.
Marketplace Module
Revamped Document Grids Provide Additional Filters and Improved Functionality
Across the board, document grids in the procurement workflow on the BuyerQuest platform have been redesigned, offering a wide array of filters and better access to document functionality and information for review and management.
Filters are always available and offer more options to quickly locate key documents. Both buyers and suppliers alike benefit from improved information display for status review and action.
Details
- The number of items displayed per page is set at 25 to improve performance.
- Action buttons have been moved underneath the Search Bar.
- Ship to and Bill to have been added as filters to Request, Approvals, Purchase Order, and Invoices Grids.
Please Note:
All documentation topics referencing document grids have been updated in the BuyerQuest community site to reflect the redesign, additional filters, and added functionality.
Updates have been made to any topic describing access and use of document grids for Requests, Approvals, Purchase Orders, Advance Ship Notices, Receipts, RFQs, Invoices, and Credit Memos.
Example: Requests Grid Provides Additional Filters and Improved Display of Information
CMS Block May be Configured to Recommend Successful Search Strategies
Administrators may configure a CMS block to display when a search produces no results. The CMS Block can list recommendations for further action for buyers to take to locate the products and services they need.
When configured and styled in the Admin Control Panel, the block is prominently displayed on the page where search results would be listed.
See Documentation Topics:
Search Products and Services
Content Management (CMS) for Static Blocks
Request for Quotation (RFQ) Information and Functionality Expanded
History, Attachments, and Comments modules have been added to Requests for Quotation (RFQs) to provide more information for buyers and suppliers to collaborate more easily. Each module provides clear display of crucial information necessary for effective communication between collaborators. Email Notifications may be configured to alert buyers and suppliers to comments added to RFQs.
Example: RFQ Details with Attachments, Comments, and History
See Documentation Topics:
Manage Your Profile
Manage RFQs
Collaboration in RFQs and RFQ Quotes
Email Notification Management
RFQ Emails
Manage Quotes - RFQ and Non-RFQ
RFQ and Quotes (Supplier)
Product Videos Open in a New Tab or Window
Product videos may be opened in a new tab or window instead of in the same window, providing a better user experience for buyers.
Redesigned Request and Purchase Order Details Pages Offer Clear Display of Key Information
The Request and Purchase Order Details Pages have been redesigned to provide clearer display of information. Consistent organization and clarity of display enable quick review and reference and provide clear guidance for further action.
Example: Purchase Order Details
See Documentation Topics:
View Requests
Cancel, Change, or Close a Purchase Order
Purchase Order Grid and Details
Receive Purchase Order
Supplier Access to Purchase Orders
Related Records Expand Scope of Referenced Documents
The Related Records sections of all document grids have been expanded to provide a comprehensive list of all the relevant related documents from the procurement workflow.
This section offers properly permissioned users a one-stop location to access and reference any document from the procurement workflow for any transaction. Related Records links include Requests, Purchase Orders, Invoices, Credit Memos, ASNs, and Receipts.
Example: Related Records Listed for an Invoice
See Documentation Topics:
Product Availability Information Provided on Shopping Cart and Checkout Pages
Alerts on Shopping Cart and Checkout Pages inform users of changes in product availability or price when these changes occur between product selection and checkout.
When a product status changes to Out of Stock, Disabled, or Available by Quote only, the product is removed from the Shopping Cart or Checkout and an explanatory message displays at the top of the page, citing the product SKU.
Similarly, changes in price are reflected in these pages with a price adjustment message for the product SKU.
Example: Checkout Page Message Alert when Product is Unavailable
See Documentation Topics:
Platform Module
Email Notifications to Internal Users for Supplier-created Invoices; Invoice Notifications Streamlined
An administrator may use the Notification section in the Supplier record to specify additional internal user names and email addresses to receive Invoice notification emails.
Additionally, Invoice Notifications emails have been streamlined and made consistent and are focused on major document status alerts, including, when applicable, Creation, Comments, Approval, Denial, Reconciliation, and Settlement Success.
See Documentation Topics:
Invoice Export Based on Invoice Date or System Date
Administrators will have the ability to export Invoice Transaction Reports based on Invoice Date or System Date, rather than only the Invoice Date as provided by the Supplier.
This change accommodates accounting departments that may need to use the date the invoice was created in the system (rather than the date provided by the Supplier) for tracking accruals.
See Documentation Topics:
Features for Suppliers
Delta FTP Catalog Upload Capability
BuyerQuest supports Delta uploads for Suppliers using FTP for catalog loads. This FTP delta load functionality accommodates all catalog files: Common Fields, Additional Attributes, Tiered Pricing, and Custom Options. Suppliers must add the suffix _delta to indicate a file needing to be processed as a delta instead of a full upload.
See Documentation Topics: