Settings and Add
Reference for the Dashboard Settings button and Add drop-down.
Settings button
Opens the Settings screen, which opens on Personal Settings, the first tab. Below it are the Organization Settings section (Account, Brands, Supplier Portal, Purchase Orders, Integrations, Users & Permissions, Subscription & Billing, Data Element Library, Template Attributes) and the Master Data Settings section (Trade Item, Location, Trade Partner, Archived). Close it with the X at the top right.
Add drop-down
| Add option | Drawer opened | Tabs in the drawer | Bottom button |
|---|---|---|---|
| Purchase Orders | Add Purchase Orders | Single Purchase Orders, Bulk Upload | Add POs |
| Trade Items | Add Trade Item | Single Trade Item, Bulk Upload | Add Trade Item |
| Locations | Add Locations | Single Location, Bulk Upload | Add Location |
| Trade Partners | Add Trade Partners | Single Trade Partner, Bulk Upload | Create Trade Partner |
| Events | Add Events | Single Event, Bulk Upload | Add Event |
The bottom button is unavailable until the required fields are complete. Closing a drawer with the X creates no record. For the fields in each drawer, see the documentation for the matching module.
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