Video Overview
Making the change over to Vendr Premium Procurement? This video will walk you through some of the differences and highlight the biggest changes you'll see. For a written overview, check out the rest of this article for more information.
Highlights
Important - Please be Aware:
After your upgrade to Vendr Premium Procurement, you may notice that your draft workflow templates are missing. If that’s the case, please contact Support and we’ll help get them restored.
Once upgrades are started, they cannot be reversed. Thank you for your understanding.
Overview of Navigational Updates
The navigational updates are what you might've seen before, but with new names. You'll now find the Intelligence and Procurement sections on the navigational menu.
Intelligence = Data, where you view information
Procurement = Actions, where you do things
Overview of Individual Sections
Home - your landing page as you log in
Buyer Guides - Get insight and data on purchases
SaaS Advisory - receive background support on your requests
Agreements - contracts
Requests - new and in-progress new purchase workflows
Supplier-Facing Negotiation happens within Request Details page of individual workflows
Renewals - upcoming and in-progress renewal workflows
Approvals - list of active tasks that need to be completed
Suppliers - the supplier that provides the product you are looking to purchase
Background Support vs. Supplier-Facing Negotiation vs. Technical Support
Background Support - use SaaS Advisory button on main navigation menu
Supplier-Facing Negotiation - use Connect with a SaaS Consultant button inside Request Details page for an individual workflow
Technical Support - use Help Chat on main navigation menu
Notification Options
Depending on your permissions, learn about the choices you have for customizing when and how you receive notifications from Vendr. This article provides more information.
Support Options
Should you need technical assistance, this video highlights where to click Help in order to get in touch with our support team. This article provides more information.