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Watches

  • What Watches are (overview and the five categories)
  • Configuring Watches
  • Customer hasn't been told — shipment, delay or tracking update due
  • Quote margin guard — missing charges and the margin floor
  • Invoice reconciliation — purchase order versus supplier invoice
  • Unbilled or double-billed end-user customers
  • Order-by date approaching on an unplaced quote
  • PO pre-flight — incomplete or inconsistent quote and PO details
  • Promised credit, reship or replacement not received
  • Freight and transit estimates
  • Supplier performance drift
  • Reorder windows, seasonal patterns and quiet accounts
  • Support requests married to customer and order
  • Receivables past due
  • The Watch effectiveness report
  • PO not acknowledged — or acknowledged differently than ordered
  • Supplier is waiting on us — order on hold, response required
  • Production delay — the order will not ship in time
  • Inventory short for a quote or order
  • Supplier price change, price expiration or discontinuation
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Categories

  • Getting Started
  • The Inbox
  • Notifications and the morning brief
  • Slack
  • Connections
  • Suppliers (PromoStandards)
  • Watches
  • Map and Found
  • Teams, people, and permissions
  • Settings and your account
  • Security, privacy, and your data
  • FAQ and troubleshooting
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