Analytics, notifications and My Task

The Overview page is where you land after signing in. Each tile is a count; click it to see the list.

Assigned to me

Open RFQ lines assigned to you.

Overdue

RFQs past their deadline that are not completed, closed or void.

RFQ approval

RFQs submitted and waiting for a manager.

Quote approval

Quotation drafts submitted and waiting for a manager.

Ready to quote

Completed RFQs that have no quotation yet.

Below the tiles, a table lists what needs attention, with charts linking to Analytics.

• Pick a range: last 90 days, last 12 months (the default), year to date, or all time.
• Each headline figure shows its monthly trend, and win rate has its own analytics chart.
• Click a bar or slice to open the matching list of RFQs or quotations.

RFQs received

RFQs with a received date in the range.

Quotations issued

Quotations issued in the range.

Win rate

Awarded quotation lines divided by lines with a result (awarded or failed). Pending lines are left out.

Quoted value

Grand total of the latest revision of each quotation, converted to MYR at the rate saved on it.

Median turnaround

Median days from an RFQ being received to it being completed.

The bell at the top shows new notifications and checks for more every 20 seconds. Mark all read clears the count.

• Approval requested something is waiting for you to approve.
• Approval decided a request you made or work on was approved or rejected.
• Task assigned a line was assigned to you.
• RFQ status changed and Quote status changed something you work on moved on.

A daily email digest lists your assigned work and overdue RFQs. Turn it off under Account.

My Task lists the open RFQ lines assigned to you, with the RFQ number, part number and deadline. Open a line to go straight to its costing.

• Tickets are for problems and requests about the app itself. Anyone signed in can raise one and move it between Open, In progress and Done.
• The Audit log shows who did what and when, one row per action: edits to RFQs, quotations, customers, parts and master data, status changes and approvals, sign-ins (including failed ones and lockouts), spreadsheet exports, and file downloads and deletions. Click a row to see every field that changed, before and after, plus the device and IP address it came from. Use Filters to narrow it to one person, kind of activity, record type or period. Managers and administrators can open it.

Press Ctrl K (⌘ K on Mac), or / when you are not typing, to search RFQs and their lines, quotations, parts, customers, contacts and tickets, or to jump to a page.

The same list is under ? › Keyboard shortcuts in the app.