Navigating the Proactis Interface
Last updated September 24, 2024
Welcome to Proactis! Proactis is designed to streamline procurement, supplier management, and finance processes. If you're new to the platform, this guide will help you quickly familiarize yourself with the interface so you can make the most of its features. Follow these steps to get started with ease:
Step-by-Step Guide:
- Login to Your Proactis Account
- Visit Proactis and click on the login button.
- Enter your credentials to access your dashboard.
- Explore the Dashboard
- Upon login, you'll be greeted by the main dashboard, which provides a quick overview of your procurement processes, including pending tasks, recent activities, and alerts.
- Use the navigation panel on the left to access different sections like Procurement, Supplier Management, and Finance.
- Access Key Features
- Procurement: Manage your purchasing and sourcing activities.
- Supplier Management: Review and engage with your suppliers.
- Finance: Oversee your invoicing, payments, and financial tracking.
- Use the Search Bar
- The search bar at the top allows you to quickly find specific items, suppliers, or transactions without navigating through menus.
- Customize Your Interface
- Proactis allows you to customize your dashboard. Use the settings option to arrange widgets and choose which notifications to receive.
- Access Support
- If you need further assistance, click the "Help" icon located at the top right of the interface to access the help center, tutorials, or contact support.
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