Page Comparison

To accept or decline an order, simply follow the instructions below:

Navigate to My To-Dos > Orders > Order Lists which will be displayed at the bottom of the screen, pending and click on the desired order.

If you would like to see more information about the item, click on its ERP Code, a # followed by a number.

After reviewing all required information, click Reject or Accept

In the Accept Order popup, enter your referral code, if any; and a comment, if necessary.

Just below, you will find the available orders in a list and if you want to Download orders, select it through the selection box and click Download Order.

If you wish to return, after clicking on the respective button, you must inform the reason for the return and include a comment. Finally, click Confirm to complete the action.

If you wish, you can accept multiple orders in the received orders list, select the orders you want to accept and click the link > Accept.

If all selected orders are in Pending Acceptance status, a popup will appear to add a comment and click Confirm.

To archive orders, follow the steps below:

Navigate to My To-Dos > Orders

Select the orders you want to archive and click the Archive Orders link;

The Pop-Up message will be displayed and after confirmation, the order will be archived.

To view archived orders, you must consult them through the Advanced Filter and then select the Show archived orders option and click Filter.

If you wish to unarchive the order, simply select the desired order and click on the link > Undo archive.

The statuses in the orders tab are:

• Returned - Supplier: Returned by Supplier (and available for edits);

• Approved - Waiting accept: New order, whose supplier has not yet accepted;

• Approved - accept: Approver has already accepted;

To accept a follow request, follow the instructions below:

Navigate to My Historic > Follow-Up > scroll down and the list of items will be displayed, locate and click on the desired order.

Important: For the order to have the status of Approved - Accepted on the Orders tab, it is necessary that all order items have been accepted on the Follow-Up tab.

So that it is possible to complete the steps of your order if it has Follow-UP go to My To-Dos > Orders;

After displaying the order list, click on the desired order;

When opening the order, in the Items panel, select the Follow-up tab and click on the Complete step link, to carry out the step the order is in and update to the next step.

If you wish, you can also update the Tracking step of your order in My historic > Follow-up;

Click on the item code and in the Current Situation panel, verify that in the Responsible field your company is designated as responsible for the stage the order is at.

After confirming that your company is responsible for the pending step to be updated, click the +Actions button and complete the step you want to update.

For orders with Monitoring, in case of refusal it is necessary to create a pending issue. This way the customer will identify the response to the order as Refused.

Access My To-Dos > Order

And click on the ERP Code of the desired order

Navigate to the Items panel, select the Follow-up.

Select the Follow-up, select the desired item, click on the "Open occurrence" option > select the occurrence type.

Enter a comment and click the Save button;

To open a pending order for the desired order, go to My Historic > Follow-up, click on the desired order code.

Click on the desired order code > Navigate to the Occurrencespanel (Bottom part of the screen), Click ""+ Create Occurrence"" (right side of the screen) > Then select the type of Occurrence.

Enter a comment and click the Save button;

According to the options applied to this pending order, the customer will analyze the necessary actions in the order, such as cancellation.

Navigate to My To-Dos> Select the desired order

Check the Reference Documents panel and click on the Measurements > Create SES;

On the "New Measure" page in the General panel, fill in the fields like Title and the user Responsible.

The user will be responsible for validating the measurements, and may be the contract manager or inspector;

In the SES Period panel, add the period your measurement covers.

In the Items panel, select a group of items for your measurement. You will be able to choose specific items within the selected item group.

Once complete, click Save and view the order items to be measured.

To exclude items from measurement, click the box to the left of the order and click Exclude.

In column "Qty. Measure", enter information about the measured service. Then go to "Final Measurement" and select:

• Yes, to confirm this measurement as Final Measurement;

• No, if you want to define this measurement as Final Measurement.

Use the Attachments and Comments panels to add supplemental data to the measurement.

If you want to change the visibility of the attachment and the comment, click on the combo to define whether it will be "Public" or "Private".

In the “Monitoring” panel, changes in the status of the measurement and the users responsible for the changes will be recorded.

At the end of the operation, click on Save, to save the changes in the measurement, or Send, to send your measurement."

Contract Management in the Contracts app is used to approve, monitor and control the balance of your contract with the customer through purchase orders made via the platform.

To accept a contract, access My To-Dos > Contracts;

Click on the title of the desired contract;

After analyzing the contract information, accept or return it, using the buttons available at the end of the page;

After acceptance, wait for direct feedback from your customer, the buyer can cancel or make additions to continue with the demand;