Getting Started

Welcome to Anvyl!

• What is Anvyl?
• Who is Anvyl for?
• What can you do in Anvyl?

Onboarding Resources

• Guide 1 - Setting up your account
• Guide 2 - Getting data into Anvyl
• Guide 3 - Building workflows
• Guide 4 - Issuing a purchase order

Understanding your Dashboard

• Dashboard summary

Supplier Onboarding

• Supplier expectations
• Supplier training registration

FAQs

• What if I forget my password?
• How do I change my password?
• What are my username and password requirements?
• How do I setup an integration?
• What email notifications are available?

Product News

New Features & Enhancements

• October / November 2024 Releases
• August / September 2024 Releases
• June / July 2024 Releases
• May 2024 Releases
• April 2024 Releases
• March 2024 Releases
• See all 17 articles

Accounts & Settings

Roles & Permissions

• Invite team members
• How user roles are defined
• Update and edit a team member's role
• Access and restrictions for third-party collaborators

Email Notification Settings

• Establish email notifications
• Subscribe to email notifications
• Update supplier email notifications

Teams

• Create a team
• View your team members
• Delete a team

Using Custom Fields

• What are Custom Fields?
• Create a new Custom Field
• Establish, edit, and delete custom fields
• The API with custom fields
• Manage your Custom Fields

FAQs

• Can I export data or download a CSV with Custom Fields?
• Who can see and edit Custom Fields?
• Can I change the order in which Custom Fields are displayed?
• What is a default value?
• What happens if I edit a custom field value that has “Show on PO PDF” toggled on?
• What happens if I edit the name of a Custom Field? Will that affect how data is displayed in Anvyl?
• See all 10 articles

Parts & Suppliers

Parts Library

• Parts library overview
• Create a robust parts library
• Bulk upload Part-Supplier links
• Benefits of using part tags
• Bulk editing parts and part-supplier links
• Establish custom field relationships with parts and part-supplier links
• See all 10 articles

Supplier Directory

• Supplier directory overview
• Upload supplier directory
• Establish access levels for suppliers
• Update supplier contact details
• View supplier performance metrics
• Add a file to the supplier level
• See all 8 articles

Assemblies / Bill of Materials

• Add an assembly of parts or create a bill of materials
• How to name assemblies
• Edit an assembly

FAQs

• Can I automatically sync my parts and suppliers from my Shopify account?
• Can I automatically sync my parts and suppliers from my ERP?
• What are Part-Supplier links?
• What are Custom fields?
• What is a unit, master case, and pallet?
• How do I unarchive a part?

Custom Workflows

Create a Workflow

• Navigate to the workflow library
• Create a new workflow
• Tasks and Milestones
• Managing workflows

Purchase Orders and Workflows

• Issue a purchase order with workflows
• Managing milestones in a workflow

FAQs

• What are Workflows?
• Milestone Key Dates
• Outdated workflow versions on an active order

Purchase Orders

Issue Purchase Orders

• Create and issue a purchase order
• Create a purchase order numbering convention
• Add company's business address to purchase orders
• Establish ship-to locations
• Customize fields on a purchase order
• Clone or repeat an existing order
• See all 11 articles

Edit and Update Purchase Orders

• Edit an issued purchase order
• Update the order status
• Use of the Orders view
• Arrange a split shipment
• Change the purchase order number before it's issued
• Update purchase order to match shipped quantities

Order Milestones

• Configure order milestones
• Undo a confirmed milestone
• Smart milestones

Payment Tracking

• Link a payment installation to an invoice
• Mark a payment installation as paid

Lead Times

• What are lead times
• Calculate transit lead time
• Calculate production lead time
• Calculate purchase order lead time
• How does the lead time estimator work

Delay Detector

• How is the delay detector likelihood calculated

FAQs

• What are order tags?
• How many previous orders are required for the Lead Time Estimator to work?
• How do I test Anvyl without issuing a real purchase order to my supplier?
• How do I keep an important order to show up at the top of my screen?
• What if I have multiple ship-to addresses?
• Where do I put any additional notes in regards to the purchase order?
• See all 10 articles

Dynamic Views

Using Dynamic Views

• How dynamic views work
• Create a custom view
• Clone a view
• Edit a view
• Delete a view
• Export your views
• See all 7 articles

Cell Editing

• Edit cells in a view
• Review and submit your changes
• Refresh your view to see new updates

Actions

• How global actions work
• How row actions work

FAQs

• What does “Editing is disabled while view has changes” refer to?
• Can I navigate to another page when I make edits?
• Can multiple people on my team make edits at the same time?
• Will I lose access to my automations/PO settings with dynamic views?
• Can I pull in linked records for dynamic views?
• Does Anvyl auto-save my changes to a view?
• See all 12 articles

Collaboration Tools

Global Inbox & Search

• How to filter and search in the global inbox
• How to view inbox messages
• How to use global search
• Utilize smart milestones from the global inbox

Messaging

• Send a message
• View message history
• Use email to message
• Notifications to recipients when messages are sent
• Link an email to the purchase order messages section
• Change the visibility of who sees my messages
• See all 7 articles

Gmail

• Establish a Gmail Integration
• Use Gmail to manage messaging
• How long does Anvyl retain data from my Gmail address

Tasks

• Add, edit, and assign a task
• Automate task notifications
• Edit an automated task
• Automate order milestone reminders
• Utilize task views

Actions on Tasks

• Actions on Tasks

Files

• Upload a file to a purchase order
• Collaborate with uploaded files
• Leverage the File base view
• List of file categories
• Reconcile with 3-Way Invoice Matching

Collaborators

• Send and view messages
• Add a third-party collaborator to purchase orders
• Share and collaborate with files
• Create and assign a task
• What does a third-party collaborator see

FAQs

• How do I add users to collaborate on a draft purchase order?
• Can I add collaborators that are part of my company and is there a limit?

Logistics Visibility

Shipment Consolidation

• Shipment Consolidation
• Adding Files to a Shipment Consolidation

Shipment Tracking

• Track an ocean shipment
• Track an air shipment
• Utilize the Shipments view
• Track shipments with Flexport
• Track shipments with Mainfreight
• Locate the ocean shipment carrier code
• See all 8 articles

FAQs

• Shipment Terms
• Do you track trucking and rail shipments?
• Do you capture drayage?
• Can I track shipment URLs?
• Can my suppliers add logistics tracking information?
• What are incoterms?

Integrations & API Developer Portal

Integrate with Anvyl

• Anvyl API Developer Portal
• Integrate with Enterprise Resource Planning (ERPs)
• Connecting Gmail
• Supply chain platform integrations
• Financial system integrations
• Initiate freight tracking

Resources

• Generate an API key

FAQs

• How are integrations built?
• How do I initiate an integration request?
• What is the process to complete an integration?
• What fields can be integrated between Anvyl and another system?
• How to name my team when testing an integration?

Supplier Portal

Getting started with Anvyl

• Accept your first purchase order
• How order milestones work
• View order details
• Navigate the dashboard
• How to use dynamic views
• Onboarding and training material
• See all 7 articles

Manage customer purchase orders

• Accept orders
• Update the order status
• Use magic link prompts to update purchase orders
• Confirm quantity shipped
• Undo milestone confirmations
• Download a PO to a PDF

Purchase order collaboration

• Send and respond to messages
• Attach files to orders
• Add, assign, edit, and view tasks
• Suggest a split shipment

FAQs

• Do I need to pay for this service?
• How do I create an account?
• Who and how can I add a team member?
• Where can I as a supplier request a new password?
• How is Anvyl going to impact my current workflows?
• Do my brands receive notifications of any purchase order changes?
• See all 10 articles

Sourcing Services

Request for Quotation (RFQ)

• Issue an RFQ
• What is a request for quotation
• Average feedback time for when an RFQ is issued

FAQs

• Why do I need to diversify my supply chain?
• What is an Anvyl-Certified Supplier?
• What should I consider when building out a fully sustainable supply chain?
• How much time should I allocate to bring a new product to market?
• Why is transparency important in selecting a partner?
• Why are golden samples and proof approvals needed?
• See all 7 articles