Guide 1 - Setting up your account

Welcome to Anvyl - we’re so happy you’re here! This is the first guide in a series of four, designed to walk you through all the steps you need to use Anvyl to manage your orders and take action.

First step, let’s get your account set up. This guide will cover an overview of your dashboard, how to set up your individual account settings, company settings, and get your notification settings the way that you want them. Watch the video below and access the guide for step-by-step instructions.

Step 1 → Your Anvyl Dashboard

This is your Anvyl dashboard. This is the first page you’ll see when you log into Anvyl. The dashboard is designed to highlight items in your supply chain that need your attention. 



On the right hand side you’ll see the Order Alerts, Updates Needed and Delivery Delay alerts section. These sections surface any timeline changes or blockers that might delay the progress of your POs, allowing you to manage by exception and take proactive steps to address any issues. 


The dashboard also includes helpful widgets like the "Calendar view" and supplier "On-time performance" as well as quick action buttons that allow you to quickly add an Order, Part or Supplier. You can easily navigate to other areas of Anvyl from the dashboard. 

Step 2 → Individual Account Settings and Notifications

To start setting your individual account settings, click on the drop down button in the top right corner and select “My Account”

 From here, you’ll be able to change your password at any time, tailor your email notification preferences and link your Google account. 

Step 3 → Company Settings

Setting up your Company Settings is an important step in getting ready for issuing your first PO on Anvyl. To start setting up your Anvyl company account, click on the drop down button in the top right corner of the page and select "Company Settings"

This is where you can create accounts for your teammates, set up additional teams under your Anvyl account and create account specific settings like your payment terms, custom fields on your purchase order template, ship-to locations and more

Next up, Guide 2 - Getting your data into Anvyl.

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