What's New
May has been all about providing enhancements to our dashboard with new functionality to surface actionable information in a format that works for you as well as giving you more controls for emails and notifications settings.
Enhancements:
Customizable Dashboard
Customize your current dashboard with the ability to hide, show, or rearrange your widgets to bring forward the insights you care about most.
Two new dashboard widgets
Total Spend
Summary of all purchase order spending (GMV - Gross Merchandise Volume) across specific order statuses and windows of time.
The widget can be customized by Order Status: All Orders, Open Orders, and Completed Orders as well as by periods of time such as Last 30 Days, Last 90 Days, and Year to Date.
At the top right of the widget, you can toggle between a Graph View or a Table View to provide more granular order information.
Order Summary
Shows a high level summary of your order breakdown across Open Orders, Completed Orders, Rejected Orders, and Draft Orders.
Clicking on any of the cards will take you to a customized view of your orders, filtered by the status that you selected.
Schedule View Sends
Share the reports you create from base or custom views with anyone. Anvyl now has the ability to send automated emails with the Views details attached as a CSV to any recipient.
Task Email Controls
Control how often and when task emails go out with greater controls with a new Company setting called Task Emails.
Below are other improvements we made across the Anvyl platform in May
- “Files uploaded (Base)” View now has parent record column shown
- “Default incoterms”now available on Suppliers (Base) view
- “Default payment terms” now available on Suppliers (Base) view
- Ability to move view columns left and right from column header
- Horizontal scroll bar has been added for easier milestone navigation
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