search.noResults

search.searching

dataCollection.invalidEmail
note.createNoteMessage

search.noResults

search.searching

orderForm.title

orderForm.productCode
orderForm.description
orderForm.quantity
orderForm.itemPrice
orderForm.price
orderForm.totalPrice
orderForm.deliveryDetails.billingAddress
orderForm.deliveryDetails.deliveryAddress
orderForm.noItems
Dashboard - Part 1


When you access the portal, the first screen displayed is the dashboard. This dashboard gives you an overview of your organisation’s activities and order progression, where you can split the data by orders this month and orders this year.


Please note that when you use the portal for the first time, the graphs on the dashboard will be missing. They will start to be displayed as you receive orders from YPO. Equally, at the start of the month, the left- hand graph may be missing until new orders are received for that month, and at the start of the year both graphs may be missing.


2 1


3


1 Menu


The menu is displayed to the left hand side throughout the portal and allows you to navigate between the pages:


• Dashboard – displays order data


• My Account – provides account information, password changes, adding users and setting email preferences


• Messages – stores emails that you receive from us


• Orders – split your orders down by new, updated, in progress, complete or cancelled orders


• Returns – the same function as orders, but for your returns


• Exports – you can export any order details in various formats


• Sign out 6


2 3


Orders this month Orders this year


The orders this month and orders this year graphs will show your orders split down by open orders, open returns, complete and cancelled orders.


Page 1  |  Page 2  |  Page 3  |  Page 4  |  Page 5  |  Page 6  |  Page 7  |  Page 8  |  Page 9  |  Page 10  |  Page 11  |  Page 12  |  Page 13  |  Page 14  |  Page 15  |  Page 16  |  Page 17  |  Page 18  |  Page 19  |  Page 20