How to Manage POS Reports for Vendors in Xvantage for Vendors via the Performance & Insights Module in Xvantage for Associates

Overview:

This guide explains how to manage the visibility of specific reports available to vendors in their Xvantage for Vendors account, using the Performance & Insights module within Xvantage for Associates.

Process:

1. Go to My Apps and open Okta.

2. In Okta, search for Xvantage for Associates and open it.

3. Within Xvantage for Associates, hover over the left navigation menu and click Vendors then select Account Management.

4. From the drop-down menu, select Vendor Account. 

5. Use the search bar to find the vendor account you want to manage the reports via performance & insights. 

6. Click the Vendor Account Name (displayed as a hyperlink) to open its details. 

7. Click X4V Controls tab.

8. Scroll down to the POS Reporting. In this section, you can control the visibility of specific reports available to the vendor via the Performance & Insights module in X4V. When the Status toggle is set to ON, the following data will be visible to the vendor:

   • Ship to

   • Sold to

   • IM associate account owner

   • End user data

   • Show cost

   • Bill to

9. To update visibility, toggle the switch next to the corresponding control.

10. A confirmation pop-up will appear. Click Save to confirm your selection.