Summary:
This article focuses on My Insight’s Team Overview and Quotes tabs in Xvantage for Associates.
Table of Contents:
Who has the right permission to assign a vendor to an associate?
How can I narrow down my views in My Insights?
Is it possible to save filter views in My Insights?
Question 1: Who has the right permission to assign a vendor to an associate?
Answer: Only admins and vendor associates (with advanced permissions) can assign vendors to specific associates in Xvantage — no new tools or workflows required.
Question 2: How can I narrow down my views in My Insights?
Answer: Associates can utilize the filter function in My Insights. Located on the upper right corner of the page just beside the search boxes, some of the available filter criteria in Xvantage for Associates are Vendor Name or Code, Category/Subcategory, Product Line, SKUs and Line of Business.
Question 3: Is it possible to save filter views in My Insights?
Answer: Yes, custom filters can be saved across sessions and dynamically update when vendor assignments change, creating a personalized and efficient experience.