This guide is for purchase-i. It will show you how to use purchase-i’s Campaigns feature to discover which suppliers’ you have decreased spend with by 10% or more over the last 3 months vs the previous 3 months.
Please note: Campaigns can only be created by Power Users or Team Leaders. However, anyone with access can view the associated results.
From the top navigation, click Campaigns.
Click the green Add New Campaign button at the bottom left of the screen.
Drag and drop the Variance filter into the large box on the right.
In the new window that appears click Create New Enquiry.
Click Search Filter in the top left of the window, this will allow you to adjust many filters.
Select the 3 months date button, tick Show Complete Months* and then click the green Save button in the bottom right hand corner.
*When ticked the Show Complete Months option excludes the current calendar month.
Select the Supplier bubble, which can be found in the Supplier Analysis section.
Now name your Enquiry. For this example we’ll use ‘Spend with suppliers in the last 3 months vs. the previous 3 months – rolling & complete’. Click Save.
Ensure your recently saved enquiry is highlighted green.
The drop-down menus act as a series of questions that will determine a list of suppliers based on your answers.
Options used for this specific campaign:
b. More than
d. Type ’10’ into the last box.
Then press Finished in the top right.
Press the green Generate button in the top right of the window.*
*Please note: This campaign uses a single filter, other campaigns may use more than one filter. This can be achieved using similar steps as detailed above.
At this stage a black box will appear warning you that you will not be able to change your Campaign once you press Yes.
Click Yes to continue.
Name this overall campaign ‘Spend with suppliers in the last 3 months vs. the previous 3 months shrinking more than 10% sales value – rolling & complete’.
Using the traffic light system, give your campaign a colour of priority.
Next, select the users you wish to have access to the campaign results.
Clicking the grey arrow next to the All Users folder will open up a list of users.
Select the tick box next to All Users if you wish to allow all your users to access the campaign results*
*If used, Groups will assign access to the users included in the relevant group(s).
When you’re ready to move on, click Finished.
This section is editable for name, priority and user selection.
Optional: The tick box to the right of the user(s) selected to access the campaign is an optional email notification reminder.
Under Notification Schedule, select the frequency you would like an email reminder to run the campaign to be sent out.
To view the results of this campaign, click on its title in the menu on the left.*
*Please note: Only the Power User can see the Processing Statistics tab and associated line graph.
Select Date Processed to see the results list.
You will now see a list of companies. The Variance column shows how much their spend has decreased by as a percentage over the last 3 months.*
Range 1 is the closest date range to the current date.
Range 2 is the furthest date range from the current date.
*Please note: Clicking the header of a column will sort by ascending or descending order.