Buyer Guide - How to create a View in Product Manager


Summary:

How to create a "View" in Product Manager.

Instructions:

Login to commerce hub with your Basware account at the following address:

https://buyers.procserveonline.com/admin/login/auth

Once logged in select the Product Manager tab at the top of the screen:

https://baswaretest.service-now.com/sys_attachment.do?sys_id=1d9b47c8dbd25f80b0f5b9836b9619e9

 

To begin creating a view either:

1. From the Product Manager menu click Views > Create, or

2. Click the Create View link on the dashboard

 https://baswaretest.service-now.com/sys_attachment.do?sys_id=24ab07c8dbd25f80b0f5b9836b9619b3

 

https://baswaretest.service-now.com/sys_attachment.do?sys_id=72abcbc8dbd25f80b0f5b9836b96191f

In the Create View form enter the name for the View.  Add a description of the view and once complete click the save button:

https://baswaretest.service-now.com/sys_attachment.do?sys_id=11cb8fc8dbd25f80b0f5b9836b9619cc

The next screen is where you add content and users to the view. You can also use Lists to create easy-to-access shopping lists for some or all of your users.

View summary

https://baswaretest.service-now.com/sys_attachment.do?sys_id=cbcb0fc8dbd25f80b0f5b9836b96195f

1. As this is a new view, the status will be ‘Empty’.

2. Until the view is published the view can be deleted.

3. The description can be edited. Simply click into the description field to edit it.

4. To add content to the view, click the Agreements button.

5. To add users to the view, click the Users button.

6. Once you have added agreements and users to your view, click the Lists button to add lists.