App Portal - How To
In this category you shall find answers related to your app portal questionsGeneral
How To Reset Your Password
This is about knowing how to reset your account password in case you forgot it.
How To Change Your Password
This is about what to do in case you want to change your password to something easier to remember.
Outsource Management
How To Use Outsource Management To Track Your RFQ's
How to track your outsourcing process.
How to Link RFQ's with Jobs
Correlate jobs with RFQ's to have all the information in one place.
Training Notes
How To Create And Make Use of Training Notes
Training Notes Tutorial - how to create valuable training notes for effectively communicating information, reinforcing learning, and providing a reference for employees
How to add an image to a training note?
Including images in your training notes can enhance understanding and make the material more engaging. Follow these steps to learn how to add an image to your training note.
How to add a video in a training note?
Including videos in your training notes can enhance understanding and make the material more engaging. Follow these steps to learn how to add an video to your training note.
Employees
How To View & Edit Employee's Info
This is about how to efficiently manage employee data, ensuring that information is accurate and up-to-date
How To Add New Employees
This is about knowing how to add new employees to ShopXpert.
How To Create An Employee Account
This is about knowing how to create a new employee account in ShopXpert.
Suppliers
How To Create a Supplier Group And How To Use It
Creating and using a supplier group helps streamline procurement by organizing suppliers based on categories. Here's a guide on how to do it:
How To Track Supplier Certificates Expiry Date
Tracking supplier certificate expiration dates ensures compliance with quality, safety, and regulatory standards. It helps you stay updated on expiring certificates, so you can request renewals promptly.
How To View & Edit Supplier Info
Access all supplier information in one place.
In-App Messaging
How to use RFQ Chat - App View
Directly message Suppliers about specific Request for Quotes using our built in chat feature.
How To Use Purchase Order Chat - App View
Directly message Suppliers about specific Purchase Orders from using built in PO chat, where all conversations about certain purchase orders will be linked together for easy communication and traceability.
How to use General Chat - App View
Collaborate with your suppliers easily through General Chat.
Form Builder
How To Create a Form
By following these steps, you can create effective and efficient forms in ShopXpert, tailored to your needs.
How to Create an Academy Course Test Using Form Builder
A step-by-step guide on designing tests for a course using a Form Builder tool
Academy
How To Create a Course In Academy
Here’s a step-by-step guide on how to create a course in ShopXpert Academy. Your content will be well-structured, engaging, and easily accessible to learners.
How to Create a Course From a Training Note
Here’s a step-by-step guide on how to create a course in ShopXpert Academy from a training note.
How to Verify and Approve a Course Test
Reviewing the results submitted by users to ensure accuracy and determine if they meet the required standards for passing.