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Main functions on the circle360 home page

The following options are shown on the menu bar:

Quotes Use this to view quotations raised for products requested by customers.
Orders Use this to view orders placed by customers for products.
Invoices Use this to view invoices raised against shipped products.
Catalogues Use this to view and manage order catalogs. Tools are provided to export catalog data and print invoices.
Items Use this to view item records. 
Connections Use this to view your catalog360 connections.
Apps Use this to manage the apps in use within your circle360 system.
Setup Use this to maintain your Public Member Profile.

The main area of the home page provides icons for the following functions:

Browse Orders Use this to browse orders placed by customers for products. This is the same as the Orders function on the menu bar.
New Invoice Use this to create a new invoice for a customer. You can find out more in the Creating a new invoice topic.
Manage Catalogues Use this to view and manage product catalogs. Tools are provided to export catalog data. This is the same as the Catalogues function on the menu bar.
Member Profile Use this to view and maintain your Public Member Profile record.

In the top-right of the home page, your name is displayed. If you click the drop-down menu arrow to the right of your name, the following options are available:

My Profile Use this option to maintain your personal profile. This includes your own name and email address, plus  options to change your password and upload an avatar.
EDI Testing Use this option to submit a test EDI file for a purchase order acknowledgement (POACK), shipment (ASN) or invoice.
Send Feedback Use this option to send feedback.
Sign Out Use this option to sign out of circle360.

 

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