Table of Contents

Use Assisted Setup

The Set up vendor insights assisted setup will set up the Vendor Insights Setup page and Vendor Metrics page with default values and gives you the option of creating a job queue.

  1. Choose the icon, enter Assisted Setup, and then choose the related link.

    The assisted setup can also be run from the Vendor Metrics page if at least one metric is not enabled.

  2. In the Get started with apps from NIC Systems Inc group, select Set up vendor insights to open the Vendor Insights Setup Wizard.

    If you are asked if you want to run the assisted setup again, select Yes.

  3. Select Next.

  4. Populate the following fields:

    Field Description
    Default Duration

    Turn the toggle on to set the default duration to -6M in the Duration field on the Vendor Insights Setup page.

    This means that data from the past 6 months, starting from the date the job queue was run, will be analyzed when calculating the insights.
    Duration

    Enter how far into the past to search for records to use in the vendor score calculation.

    You must enter a minus (-) and use one of the following time units: D, WD, W, M, Q, or Y.
    Default Date Filter

    Turn the toggle on to set the default date range filter to T-CM-6M..T-CM in the Date Filter field on the Vendor Insights Setup page.

    This means that the Vendor Insights page will show insights for the past 6 months from the current month.
    Date Filter

    Enter the default date range filter for the records on the Vendor Insights page.

    For example, T-6M..T shows insights for the past 6 months from the current day.

  5. Select Next.

  6. Populate the following fields:

    Field Description
    Default Metrics Configuration

    Turn the toggle on to set the metric values on the Vendor Metrics page to the following: Good: 0-10%, Average: 11-20% and Poor: 21-100%.

    If metrics already exist and are enabled, they will not be overwritten.

    Certain apps are required for some of the metrics, and if the app is not installed, those metrics will not be updated. A message will be displayed and you will have the option of downloading the app.
    Create Job Queue

    Turn the toggle on to set up the NICVIN Calc Insights job queue to run weekly.

    The vendor insights can only be calculated from the job queue.

    Tip

    The job queue can be set up to run every week from the Vendor Insights Setup page.

  7. Select Next.

  8. Select Finish.