Articles in this section

Navigating through Method

  • Updated
Follow

 

How the navigation is organized 

All of Method tools and functionality have been organized in a consistent navigation layout throughout the platform. Functionality is grouped together based on the action that needs to be executed in the procurement cycle. 

An overview of the top-level items in the Method Navigation: 

Menu Bar

Provides a starting place located on the left side of the screen to find the essential functions of the Method Platform 

    • The Menu Bar is collapsible  
      • Expanded menu: ability to see description text for each section 
      • Collapsed menu: Hover over icons for description bubble to indicate section

menu.png

 

Initials/Profile Icon  

inititalicon.png

Located in the top right hand corner allows you to access your profile and log out of the platform 

    • My Profile allows you to edit your user profile within the platform
      • Edit Profile - able change general user information here
      • Indicates the roles and permissions of the user 
      • Able to add custom catalogs made by you 
    • Log Out will log you out of the Method platform 

 myprofile.png

 

Question Mark

questionmark.png

The Question Mark Icon located in the top right hand corner will help you access help articles and contact the Client Support Team and allows you to: 

    • Open search bar to the Support Center 
    • Able to search for specific knowledge base articles 
    • Get In Touch Feature will let you: 
      • Request the support team to call you back 
      • Leave a message and the support team will answer you 
      • Live Chat with Method Support Team

 

Shopping Cart 

shoppingcart.png

The Shopping Cart Icon located in the top right hand corner will allow you to put products in a cart to be a place holder or instant shopping

    • Indicates the items that were added to the cart and are pending to be added to:
      • Quotes
      • Requests 
      • Inventory 
      • Catalogs 

 

Bell Icon

bellnotification.png

The Bell Icon located in the top right hand corner that will display notifications within the system calling attention to the user of Request Statuses 

      • New Requests that have been submitted 
      • Approved/Declined Requests 

 

Location Indicator

locationselector.png

The Location Indicator icon located in the top right hand corner indicates what location the user is Ordering from. The Location Indicator is useful for: 

    • For multi-location practices, indicates which location you’re making your requests/purchase orders under
    • Able to switch locations or create a location from this menu for Practice and Location Admins

locationselector.png

Related articles