Navigating Through Method

A quick article designed to help guide your journey through Method and master the procurement cycle.

Navigation Structure

The navigation structure of the Method platform ensures that all tools and functionality are organized consistently. The layout is designed to group functionality together based on the specific actions required in the procurement cycle. 

Here's an overview of the main items in the Method Navigation: 

Menu Bar

Serves as a convenient starting point situated on the left side of the screen (in blue) to easily access the fundamental functionalities of the Method Platform. 

The Menu Bar can be collapsed for convenience and to save space on the screen.  

• Expanded menu: Users have the ability to view descriptive text for each section, providing a comprehensive understanding of the functionality.

• • Collapsed menu: Icons will display a description bubble when hovered over, indicating the respective section.

Initials/Profile Icon

Located in the top right-hand corner, the initials/profile icon grants you access to your profile and allows you to log out of the platform.

• The My Profile feature enables users to make changes to their user profile within the platform.
• Edit Profile: you have the ability to change general user information here.
  
  • Username
  • Password
  • Profile Name
• Provides information on the roles and permissions assigned to the user. 
• You have the capability to incorporate personalized catalogs that you have created.
• Clicking on Log Out will safely and securely log you out of the Method platform.

Question Mark

The Question Mark icon, situated in the top right-hand corner, serves as a valuable resource for accessing help articles and contacting the Client Support Team. It provides you with the ability to: 

• Access the search bar in the Support Center.
• Capable of searching for specific knowledge base articles.
• The "Get In Touch" feature provides you with the opportunity to reach out to our support team. 
  • Please leave a message and our support team will respond to you as soon as possible.
  • Engage in a real-time conversation with our Method Support Team through our Live Chat feature. Our knowledgeable team is readily available to assist you with any questions or concerns you may have. Simply click on the Live Chat option and our team will provide prompt and helpful assistance.

Shopping Cart 

The Shopping Cart icon, situated in the top right-hand corner, enables users to add products to their cart as a placeholder or for instant shopping.

• Shows the items that have been added to the cart and are waiting to be included in:
  • Quotes
  • Requests 
  • Inventory 
  • Catalogs

Bell Icon

The Bell icon, situated in the upper right-hand corner, serves as a notification center within the system, alerting users to the status of their requests.

• Newly submitted requests
• Approved/Declined Requests 

Plug Icon

The Plug icon provides a convenient way to efficiently manage your connected suppliers. If you would like to learn more about how to connect with your suppliers using Method's mConnect Chrome extension, please refer to this article.

Location Indicator

The Location Indicator icon, located in the top right-hand corner, provides valuable information about the user's ordering location. It is particularly useful for:

• Practices with multiple locations. It indicates the specific location under which you are making your requests or purchase orders.
• Practice and Location Admins have the ability to switch locations or create a new location directly from this menu.