Entering Results of the Negotiation
The video guides users through entering negotiation results with a supplier on the ADA Platform, explaining how to navigate to the supplier's card, add payment term details, apply changes, and provide feedback analysis, with an emphasis on user-friendly features for efficient tracking and analysis of negotiations.
Entering Negotiation Results:
- After completing a term negotiation with a supplier, users navigate to the supplier's card in the ADA Platform to enter the results.
Accessing Supplier's Card:
- Users can find the supplier's card by either searching for the name in the search box or locating the supplier in various lists within the platform modules.
Opportunity Tab:
- Upon entering the supplier's card, users are directed to the opportunity tab by default, where negotiation results are added.
Adding Results:
- Users scroll down to the payment terms box and click on the "add results" button.
- In the pop-up, users input the achieved payment term without cash discount (e.g., 60) and any negotiated cash discount percentage (e.g., 10% with a 1% discount).
- Negotiation details, such as the agreement date and next review date, are entered.
Applying Results:
- Users can choose to apply these new terms to all spend lines by checking the box at the top or selectively apply them to specific spend lines.
Saving Changes:
- After entering the information, users hit the save button to apply the negotiated terms, leading to the second step of entering results.
Feedback Analysis:
- In the feedback analysis step, users provide insights into their satisfaction with ADA's ability to optimize payment terms with the supplier, ranking it (e.g., 5 stars).
Factors for Not Achieving Objectives:
- Users select factors that contributed to not achieving payment term objectives for the supplier, providing a comprehensive feedback analysis.
Adding Notes:
- Users have the option to add notes for the supplier, offering additional details or comments.
- These notes are saved and can be accessed by other users clicking on the supplier.
User-Friendly Interface:
- The video highlights the step-by-step process of entering negotiation results, emphasizing the user-friendly interface of the ADA Platform for effective tracking and analysis of negotiations over time.
0:01 - Now that you've completed your term negotiation with the supplier, it's time to enter your results into the out of platform.
0:08 - The first thing you want to do is navigate to that supplier's card. To do this, there are a couple ways.
0:13 - One you could search for that supplier's name up top in the search box. The other option is to find the supplier in the various lists around the out of platform within the modules and selecting on that supplier, which will then pop you into that supplier's card.
0:27 - Once you're in the card, it will by default bring you to the opportunity tab. This is great because this is where you need to add the results.
0:34 - You can from your negotiation. you scroll down to the payment terms box and under the opportunity, you'll see a button here called add results.
0:43 - When you click on that, a pop up appears. top here you can add what you achieved for the payment term without cash discount.
0:52 - So for this example, we'll say 60. may have also achieved in the They're not going to do negotiation the opportunity to have a payment term with the cash discount.
1:00 - For this example, we'll share 10. The cash discount percentage, maybe it's 1%, so you type that here. was agreed upon on the 16th of December, 2023.
1:13 - And the last thing you need to enter is the next review date we're gonna make this for two years out.
1:21 -The supplier had several everyone. There different spend lines, either due to a different buyer or a different commodity, etc. apply these new terms to all the suppliers, you want to check the box up top here and all are selected.
1:33 - Selected to select on just specific. In specific spend lines, you can do that down here. You can also enter the data for each specific spend line by navigating to the spend tab that you wish to enter to.
1:47 - Now all that information is entered and we want to apply it. Apply it to the entire supplier, all spend lines.
1:53 - So we're going to select here, go down to the bottom, navigate to the red save button and hit save. Once you hit save, pop you into the second step of entering the results.
2:04 - This is the feedback analysis. now, other users in the platform can know how the negotiation went well into the future and you can track it over time.
2:13 - So the first question is how satisfied are you with Addis ability to help you optimize payment terms with the supplier?
2:19 - You can rank it here. Say five stars. Of course. What factors do you believe contributed to not achieving our payment term objective for the supplier?
2:28 - And you can select those here. If you don't see something here, you will also have the ability to add notes for that supplier.
2:36 - To do this, Yes. You navigate up here and you can save them here and all users that click on the supplier can then go in and see these notes on this supplier.
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