General

How to sort and filter within Insights
Navigate to any section within insights 1.    Sort through your data by using the column headers to adjust table order. 2.    All areas of insights ca...
Wed, Aug 5, 2020 at 7:34 PM
How to Use Price Comparisons
Plate IQ's Price Comparisons is a custom report that uses your invoice data and purchasing habits to provide up-to-date intel on vendor pricing across ...
Wed, Apr 28, 2021 at 1:51 PM
How to Use Contract Pricing
Plate IQ's Contract Pricing is a custom tool and report that allows you to setup a price threshold for items. It uses your invoice data to alert you of...
Wed, Aug 5, 2020 at 8:23 PM
How to Use Hot List within Insights
Plate IQ's Hot List is a custom report that uses your invoice data and purchasing habits to provide up-to-date intel on vendor pricing. Knowing how Hot...
Wed, Aug 5, 2020 at 8:26 PM
How to Use Spend Analysis within Insights
Plate IQ's Spend Analysis report provides insight into your expenses over time by putting them into GLs and categories that make it easy to see wher...
Tue, Aug 4, 2020 at 5:38 PM
Insights - Best Use Case
Insights uses your data to drill down into to spend and purchasing patterns with the goal of reducing costs. This guide will walk you through the best way t...
Tue, Aug 4, 2020 at 6:35 PM