Configurable Dashboard Quick Start

Updated on May 5, 2025

The Dashboard is the home page in Prendio where users can create new carts, check on existing orders and respond to notification requests. Below is a quick intro to the most common Dashboard activities.

Viewing Preferred Suppliers & Creating a Cart

Locating an Order or Past Cart

Responding to a Notification

Support Menu & Resources

Watch a Video Demo of the Configurable Dashboard

Viewing Preferred Suppliers & Creating a Cart

The top of the Dashboard will display each company’s Preferred Suppliers (suppliers that a company has chosen to establish a long-term relationship with due to their reliability, quality of products or services, competitive pricing, and alignment with the company's strategic goals):

Create Punchout Carts

Any available Punchouts for a supplier will appear on the bottom of the Dashboard for users to select and create a punchout cart:

Suppliers will make their web sites available for shopping through punchout. Click on their logo to launch their site and shop. Checkout from their site will create a Prendio cart ready for approval. To learn more about creating a cart using a punchout, please visit: Creating A Prendio Punchout Order

Create Non-Punchout Carts

A non-punchout or custom cart is any cart that does not use the punchout process to define its contents. These carts can include parts (with part numbers) or services (no part numbers) and can be created for any supplier. Items added to the cart can come from the Catalog Search, located at the top of the Dashboard, from past orders:

If a punchout is not available for a supplier, a part cannot be found via catalog search, or a service is needed, carts can also be created by manual entry. Users can select to create a Manual Cart via + Create Cart:

Any carts that have been created but not submitted as an order can be found via My Carts. Users can open the cart to make changes or submit as an order when ready:

Locating an Order or Past Cart

My Orders is defaulted in the middle of the Dashboard to display the most recent orders submitted by a user:

Users can select View All Orders to direct to a new screen to reference past orders not displayed via My Orders:

Users can view the Status column to check their order:

For additional details regarding Order Status, please visit: Order Status Explained

Users can also select My Carts. Any carts that have been created, but not yet submitted will save in this section. Users can select the cart to make adjustments before submitting. This section displays the five most recent carts that have not been submitted:

If a cart is not listed in this section or users wish to find a past cart, select View All Carts to open a new screen displaying all of the carts created:

By viewing a past order or cart, users can duplicate the cart to create a new cart including all of the items previously ordered. For additional instructions on duplicating a cart, please visit: Copy from a Previous Cart/Order

Responding to a Notification

My Tasks will display notifications for the user including approval requests or proxy packing slip notifications:

The notification type will be noted via the Task column. Users will also receive a corresponding email in case they are not logged into Prendio. To respond to the notification, users can select/click to open in the next screen:

After responding to a notification, the task will disappear from the list.

Support Menu & Resources

The bottom right of the Dashboard will display a question mark that users can select to populate the Support Menu:

Links are provided for all users to provide additional assistance including a list of guides and tutorials found via the Prendio Help Docs.

If users need additional assistance, a ticket can be created by selecting Support Ticket Submission:

Watch a video demo of the Configurable Dashboard