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M3 CloudSuite Value+ Content User Guide
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About this guide
Overview
Enterprise automations
Bank Statement Scanning
Considerations and limitations
Prerequisites
User parameters
Running the Bank Statement Scanning solution
Process flow
Customer Account Creation
Process Flow
Limitation
Prerequisites
Customer Account Creation process
Submitting a request
Tracking a request
Approval workflow
Customer Creation workflow
Configuration
Administration tasks overview
Troubleshooting
Bill of Lading Digitization
Limitations
Prerequisites
User parameters
Process flow
Troubleshooting
Insights
Cross-Sell Recommender
Limitations
Prerequisite
Configuration
Adding in-context messages
Adding the widget to an Insight Group
Configuring the Cross-Sell Recommender widget
API support
Using the widget
Viewing item recommendations
Selecting an item recommendation
Customer Ordering and Profitability Insights
Customer Pattern Analysis
Customer Grade
Customer Segmentation
Vendor Performance Insights
Vendor Performance filters
Vendor Performance Details Level
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