What is included on the Home page?

The SBT Retailer Portal Home tab will be the first page you see when logging into the portal. It features widgets that provide insight into account tasks, transactions, wholesale cost data, and more.

At a glance, you can learn:

The number of payments sent to vendors and the total amount of all payments.

Count of price book requests that have been completed in the current year.

Wholesale costs from the current and previous weeks, as well as a weekly average.

All transactions that have occurred within the current, last and previous weeks.

Wholesale costs in the last three years, organized by month.

Widget Information

Learn more about the widgets and view relevant knowledge base articles below:

Widget	Description	Article
Tasks	Action items that need to be managed. This can include approving price book requests, approving payments, account setup tasks, etc.	-
Pro Tip	Set up vendor relationships more easily by selecting the Invite Vendor text and completing the request form. The vendor will receive the request as an email. The SBT team will also be notified and facilitate with the relationship setup.	Where can I view current vendors and invite more?
Vendor Payments YTD	Payments - Total dollar amount of vendor payments that have been issued in the current year. Total Amount Paid – Total dollar amount of vendor payments that have been posted in the current year.	How does Sales Summary provide insight into wholesale purchasing costs?
Process Price Book Items YTD	Count of price book requests that have been posted in the current year.	Managing Vendor Price Book Requests Managing Approved Price Book Requests
Current Week’s Sales	Wholesale costs from the start of the current week (Sunday) through today.	-
Last Week’s Sales	Wholesale costs from the previous week’s Sunday to Saturday. Can be used to compare the previous week's sales to the current week's sales.	-
Previous Week’s Sales	Wholesale costs from the Sunday to Saturday 2 weeks prior to the current week.	-
Average Weekly Sales	The average wholesale cost from the current, last, and previous week’s sales. Based on costs from the current year.	Further details in Insights > Sales Overview
Recent Transactions	Filterable chart that visualizes and compares wholesale cost totals by day from the current, last, and previous weeks. Filter what is shown by selecting the data options above the graph. Hover over a set of bars to view sales data for each day throughout a week.	-
Year to Date Sales	Filterable chart that visualizes and compares total product sales by month for 3 years. Filter what is shown by selecting the data options above the graph. Hover over each line to view sales data for each month.	Further details in Insights > Sales Trends

What is included on the Home page?

Quickly review account to-do's, news, and data snapshots.

Widget Information