This guide provides a quick overview of the main pages within the Tropic platform. It helps you get familiar with each page’s purpose and functionality. Each section highlights key features and actions available to you, giving you the basics to navigate Tropic effectively. For more detailed information, links to full articles are included at the end of each section.
Home
The Home page serves as your personalized dashboard. It gives you an at-a-glance view of key activities, upcoming tasks, and important contract dates. It helps you stay informed and prioritize what needs attention.
Key Features
- Recent Requests, Past Due Tasks, Upcoming Opt-Out and Expiration Dates
- Contract Calendar showing upcoming renewals and events
- Tropic Performance with total spend managed and approved savings
- Quick access to recent contracts and open tasks
Action Center
The Action Center is your hub for managing tasks and notifications. It brings together all actionable items so you can stay organized.
Key Features
- Complete assigned tasks and reply to comments
- View conversations and activity feeds across contracts and requests
- Filter by task type, user, or date to find what matters
Reference: For more details, see the Action Center article.
Reports
The Reports page offers a centralized view of key metrics and performance data. It helps Finance and Procurement teams make informed decisions.
Key Features
- Track open requests and upcoming renewals
- Monitor procurement performance and active contracts by department or value
- Filter and export data to support planning and reporting
Reference: For more details, see the Reports article.
Supplier Intelligence
The Supplier Intelligence page gives you insights to support negotiations and supplier selection. It’s designed to help you secure better terms.
Key Features
- View supplier benchmarks and upcoming renewals
- See negotiation tips and typical cost structures
- Compare supplier usage and pricing
Reference: For more details, see the Supplier Intelligence article.
Discover
The Discover page is a marketplace that helps you find and evaluate new suppliers and software products.
Key Features
- Search for suppliers by category or name
- View supplier profiles with usage trends and pricing insights
- Explore popular and trending tools suited to your organization
Reference: For more details, see the Discover Overview article.
Suppliers
The Suppliers page is your database of all current and potential vendor relationships.
Key Features
- Track supplier profiles, contract values, and associated spend
- Manage supplier contacts, risk, and compliance details
- Filter by contract status, category, or spend
Reference: For more details, see the Suppliers Overview article.
Contracts
The Contracts page is where you manage all supplier agreements in one place.
Key Features
- Add and manage contracts
- Track key dates, contract values, and department ownership
- View Calendar or List view to stay on top of renewals
Reference: For more details, see the Contracts Overview article.
Requests
The Requests page is your workspace for handling purchase requests.
Key Features
- View open, completed, and upcoming requests
- Track status and budget impact through Anticipated Spend metrics
- Filter by department, requester, or date
Reference: For more details, see the Requests Overview article.
Invoices
The Invoices page is where you review and manage invoices. It also includes AI invoice match to detect discrepancies and streamline review.
Key Features
- View invoices linked to contracts or POs
- Validate invoices and review AI-flagged mismatches
- Monitor invoice status and approval history
Reference: For more details, see the Invoices Overview article.
Integrations
The Integrations page lets you connect Tropic with other systems like ERPs, accounting tools, and SSO platforms.
Key Features
- Manage and troubleshoot integrations with platforms like NetSuite, QuickBooks, and Okta
- Filter by integration type or status
- Monitor sync health and resolve connection issues
Reference: For more details, see the Integrations Overview article.
Settings
The Settings page is where you configure Tropic for your organization.
Key Features
- Manage departments, roles, and security preferences
- Set up approval workflows and procurement policies
- Configure login options and billing details
Create Request
The Create Request page is the starting point for new purchase requests.
Key Features
- Submit new requests with supplier and spend details
- Upload required documents
- Tag relevant team members for faster follow-up
Reference: For more details, see the Create Request article.