This guide provides a quick overview of the main pages within the Tropic platform, helping you get acquainted with each page’s purpose and functionality. Each section highlights key features and actions available to you on that page, giving you the basics needed to navigate Tropic effectively. Use this guide to understand how each page supports your procurement, spend management, and supplier relationship tasks. For more detailed information, links to full articles are included at the end of each section, allowing you to dive deeper if needed.
Home
The Home page serves as your personalized dashboard, giving you an at-a-glance overview of key activities, upcoming tasks, and important contract dates. It’s designed to keep you informed on what’s happening across Tropic, helping you prioritize tasks and stay on track with renewals and supplier activities.
Key Features: On the Home page, you’ll find sections such as Recent Requests, Past Due Tasks, Upcoming Opt-Out and Expiration Dates, and Contract Calendar. The Contract Calendar displays key contract events for the month, while the Tropic Performance section gives insight into your total spend managed and approved savings. Recent contracts and open tasks are also listed to help you quickly access items that need attention, allowing you to stay on top of renewals and track progress on requests.
Action Center
The Action Center is a central hub for managing tasks and notifications that need your attention. This page brings together all actionable items to help you stay organized and up-to-date with activities across contracts and requests.
Key Features: In the Action Center, you can complete any tasks assigned to you, reply to comments and mentions, and track the latest updates on contracts and requests you’re associated with. The Tasks section highlights items due soon, while the Conversations section allows you to view and reply to comments directly. The Activity feed shows a live stream of actions on relevant contracts and requests, which you can filter by type, user, or date to get specific insights.
Reference: For more details, see the Action Center article.
Reports
The Reports page offers a centralized view of key metrics and performance data, designed to help your Finance and Procurement teams make informed decisions. It provides insights into contracted spend, active contracts, and the overall status of procurement activities.
Key Features: On the Reports page, you can track open requests and upcoming renewals, monitor procurement performance, and analyze active contracts by department or value. This dashboard enables you to filter and export data to support budget planning and identify areas for improvement. Department Admins will see data specific to their department, while Owners can view the entire organization’s metrics.
Reference: For more details, see the Reports article.
Supplier Intelligence
The Supplier Intelligence page provides insights to help you make informed decisions about suppliers and negotiate effectively. It’s designed to support your selection process and ensure that you secure favorable terms during negotiations.
Key Features: On this page, you’ll find insights such as upcoming contract renewals and a list of popular suppliers across Tropic’s network, giving you a benchmark against industry standards. You’ll also see negotiation tips based on real data, including strategies for obtaining discounts and understanding typical cost structures. The Competitive Landscape feature enables you to compare suppliers’ usage and costs, making it easier to choose the best fit for your organization.
Reference: For more details, see the Supplier Intelligence article.
Discover
The Discover page connects you with new suppliers and software products that can meet your organization’s needs. It’s designed as a marketplace for exploring and evaluating new tools.
Key Features: In Discover, you can search for suppliers or browse by category to find solutions in areas like analytics, collaboration, or customer service. You’ll see popular suppliers, trending tools, and options tailored to your organization’s size and requirements. Each supplier card offers insights into performance, average pricing, and user reviews, helping you make informed choices for future purchases.
Reference: For more details, see the Discover Overview article.
Suppliers
The Suppliers page is your go-to for managing supplier details, tracking metrics, and maintaining data consistency for current and potential vendor relationships. It serves as a centralized database of all suppliers connected to your organization.
Key Features: On this page, you can view active suppliers, monitor contract values, and explore metrics that highlight supplier relationships by department. You’ll also find options to manage supplier contacts, edit risk and compliance details, and view documents and spend associated with each supplier. Additionally, filters allow you to narrow your focus by contract status, supplier category, or spend amount, making it easy to oversee and maintain supplier data.
Reference: For more details, see the Suppliers Overview article.
Contracts
The Contracts page is a centralized hub for managing all supplier contracts. It allows you to view contract details, track renewal dates, and maintain key information for each agreement.
Key Features: In the Contracts page, you can add new contracts, track active agreements, and organize contract data with filters for fields like start date, department, and contract value. Group contracts by criteria, such as department or supplier, for a customized view. You can also access the Calendar View to visually track important dates and upcoming renewals, ensuring nothing slips through the cracks.
Reference: For more details, see the Contracts Overview article.
Requests
The Requests page is your main workspace for handling all purchase requests within Tropic. It provides visibility into the request lifecycle, from form submission through task completion and approval.
Key Features: The Requests page allows you to manage open, completed, and upcoming tasks, track request status, and access documents associated with each request. Metrics such as Time-Sensitive Requests and Total Anticipated Spend give you a clear overview of pending items and their budget impact. You can also filter by department, requester, or date, making it easier to focus on requests that need immediate attention.
Reference: For more details, see the Requests Overview article.
Integrations
The Integrations page enables you to connect Tropic with other platforms your organization uses, such as ERP, accounting, and HRIS systems. This helps synchronize data for a seamless workflow.
Key Features: The Integrations page provides options to manage and troubleshoot connections with platforms like NetSuite, QuickBooks, and Okta. With quick filters and tagging, you can find integrations by category or status. Integration Managers can monitor progress, resolve issues, and ensure that synced data is consistent across systems, supporting efficient procurement and spend management.
Reference: For more details, see the Integrations Overview article.
Settings
The Settings page offers a comprehensive set of tools to configure and customize Tropic for your organization’s specific needs, from security preferences to approval workflows.
Key Features: In Settings, you can manage departments, assign user roles, configure billing details, set up approval chains, and control security features like SSO. The page is organized by categories, such as Procurement Preferences or Login Configuration, making it easy to find and adjust settings to align with your team’s purchasing processes and compliance requirements.
Create Request
The Create Request page simplifies the process of submitting new purchase requests. It’s designed for quickly entering essential details to initiate the procurement process.
Key Features: From the Create Request page, you can specify the supplier, fill out request details, and submit it for approval. The form includes fields for any required documents and allows you to tag team members for faster follow-up. Creating requests early ensures the necessary time for review and increases your negotiating power with suppliers.
Reference: For more details, see the Create Request article.