Utilizing Striven

Once you have configured your Striven system and migrated your Data, it is time to use Striven to the fullest. We have gathered resources on common topics regarding processes, and day to day operations. This guide provides insight into Troubleshooting Sign On Concerns, Deposits, and Printable Formats.

The Helpful Links feature offers context-sensitive resources within the system, ensuring you have helpful guidance to maximize your utilization of features related to the page you are viewing in Striven.

To locate these informational resources, click the Gear icon located in the upper right hand corner of the page.

Clicking on the Gear icon will display a drop-down list that includes several options. Some of these options are only available on certain pages, which is detailed below:

• Settings: Displays the permissions related to the page, and whether or not you have access to them. Users with access to edit User Roles can manage permissions from this page as well.
• Make Landing Page: Allows you to set the default landing page you reach after logging into Striven.
  • Note: This view is only available for select pages.
• Guided Tour: This option allows you to view an On Screen Tour of the features within the page.
  • Note: This feature is only available on select pages.

The Helpful Links for a page within Striven will be located beneath these options. These resources can range from our Support Guides, Community Posts, or videos from our Video Library.

Each link will be titled with the type of resource associated, and the topic of the resource. Clicking on one of these links will take you directly to the resource listed.

Sign On Concerns can happen to anyone, whether it is a Customer or Vendor signing onto the Portal, or an Employee signing onto the system for the work day. Our most frequent concerns have been documented in a helpful Community Post that was created to assist you in helping your Customers and Employees access their respective portals.

• Click here to learn how to Troubleshoot Sign On.

With minor setup, Advance Deposits can be recorded with ease in Striven. Advance Deposits can be beneficial in cases where you are performing a custom order or service for a customer where it is required they put money down on the order up front.

• Click here to learn how to record Advance Deposits.

You may find there are occasions when a Vendor requires payment for items ordered, prior to the Purchase Order being fulfilled. In this event, an Inventory Prepayment is necessary. This can be accomplished with a few different methods within Striven.

• Click here to learn more about Prepayment for Inventory.

Many areas within Striven utilize Printable Formats, and Printable Formats can be used in very dynamic ways from Simple Sales Order formats to Packing Lists. You will find when editing these formats that minor HTML coding is necessary to customize them to your liking. One of these scenarios occurs when you need to add a page break into your format.

• Click here to learn how to add Page Breaks to Printable Formats.