Dashboard
Getting Started
The Procurement Manager dashboard has 5 main sections:
A. Order Item Status Widget
B. Order Item List Shortcuts
C. Top 10 Critical Order Items
D. Claim Status Widget
E. Order Item Performance Table
A. Order Item Status Widget
The Order Item Status widget shows the current status of your organization's order items.
The widget categorizes order items under three main groups and different order items statuses.
-
Demand Input
- Customer Order Pending
- Awaiting Vendor Quote Issuance
- Awaiting Customer Quote Approval
- Customer Order Issued
-
Order Fulfillment
- Customer Order Acknowledged
- Fulfillment In-Progress
- Inbound / Ready to Ship
-
Supply Output
- Inbound / Partially In-Transit
- Inbound / In-Transit
- Partially Delivered
- Delivered
Repair Order Status Widget Progress Bar
Under the three main groups (Demand Input, Order Fulfillment, and Supply Output), progress bars have four different colors representing the specific progress of your organization's order items. You can hover over the progress bars to view the number of order items in each bar.
The table below shows the representation of the colored bars and how they are populated on the widget.
| Color | Demand Input | Order Fulfillment | Supply Output |
|---|---|---|---|
| 🟢 Green | Total Order Fulfillment Orders + Total Supply Output Orders | Total Order Fulfillment Orders | Customer Delivery Accepted Orders |
| 🔵 Blue | Awaiting Vendor Quote Issuance + Awaiting Customer Quote Approval + Customer Order Issued (Excluding Critical Demand Input) | Customer Order Acknowledged + Fulfillment In-Progress + Inbound / Ready to Ship (Excluding Critical Order Fulfillment Orders) | Inbound / Partially In-Transit + Inbound / In-Transit + Partially Delivered + Delivered (Excluding Critical Supply Output Orders) |
| 🔴 Red | Total Critical Demand Input | Total Critical Order Fulfillment Orders | Total Supply Output Orders |
| ⚪️ Gray | Customer Order Pending | Total Demand Input Orders | Total Demand Input Orders + Total Order Fulfillment Orders |
Accessing Order Items via Order Items Status Widget
Step 1: Click on the number beside the order item status name.
Step 2: You will be redirected to the Order Items List filtered by the selected status.
B. Order Items List Shortcuts
The Order Item List Shortcuts widget provides a quick overview and filtering options for your organization's order items. It consists of four sections that display the number of order items in each shortcut category.
Clicking any of these sections instantly redirects you to the list of repair orders with filtered results based on your selection. The four shortcuts categories are:
Critical Order Items
Open Claims
In Order Fulfillment
Delivery In-Progress
Accessing Order Items via Order Items List Shortcuts widget
Step 1: Click on any desired filter on the Order Items List Shortcuts widget.
Step 2: You will be redirected to the Order Items List filtered by the selected shortcut.
C. Top 10 Critical Order Items list
The Top 10 Critical Order Items List shows the 10 most critical Orders with higher criticality score.
The criticality score is a rating system that evaluates each order item based on its importance, urgency, and potential impact. To understand the criticality score of each order item, hover over the pill to access an explanation about the critical parameters considered in the calculation.
Accessing Order Items via Top 10 Critical Order Items Widget
Step 1: Click on any of the Top 10 Critical Order Items.
Step 2: You will be redirected to the selected order item details page.
D. Claim Status widget
The Claim Status widget displays both the total number of claims and the number of claims for each status under your organization.
This widget groups the claims into the following status categories:
New
Awaiting Vendor's Response
Resolution In-Progress
Awaiting Customer's Response
Closed
Accessing Claims via Claims Status Widget
Step 1: Click on one of the outer circle donut chart sections or the number beside the claim status name.
Step 2: You will be redirected to the Claims List filtered by the selected status.
E. Order Item Performance Table
The Order Item Performance Table provides a comprehensive view of order items performance, facilitating analysis across various metrics.
Setting Order Items Performance Table Row Groups
You can modify the table view by dragging 'Part No.', 'Destination MSN Model', 'Destination MSN', 'Destination ESN Model', 'Destination ESN' or 'Approved Vendor Name' columns to set row groups.
Approved Vendor Internal ID cannot be sorted.
Step 1: Start dragging the column header that you would like to group your table.
Step 2: Drop it on the Group Row Panel.
Step 3: Now the order items are grouped by the selected parameter.
Step 4: You can proceed by adding more parameters. For example drag and drop 'Destination ESN' to the Group Row Panel.
Step 5: Now, the order items are grouped by 'Part No.' and 'Destination ESN'.
Accessing Order Items via Order Items Performance List
Step 1: Click on the number of orders highlighted in blue.
Step 2: You will be redirected to the Order Items List filtered by the selected shortcut.
Updated 7 months ago