Purpose: The following fields display on the Home page.
• Logo
• Sales Today by Order Type (Percentage of Sales)
Note: The information displayed on this page does not update automatically. Click Refresh on the upper right to update the displayed information.
For more information:
• Home for an overview of the Home page.
• Home Page Options for step-by-step instructions on the actions you can perform on the Home page.
The HomeLogo.png is displayed in the upper right. If there is an override logo for the company you are currently working in, the company-specific image is displayed instead. In this case, the image name is HomeLogo006.JPG, where 6 is the current company number.
See Image Setup for the Home Page for more information.
Announcements, set up through the Work with Announcements (WANN) menu option in Classic View, are displayed in the upper right, below the logo. Up to three announcement lines are displayed without line breaks.
Required authority: Each of the summary tiles is displayed only if you have ALLOW authority to the related menu option:
• Sales Summary tile: Requires ALLOW authority to the Sales Summary (DSSS) option.
• Operations Summary tile: Requires ALLOW authority to the Display Order Control Summary (FLSH) option.
• Held Order Summary tile: Requires ALLOW authority to the Display Held Order Summary (DHOS) option.
If you do not have the required authority:
• If you do not have the required authority to one or two of the menu options, the related tiles are not displayed at the Home page. Only the tile(s) that you have authority to will be displayed.
• If you do not have the required authority to any of the tiles, then the Large Home Image is displayed instead.
• Merchandise Value: The total merchandise value for the current date. See the Sales Summary Calculations for a discussion on how the total merchandise value is calculated.
• Currency: Set to the Local Currency (A55). See this system control value in the Classic View online help for more information on currency, and how orders amounts in different currencies are converted to the local currency.
• This month: The total merchandise value for the current month to date. See the Sales Summary Calculations for a discussion on how the total merchandise value is calculated.
• Entered Value: The merchandise value of order lines that were entered or created on the current date.
• This total includes the value of each order line entered on the current date, regardless of the original order date.
• This total also includes items added to the order as part of an exchange.
• This total also includes units added to an existing order line that was originally created on a prior date.
• This total is also decreased when you apply a post-shipment discount.
• Cancellations that take place using a cancel reason flagged to Reduce demand are subtracted from the Entered totals. For example, you might use a cancel reason flagged to reduce demand if the order line was created through an error, and the customer did not actually want to order the item.
• Currency: Set to the Local Currency (A55). See this system control value in the Classic View online help for more information on currency, and how orders amounts in different currencies are converted to the local currency.
• Average Value: The total Merchandise Value divided by the total number of units related to the activity on the current date. For example, if the total Merchandise Value entered so far today is 5,000 for a total of 200 units, the Average Value is 25.00.
• Merchandise Value: The total current merchandise value for all currently held orders. This total is the same as the total displayed in the All tile at the Manage Held Orders page when no filters are applied.
• Currency: Set to the Local Currency (A55). See this system control value in the Classic View online help for more information on currency, and how orders amounts in different currencies are converted to the local currency.
• Orders: The total number of held orders. Orders with multiple ship-tos increase the count by just one.
The LargeHomeImage.png is displayed at the top of the page only if you do not have authority to any of the menu options required for the Summary Tiles. If there is an override image for the company you are currently working in, the company-specific image is displayed instead. In this case, the image name is LargeHomeImage006.JPG, where 6 is the current company number.
See Image Setup for the Home Page for more information.
Each of the summary charts described below are displayed when you highlight the related summary tile, and only if you have authority to the related menu options, as described above under Summary Tiles.
Sales Today by Order Type (Percentage of Sales)
The bar charts illustrates the percentage of merchandise value shipped for each order type. Only order types that have had sales activity on the current date are illustrated.
If a particular order type made up less than 1% of the merchandise value shipped, it is not displayed in a bar chart.
The percentage each order type represents in the total merchandise value of sales for current date is displayed. Percentages listed are rounded to whole numbers.
The bar charts illustrate the following totals:
• Unit Count: Indicates the percentage represented by each tracked activity in the total number of units for all tracked activities (entered, canceled, sold out, shipped, exchanged, or returned).
For example, there has been a total of 300 units involved in activities so far today, including:
• 150 units entered on order lines
• 20 units canceled on order lines
• 10 units sold out on order lines
• 100 units shipped on order lines
• 20 units returned on order lines
For a total of 300 units.
The 150 units entered represent 50% of the unit count so far for the current date. When you position your cursor over the Entered portion of the bar chart, a window displays:
Status: Entered
Percent of Activity: 50
The percentage is rounded to the nearest tenth. For example, 42.857 is rounded to 42.9, and 57.142 is rounded to 57.1.
• Order Count: Indicates the percentage represented by each tracked activity in the total number of orders for all tracked activities. Only activities that affect the entire order are tracked in the order count, regardless of whether other activities have taken place related to the lines on the order. However, based on the setting of the Order Control Summary Shipment Update Method (I55), activities that create invoice records (shipments and returns) can also be included in the order count, regardless of whether the status of the order itself has changed.
For example, so far today:
• 130 orders were entered
• 50 orders had shipments, including partial shipments
• 30 orders had returns, including partial returns
For a total of 210 orders entered.
The orders entered represent approximately 61.9% of the total. When you position your cursor over the Entered portion of the bar chart, a window displays:
Status: Entered
Percent of Activity: 61.9
The percentage is rounded to the nearest tenth. For example, 42.857 is rounded to 42.9, and 57.142 is rounded to 57.1.
Multi-recipient orders: Each ship-to on a multi-recipient order increases the total order count by one. For example, when you create an order that includes two additional recipients, it increases the total by three.
• Merchandise Value: Indicates the percentage represented by each tracked activity in total merchandise value. For example, the total merchandise value across all activities so far today is $2300, including:
• $800 entered
• $200 canceled
• $100 sold out
• $1000 shipped
• $200 returned
The merchandise value of orders entered represents 34.87% of the total. When you position your cursor over the Entered portion of the bar chart, a window displays:
Status: Entered
Percent of Activity: 34.9
The percentage is rounded to the nearest tenth. For example, 42.857 is rounded to 42.9, and 57.142 is rounded to 57.1.
The percentage of each of the following activities are displayed in a different color. Position your cursor over each activity to display the percentage that the activity represents of the total count or value, broken out to 2 decimal positions.
Possible activities are:
• Entered: Order lines that were entered or created on the current date.
• This total increases for each order line entered on the current date, regardless of the original order date.
• This total also includes items added to the order as part of an exchange.
• Cancellations that take place using a cancel reason flagged to Reduce demand are subtracted from the Entered totals. For example, you might use a cancel reason flagged to reduce demand if the order line was created through an error, and the customer did not actually want to order the item.
• Cancelled: Order lines that were canceled on the current date. A cancellation increases this total, rather than decreasing the Entered total, when the cancellation reason used is not flagged to Reduce demand.
• Exchanged: Order lines that were exchanged on the current date.
• Soldout: Tracks the merchandise value of order lines that were sold out on the current date.
• Shipped: Order lines that were shipped and billed on the current date.
Note: The Order Control Summary Shipment Update Method (I55) system control value defines how to update the Shipped totals.
• Returned: Order lines that were returned on the current date.
Activity date vs. order date: The totals are based on activities that took place on the current date, regardless of when the order was created. For example, an order was created on April 1, and an order line was added today, April 9. The order line’s merchandise total is included in today’s totals.
If a particular activity has not taken place for the current date, it is not included in the bar chart.
About the Y (Vertical) Axis: The Y axis displays a scale to illustrate the total number of held orders by hold reason. The scale is proportional to the largest number of orders held for each reason. For example, if the hold reason with the largest number of orders includes 83 orders, the Orders scale goes from 0 to 100 by tens.
For each hold reason:
• The hold reasons are listed in alphabetical order based on the Hold Reason descriptions, and the descriptions are displayed vertically if there is not enough space to display them horizontally; in this case, the descriptions may be truncated.
• Bar indicating total number of orders: The height of the bar displayed for the hold reason is proportional based on the number of orders currently held for that reason.
Hold reasons not displayed: The following types of hold reasons are not displayed:
• Ship-to hold reasons, such as ship-to fraud. These orders are included under the ship-to only hold reason.
• Pay type holds applied by the system, including the waiting credit-card authorization hold (CW hold).
Position your cursor over the bar for the hold reason to display:
• The Hold Reason description.
• The total number of orders assigned that hold reason. Orders with multiple ship-tos increase the total by 1, not by the number of ship-tos. User-assigned holds, identified by (User Hold), are listed separately from system-assigned hold if the hold has been applied both by the system and by a user.
If multiple hold reasons applied to an order: An order can have multiple hold reasons applied, and in this case it is included in the total order count and merchandise value for each hold reason. For example, an order is on a time hold, and a user hold has also been applied. The order is included in the totals for both hold reasons.
Menu options are available at the bottom of the Home page if:
• They are included in the Modern View Quick Link Menu defined for your user class, if any.
• The menu options are available in Modern View. Menu options that are available only in Classic View are not displayed. Also, sub-menus are not displayed.
Click any of the menu option links to open the related page.
The SmallHomeImage.png is displayed at the bottom of the Home page if there are no quick links defined through your user class. If there is an override image for the company you are currently working in, the company-specific image is displayed instead. In this case, the image name is SmallHomeImage006.JPG, where 6 is the current company number.
See Image Setup for the Home Page for more information.
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