Order Management Dashboard
The Order Management Dashboard provides a single workspace where you can review KPIs, allocations, and monitor alerts and processes to align existing supply to demand. The dashboard consists of the following sections:
The Order Management Dashboard consists of adaptable tiles that you can expand or collapse to move within the dashboard:
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Click a tile header to expand or collapse that tile.
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Click and hold a tile to drag it to another position.
Order Management Dashboard Links
The Order Management Dashboard Links section displays the following sections and its links:
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Channel Management
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Reserve Supply with Order
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Reservation
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Exceptions Management
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View and Fix Allocation Alerts
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Allocate Orders Now
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Schedule
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Reallocate Items with Current Inventory
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Automation
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View Allocation Schedule
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View Allocation Automation Status
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To locate an order management link, enter the name in the Find Link field.
Click a link to open parent page. For example, click the Schedule link to open the Order Allocation Schedule page.
To remove the Order Management Dashboard Links tile, click the menu icon (
), and then click Remove.
Order Scorecard
The Order Scorecard displays Key Performance Indicators (KPI) such as Average Inventory, Inventory Value, Inventory Turnover for Period, Sales Order (volume), and Fill Rate. The new Fill Rate KPI metric measures how well the order is being fulfilled on time. It helps you to understand how well you are delivering orders on time to meet customer demand.
Click the trend graph icon (
) to open the Trend Graph popup window.
Click a number link to open a summary page.
Click the Order Scorecard menu icon to set up, customize, export, or remove the scorecard. You can also refresh the scorecard data.
Order Operations by Channel
The Order Operations by Channel tile provides an overview of supply allocations by sales channel. When sales channel allocation is enabled, data is collected from sales orders in the last and the current quarter. This tile displays a summary of sales orders in different channels. For example, potential revenue from sales, whether the gross profit feature is enabled, or profit by channels.
Select a Location, or All locations, to define which sales channels you want review.
Click a Sales Channel link to open the sales channel page to see more detailed information.
Click the Order Operations by Channel menu icon to set up, reset, customize, or remove the scorecard. You can also refresh the channel data or click the Maximize icon (
) to view this tile in full screen mode.
Sales Order Allocation Alerts
The Sales Order Allocation Alerts section displays allocation issues that help you understand potential order delivery obstacles.
Use the Earliest Supply Required by Date tool to customize how you want to view allocation alerts. You can also select which Sales Channel alerts you want to display.
Click a link in the Customer column to open the order you want to act on. For more information, see Supply Allocation Exceptions Management.
Click the Sales Order Allocation Alerts menu icon to set up, reset, edit, or remove, the scorecard. You can also refresh the displayed alerts or click the Maximize icon () to view this tile in full screen mode.
Allocation Automation Status
The Allocation Automation Status section enables you to monitor the automated supply allocation processes over the past seven days. Use this section to monitor orders that are being processed.
Click the Submission ID to open the Allocation Automation Status page.
Click the Allocation Automation Status menu icon to set up, reset, customize, or remove, the scorecard. You can also Refresh the displayed status or click the Maximize icon () to view this tile in full screen mode.