InView 5 User Guide v 1.8

Transcription

1 InView 5 User Guide v 1.8 Tushar Bhamare Version May-2017

2 Contents 1 Introduction Overview Sitemap and Navigation General Access Inview Customer, Hub and Client Selection Customize Report Search based on date selection Save Report Download Report Delete Report Pagination Dashboard Balance Widget Ageing Widget Inbound Widget Outbound Widget Transaction Advanced Shipment Notice (ASN) Receipt Confirmation (RC) Shipment Order (SO) Shipment Confirmation (SC) Transaction History Inventory Ageing Alerts Alert Summary Balance Hold Documents Upload Document P a g e

3 8.2 Download Document Edit Document Delete Document Create Document Alert Edit Document Alert Analytics Day Store Inventory (DSI) Forecast SKU Trend Analytics Throughput Contacts Contacts Contact Group My Profile Logout P a g e

4 1 Introduction Inview5 User Guide v1.8 InView5 is a web based application that allows clients to access their inventory, Advanced Shipment Notice (ASN), Receipt and Shipment information through the internet through a web browser. This Web application is a centralized repository storing information fed by different warehouses managed by DB SCHENKER across different countries and regions. With InView5, the client is able to view on the same screen information from different warehouses regardless of their physical locations. 4 P a g e

5 2 Overview Inview5 User Guide v1.8 As mentioned above, InView is a central repository storing inventory information from various hubs (warehouses) and make them available to user over the internet. It consolidates and organizes data from different hubs and presents them to different users according to different users perspectives. The data in InView from different hubs can be refreshed at different intervals according to different business requirements and operational conditions. Data from different warehouses to Inview central repository can flow either through direct database connection (db-link) or through flat-files from the hubs. Based on business criteria and the data flow mechanism Inview can refresh data every half-an-hour or as configured for particular hub. Below is a system overview diagram depicting the relationship of the various systems and components in the overall system architecture. InView is designed to store Inventory, Advanced Shipment Notices (ASN), Receipt Confirmations (RC), Shipment Orders (SO) and Shipment Confirmations (SC) data and make them available on the Internet for the users. InView also shows the latest state of Inventory and outbound/inbound as of today in Dashboard and provides a number of screens to facilitate analysis and derive statistics of Inventory data and Inbound/Outbound volumes within a date range. A list of advantages could be resulted from using this system: Expedite data exchange 5 P a g e

6 Improve data quality Increase efficiency as a result of reductions in manual processes in the supply chain Reduced cost through decreased inventory as well as savings in transportation via direct shipping Technology partnering with trading partners Derive various statistics and graphs to analyze inventory flow and inbound/outbound volume and trends. This document provides step-by-step instructions guiding InView users through the system to retrieve the information needed. 6 P a g e

7 3 Sitemap and Navigation Inview5 User Guide v1.8 7 P a g e

8 4 General Inview5 User Guide v Access Inview Launch Internet Browser, specify URL: to access InView application. The system will display the login screen as the screen shown below. Specify the User ID and Password before clicking the Login button to access the system. Any error during logon will be displayed on the bottom section of the screen, for examples: Not a Registered User, Incorrect Password, etc. Click on Trouble Logging in for reset of password or Contact System Administrator or support team for any assistance. Note: Inview5 supports major Internet Explorer versions. Users are advised not to switch on the Compatibility View option in Internet Explorer. For a user who successfully logs on to InView for the very first time, the following screen stating the Terms and Conditions of using the InView system will be displayed. 8 P a g e

9 The user is required to perform a one-time acceptance of the Terms and Conditions in order to proceed using the InView system. If the user chooses to decline the Terms & Conditions by clicking on the Decline button, the system will return to the login screen. To accept the Terms & Conditions, simply click on the Accept button and the default page configured (using My Profile) will be displayed with the user Id appearing on the banner. If the user wishes to view the Terms and Conditions any time after his acceptance, can click on the Term & Conditions hyperlink in the bottom of every screen. 4.2 Customer, Hub and Client Selection For all modules, in each screen three drop-down list is displayed to choose the Customer, Hub and Client/EMS code. After choosing appropriate values in the drop-downs, user needs to click on the search button to display the results for that customer, hub and client-code selection. The customers available in the customer dropdown are based on the access rights of the user. The hubs available in the hub drop-down on selecting a particular customer depends on the access rights of the user. The list of client-codes available in the client drop-down on selecting a customer and hub also depends on the client codes the user has access. 4.3 Customize Report For all modules in each screen the result shown on the screen can be customized by rearranging the columns (drag & drop column), sorting the data (click the sorting icon). User can also enter filter criteria in the filter box provided for each field and press Enter key or click the Search icon to retrieve the selective information. i. Date Field: Click on calendar icon to choose date 9 P a g e

10 ii. iii. Character Field: Input any available characters in filter box as search condition Numeric Field: Input any numeric values in filter box, can input </>/=/<=/>=/<>/!=/negative number By default, for all screens a set of fields is displayed which is configured for each customer. User however can change the order or the fields (using drag and drop facility) and also hide any column from the display. For Transaction screens (ASN, RC, SO and SC) users also have option to select additional columns from the preset list displayed on the right-side. User also can view all the columns configured for that customer by clicking on the right pointed arrow on right top corner. The following confirmation message is displayed. Click OK to proceed to view all the columns. 10 P a g e

11 Once showing all the columns, the button will change to left pointed arrow. Click on left pointed arrow to go back to the default display of the selected report. 4.4 Search based on date selection For Transaction screens the date range or specific dates for searching the transaction data can be chosen using the date-overlay screen. The Date overlay screen also provided facility to choose any custom dates with one year range. Click Submit to filter the search result based on the date selection. 4.5 Save Report For Transaction, Inventory and Analytics modules in each screen there is a save report functionality which allows the user to save the customized report. The report saves the display position of the fields, the date filter on the result-set and also any custom-filter applied on the result-set. User can create maximum up to 5 customized reports for any screen. 11 P a g e

12 User can click on the Save icon. A Save report pop-up appears. Enter the report name in the text box and click Save button. User can select Save as default to save report as a default report. If the report name is already existing for that screen, then system will prompt a message and user can decide to overwrite the existing report with the new one. 4.6 Download Report For Transaction, Inventory and Analytics modules in any screen there is a facility to download search results as a Microsoft excel report (.xls format) for offline access or for future reference. Click the Download to Excel icon. A Pop-up displays the following options: As shown - All the selected columns that are visible in the report are exported. This option is selected by default. Include all hidden columns - In addition to the columns that are visible, all other additional columns configured for that customer will also be included in the report. (this option is only available for ASN, RC, SO and SC screens.) 12 P a g e

13 Choose the appropriate option. Click Download button. Dialog window will pop-up. User can choose to Open / Save the.xls report or cancel the action. 4.7 Delete Report User can delete a report by clicking on the delete icon. A Please Confirm dialog box appears. Click OK button to confirm and proceed with deletion. After successful deletion, a message is displayed at the bottom of the screen to notify user. For each screen there is a System Default Report which cannot be deleted or overwritten. 4.8 Pagination In all the search screens, if the result records are more, the record-set is displayed in multiple pages. The total number of pages is displayed in the bottom of the screen. User can input a page number in the text box and click Enter to navigate to the desired page for viewing. 13 P a g e

14 Click on or buttons to navigate to next page or previous page of the results. Click on or buttons to navigate to the last page or first page of the results 14 P a g e

15 5 Dashboard Inview5 User Guide v1.8 It is primarily for vendors to have quick view to reports which they have selected according to user preference and to see data for Balance, Ageing, Inbound and Outbound in widget format. There will be 6 quick link icons at the top to go to different Reports. The first 5 quick links can be configured according to user preference in My Profile screen. 6th quick link will be to the My Profile screen. In the Dashboard screen, data is displayed in 4 predefined widgets: Balance Ageing Inbound Outbound Data displayed in the widgets depends on the client-codes and storerkeys the user has access for that particular hub for that customer. For Balance and Ageing, data will be as of today and for Inbound and Outbound, data will be for today according to Hub time. Select the Customer from Customer dropdown list and Hub from Hub dropdown list. To view the data of widgets as table, click the Table icon. To view the data of widgets as graph, click the Graph icon. To maximize the graph view, click the zoom icon. The graph will be displayed in a new pop-up window in larger size for better viewing. Select Full Report from the drop down below each widget to navigate to the full report. Click Refresh icon to reload the data. 15 P a g e

16 Default View: Inview5 User Guide v Balance Widget This widget shows Inventory Balance data as of today at a glance for a particular customer and hub as selected by the user. Summary: Data for the summary section of the widget comes from "Inventory Balance" and "Inventory Alerts". 1. Maximum Quantity Alerts: Display number of SKUs for which the user has set the Maximum Quantity" alert. 2. Minimum Quantity Alerts: Display number of SKUs for which the user has set the Minimum Quantity" alert. 3. Zero Quantity Alerts: Display number of SKUs for which the user has set the Zero Quantity" alert. Table: Displays top 5 SKU having maximum OnHand Quantity in descending order. Graph: Displays top 5 SKU having maximum OnHand Quantity. X-axis displays the vendor (SKU) and Y-axis displays the corresponding OnHand Quantity. 16 P a g e

17 Inview5 User Guide v1.8 View drop-down shows all the saved reports for that user for Inventory Balance. Select any report from the drop-down to navigate to the corresponding report to be displayed in Inventory Balance screen. 5.2 Ageing Widget This widget shows Ageing of Inventory as of today at a glance for a particular customer and hub as selected by the user. Summary: Summary section of the widget displays the count of the SKUs falling in each age category. The age categories can be configured in My Profile screen. Table: Table section shows the top 4 SKU having maximum OnHand Quantity in descending order falling in one age category. The age-category can be chosen from the drop-down list. Graph: Displays the same 4 SKUs as shown in the table display. In X-axis shows the SKU and their corresponding OnHand Quantity is displayed in Y-axis with different colors depending on the different age-categories of the OnHand Quantity. View drop-down shows all the saved reports for that user for Inventory Ageing. Select any report from the drop-down to navigate to the corresponding report to be displayed in Inventory Ageing screen. 17 P a g e

18 5.3 Inbound Widget This widget shows number of inbound transactions for Today (based on hub-time) and total quantity of good received for a particular customer and hub as selected by the user. Summary: Summary section of the widget displays the number of receipts and the number of SKUs for which there is receiving for Today. Table: Table section shows the top 5 SKU having maximum received Quantity in descending order. Graph: Displays top 5 SKU having maximum received Quantity. X-axis displays the SKU and Y-axis displays the corresponding received Quantity. View drop-down shows all the saved reports for that user for Receipt Confirmation (RC). Select any report from the drop-down to navigate to the corresponding report to be displayed in Receipt Confirmation (RC) screen. 5.4 Outbound Widget This widget shows number of outbound transactions for Today (based on hub-time) and total quantity of good shipped for a particular customer and hub as selected by the user. Summary: Summary section of the widget displays the number of shipments and the number of SKUs for which there is shipments for Today. Table: Table section shows the top 5 SKU having maximum shipped Quantity in descending order. 18 P a g e

19 Inview5 User Guide v1.8 Graph: Displays top 5 SKU having maximum shipped Quantity. X-axis displays the SKU and Y-axis displays the corresponding shipped Quantity. View drop-down shows all the saved reports for that user for Shipment Confirmation (SC). Select any report from the drop-down to navigate to the corresponding report to be displayed in Shipment Confirmation (SC) screen. 19 P a g e

20 6 Transaction Inview5 User Guide v1.8 Transaction module show data related to all transactions for a particular customer. This includes: Advanced Shipment Notice (ASN) Receipt Confirmation (RC) Shipment Order (SO) Shipment Confirmation (SC) Transaction History 6.1 Advanced Shipment Notice (ASN) Advanced Shipment Notice is sent by Supplier to Schenker with details about goods to be received. Using this module user can view all Advanced Shipment Notice records that are open or canceled. Open Advanced Shipment Notice (ASN) screen by clicking on the Transaction menu and Advanced Shipment Notice (ASN) sub-menu item. Default report (system default report or customized one which was saved as default) will be loaded and displayed. Select the Customer, Hub and Client from the drop-down list (for more details refer to section 3.2) For ASN screen, the user can apply date range filter on any of the following date fields as chosen from the drop-down list. Add Date (ASN created date) Date 1 Date 2 Click search icon to display the results. Data displayed in the screen depends on the client-codes and storerkeys the user has access for that particular hub for that customer. 20 P a g e

21 Double click a table record to open a pop-up screen to display detailed information of the selected ASN categorized in tabs - Header, Detail, Lottables, References etc. Refer to General section for more details on customization and saving/download of reports. 6.2 Receipt Confirmation (RC) Receipt Confirmation are records of goods received into warehouses or hubs. Open Receipt Confirmation (RC) screen by clicking on the Transaction menu and Receipt Confirmation (RC) sub-menu item. Default report (system default report or customized one which was saved as default) will be loaded and displayed. 21 P a g e

22 Select the Customer, Hub and Client from the drop-down list (for more details refer to section 3.2) For RC screen, the user can apply date range filter on any of the following date fields as chosen from the drop-down list. Received Date Date 1 Date 2 Click search icon to display the results. Data displayed in the screen depends on the client-codes and storerkeys the user has access for that particular hub for that customer. Double click a table record to open a pop-up screen to display detailed information of the selected receipt-line categorized in tabs - Header, Detail, Lottables, References, Associated SCs 22 P a g e

23 The last tab Associated SCs display the list of shipments which were done from this receiptline (LOT) Download to excel also provides an additional option to download the Receipt Confirmation records along with the corresponding Shipment Confirmation details (if any) Refer to General section for more details on customization and saving/download of reports. 6.3 Shipment Order (SO) Manufacturer issues a Pull/Shipment Order (SO) to Schenker highlighting items and quantity details to be shipped out from warehouse. This module is primarily for the vendors to list the goods to be shipped out. Open Shipment Order (SO) screen by clicking on the Transaction menu and Shipment Order (SO) sub-menu item. Default report (system default report or customized one which was saved as default) will be loaded and displayed. Select the Customer, Hub and Client from the drop-down list (for more details refer to section 3.2) For SO screen, the user can apply date range filter on any of the following date fields as chosen from the drop-down list. 23 P a g e

24 Inview5 User Guide v1.8 Add Date (Shipment order create date) Order Date Scheduled Deliver Date Click search icon to display the results. Data displayed in the screen depends on the client-codes and storerkeys the user has access for that particular hub for that customer. Double click a table record to open a pop-up screen to display detailed information of the selected order categorized in tabs - Header, Detail, Bill To, Consignee, Ship To, Lottables, Notes etc. Refer to General section for more details on customization and saving/download of reports. 6.4 Shipment Confirmation (SC) Shipment confirmations are records of goods shipped out from a warehouse (hub). This module is primarily for the vendors to list the goods that are already shipped out from the hubs. Open Shipment Confirmation (SC) screen by clicking on the Transaction menu and Shipment Confirmation (SC) sub-menu item. 24 P a g e

25 Default report (system default report or customized one which was saved as default) will be loaded and displayed. Select the Customer, Hub and Client from the drop-down list (for more details refer to section 3.2) For SC screen, the user can apply date range filter on any of the following date fields as chosen from the drop-down list. Shipped Date Order Date Scheduled Deliver Date Click search icon to display the results. Data displayed in the screen depends on the client-codes and storerkeys the user has access for that particular hub for that customer. Double click a table record to open a pop-up screen to display detailed information of the selected order categorized in tabs - Header, Detail, Bill To, Consignee, Ship To, Lottables, Notes, Associated RCs. 25 P a g e

26 The last tab Associated RCs display the list of receipt-lines (lot) which are used to fulfill the particular shipment. Some customer may have an additional tab GR Details to display the GR details for that shipment. Download to excel also provides an additional option to download the Shipment Confirmation records along with the corresponding Receipt Confirmation details (if any) Refer to General section for more details on customization and saving/download of reports. 6.5 Transaction History Transaction History displays list of transactions for a SKU. The screen displays Receipts, Shipments, Adjustment and Hold transaction details. 26 P a g e

27 Open Transaction History screen by clicking on the Transaction menu and Transaction History sub-menu item. Default report (system default report or customized one which was saved as default) will be loaded and displayed. Select the Customer, Hub and Client from the drop-down list (for more details refer to section 3.2) For Transaction History screen, the user can apply date range filter on Transaction Date. Click search icon to display the results. Data displayed in the screen depends on the client-codes and storerkeys the user has access for that particular hub for that customer. For Transaction History screen, there is no option to display additional columns. Refer to General section for more details on customization and saving/download of reports. 27 P a g e

28 7 Inventory Inview5 User Guide v1.8 Inventory module provides goods inventory details by SKU, ageing of goods available in warehouse and option to define alerts using which user can get notified of inventory level changes, inbound/outbound transactions, and age of goods available in the warehouse. The following menu options are available in this module: Ageing Alerts Alert Summary Balance Hold 7.1 Ageing Inventory Ageing screen displays all user accessible SKU quantity details segregated by age of goods that are available in the warehouse. Age of goods is segregated according to age groups defined by the user (Ref: My Profile). Ageing report also provides graphical representation of the information i.e. showing number of SKUs falling under different age groups. Note: Ageing provides age (in terms of number of days) of goods available in warehouse i.e. number of days from received date until today. Open Ageing screen by clicking on the Inventory menu and Ageing sub-menu item. Default report (system default report or customized one which was saved as default) will be loaded and displayed. 1. Select the Customer, Hub and Client from the drop-down list (for more details refer to section 3.2) 2. Click search icon to display the results. Data displayed in the screen depends on the client-codes and storerkeys the user has access for that particular hub for that customer. 3. Results display for each SKU the OnHand Quantity, OnHold Quantity and Available Quantity segregated in different age groups. 28 P a g e

29 4. For a selected hub, the Ageing Categories displayed in the screen depends on the categories configured in the My Profile screen (Refer to section 12 for more details). 5. After selecting a hub from the drop-down, user can click on Create Graph button to display the pie-graph for that hub. 6. The graph displays the number of SKUs falling in different age category based on the quantity type selection (OnHandQty/AvailableQty/OnHoldQty); the default quantity type would be "OnHandQty", chart display would be refreshed on selecting a different quantity type. 7. Click zoom icon to display the graph in a separate pop-up window. 29 P a g e

30 8. The last field in the result table shows the Alert icon which indicates whether Ageing more than x days alert is set for that SKU. Alert Indicators: - If Ageing more than x days Alert is not created - If Ageing more than x days Alert is created - If Ageing more than x days Alert condition is satisfied 9. Refer to Alerts Section for more details on creation of Alerts. 10. Refer to General Section for more details on customization and saving/download of reports. 7.2 Alerts The system allows the user to define alerts using which user can get notified of inventory level changes (min/max), inbound/outbound transactions, and age of goods available in the warehouse. On a regular basis (up on receiving new data), InView will check the Min/Max set by the user against the Available Quantity in the inventory table, also look for inbound/outbound transactions. If the Min/ Max have been breached, alerts in the form of will be sent out informing the user about the event. 30 P a g e

31 Open Alerts screen by clicking on the Inventory menu and Alerts sub-menu item. 1 2 There are 2 ways to set alerts on the Alert module: 1. By clicking on the alert icon 2. By uploading template The Alerts module will display alerts that were created by the user. Default report (system default report or customized one which was saved as default) will be loaded and displayed. By clicking on the alert icon: Select the Customer, Hub and Client from the drop-down list (for more details refer to section 3.2) Click search icon to display the results. Data displayed in the screen depends on the client-codes and storerkeys the user has access for that particular hub for that customer. Alert screen display all user accessible SKUs available in the system regardless of whether inventory for particular SKU exists in warehouse or not. Alert Indicators: - If Alert is not created - If Alert is created (for any alert option) 31 P a g e

32 - If Alert condition is satisfied (for any alert option) Alert creation/editing page would be displayed up on clicking alert icon ( / / ) displayed as last field in the report Alert on/off can be done either at SKU level or at individual alert options; individual alert options would be editable after switching ON alert at SKU level. Alert is considered active only if it is ON at SKU level and at least one of alert options are ON Alert creation page provides 6 different options to define alerts on any particular SKU: MaxQty to receive alert when inventory at warehouse goes above a defined limit MinQty to receive alert when inventory at warehouse goes below a defined limit ZeroInventory to receive alert when inventory at warehouse becomes zero Received to receive alert when goods are received for SKU Shipped to receive alert when goods are shipped for SKU Ageing more than x days to receive alert when age of goods is more than x days For Max and Min Quantity alert options, a quantity Value is required, and for Age of goods alert, age Value is required; for other type of alerts value is not required. can be defined with single id and mobile number or with groups. (For more details about groups, please refer Contacts module) group list can be viewed by clicking on Search icon located next fields. 32 P a g e

33 7.2.7 Once required details are provided, it can be saved by clicking on Save icon If content on the field system will take it as individual address input from the user. System will also further check if there is ;, then it will consider as the next individual address. If there system will treat it as contact group and it will validate this group based on this user s contact group master list set up by the user themselves. By uploading template: The other way to set alert is do mass update of recipients using new templates action icon button to set up the alerts based on SKU and alert types. The templates icon will use for the file upload and download By uploading the template, existing alerts will be overwritten If the alert has not been set initially, the LoadingDate column will always be empty If the user never choose a specific Hub, the new Templates action button will not be available, system only allow system to upload the file one hub at a time. 33 P a g e

34 The download button will allow the user to download same file format as the user upload before. For the upload button, it will be prompt to select a file location to be upload to the system If the file pass the validation, message prompt File uploaded successfully will be displayed. 34 P a g e

35 User will see the error instantly if the file fails the validation, the upload screen will not disappear until user re-upload excel file in the current page after checking the error information on the screen. Alternatively user may click cross button to return to the previous page Refer to General Section for more details on customization and saving/download of reports. 35 P a g e

36 7.3 Alert Summary Inview5 User Guide v1.8 The module is to allow users to see all alert types that have been set up by themselves and by other users for the related storer / vendor codes + SKUs. LoadingDate column refers to the date and time that the users have uploaded alert types in the system. User can make use of Upload By column to find out which user has set alert from the AlertCat column. The result set can be exported into an Excel file by clicking on the Excel button. 36 P a g e

37 7.4 Balance Inventory Balance displays the latest inventory status goods for different hubs for a particular customer. Inventory Balance displays all users accessible SKUs from different hubs along with inventory information like On-Hand, Available, On-Hold, Picked, Allocated, In Transit quantities. Open Balance screen by clicking on the Inventory menu and Balance sub-menu item. Default report (system default report or customized one which was saved as default) will be loaded and displayed. 1. Select the Customer, Hub and Client from the drop-down list (for more details refer to section 3.2) 2. Click search icon to display the results. Data displayed in the screen depends on the client-codes and storerkeys the user has access for that particular hub for that customer. 37 P a g e

38 3. Result displays the OnHand Quantity, Available Quantity, OnHold Quantity, InTransit Quantity and Picked/Allocated Quantity. 4. The result also displays Opening Balance of each SKU which is the onhand Quantity at the start of the day. Transactions during the day in WMS systems flows to Inview in regular time-intervals and the onhand quantity may get updated due to any receiving/shipping for that SKU on that day. But the Opening Balance remains constant for that day. 5. For some accounts the results also display ROP and SIS fields. 6. Double click a table record to open a pop-up screen to display transaction details of latest 20 transactions for particular SKU. 7. The last field in the result table shows the Alert icon which indicates whether Maximum Quantity or Minimum Quantity or Zero Inventory alert is set for that SKU. Alert Indicators: - If MaxQty/MinQty/Zero Inventory Alert is not created - If MaxQty/MinQty/Zero Inventory Alert is created - If MaxQty/MinQty/Zero Inventory Alert condition is satisfied 38 P a g e

39 8. Refer to Alerts Section for more details on creation of Alerts. 9. Refer to General Section for more details on customization and saving/download of reports. 7.5 Hold Inventory Hold can be accessed from the Inventory menu. Inventory Hold displays the following information: Updated Date, HUB, Client, Vendor Company, Sku, OnHoldQty, Reason and Storerkey. The data is aggregated by the Reason code field, this reason code is assigned by the warehouse operator when he/she places the inventory on hold based on a material condition. If inventory is placed in a hold location, the reason code is defaulted to LocationHold. User is able to filter the results set by entering the appropriate information in the search fields. 39 P a g e

40 The result set can be export into an Excel file by clicking on the Excel button. 40 P a g e

41 8 Documents Inview5 User Guide v1.8 Documents module helps users to upload and share different reports and documents. Open Document screen by clicking on the Document menu. Document screen displays all user accessible documents along with permitted operations. 1. Select the Customer, Hub and Client from the drop-down list (for more details refer to section 3.2) 2. Click search icon to display the results. Data displayed in the screen depends on the clientcodes and storerkeys the user has access for that particular hub for that customer. 3. Results display the Document Upload Date, the Filename of the document that is uploaded and the Alert Creation Date of alert created (if any) for that storerkey and folder type. 4. Following are list of different operations available on Documents page: Upload - to upload new documents for a particular storerkey Download - to download and view existing documents. Edit - to upload and overwrite existing document with a new document Delete server) - to delete existing document (this does a physical file deletion from document Create Document Alert type. - to create new document alert for a particular storerkey and folder Edit Document Alert - to edit or delete document alert. 5. Refer to General Section for more details on customization and saving/download of reports. 41 P a g e

42 8.1 Upload Document User can upload new document by clicking on icon which opens a pop-up screen to accept upload information. 1. Select the Customer, Hub and Client-code (applicable for VMI customers) from the dropdown lists. 2. Select folder type (3-in-1, VAS or other) 3. Select Storerkey. To select storerkey click on the field and press down arrow key, which displays a suggestion box with list of accessible Storerkey values for the selected Customer and Hub. User can enter partial values to perform a pattern matching for the Storerkey values. 4. Choose Folder date. This date field defaults to today s date. User can choose another date using the date-picker. 5. Browse and open the file to be uploaded. Files types which are allowed to be uploaded are MS Word, Excel, PowerPoint, PDF, CSV, TXT 6. Maximum file size allowed for a file upload is 2 MB. If the upload size exceeds the maximum allowed size the following message is displayed. 42 P a g e

43 7. Click Upload File button to upload the document. Once the file is uploaded successfully it would display the message window 8.2 Download Document Document Download option is provided with each record displayed in the screen. User can click on the download icon to view or download the existing document. On clicking the download icon a pop-up window is displayed with options Open, Save and Cancel - to open file without saving locally, to save locally, or to cancel download respectively. 8.3 Edit Document Edit Download option is provided with each record displayed in the screen. User can click on the edit icon to edit or overwrite the existing document. On clicking the edit icon a pop-up window is displayed with Storerkey, Folder Type, Folder Date and option to select a different file. Once user selects a different file and clicks on Upload File, file will be uploaded onto Document Server to overwrite previous document and displays success message window; if file size exceed maximum file size limit message window would be displayed with relevant error message. 43 P a g e

44 8.4 Delete Document Inview5 User Guide v1.8 Delete Download option is provided with each record displayed in the screen. On clicking Delete icon, a confirmation message window is displayed with message Please confirm to delete with options - OK & Cancel. If option OK is selected, then Document file is deleted permanently from Document Server and a pop-up message window is displayed with message File has been deleted. 8.5 Create Document Alert New Document Alert can be created on a particular Storerkey and Folder type by clicking on Create Document Alert icon. On clicking the icon a pop-up screen is displayed to accept alert information 1. Select the Customer, Hub and Client-code (applicable for VMI customers) are autopopulated 2. Select folder type (3-in-1, VAS or other) 3. Select Storerkey. To select storerkey click on the field and press down arrow key, which displays a suggestion box with list of accessible Storerkey values for the selected Customer and Hub. User can enter partial values to perform a pattern matching for the Storerkey values. 44 P a g e

45 4. Click ON radio button for and enter a valid address. 5. Click Set Alert button to save alert information; once saved it would display a message Saved successfully and subsequently display Documents listing with alert icon added to respective Storerkey document records. Note: Alert icon would be attached to all the records with same Storerkey and Folder type. 8.6 Edit Document Alert Edit Download Alert option is provided with each record displayed in the screen if alert if created for that storerkey and folder-type which has an alert created. User can click on the edit icon to edit or overwrite the existing alert. On clicking the edit icon a pop-up window is displayed with Storerkey, Folder Type. 1. User can update the address number. 2. User can set the alert off by clicking on the appropriate OFF radio button. 45 P a g e

46 3. Click Update to save the updated alert settings. Once saved it would display the following message 4. Click Delete to delete the Document alert for that storerkey and folder type. On clicking the delete button a confirmation message window is displayed with message Confirm Delete with options - OK & Cancel. If option OK is selected, then alert is deleted 46 P a g e

47 9 Analytics Inview5 User Guide v1.8 Analytics module shows various statistics and graphs which the user can use to evaluate the inventory status or trends in the inbound and outbound transactions. Analytics module can help users to make optimal or realistic decisions based on historic and empirical data. This module includes the following sub-modules/screens: Day Store Inventory (DSI) Forecast SKU Trend Analytics Throughput 9.1 Day Store Inventory (DSI) This screen displays the average number of days a particular SKU stayed in the warehouse before being shipped out. To determine the DSI for a SKU, user need to first choose a date-range. Then the DSI is calculated as follows: 1. The shipments within that selected date-range will be analyzed for that SKU. 2. For each of the shipments need to get the number of receipts involved and fully depleted or shipped out. 3. Then for each of those receipts calculate the ageing of those receipts (basically the difference between received date and shipped date). 4. DSI for a SKU will be the average of the total ageing days of all those receipts. Open Day Store Inventory (DSI) screen by clicking on the Analytics menu and Day Store Inventory (DSI) sub-menu item. Default report (system default report or customized one which was saved as default) will be loaded and displayed. 5. Select the Customer, Hub and Client from the drop-down list (for more details refer to section 3.2) 47 P a g e

48 6. Choose shipment date range from the custom date filter-box using date-picker. The shipment date-range used for the analysis cannot be greater than a month. Following validating message is displayed if the shipment date-range is beyond 30 days. 7. Click search icon to display the results. Data displayed in the screen depends on the client-codes and storerkeys the user has access for that particular hub for that customer. 8. For a selected hub, the DSI Categories displayed in the screen depends on the categories configured in the My Profile screen (Refer to section 12 for more details). 9. After selecting a hub and client-code from the drop-downs, user can click on Create Graph button to display the pie-graph for that hub and client code selection. 48 P a g e

49 10. Click zoom icon to display the graph in a separate pop-up window. 11. Refer to General section for more details on customization and saving/download of reports. 9.2 Forecast Forecast page displays the number of days existing inventory (for a particular SKU) would last based on historical consumption rate derived. To determine the Forecast for a SKU, user need to first choose the number of weeks from the drop-down which will be used to derive the historic consumption rate. The Forecast is calculated as follows: 1. The shipments within the selected number of weeks will be analyzed for a particular SKU. 2. Sum of the shipment quantities within the last x weeks is calculated. Then derive the average (per day) consumption rate as : Consumption Rate = sum of (shipped quantity during selected x weeks period)/7*x 3. For that SKU, get the current Inventory which is total of OnHand Quantity and InTransit Quantity 4. Then derive the Forecast days as: Forecast days = (OnHand quantity + InTransit quantity)/ Consumption Rate 49 P a g e

50 Open Forecast screen by clicking on the Analytics menu and Forecast sub-menu item. Default report (system default report or customized one which was saved as default) will be loaded and displayed. 1. Select the Customer, Hub and Client from the drop-down list (for more details refer to section 3.2) 2. Choose the number of weeks for analysis from the drop-down list which has values from 4 weeks to 12 weeks. By default 4 weeks is selected. 3. Click search icon to display the results. Data displayed in the screen depends on the client-codes and storerkeys the user has access for that particular hub for that customer. 4. For a selected hub, the Forecast Categories displayed in the screen depends on the categories configured in the My Profile screen (Refer to section 7 for more details). 50 P a g e

51 5. After selecting a hub and client-code from the drop-downs, user can click on Create Graph button to display the pie-graph for that hub and client code selection. 6. Click zoom icon to display the graph in a separate pop-up window. 7. Refer to General section for more details on customization and saving/download of reports. 9.3 SKU Trend Analytics SKU Trends page displays the daily trend of inbound and outbound quantity for a SKU for a given month. User can display the SKU trends for the current month as well as for any past 11 months. The result displays the total received quantity and total shipped quantity for a particular SKU for each day of the month. Open SKU Trend Analytics screen by clicking on the Analytics menu and SKU Trend Analytics sub-menu item. 51 P a g e

52 Default report (system default report or customized one which was saved as default) will be loaded and displayed. 1. Select the Customer, Hub and Client from the drop-down list (for more details refer to section 3.2) 2. Choose the month from the drop-down list. The drop-down list default to the current month. 3. Click search icon to display the results. Data displayed in the screen depends on the client-codes and storerkeys the user has access for that particular hub for that customer. 4. Double Click on any record in the result section to select the SKU for the graph. User can select maximum of 5 different SKUs for the graph display. 5. User can remove the selected SKUs from the list by clicking on the particular SKU record and click Delete icon. 6. Click Delete All icon to clear the entire list of selected SKUs. 52 P a g e

53 7. Click Create button to create the graph for all the SKUs in the list. The graph displays the SKUs in X-axis and the Outbound/Inbound Quantity in Y-axis. By default Outbound Quantity is selected for graph-display. 8. User can change the value in the drop-down to select the Inbound Quantity and view the graph accordingly. 9. Click zoom icon to display the graph in a separate pop-up window. 10. Refer to General section for more details on customization and saving/download of reports. 9.4 Throughput Throughput page displays the total received and shipped quantity and total inbound and outbound transactions for a particular SKU over a specific date-range. User can view the statistics for receiving Vs shipping for the previous day or for past one week or for past one month. Open Throughput Analytics screen by clicking on the Analytics menu and Throughput Analytics sub-menu item. 53 P a g e

54 Default report (system default report or customized one which was saved as default) will be loaded and displayed. 1. Select the Customer, Hub and Client from the drop-down list (for more details refer to section 3.2) 2. Choose the date-range from the date-overlay screen. 3. Click search icon to display the result. Data displayed in the screen depends on the client-codes and storerkeys the user has access for that particular hub for that customer. 4. Double Click on any record in the result section to select the SKU for the graph. User can select maximum of 5 different SKUs for the graph display. 5. User can remove the selected SKUs from the list by clicking on the particular SKU record and click Delete icon. 6. Click Delete All icon to clear the entire list of selected SKUs. 54 P a g e

55 7. Click Create button to create the graph for all the SKUs in the list. The graph shows the SKUs in X-axis and the total transaction Quantity in Y-axis. 8. Click zoom icon to display the graph in a separate pop-up window. 9. Refer to General section for more details on customization and saving/download of reports. 55 P a g e

56 10 Contacts Inview5 User Guide v1.8 This module is used to create contact list for sending inventory alert or document alerts. User can create a set of contacts for each customer and hub and then group those contacts into different contact groups Contacts Contact screen is used to display and create contact list. Open Contacts screen by clicking on the Contacts link and Contacts sub-menu item. 1. Select the Customer and Hub from the drop-down list (for more details refer to section 3.2) 2. Click search icon to display the list of contacts created by the user. 3. Refer to General section for more details on customization of the report 4. Add Contact i. Click on add icon to create a new contact. On clicking the icon, a pop-up window opens. ii. iii. iv. Select customer and hub from the dropdown list. Enter Contact name and details. Click on Status radio-button to enable or disable the contact. Click Save button to create the new contact. 56 P a g e

57 5. Edit Contact Inview5 User Guide v1.8 i. Select a row from the Contact List and click on the edit icon to edit that particular contact. On clicking the icon, a pop-up window opens. ii. 6. Delete Contact User can change the contact name, address and status. Click Save button to save the changes. Select a row from the Contact List and click on the delete icon. A confirmation message is displayed with options - OK & Cancel. If option OK is selected, then the particular contact is deleted 7. The Contact list also displays a field Alert Assigned which shows Yes if there is any inventory or document alert assigned to this contact. 8. Double click on any contact which displays Yes in Alert Assigned field. A pop-up screen is displayed which shows the details of the storerkey and SKU for which alerts are assigned to the particular contact. 57 P a g e

58 10.2 Contact Group Contact Group screen is used to display and create contact-groups. Open Contact Group screen by clicking on the Contacts link and Contact Group sub-menu item. 1. Select the Customer and Hub from the drop-down list (for more details refer to section 3.2) 2. Click search icon to display the list of contacts created by the user. 3. Refer to General section for more details on customization of the report 4. Add Contact Group i. Click on add icon to create a new Contact Group. On clicking the icon, a popup window opens. ii. iii. Select customer and hub from the drop-down lists Select the contacts from the existing contact list to be included to the group. iv. Click Save button to create the new Contact Group. 5. Edit Contact Group i. Select a row from the Contact group listing and click on the edit icon to edit that particular Contact Group. On clicking the icon, a pop-up window opens. 58 P a g e

59 ii. User can change the contact name, add or remove contacts from the group. Click Save button to save the changes. 6. Delete Contact Group Select a row from the Contact Group listing and click on the delete icon. A confirmation message is displayed with options - OK & Cancel. If option OK is selected, then the particular contact is deleted 7. The Contact Group result also displays a field Alert Assigned which shows Yes if there is any inventory or document alert assigned to the particular group. 8. Double click on any contact-group which displays Yes in Alert Assigned field. A pop-up screen is displayed which shows the details of the storerkey, SKU, type of inventory alert and status of the alerts which are assigned to the particular group. 59 P a g e

60 11 My Profile Inview5 User Guide v1.8 Using My Profile page can customize some of the settings available in InView. Following is the list of options available in My Profile page: Updating personal information (Designation and Contact information) Preferences Number of lines to view page Language preference Default InView time Default Time format Time zone (for local time) Set home page Change password Defining age groups for Ageing Defining age groups for Forecast Defining age groups for DSI Configuring dashboard shortcuts Each section is provided with Save and Cancel options to save changes on specific section or to ignore the changes. 1. Personal Information Personal information section allows updating personal details like Designation and Contact information. can only be changed upon user request. 60 P a g e

61 2. Preferences Inview5 User Guide v1.8 Preferences section can be used to update: a. No of lines to view page: This setting is to define maximum number of records (rows) to be displayed per page in all search result pages. b. Language preference: This is to set language using page content should be displayed, and it is mainly applicable to all the static data like field labels, headings, messages etc., not applicable to data. c. Default InView time: Using this option, can select to view dates displayed on result pages using either Local time or Hub time. Hub time is specific to physical Hub location. If preference is to view dates using Local time, then defining Timezone is mandatory. d. Timezone: Setting Timezone is mandatory if option selected at Default InView time is Local time, accordingly dates would be converted as per Timezone defined and displayed on result pages. e. Default Time format: Using this option, can set preferred date display format, and date values would be displayed using the defined date format. f. Set homepage: Using this option, can configure first page to be displayed after login. 3. Change Password Change password option is to change user password to a new value. To change the password, need to key in existing (old) password, new password and re-typing new password to confirm. Also, entered value for new password and re-type new password (same as new password entered) need to comply with password rules defined in InView like: minimum length of 8 characters maximum length of 20 characters at least 4 alphabets at least 1 number with maximum 2 repeated characters 61 P a g e

62 4. Age Groups for Ageing Using Age Group setting for Ageing can define preferred age groups to be applied for Ageing Report display. 5. Age Groups for Forecast Using Age Group setting for Forecast can define preferred age groups to be applied for Forecast Analytics display. 6. Age Groups for DSI Using Age Group setting for DSI can define preferred age groups to be applied for Forecast DSI display. Above three sets of Age Groups would be set with default groups (configured in system) initially, and user configuration can be done at Customer Hub level. 7. Dashboard Shortcuts This section allows to configure different shortcuts to be displayed on Dashboard Quick links section, user is allowed to select up to 5 shortcuts, and My Profile would be default shortcut (quick link) displayed on Dashboard. 62 P a g e