NEW - Fulfillment Homepage Dashboard

_{Homepage Dashboard}

_{The WineDirect Fulfillment dashboard provides an overview of the client's account; including customizing report widgets, open orders, orders imported by day, current shipments by status, recent transfers and additional news and memos by WineDirect.  In this article, we will cover all sections of this dashboard, defining each title and offering instructions on how best to utilize all of these widgets for intuitive and seamless order management.} 

Customizing Report Widgets on Dashboard

The new interface now allows the user to specify which order information they wish to see compiled on the dashboard.  These preferences can be configured by clicking on the gear symbol titled 'Reports'.  A box will populate allowing the user to select which reports to appear on their customized dashboard.  

Selecting or de-selecting the report options will save these preferences and generate information and appear on the dashboard in itemized widget format.  

• SELLER vs SUPPLIER:
  • For parent-brands: the system will now differentiate between SUPPLIER when looking at transfers
  • All other standalone accounts will produce same account information

Below is a list of terms and their functions which are displayed on the Homepage Dashboard

Open Orders By Processing Status

The Open Orders - by Open Processing Status graph will display all orders currently in the system for the selected client.  Of all open orders, they will be segmented based on their Order Type, Order Hold & Order Status (whether they are Processing or Sent to WMS/Fulfilling).  As displayed, the graph will only populate a date range of 30 days and is automatically refreshed every 30 minutes.  Clicking on the magnifying glass Orders button will redirect the user to the View Orders in the Fulfillment System page where a search query can be run on several different fields of order results.  We will cover more on the View Orders in the Fulfillment System page later on. 

Orders on Hold:

This widget will list all orders under the account that are on hold, and a cumulative result of orders under any specific hold.  The client can click on any particular hold and be taken to the View Orders page which will take them to the full detailed list of held orders to export as a whole or view independent details.

Recent Orders by Type

This graph will populate the list of orders per Seller and allocate them into the Order Types in which they were processed as.  Clicking into any Order Type will navigate the client to the View Orders chapter to allow the user to view the information itemized.

Orders Imported by Day

This graph displays the number of orders imported by day into the Fulfillment system.  The chart can be customized by number of days ranging from 1-30.  This report is updated every (30) minutes.

Recent Transfers
The recent transfers widget provides a report of all transfer submissions that have been created for the account selected.  The IN submission #, Type of transfer, User, Date & Time of submission and Status will all populate.  Up to 100 records will be listed per type and are available for the user to download via Excel.

The Recent Shipment by Status

This graph will display all orders that have shipped within a specific time period.  Such as the previous graphs, the user can specify the date range between 1 and 30 days.  Clicking on the Shipments tab will bring the user to the View Shipments page where further search inquiries can be pulled related to shipment data.

Dashboard News

The Dashboard News widget is the messaging board of our fulfillment platform that will contain important news and information regarding fulfillment and carrier services, if applicable.