The dashboard is the homepage for a location in OpenBoxes. From the dashboard, you can access the main menu, which has links to all of the major functions in OpenBoxes. You can also see a series of indicators to help you track the work in your depot.
There are preset dashboards for warehouse management, inventory management, transaction management, and fill rate, as well as a customizable My Dashboard page where you can choose which indicators you want to see.
Navige tablodbò a
The dashboard has a collection of different views that can be accessed by the left hand navigation panel. When you first open the dashboard page, you will automatically be directed to the
My Dashboard section as shown below.
"My Dashboard" Section
By default, the
My Dashboard view has the same indicators as the warehouse management view. However, it is fully customizable to your preferences! To customize your dashboard, follow the instructions below:
Customize "My Dashboard"
You can take multiple actions to customize My Dashboard: Re-position Dashboard Indicators, Remove Dashboard Indicators, and Add Dashboard Indicators.
After making your desired changed, do not forget to Save Configuration, otherwise your changes will not be saved.
Re-position Dashboard Indicators
Click on the three dots icon on the indicator you want to change to pick it up.
Three Dots on every Dashboard Indicator
Drag and drop the indicator into the spot you want it.
Remove Dashboard Indicators
If you want to remove the indicator, drag it to the bottom of the screen, and drop into the red Archive Indicator bar.
Archive Dashboard Indicator
Add a Dashboard Indicator to My Dashboard
To add an indicator, scroll to the bottom of the screen and click on the archived indicators.
Scroll to view the different Indicators.
To add an indicator to My Dashboard, click on "Unarchive" option for that indicator.
Save Changes
Make sure to save your configuration if you want to preserve the changes. If you don’t save, the dashboard will revert back to the initial configuration on refresh. Click on “save configuration" at the bottom of the left navigation bar.
Save Configuration option
Preset Dashboard Views
OpenBoxes also provides preset Dashboard Views that are not configurable for specific user tasks.
View Jesyon depo
Tablodbò jesyon depo a montre yon seri de endikatè ki gen rapò ak jesyon depo, ki gen ladan estati stock aktyèl la, anbakman fèk ap rantre, anbakman sòti, ak lòt nan tranzaksyon pwogrè. Sèvi ak tablodbò sa a pou yon BEC nan tout bagay nan pwogrè nan depo ou. Gade deskripsyon detaye sou endikatè ki anba a pou plis enfòmasyon sou sa chak endikatè vle di.
Envantè Jesyon View
Tablodbò jesyon envantè a montre endikatè espesyalman ki gen rapò ak estati envantè ak presizyon envantè. Sou tablodbò sa a, ou pral wè endikatè bon jan kalite kle envantè tankou pwodwi ekspire nan stock, pwodwi ak envantè negatif, ak pwodwi nan sèvo a k ap resevwa. Sèvi ak tablodbò sa a pou kenbe envantè ou egzat. Gade deskripsyon detaye sou endikatè ki anba a pou plis enfòmasyon sou sa chak endikatè vle di.
View Jesyon Tranzaksyon
Tablodbò jesyon tranzaksyon an montre endikatè ki gen rapò ak istwa tranzaksyon ou. Endikatè yo gen ladan mouvman stock voye epi resevwa mwa pase a, stock soti mwa pase a, ak demann ad hoc vs. Ale isit la jwenn yon BECA de tranzaksyon resan ou yo, ak kèk plis done istorik detaye sou anbakman. Gade deskripsyon detaye sou endikatè ki anba a pou plis enfòmasyon sou sa chak endikatè vle di.
Ranpli View
Tablodbò a plen montre yon BEDA detaye sou pousantaj ranpli ou. Ranpli pousantaj se yon endikatè pèfòmans chèn souvan itilize nan pou fè pwofi yo montre ki jan byen òganizasyon an se satisfè bezwen kliyan. Li montre pousantaj liy demann yo ranpli vs mande. Se konsa, pou egzanp, si yon depo te resevwa yon demann pou atik 100, men li te sèlman kapab voye 98, pousantaj la ranpli pou demann sa a ta dwe 98%. Gade deskripsyon detaye sou endikatè ki anba a pou plis enfòmasyon sou sa chak endikatè vle di.
Deskripsyon detaye sou Endikatè yo
The list below includes Dashboard Indicators that are most used by users or are new and is not exhaustive.
Detay envantè pa Lot ak Bin
Endikatè sa a montre kantite liy envantè nan stock - klike sou yo wè yon rapò envantè detaye konplè ak stock pete soti nan anpil ak bin.
Rezime envantè
Graf sa a montre kantite atik ki nan yon nivo stock yo bay. Rapò a ap toujou montre kantite atik nan stock epi yo pa nan stock ankò. Li pral montre kantite atik ki anwo a maksimòm, dosye anba a, ak anba a minimòm si administratè ou te mete nivo stock vle pou depo ou. Klike sou youn nan ba yo yo wè yon rapò envantè pa pwodwi.
Rezime ekspirasyon
Graf sa a montre kantite anpil nan stock ki ekspire nan 180 jou kap vini yo. Klike sou pwen an pou "jodi a" yo wè yon rapò sou atik ekspire; oswa klike sou sou nan 30, 60, 90 oswa 180 jou yo wè yon lis atik ki ekspire nan ankadreman tan sa a.
Backdated Outbound Shipments
This bar graph displays number of Outbound Shipments that were backdated within the selected timeframe. Each Bar shows the number of backdated Outbound Shipments by the number of days they were backdated by.
For example, in the screenshot below, 7 outbound shipments were entered into OpenBoxes 2 days after the Shipment had been physically shipped i.e. the Created Date for the shipments were 2 days after the Shipped Date entered by the user.
Backdated Outbound Shipment Indicator with information
Backdated Inbound Shipment
This bar graph displays number of Inbound Shipments that were backdated within the selected timeframe. Each Bar shows the number of backdated Inbound Shipments by the number of days they were backdated by.
For example, in the screenshot below, 1 Inbound shipment was entered into OpenBoxes 6 days after the Shipment had been physically received, i.e., the Created Date for the shipments were 6 days after the Receipt Date entered by the user.
Items with backdated shipments since last stock count
This Indicator shows items for which shipment(s) have been recorded in OpenBoxes several days after they happened in the warehouse. The more frequently an item is present in a backdated shipment, the more likely it is to cause inventory inaccuracy. Therefore, it is recommended that the warehouse do a stock count of items when item(s) are present in multiple backdated shipments since their last stock count.
Items with backdated shipments since last stock count
For Example:
In the screenshot below, you can see that 108 items were present in 1 backdated shipment after their last stock count, and 50 items were present in 4 or more backdated shipment after their last stock count.
For product YT043, you can see the list of backdated shipments that it was present in after its last stock count at November 16, 2023.
Èske repons kesyon sa a?Mèsi pou fidbak laTe gen yon pwoblèm soumèt fidbak ou. Tanpri eseye ankò pita.
