Here is a walk-through of the various Dashboards available in DigitBridge.
ERP Dashboards
Homepage Dashboard
This dashboard is so useful we've made it our ERP Homepage. It's the first thing you see when you open ERP. If you're elsewhere inside ERP, this can be found by clicking the DigitBridge logo.
This dashboard offers a breakdown of today’s Orders, Sales, P/Os, Inventory, and any system Errors that may have occurred. Here’s a look at the Order page. A summary of the day's orders is at the top with more detailed information below it. Month to Date, Comparison, Weekly Sales Order Report, and Item Channel Daily Order.
Here is the Sales view. A summary of the day's orders is at the top with more detailed information below it. Month to Date, Comparison, and Item Channel Daily Order.
Here is the P/O view. Daily information is at the top with a section for Month to Date below it.
Here is the Inventory view where you can check your current inventory valuation and see how many of your SKUs are currently stocked below the minimum suggested quantity. There is even more to see re: inventory in the Executive Dashboard, which we will show you below.
You can also check out your Weekly Low Stock.
Here is the Operations view, where you can get a glance at your daily operations both as a summary and below (if you scroll down) by channel.
And lastly, here is the Notification view. Here, you can see any unresolved notifications assigned to you (this is also indicated by the red number next to Notifications). You can use the Search by menu to look at only certain types of notifications or the More Filter tool to search by the owner of the notification (helpful for managers).
Clicking Assign will allow you to assign a notification to another user.
Note: Assigning a notification to someone else will cause it to disappear from your default view. If you wish to see it again, use More Filter to search notifications belonging to the user you assigned it to.
You can also complete your notification by clicking Solve and then clicking Yes.
This will also cause the notification to disappear from view.
Another place to see notifications is along the very top of the screen. If you have no notifications, nothing will appear. However, if you do, you will see a bell icon with a red number indicating the amount of notifications you have. You will also see a moving box displaying a preview of the notification.
Clicking this will open up the Notification Hub. The same options appear here (you can Assign and Solve notifications). Click OK when you are finished.
Tip: We highly recommend users check for notifications each time they log into DigitBridge first thing. For more on this, check out this guide: How do I set up and use notifications?
Operation Dashboard
The Operation Dashboard can be found by going to Business Intelligence > Operations Dashboard. It can also be found under the Operations tab in the ERP homepage dashboard above.
Here is the Operations view, where you can get a glance at your daily operations both as a summary and below (if you scroll down) by channel.
Executive Dashboard
This dashboard can be found under Business Intelligence > Executive Dashboard.
This is a specific view of business metrics overall consisting of these sets of data:
Overview and Sales Orders.
Invoices.
Inventory.
Customers.
Purchase Orders.
Performance Dashboard - PIM+
This Dashboard measures overall performance based on a specific day. For complete information on this dashboard, check out this user guide.
Overview Dashboard - WMS
This Dashboard will show you high-level information about orders and shipments coming in and out over a set period of time. You can find it by going to Dashboard on the left-hand sidebar.
First, set your date range. You will have to do this for each section of this dashboard.
Pending Orders:
This will show you how many orders from that time frame that have not been processed yet. You can click on any of the numbers to view them in detail on another screen.
Shipment:
This shows you how many shipments from that time frame have gone out. You can click on any of the numbers to view them in detail on another screen.
Pending Shipment:
This shows you details of the shipments that haven't been sent yet from that time frame. You can see Mapped Shipping Service (the carrier) information as well as Requested Shipping Service.
Shipped Shipment:
This shows you a breakdown of the shipments that have gone out during that time frame by carrier.
Notifications
Lastly, at the top, you will see notification messages like this:
This will show you if there are unfulfilled orders processed with error, if there are any audit batches that have been open for over eight hours (How do I complete an Audit Batch?), and if there are P/O receive records that have been open for more than eight hours (How do I manage Purchase Order Receive Batches?).