inview 5 user guide v 1 · inview 5 user guide v 1.8 tushar bhamare version 1.0 05-may-2017 . ......

InView 5

User Guide v 1.8

Tushar Bhamare

Version 1.0

05-May-2017

Inview5 User Guide v1.8

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Contents

1 Introduction ..................................................................................................................................................... 4

2 Overview .......................................................................................................................................................... 5

3 Sitemap and Navigation .................................................................................................................................. 7

4 General ............................................................................................................................................................ 8

4.1 Access Inview ........................................................................................................................................... 8

4.2 Customer, Hub and Client Selection ........................................................................................................ 9

4.3 Customize Report .................................................................................................................................... 9

4.4 Search based on date selection ............................................................................................................. 11

4.5 Save Report ........................................................................................................................................... 11

4.6 Download Report .................................................................................................................................. 12

4.7 Delete Report ........................................................................................................................................ 13

4.8 Pagination .............................................................................................................................................. 13

5 Dashboard ..................................................................................................................................................... 15

5.1 Balance Widget ...................................................................................................................................... 16

5.2 Ageing Widget ....................................................................................................................................... 17

5.3 Inbound Widget ..................................................................................................................................... 18

5.4 Outbound Widget .................................................................................................................................. 18

6 Transaction .................................................................................................................................................... 20

6.1 Advanced Shipment Notice (ASN) ......................................................................................................... 20

6.2 Receipt Confirmation (RC) ..................................................................................................................... 21

6.3 Shipment Order (SO) ............................................................................................................................. 23

6.4 Shipment Confirmation (SC) .................................................................................................................. 24

6.5 Transaction History................................................................................................................................ 26

7 Inventory ....................................................................................................................................................... 28

7.1 Ageing .................................................................................................................................................... 28

7.2 Alerts ..................................................................................................................................................... 30

7.3 Alert Summary ....................................................................................................................................... 36

7.4 Balance .................................................................................................................................................. 37

7.5 Hold ....................................................................................................................................................... 39

8 Documents .................................................................................................................................................... 41

8.1 Upload Document ................................................................................................................................. 42


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8.2 Download Document ............................................................................................................................. 43

8.3 Edit Document ....................................................................................................................................... 43

8.4 Delete Document .................................................................................................................................. 44

8.5 Create Document Alert .......................................................................................................................... 44

8.6 Edit Document Alert .............................................................................................................................. 45

9 Analytics ........................................................................................................................................................ 47

9.1 Day Store Inventory (DSI) ...................................................................................................................... 47

9.2 Forecast ................................................................................................................................................. 49

9.3 SKU Trend Analytics ............................................................................................................................... 51

9.4 Throughput ............................................................................................................................................ 53

10 Contacts ..................................................................................................................................................... 56

10.1 Contacts ................................................................................................................................................. 56

10.2 Contact Group ....................................................................................................................................... 58

11 My Profile .................................................................................................................................................. 60

12 Logout ........................................................................................................................................................ 63


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1 Introduction

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.


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2 Overview

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


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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.


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3 Sitemap and Navigation


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4 General

4.1 Access Inview

Launch Internet Browser, specify URL: https://inview.schenker-ap.com/inview/login.seam 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.

https://inview.schenker-ap.com/inview/login.seam


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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 re-

arranging 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


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ii. Character Field: Input any available characters in filter box as search condition

iii. 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.


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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.


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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.)


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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.


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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


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5 Dashboard

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.


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Default View:

5.1 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.


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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.


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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.


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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.


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6 Transaction

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.


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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.




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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




selected receipt-line categorized in tabs - Header, Detail, Lottables, References, Associated

SCs


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The last tab – ‘Associated SCs’ display the list of shipments which were done from this receipt-

line (LOT)

Download to excel also provides an additional option to download the Receipt Confirmation

records along with the corresponding Shipment Confirmation details (if any)


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.




3.2)

For SO screen, the user can apply date range filter on any of the following date fields as chosen



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Add Date (Shipment order create date)

Order Date

Scheduled Deliver Date




selected order categorized in tabs - Header, Detail, Bill To, Consignee, Ship To, Lottables,

Notes etc.


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.


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3.2)

For SC screen, the user can apply date range filter on any of the following date fields as chosen


Shipped Date

Order Date

Scheduled Deliver Date




selected order categorized in tabs - Header, Detail, Bill To, Consignee, Ship To, Lottables,

Notes, Associated RCs.


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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)


6.5 Transaction History

Transaction History displays list of transactions for a SKU. The screen displays Receipts,

Shipments, Adjustment and Hold transaction details.


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Open Transaction History screen by clicking on the ‘Transaction’ menu and Transaction History

sub-menu item.




3.2)

For Transaction History screen, the user can apply date range filter on Transaction Date.



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.


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7 Inventory

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.



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


3. Results display for each SKU the OnHand Quantity, OnHold Quantity and Available

Quantity segregated in different age groups.


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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.


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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 email will be sent out

informing the user about the event.


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Open Alerts screen by clicking on the ‘Inventory’ menu and Alerts sub-menu item.

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.



By clicking on the alert icon:

7.2.1 Select the Customer, Hub and Client from the drop-down list (for more details refer to

section 3.2)

7.2.2 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. 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)

1

2


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- If Alert condition is satisfied (for any alert option)

7.2.3 Alert creation/editing page would be displayed up on clicking alert icon ( / / )

displayed as last field in the report.

7.2.4 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.

7.2.5 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.

Email can be defined with single email id and mobile number or with Email groups.

(For more details about Email groups, please refer Contacts module)

7.2.6 Email group list can be viewed by clicking on Search icon located next Email

fields.


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7.2.7 Once required details are provided, it can be saved by clicking on Save icon.

7.2.8 If email content on the email field contains “@”, system will take it as individual email

address input from the user. System will also further check if there is “;”, then it will

consider as the next individual email address. If there no “@”, system will treat it as

email contact group and it will validate this email group based on this user’s contact

group master list set up by the user themselves.

By uploading template:

7.2.9 The other way to set alert is do mass update of email 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.

7.2.10 By uploading the template, existing alerts will be overwritten.

7.2.11 If the alert has not been set initially, the LoadingDate column will always be empty.

7.2.12 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.


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7.2.13 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.

7.2.14 If the file pass the validation, message prompt “File uploaded successfully” will be

displayed.


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7.2.15 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.

7.2.16 Refer to General Section for more details on customization and saving/download of

reports.


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7.3 Alert Summary

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.


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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.




section 3.2)




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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


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8. Refer to Alerts Section for more details on creation of Alerts.


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.


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The result set can be export into an Excel file by clicking on the Excel button.


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8 Documents

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 client-

codes 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 - to delete existing document (this does a physical file deletion from document server)

Create Document Alert - to create new document alert for a particular storerkey and folder type.

Edit Document Alert - to edit or delete document alert.



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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 drop-

down 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.


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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.


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8.4 Delete Document

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 auto-

populated

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.


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4. Click ON radio button for email and enter a valid email 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 email address number.

2. User can set the email alert off by clicking on the appropriate OFF radio button.


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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


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9 Analytics

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.




section 3.2)


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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.



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.


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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


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Open Forecast screen by clicking on the ‘Analytics’ menu and Forecast sub-menu item.




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.



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).


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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.



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.


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section 3.2)

2. Choose the month from the drop-down list. The drop-down list default to the current month.



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.


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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.



9.4 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.


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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


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.


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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.




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10 Contacts

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.

10.1 Contacts

Contact screen is used to display and create Email 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. Select customer and hub from the dropdown list. Enter Contact name and email

details.

iii. Click on Status radio-button to enable or disable the contact.

iv. Click Save button to create the new contact.


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5. Edit Contact

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. User can change the contact name, email address and status. Click Save button to

save the changes.

6. Delete Contact

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.


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10.2 Contact Group

Contact Group screen is used to display and create Email 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 pop-

up window opens.

ii. Select customer and hub from the drop-down lists

iii. 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.


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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.


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11 My Profile

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.

Email can only be changed upon user request.


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2. Preferences

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


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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.


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12 Logout

User can log-out from the InView Application anytime by clicking on the Logout link in the top right hand

corner of the screen.

When user log-out from the application, the user is redirected back to the login screen.