Dashboard
- 30 Nov 2022
- 10 Minutos para leer
- Impresión
- OscuroLigero
- PDF
Dashboard
- Actualizado en 30 Nov 2022
- 10 Minutos para leer
- Impresión
- OscuroLigero
- PDF
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Application Access
- Enter your registered email address and account password to access the application.
Login screen
Master Delivery Schedule
- When you first login, the Dashboard is the default page, and it displays the Master Delivery Schedule arranged in a calendar format.
If the Master Delivery Schedule does not load automatically, click the Dashboard option in the Navigation Panel on the screen.
- The Master Delivery Schedule displays the deliveries scheduled for a single store. By default, the most recently searched store is displayed.
Master Delivery Schedule
Dashboard
The Master Delivery Schedule displays the vendor schedules in a calendar format.
The columns in the Master Delivery Schedule display the Schedule date.
The rows in the Master Delivery Schedule represent vendor Time Slots.
Master Delivery Schedule - Calendar View
Once the Master delivery schedule is displayed, the grey boxes showing one more, two more, etc. appears. The grey boxes indicate two or more vendors clubbed together to avoid too many tiles and make the data more arranged.
The remaining tiles will be combined into a single grey tile if more than three tiles are in a column. Click on the grey tile to go to the workflow instance detail page.
Master Delivery Schedule – Grey Tiles
Workflow Instance Detail Page
Weekly & Daily Schedules
- The default calendar view is Week.
Master Delivery Schedule - Default view - Week view
You can filter the Master Delivery Schedule as per a Week or a Day.
You can also click the < Week > icon on the Week filter to toggle from one week to another.
Master Delivery Schedule – Week view
- Click on the Day option to switch to the daily view.
Master Delivery Schedule - Day view
Calendar Download
Download Weekly Calendar View
To download the Weekly calendar view, click on Download on the top right side of the screen.
This downloads a file like workbook that contains whole week calendar information.
The week calendar view is by default.
Download - Week Calendar view
Week Calendar view – Workbook
Download Daily Calendar View
Similarly, to download the Daily calendar view, select the Day view at the center of the screen.
Click on Download on the top right side of the screen.
This downloads a file like workbook that contains all Day calendar information.
Download - Day Calendar view
Day Calendar view – Workbook
Pallet Return
Vendors backhaul empty pallet loads from the stores on Pallet Return, which is a specific day(s) in that week. The Pallet Return is indicated on the Master Delivery Schedule column for easy identification.
Master Delivery Schedule – Pallet Return
View Inventory Day
Dome admin can view inventory day for stores here. The inventory day is shown in the calendar next to the day and date to inform the store managers about the annual inventory day. This allows store managers and Walmart Logistics Store Support associates to plan inventory day-related activities in advance.
Master Delivery Schedule – Inventory Day
Time-based Filters
Time-based filters can be applied to both Week and Day views.
- The default view of the Master Delivery Schedule is Full Day.
Master Delivery Schedule - Default view - Full Day
Select the drop-down list on the top right corner of the Master Delivery Schedule. The drop-down list displays three Time-based filter options i.e., Full day, 8am-5pm, 6am-3pm.
Select the required option to view the Master Delivery Schedule as per the timeframe.
Master Delivery Schedule - Time-based filters
Master Delivery Schedule - Time-based filter - 8am - 5pm
Master Delivery Schedule - Time-based filter - 6am - 3pm
View Store Schedule
You can view the delivery schedule for a specific store by configuring the Master Delivery Schedule.
- Go to the Store search box and type in the 4-digit Store Number to view the schedule for a specific store.
Master Delivery Schedule – Store – Store ID
View Vendor Schedule
You can view the delivery schedule for a specific vendor or multiple vendors by configuring the Master Delivery Schedule.
- Click on the Vendor dropdown list in the top right corner of the Master Delivery Schedule section.
Master Delivery Schedule - Vendor dropdown list
The dropdown contains the list of all the vendors associated with the Store Manager.
You can select a single vendor or multiple vendors by clicking on the checkbox placed on the left of the vendor’s name.
Additionally, you can search for specific vendors by name.
Master Delivery Schedule – Vendor dropdown list - Search bar
Enter the required vendor’s name in the search bar at the top of the vendor dropdown list.
The dropdown list displays vendors with the keywords you added to the search bar.
Master Delivery Schedule - Select Vendors
- You can assign the required timeframe by selecting a time slot for the vendor/s schedule. Refer to the Time-based Filters to select a timeframe.
Master Delivery Schedule - Time-based Filters
- The Master Delivery Schedule displays the selected vendors' schedules and the allotted time slots.
Master Delivery Schedule – Vendor time slot
Configure Widgets
A widget is an element on the dashboard that allows you to view important information at a glance.
When you login to the application, you have the option to add widgets from the Dashboard page.
You can configure existing widgets on the application to showcase important data and matrices on the Dashboard.
The Assigned To Me widget is the only widget you need to add to the Dashboard to generate require matrices.
Adding/configuring a widget for the Merchandiser schedule is similar to the Master Delivery schedule.
Presub Weekly
- Add and configure a widget to view the Presub Weekly metrics on the Dashboard.
- Click on + Widget on the top right side of the screen to add a new widget.
Master Delivery Schedule – Add Widget
- Upon clicking the +Widget, an Add Widget sidebar appears from the right side of the screen.
Add Widget sidebar – Assigned To Me widget
For the presub functionality, we require an ASSIGNED TO ME widget.
Click on plus (+) for the ASSIGNED TO ME widget on the Add Widgets sidebar.
The added widget now appears on the Dashboard. Click on the widget to rename the widget as per the requirement.
Select the Presub Weekly workflow from the workflow dropdown list on the added widget.
Weekly Presub Widget - Select Workflow
Additionally, you can search for specific workflow by name.
Enter the required workflow name in the search bar at the top of the workflow dropdown list.
The dropdown list displays workflows with the keywords you added to the search bar. You can select the required workflow for your widget.
Select only one workflow from the workflow dropdown list to generate accurate rows and column values on the widget.
Weekly Presub Widget - Search bar
- Next, select the required attribute from the Attributes dropdown list.
Weekly Presub Widget - Select Attribute
Additionally, you can search for a specific attribute by name.
Enter the required attribute name in the search bar at the top of the workflow dropdown list.
The dropdown list displays attributes with the keywords you added to the search bar. You can select the required attribute for your widget.
View presub weekly data for your selected Workflow and Attribute on the widget.
Weekly Presub Widget – View configured data
- Set the Refresh frequency as per the requirements from the dropdown list located at the top right corner of the widget.
Refresh Frequency – You can select the frequency with which the widget refreshes. The system default is 60 minutes; however, you can set the refresh rate every 5, 10, 15, 30, or 60 minutes.
Weekly Presub Widget – Refresh Frequency
Presub Daily
- Select the Presub Daily workflow from the workflow dropdown menu on the widget.
Presub Daily Widget - Select Workflow
- Next, select the required attribute from the Attributes dropdown list.
Presub Daily Widget - Select Attribute
- View presub daily data for your selected Workflow and Attributes on the widget.
Presub Daily Widget – View configured data
Weekly Store On Time
- Select the Weekly Store On Time workflow from the workflow dropdown menu on the widget.
Weekly Store On Time - Select Workflow
- Next, select the required attribute from the Attributes dropdown list.
Weekly Store On Time - Select attribute
- View Weekly Store On Time data for the selected Workflow and Attributes on the widget.
Weekly Store On Time - View configured data
Daily Store On Time
- Select the Daily Store On Time workflow from the workflow dropdown menu on the widget.
Daily Store On Time - Select Workflow
- Next, select the required attribute from the Attributes dropdown list.
Daily Store On Time - Select Attribute
- View Daily Store On Time data for your selected Workflow and Attributes on the widget.
Daily Store On Time - View configured data
Merchandisers Schedule
When you first login, the Dashboard is the default page, and it displays the Master Delivery Schedule arranged in a calendar format.
Click on the down arrow (v) next to the Master Delivery schedule.
Select the Merchandisers Schedule from the dropdown to view the Merchandisers schedule.
Master Delivery Schedule – Down arrow
Merchandisers Schedule
The Merchandisers Schedule displays the vendor schedules in a calendar format.
- All the columns in the Merchandisers Schedule display the Schedule date and Day.
Merchandisers Schedule - Calendar View
Weekly and Daily Schedules
- The default calendar view is Week.
Merchandisers Schedule - Default view - Week view
You can filter the Merchandisers Schedule as per a Week or a Day.
You can also click the < Week > icon on the Week filter to toggle from one week to another.
Merchandisers Schedule - Week view
- Click on the Day option to switch to the daily view.
Merchandisers Schedule - Day view
Calendar Download
Download Weekly Calendar View
- To download the Weekly calendar view, click on Download on the top right side of the screen.
- This downloads a file like workbook that contains whole week calendar information.
The week calendar view is by default.
Merchandiser Schedule - Download Week Calendar view
Week Calendar view – Workbook
Download Daily Calendar View
Similarly, to download the Daily calendar view, select the Day view at the center of the screen.
Click on Download on the top right side of the screen.
This downloads a file like workbook that contains whole day calendar information.
Merchandiser Schedule - Download Day Calendar view
Day Calendar view – Workbook
View Store Schedule
You can view the delivery schedule for a specific store by configuring the Master Delivery Schedule.
- Go to the Store search box and type in the 4-digit Store ID to view the schedule for a specific store.
Master Delivery Schedule – Store – Store ID
View Vendor Schedule
You can view the delivery schedule for a specific vendor or multiple vendors by configuring the Merchandisers Schedule.
Click on the Vendor drop-down list in the top right corner of the Merchandisers Schedule section.
Merchandisers Schedule - Vendor dropdown list
The drop-down contains the list of all the vendors associated with the Store Manager.
Select a single vendor or multiple vendors by clicking on the checkbox placed on the left of the vendor’s name.
Additionally, you can search for specific vendors by name.
Merchandisers Schedule - Vendor dropdown list - Search bar
Enter the required vendor’s name in the search bar at the top of the vendor drop-down list.
The drop-down list displays vendors with the keywords you added to the search bar.
Merchandisers Schedule - Select Vendors
Reason for coming
Dome admin can view the merchandiser's reason for coming here. This allows Merchandisers to select why they visit a store on a particular day. This informs store managers about why a merchandiser visits the store.
- To view the reason for coming, check the specific Vendor tile as per the requirement from the columns listed.
You can see the merchandisers reason for coming to the store only if the vendor has provided it.
Similarly, select the day view, check the specific Vendor tile to see the merchandisers reason for coming.
Merchandisers Schedule – Vendor tile
Merchandisers Schedule – Reason for Coming
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