Dashboard

Application Access

1. Enter your registered email address and account password to access the application.

Login screen

Master Delivery Schedule

1. When you first login, the Dashboard is the default page, and it displays the Master Delivery Schedule arranged in a calendar format.

Master Delivery Schedule

Dashboard

The  Master Delivery Schedule displays the vendor schedules in a calendar format.

1. The columns in the Master Delivery Schedule displays the Schedule date.

2. The rows in the Master Delivery Schedule displays vendor Time Slots.

Master Delivery Schedule - Calendar View

Weekly and Daily Schedules

1. The default calendar view is Week.

Master Delivery Schedule - Default view - Week view

2. You can filter the Master Delivery Schedule as per a Week or a  Day.

3. You can also click the < Week > icon on the Week filter to toggle from one week to another.

Master Delivery Schedule - Week view

4. Click on the Day option to switch to the daily view.

Master Delivery Schedule - Day view

Calendar Download

Download Weekly Calendar View

1. To download the Weekly calendar view, click on Download on the top right side of the screen.

2. This downloads a file like workbook that contains whole week calendar information.

Download - Week Calendar view

Week Calendar view - Workbook

Download Daily Calendar View

1. Similarly, to download the Daily calendar view, select the Day view at the centre of the screen.

2. Click on Download on the top right side of the screen.

3. This downloads a file like workbook that contains all Day calendar information.

Download - Day Calendar View

Day Calendar View - Workbook

Request Walk-in

1. To request a Walk-in, click on +Request on the top right side of the screen.

Request – Walk-in

2. After clicking +Request, select Walk-in from the dropdown list.

Select Walk-in - Dropdown

3. A Walk-in sidebar appears on the right side of the screen.

Walk-in Sidebar

The Walk-in feature consist of four components: 
Supplier Details, Quick Receiving, Merchandisers, and Date & Time.

Supplier Details

The store manager can enter details on behalf of the vendors in respective fields.

1. If a vendor requests a Walk-in and arrives at store, the Store Manager enters the following information about the vendor:

   1. Select a Vendor Name with a Vendor Number, and Store ID from the dropdown list.

   

   Walk-in Sidebar – Vendor Number

   

   Walk-in Sidebar – Store ID

   2. Enter Province, Products and Distributed by.

   3. Select Commodity from the dropdown.

Walk-in Sidebar – Supplier Details

Quick Receiving

1. To enable or disable Quick Receiving, select the Yes or No Radio buttons as per the requirement.

Walk-in Sidebar - Quick Receiving

Merchandisers

1. Similarly, to enable or disable Merchandisers, select the Yes or No Radio buttons as per the requirement.

2. Select any option as per requirement from the dropdown list under the Receiving Through field.

Walk-in Sidebar - Merchandisers

Date & Time

1. Select a Start date and End date from the Calendar in the Date & Time section for scheduling a Walk-in.

Walk-in Sidebar - Date & Time

2. Upon filling in all the details, click on Save to initiate a Walk-in.

Walk-in Sidebar - Save

Request Blackout

1. Click on +Request on the top right side of the screen.

Request – Blackout

2. After clicking +Request, select Blackout from the dropdown list.

Select Blackout - Dropdown

3. A Blackout sidebar appears on the right side of the screen.

Blackout Sidebar

4. Now, enter the details in the respective field like:
   1. Select the Store ID, Reason and Type from the Dropdown list.
   2. Select a Start Date and End Date, and time duration the store will be closed.
   3. Enter the additional comments in the Comments text box to share more information for the blackout.

Blackout Sidebar - Required Fields

5. Upon filling in all the details, click on Save to initiate a Blackout.

Blackout - Save

Pallet Return

Master Delivery Schedule – Pallet Return

Inventory Day

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 for 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.

1. The default view of the Master Delivery Schedule is Full Day.

Master Delivery Schedule - Default view - Full Day

2. 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.

3. 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 Vendor Schedule

You can view the delivery schedule for a specific vendor or multiple vendors by configuring the Master Delivery Schedule.

1. Click on the Vendor drop-down list in the top right corner of the Master Delivery Schedule section.

Master Delivery Schedule - Vendor dropdown list

2. The drop-down contains the list of all the vendors associated with the Store Manager.

3. You can select a single vendor or multiple vendors by clicking on the checkbox placed on the left of the vendor’s name.

4. Additionally, you can search for specific vendors by name.

Master Delivery Schedule - Vendor dropdown list - Search bar

5. Enter the required vendor’s name in the search bar at the top of the vendor dropdown list.

6. The dropdown list displays vendors with the keywords you added to the search bar.

Master Delivery Schedule - Select Vendors

7. 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

8. The Master Delivery Schedule displays the selected vendors' schedules and the allotted time slots.

Master Delivery Schedule – Vendor time slot

Blackout

The Blackout condition occurs when a store is non-operational or closed due to adversity like a disaster or weather issue.

1. In case of Blackout events, the Store Manager must upload the schedules to the application as soon as possible.

2. An Administrator approves the entry once the schedules are uploaded.

3. The Blackout period appears on the Master Delivery Schedule upon approval.

4. The Blackout schedule is a grey indicator on the Master Delivery Schedule’s calendar view.

Blackout - Calendar view

Pop-up window

1. Once the Master delivery schedule is displayed, you may see grey boxes showing one more, two more, etc.

2. The grey boxes display two or more vendors clubbed together to avoid too many tiles and make the data more arranged.

3. Click on the grey box to view the pop-up window.

Master Delivery Schedule – Grey tile

4. Upon clicking the grey box, a pop-up window appears which divides vendors into two categories as Priority and Queuing vendors.

5. For Priority vendors, you can see the Number of priority vendors, Date, and time.

Master Delivery Schedule – Priority Vendors

6. Similarly, for Queuing vendors, you can see the Number of Queuing vendors, Date, and time.

7. The Check In feature displays on the pop-up window for both Priority and Queuing vendors. Vendor can Check In directly by clicking Check In from the pop-up window.

Master Delivery Schedule - Check In

8. Upon clicking Check In, a Check In sidebar appears from the right side of the screen.

9. Enter all the details in the respective fields and click on Save to Check In.

Check-In

The Check-In feature allows you to record scheduled delivery check-in and check-out times. This function aids in capturing the delivery time of a product to the store.

1. Click on an existing schedule on the Master Delivery Schedule calendar to use the Check-In feature.

Master Delivery Schedule - Calendar View

2. Upon clicking on any schedule, a Check-In sidebar appears on the right of the screen.

Check-in sidebar

The Check-In feature comprises three components: 
Delivery Verification, Load Feedback, Tracking (Four Kites), and Merchandiser Details.

Delivery Verification

The Delivery Verification data is important in verifying the on-time shipment delivery.

1. The Delivery Verification section in the Check-In sidebar has essential data fields to verify the arrival date and time of a vendor.

Check-In sidebar – Delivery Verification

2. When a delivery is delivered on time, the Store Manager:
   1. Selects the Yes radio button against the On Time option.
   2. Adds the vendor's delivery Date and Time details.

Delivery Verification – On-time - Date and Time details

3. If the product is not delivered on time, the Store Manager:
   1. Selects the No radio button against the On Time option.
   2. Adds the vendor's actual delivery Date and Time details.

Delivery Verification – Delayed - Date and Time details

4. If the Vendor does not show up to the store, the Store Manager can select the No Show radio button.

Delivery Verification – No Show

Load Quality Feedback

1. Store Managers can provide feedback regarding the product delivery by clicking on the Load Feedback link on the Check-In sidebar.

Check-In sidebar - Load Feedback

2. Upon clicking the Load Feedback link, the page redirects to the Load Feedback form.

Load Feedback form

3. Enter the required details on the feedback form.

4, Click on Save & Close to submit your feedback.

Load Feedback form - Save and Close

Merchandiser Details

1. The Merchandiser Details section on the Check-In sidebar contains various data fields to record a check-in for scheduled delivery.

2. If a merchandiser arrives at a store and requests a check-in, the Store Manager enters the following information about the merchandiser:  Name, Company, Date and Time In, Date and Time Out, and Badge Number.

3. The data fields are not mandatory but should be completed to maintain a vendor check-in record.

Check-In sidebar - Merchandiser Details - Data fields

Configure Widgets

A widget is an element on the dashboard that allows you to view important information at a glance.

1. When you log in to the application, you have the option to add widgets from the Dashboard page.

2. 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 required matrices.

Presub Weekly

1. Add and configure a widget to view the Presub Weekly metrics on the Dashboard.

2. Click on + Widget on the top right side of the screen to add a new widget.

Widget - Add

3. Upon clicking the +Widget , an Add Widget sidebar appears from the right side of the screen.

4. For the presub functionality, we require an ASSIGNED TO ME widget.

5. Click on plus (+) for the ASSIGNED TO ME widget on the Add Widgets sidebar.

Add Widget sidebar – Assigned To Me widget

6. The added widget now appears on the Dashboard.

7. Select the Presub Weekly workflow from the workflow dropdown list on the added widget.

Weekly Presub Widget - Select Workflow

8. Additionally, you can search for specific workflow by name.

9. Enter the required workflow name in the search bar at the top of the workflow dropdown list.

10. The dropdown list displays workflows with the keywords you added to the search bar. You can select the required workflow for your widget.

Weekly Presub Widget - Search bar

11. Select only one workflow from the workflow dropdown list to generate accurate rows and column values on the widget.
12. Next, select the required attribute from the Attributes dropdown list.

Weekly Presub Widget - Select Attribute

12. Additionally, you can search for a specific attribute by name.

13. Enter the required attribute name in the search bar at the top of the workflow dropdown list.

14. The dropdown list displays attributes with the keywords you added to the search bar. You can select the required attribute for your widget.

15. View presub weekly data for the selected Workflow and Attribute on the widget.

Weekly Presub Widget – View configured data

16. Set the Refresh frequency as per your 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

1. Select the Presub Daily workflow from the workflow dropdown menu on the widget.

Presub Daily Widget - Select Workflow

2. Next, select the required attribute from the Attributes dropdown list.

Presub Daily Widget - Select Attribute

3. View presub daily data for the selected Workflow and Attributes on the widget.

Presub Daily Widget – View configured data

Weekly Store On Time

1. Select the Weekly Store On Time workflow from the workflow dropdown menu on the widget.

Weekly Store On Time - Select Workflow

2. Next, select the required attribute from the Attributes dropdown list.

Weekly Store On Time - Select attribute

3. 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

1. Select the Daily Store On Time workflow from the workflow dropdown menu on the widget.

Daily Store On Time - Select Workflow

2. Next, select the required attribute from the Attributes dropdown list.

Daily Store On Time - Select Attribute

3. View Daily Store On Time data for the selected Workflow and Attributes on the widget.

Daily Store On Time - View configured data

Merchandisers Schedule

1. When you first login, the Dashboard is the default page, and it displays the Master Delivery Schedule arranged in a calendar format.

2. Click on the down arrow (v) next to the Master Delivery Schedule.

3. Select the Merchandiser Schedule from the dropdown to view the Merchandiser schedule.

Master Delivery Schedule – Down arrow

Merchandiser Schedule

The Merchandiser Schedule displays the vendor schedules in a calendar format.

1. All the columns in the Merchandiser Schedule display the Schedule date and Day.

Merchandiser Schedule - Calendar View

Weekly and Daily Schedules

1. The default calendar view is Week.

Merchandiser Schedule - Default view - Week view

2. You can filter the Merchandiser Schedule as per a Week or a Day.

3. You can also click the < Week > icon on the Week filter to toggle from one week to another.

Merchandiser Schedule - Week view

4. Click on the Day option to switch to the daily view.

Merchandiser Schedule - Day view

Calendar Download

Download Weekly Calendar View

1. To download the Weekly calendar view, click on Download on the top right side of the screen.

2. This downloads a file like workbook that contains whole week calendar information.

Merchandiser Schedule - Download Week Calendar view

Week Calendar view – Workbook

Download Daily Calendar View

1. Similarly, to download the Daily calendar view, select the Day view at the center of the screen.
2. Click on Download on the top right side of the screen.
3. This downloads a file like workbook that contains whole day calendar information.

Merchandiser Schedule - Download Day Calendar view

Day Calendar view – Workbook

View Vendor Schedule

1. You can view the delivery schedule for a specific vendor or multiple vendors by configuring the Merchandisers Schedule.

2. Click on the Vendor drop-down list in the top right corner of the Merchandisers Schedule section.

Merchandisers Schedule - Vendor dropdown list

3. The drop-down contains the list of all the vendors associated with the Store Manager.

4. Select a single vendor or multiple vendors by clicking on the checkbox placed on the left of the vendor’s name.

5. Additionally, you can search for specific vendors by name.

Merchandisers Schedule - Vendor dropdown list - Search bar

6. Enter the required vendor’s name in the search bar at the top of the vendor drop-down list.

7. The drop-down list displays vendors with the keywords you added to the search bar.

Merchandisers Schedule - Select Vendors

Reason for coming

Reason for coming allows Merchandisers to select why they visit a store on a particular day. This allows store managers to be informed about the reason for a merchandiser's visit to the store.

1. To view the reason for coming, check the specific Vendor tile as per the requirement from the columns listed.

Merchandisers Schedule – Week View - Vendor tile

Merchandisers Schedule – Day View - Reason for Coming