Audience: Retailers and Suppliers

When you sign into the platform, the first page you see is your dashboard. From your dashboard, you can:

• Use the navigation menu to access and take action on basic functionality including Workflows, Automation & Reporting, Partners, and Settings.
• Use the platform header to access product walkthroughs, support articles, notifications, and to sign out of the web application.
• View drop-ship trends related to orders, shipments, and finances. This allows you to quickly spot trends in your data so you can take action to improve your processes.

Using the navigation menu

The navigation menu provides access to basic functionality as well as product walkthroughs and support articles.

Note: The options available in each menu option will vary based on your configuration.

Click the navigation menu and select:

• Workflows to take action on inventory, orders, invoices, returns, or catalog data.
• Automation & Reporting to review Scorecards, manage exceptions, reports, and set up automation jobs.
• Partners to manage your supplier trading partner connections.
• Settings to manage your account’s general settings, such as mapping settings, warehouses, or company profile.
• Your company name to switch between multiple accounts (if applicable).

Using the platform header

The platform header is located at the top right of the page and provides the following options:

• The question mark icon is where you can view available Setup Guide product walkthroughs (such as updating your inventory, cancelling orders, or creating a return), How-to Guides for basic tasks, or support articles for step-by-step instructions.

• The bell icon gives you access to the Notification Center where you’ll see alerts for issues, errors, and file processing status related to your data (such as orders, inventory, and catalog data) once it’s completed processing. The Notification Center is designed to:

  • Capture and obtain important information about the outcome of a user's actions.
  • Provide a single location for all of your platform-related notifications.

  At this time, the Notification Center will only display issues, errors, and file processing status related to advanced catalog services. If you are using advanced catalog services, a green dot will appear on the bell icon when you have new notifications. For more information, see Viewing notifications for advanced catalog services.

• The account icon is where you can manage your account details (such as date/time preferences or your password) or sign out of the web application.

Viewing drop-ship trends

The dashboard can be used to visualize your drop-ship data on the platform.

Wondering how your weekend sale went? Looking to track and improve your fulfillment rate? Trying to see how your margins are performing? You can view all of those answers and more through the dashboard.

Note: The trends rely on data as it is provided by trading partners. There may be cases where charts are inaccurate or incomplete because data points were not given (i.e. cost, ship on-time dates, etc.).

To populate the dashboard, click Load Dashboard.

The first chart displays Order Lifecycle trends. Use this to monitor your total order count as well as current order statuses.