Getting Started With the techOMS Statistics & Exceptions Dashboard [Information]

The techOMS Statistics & Exceptions Dashboard provides an overview of sales statuses and exceptions, allowing for quick response times and improved performance.

WARNING: This feature is in beta and supports only beta Sales Channels. All data displayed and processed here is exclusively derived from beta Sales Channels. For a complete list of supported Sales Channels, refer to techOMS Sales Channels - Master List [Guides List].

This article is divided into the following sections:

• Accessing the dashboard
• Dashboard structure
• Filtering data

ACCESSING THE DASHBOARD

There are two ways to access the dashboard:

A. At an organization-level

NOTE: To access the dashboard at this level with all its available features, your user must be an organization-level user, regardless of role. Otherwise, use the account-level view.

1. Ensure that no account is selected in the header dropdown menu.

2. Click Home from the left menu.

This displays the dashboard using the entire selected organization's data (that is, considering all the selected organization's accounts).

B. At an account-level

1. Select the desired account from the header dropdown menu.

2. Click Home from the left menu.

This displays the dashboard using the entire account's data.

DASHBOARD STRUCTURE

The dashboard has three main sections:

A. Filter controls: Filters the data to be considered by the entire dashboard.

B. Sales Orders: Displays sales order data in tiles, categorized by status. Each tile shows the amount of sales orders (first row) and lines (second row) within them.

NOTE: To learn more about how to view sales orders statistics, refer to How to View Sales Orders Statistics [Step-by-Step guide].

C. Exceptions: Displays a list of order exceptions, with details varying based on user permissions:

• If you are an organizational user, the dashboard will provide exception data in the Overview mode (as in the screenshot), which provides a high-level summary of exceptions across your organization, including the total number of exceptions throughout your organization.
• If you are an account user, the dashboard will provide exception data in the Detailed mode for in-depth information and granular control over individual exceptions within your account.

You can sort this table by clicking on the headers. This table is dynamic; as soon as exceptions are solved, they will disappear.

NOTE: To learn more about how to handle exceptions, refer to How to Handle Orders Exceptions [Step-by-Step guide].

FILTERING DATA

To filter the dashboard data:

1. Open the dashboard in the desired view.

2. Set the desired filters:

• Date Range: To set a date range based on the displayed time zone.
  
  
  NOTE: The considered time zone depends on your user level. Organization and System-level users use the organization's time zone, while account-level users use the account's time zone.

  
  

• Organization: To filter data by organization. This filter is available only at the organization-level view.
• Account: To filter data by a specific account within the current or selected organization.

3. Click the refresh icon to apply the selected filters.

Repeat this step each time the filters are modified.