The dashboard is the homepage for a location in OpenBoxes. From the dashboard, you can access the main menu, which has links to all of the major functions in OpenBoxes. You can also see a series of indicators to help you track the work in your depot.
There are preset dashboards for warehouse management, inventory management, transaction management, and fill rate, as well as a customizable My Dashboard page where you can choose which indicators you want to see.
Navigating the Dashboard
The dashboard has a collection of different views that can be accessed by the left hand navigation panel. When you first open the dashboard page, you will automatically be directed to the
My Dashboard section as shown below.
"My Dashboard" Section
By default, the
My Dashboard view has the same indicators as the warehouse management view. However, it is fully customizable to your preferences! To customize your dashboard, follow the instructions below:
Customize "My Dashboard"
You can take multiple actions to customize My Dashboard: Re-position Dashboard Indicators, Remove Dashboard Indicators, and Add Dashboard Indicators.
After making your desired changed, do not forget to Save Configuration, otherwise your changes will not be saved.
Re-position Dashboard Indicators
Click on the three dots icon on the indicator you want to change to pick it up.
Three Dots on every Dashboard Indicator
Drag and drop the indicator into the spot you want it.
Remove Dashboard Indicators
If you want to remove the indicator, drag it to the bottom of the screen, and drop into the red Archive Indicator bar.
Archive Dashboard Indicator
Add a Dashboard Indicator to My Dashboard
To add an indicator, scroll to the bottom of the screen and click on the archived indicators.
Scroll to view the different Indicators.
To add an indicator to My Dashboard, click on "Unarchive" option for that indicator.
Save Changes
Make sure to save your configuration if you want to preserve the changes. If you don’t save, the dashboard will revert back to the initial configuration on refresh. Click on “save configuration" at the bottom of the left navigation bar.
Save Configuration option
Preset Dashboard Views
OpenBoxes also provides preset Dashboard Views that are not configurable for specific user tasks.
Warehouse Management View
The warehouse management dashboard show a range of indicators related to warehouse management, including current stock status, incoming shipments, outgoing shipments, and other in progress transactions. Use this dashboard for an overview of everything in progress in your warehouse. See detailed descriptions of indicators below for more information about what each indicator means.
Inventory Management View
The inventory management dashboard shows indicators specifically related to inventory status and inventory accuracy. On this dashboard, you will see key inventory quality indicators like expired products in stock, products with negative inventory, and products in the receiving bin. Use this dashboard to keep your inventory accurate. See detailed descriptions of indicators below for more information about what each indicator means.
Transaction Management View
The transaction management dashboard shows indicators related to your transaction history. Indicators include stock movements send and received last month, stock outs last month, and ad hoc vs. stock requests last month. Go here to get an overview of your recent transactions, and some more detailed historical data about shipments. See detailed descriptions of indicators below for more information about what each indicator means.
Fill Rate View
The fill rate dashboard shows a detailed overview of your fill rate. Fill rate is a supply chain performance indicator commonly used in for-profit companies to show how well the organization is meeting customer needs. It shows the percentage of request lines filled vs requested. So for example, if a warehouse received a request for 100 items, but was only able to send 98, the fill rate for that request would be 98%. See detailed descriptions of indicators below for more information about what each indicator means.
Detailed Description of Indicators
The list below includes Dashboard Indicators that are most used by users or are new and is not exhaustive.
Inventory Details by Lot and Bin
This indicator shows the number of inventory lines in stock - click through to see a full detailed inventory report with stock broken out by lot and bin.
Inventory Summary
This graph shows the number of items at a given stock level. The report will always show the number of items in stock and no longer in stock. It will show the number of items above maximum, below reorder, and below minimum if your administrator has set desired stock levels for your depot. Click on one of the bars to see an inventory report by product.
Expiration summary
This graph shows the number of lots in stock expiring in the next 180 days. Click on the dot for "today" to see a report of expired items; or click on within 30, 60, 90 or 180 days to see a list of items expiring within that time frame.
Backdated Outbound Shipments
This bar graph displays number of Outbound Shipments that were backdated within the selected timeframe. Each Bar shows the number of backdated Outbound Shipments by the number of days they were backdated by.
For example, in the screenshot below, 7 outbound shipments were entered into OpenBoxes 2 days after the Shipment had been physically shipped i.e. the Created Date for the shipments were 2 days after the Shipped Date entered by the user.
Backdated Outbound Shipment Indicator with information
Backdated Inbound Shipment
This bar graph displays number of Inbound Shipments that were backdated within the selected timeframe. Each Bar shows the number of backdated Inbound Shipments by the number of days they were backdated by.
For example, in the screenshot below, 1 Inbound shipment was entered into OpenBoxes 6 days after the Shipment had been physically received, i.e., the Created Date for the shipments were 6 days after the Receipt Date entered by the user.
Items with backdated shipments since last stock count
This Indicator shows items for which shipment(s) have been recorded in OpenBoxes several days after they happened in the warehouse. The more frequently an item is present in a backdated shipment, the more likely it is to cause inventory inaccuracy. Therefore, it is recommended that the warehouse do a stock count of items when item(s) are present in multiple backdated shipments since their last stock count.
Items with backdated shipments since last stock count
For Example:
In the screenshot below, you can see that 108 items were present in 1 backdated shipment after their last stock count, and 50 items were present in 4 or more backdated shipment after their last stock count.
For product YT043, you can see the list of backdated shipments that it was present in after its last stock count at November 16, 2023.
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