Navigate to one of the three data sections via the menu bar and perform the following steps to maintain your transaction data. Each tile represents a data type. The following data types are available:
Customer- and supplier-related data
Internal data
Within each data type, you have the following options:
Download template Here you can download the template that can be used to upload bulk data into the system. Bulk data maintenance and related features may not be available for all data types.
Upload template This action allows you to upload the prefilled template. You can check the result in the import history. See below.
Browse Clicking on the tile or using the browse button will take you to a list of individual records. Within this list you can add new records and edit or delete existing records.
Data can not only be uploaded but also added or changed directly in the reports. For example, supply capacities are easiest to maintain directly in the report at monthly level.
In order to monitor the stock range of your suppliers, the following data must be provided:
To monitor the delivery capacity coverage of your suppliers, the following additional data becomes necessary:
Once you have uploaded the current transaction data, you can use the reports to evaluate and monitor your supply chain.
Under Administration you can find the Import history. The import history contains a list of the recent uploads as well as a documentation of any error messages that occurred during the import.