Dashboard summary

If your account is activated and beginning to use Anvyl, the dashboard may be overwhelming as it will be empty. As you initiate purchase orders, the dashboard will begin to fill out and provide you with order alerts and a high-level overview through easy-to-view widgets.

What I will see:

1. The top row of three key functions
2. Your supply chain
3. Order summary
4. Ship date calendar view
5. Order alerts
6. Updates needed
7. Orders health
8. Quantities on order
9. Year-to-date spending
10. Total spend
11. Delivery delay alerts
12. On-time performance

Top row functionality

1. Global Search
   • Search orders, parts, views, and more for quick access
2. Global Actions button
   • This blue "+" button is your fast track to adding orders, parts, suppliers, and any action you wish to take on Anvyl
3. Avatar
   • The easiest way to locate this is to look for your initials in a black circle
   • Through this button, you can access your account and company settings  

Note: These three functions are bookmarked and will be accessible on any page

Your Supply Chain

• Orders Active
  • The count of active orders
  • Below is an actionable button to Add Order or View Orders. 
• Open Order Items
  • The count of parts across all your active orders
  • Below is an actionable button to Add Part or View Parts.
• Suppliers Active
  • Of your suppliers, the number of suppliers that have open orders
  •  Below is an actionable button to Add Supplier or View Suppliers.
• Open RFQs
  • The count of any open RFQs on Anvyl
  • Below is an actionable button to Add New RFQ or View RFQs. 

Order Summary

Shows a high level summary of your order breakdown across Open Orders, Completed Orders, Rejected Orders, and Draft Orders. 

Clicking on any of the cards will take you to a customized view of your orders, filtered by the status that you selected. 

Ship date calendar view

Shows all of the active orders you have in that month. Each dot represents an individual order and the status of that order. Milestones are in sequential order. The moment of time the dot represents is tied to a specific milestone confirmation. For a milestone to progress to the next stage, the initial and previous milestones will be green:

• Grey - milestone confirmation is upcoming or rescheduled milestone
• Light green - milestone confirmation is out / being confirmed < 48 hours
• Yellow - milestone confirmation prompt has gone unacknowledged > 48 hours
• Green - milestone has been confirmed
• Red - purchase order is rejected

Order alerts

When an order needs attention, you'll see a list that details the change, the order details (Part name, number, PO #), and the supplier. Within the order detail, you can MESSAGE SUPPLIER or UPDATE STATUS.

Examples you may see:

• Ship date moved # of days earlier
• Ship date delayed # of days

Updates needed

This section provides a snapshot of actions that your supplier contacts need to make. Similar to Order alerts, you'll see a list that details the request, the order details (Part name, number, PO #), and the supplier. Within the order detail, you can MESSAGE SUPPLIER or UPDATE STATUS.

Examples you may see:

• PO not acknowledged
• Shipment not confirmed

Orders health

Lives directly underneath the Ship date calendar view and summarizes the count of the health of the active orders. 

Quantities on order

List the number of parts, sorted by the part name and number by the number being ordered. Listed as defined by the unit of measurement. This is filterable by the supplier.

Year-to-date spending

Summary of all purchase order spending (GMV - Gross merchandise volume) taken place. Filtered against active orders, shipped orders, and a composite that details the supplier spend.

Total Spend

Summary of all purchase order spending (GMV - Gross Merchandise Volume) across specific order statuses and windows of time. 

The widget can be customized by Order Status: All Orders, Open Orders, and Completed Orders as well as by periods of time such as Last 30 Days, Last 90 Days, and Year to Date. 

At the top right of the widget, you can toggle between a Graph View or a Table View to provide more granular order information. 

Delivery delay alerts

If you are utilizing the shipment API and tracking either ocean or air shipments. You can see a quick reason for the delay status as it pertains to the order. Besides seeing the # of days an order delivery is delayed it will also provide the end destination. To see more details of what's causing a day, click on the order.

On-time performance

Supplier performance is important and measuring their effectiveness and efficiency goes a long way in ensuring you have the right partner. Through this widget, you can see how well your supplier has performed in relation to the shipped date confirmed on the purchase order to the actual shipped date when the milestone is confirmed. We count the number of orders, the on-time percentage, the late percentage, and the avg. days late.