Performance Team's - Customer Portal

Summary

The Performance Team's WMS customer portal offers users real-time access to warehouse management transactions through an intuitive interface. Users can log in to view dashboards for inbound receipts, outbound shipments, and inventory, providing insights into key performance metrics. The portal features live data updates, customizable grid views, and comprehensive reporting tools for effective analysis. With options to filter and export data, users can easily manage their operations. Additionally, a help index and tutorial resources ensure users can navigate the platform effectively. This powerful tool streamlines warehouse management, enhancing operational efficiency.

Takeaways

• 😀 The Performance Team's customer portal offers real-time access to WMS transactions.
• 🖥️ For optimal performance, use Google Chrome to navigate to the portal at www.performanceteam.net.
• 🔑 Users can log in to the customer portal using provided credentials or request access if needed.
• 📊 The portal is organized into three main functional areas: Inbound Receipts & Returns, Outbound Shipments, and Inventory.
• 📈 Each functional area has its own dashboard displaying key metrics and performance indicators.
• 📑 Users can filter, group, and customize grid views for detailed data analysis in each functional area.
• 🚚 The Outbound Shipments section includes detailed information such as tracking data and shipment specifics.
• 🔍 The inventory function allows users to search by UPC or style number for efficient inventory management.
• 📋 Various reports can be generated, including inbound and outbound volume reports and inventory snapshots.
• 📖 Users are encouraged to utilize the help index for a step-by-step guide to the portal's functionalities.

Q & A

What is the primary purpose of the Performance Team customer portal?

The primary purpose of the Performance Team customer portal is to provide customers with real-time access to warehouse management system (WMS) transactions within the Scale platform.

Which web browser is recommended for optimal performance of the customer portal?

Google Chrome is recommended for optimal performance of the customer portal.

What should users do if they do not have login credentials for the customer portal?

If users do not have login credentials, they should select 'Get Started' to request access.

What information is displayed in the top corners of the main menu after logging in?

The username currently logged in is displayed in the top left corner, and the environment that the user is logged into is shown in the top right corner.

How can users filter data in the grid view for receipts and returns?

Users can filter data in the grid view by selecting one or more columns to filter by and either using the arrow icon to choose from the list or typing a string of data into the box below the column header.

What are the three main functional areas available in the customer portal?

The three main functional areas in the customer portal are Inbound Receipts and Returns, Outbound Shipments, and Inventory.

How can users export data from the grid view?

Users can export data by selecting the desired file format, and the file will automatically begin to download.

What additional features are available in the outbound shipments section compared to the inbound receipts section?

In the outbound shipments section, users can view shipment details including tracking information, which links directly to the carrier's website for detailed shipment tracking.

What does the open orders dashboard display?

The open orders dashboard displays a summary of total orders and total units that are in an open status, along with charts breaking down orders and units by distribution channel.

How can users access reports within the customer portal?

Users can access reports from the navigation window on the left or from larger icons, leading to a list of existing reports available in the inventory section.