Supply Chain

Supply Chain Page User Guide


Overview

The Supply Chain page provides comprehensive supply chain management capabilities for visualizing, creating, and managing supply chain relationships, logistics flows, and network connections between accounts, warehouses, and suppliers.


Key Features


1. Dual View Modes

  • Graphical View: Interactive network diagram showing supply chain relationships
  • Tabular View: Detailed table view of supply chain connections
  • View Toggle: Switch between graphical and tabular views seamlessly


2. Supply Chain Search & Filtering

  • Search Bar: Real-time search across supply chain entities, accounts, and warehouses
  • Advanced Filters: Access via filter icon (🔍) to apply complex filtering
  • Filter Options:
  • Account Types: Filter by producer, distributor, retailer, etc.
  • Managers: Filter by supply chain managers
  • Accounts: Filter by specific accounts
  • Sort By: Choose from available columns
  • Order: Ascending or Descending
  • Date Range: Filter by creation or modification dates
  • Lead Time: Filter by lead time ranges
  • Capacity: Filter by capacity ranges


3. Graphical View Features


Interactive Network Diagram

  • Node Visualization: Accounts and warehouses displayed as nodes
  • Connection Lines: Supply chain relationships shown as connecting lines
  • Zoom & Pan: Navigate large supply chain networks
  • Node Details: Click nodes to view detailed information
  • Connection Details: Click connections to view relationship details


Visual Elements

  • Account Nodes: Different colors/shapes for different account types
  • Warehouse Nodes: Visual representation of warehouse locations
  • Connection Weights: Line thickness indicates relationship strength
  • Status Indicators: Visual status indicators for active/inactive connections
  • Flow Direction: Arrows showing supply chain flow direction


Interactive Controls

  • Zoom Controls: Zoom in/out for detailed viewing
  • Pan Controls: Move around the network diagram
  • Node Selection: Click to select and view node details
  • Connection Selection: Click to view relationship details
  • Filter Overlay: Apply filters while viewing the diagram


4. Tabular View Features


Supply Chain Table

The table displays supply chain connections with the following key columns:


Core Columns

  • From Entity: Source account in the supply chain
  • From Warehouse: Source warehouse location
  • To Entity: Destination account in the supply chain
  • To Warehouse: Destination warehouse location
  • Lead Time: Time required for supply chain flow
  • Capacity: Maximum capacity for the connection


Relationship Details

  • Connection Type: Type of supply chain relationship
  • Status: Active/Inactive connection status
  • Priority: Connection priority level
  • Created Date: When the connection was established
  • Last Updated: Last modification date


5. Supply Chain Management Actions


Available Actions (Permission Dependent)

  • Add node: Add new supply chain relationships
  • Edit Connection: Modify existing relationships
  • Delete Connection: Remove supply chain relationships
  • Copy Connection: Duplicate existing relationships
  • View Details: Access complete relationship information
  • Unlink Entities: Remove connections between entities


Bulk Operations

  • Multi-Select: Select multiple connections for batch operations
  • Bulk Edit: Modify multiple connections simultaneously
  • Bulk Delete: Remove multiple connections
  • Bulk Export: Download selected connections


6. Supply Chain Creation & Editing

Comprehensive relationship management with detailed forms:


Connection Setup

  • From Account: Select source account
  • From Warehouse: Choose source warehouse
  • To Account: Select destination account
  • To Warehouse: Choose destination warehouse
  • Relationship Type: Define connection type


Operational Parameters

  • Lead Time: Set delivery timeframes
  • Capacity: Define maximum capacity
  • Priority: Set connection priority
  • Status: Active/Inactive status
  • Special Requirements: Any special handling needs


Validation & Testing

  • Connection Validation: Verify relationship validity
  • Capacity Checks: Ensure capacity availability
  • Conflict Detection: Identify potential conflicts
  • Performance Testing: Test connection performance


7. Supply Chain Analysis


Network Analysis

  • Connection Mapping: Visualize entire supply chain network
  • Flow Analysis: Analyze material and information flows
  • Bottleneck Identification: Identify potential bottlenecks
  • Optimization Opportunities: Find improvement opportunities


Performance Metrics

  • Lead Time Analysis: Average and variance in lead times
  • Capacity Utilization: How well capacity is being used
  • Connection Efficiency: Performance of individual connections
  • Network Resilience: Ability to handle disruptions


Risk Assessment

  • Single Points of Failure: Identify critical dependencies
  • Alternative Routes: Find backup supply chain paths
  • Risk Mitigation: Strategies to reduce supply chain risks
  • Contingency Planning: Plans for handling disruptions


8. Account Management Integration

  • Account Details: View detailed account information
  • Warehouse Integration: Manage warehouse connections
  • Permission Management: Control access to supply chain data
  • Role-Based Access: Different access levels for different users


9. Column Management

  • Customizable Columns: Show/hide columns based on your needs
  • Frozen Columns: Key columns remain visible when scrolling
  • Column Widths: Automatically optimized for different screen sizes
  • Sorting: Click column headers to sort data


10. Pagination & Navigation

  • Page Size: Adjust number of connections per page
  • Navigation: Previous/Next page buttons
  • Page Numbers: Direct navigation to specific pages
  • Total Count: View total number of connections


Usage Workflow


Basic Supply Chain Management

  1. Choose between Graphical or Tabular view
  2. Use search to find specific connections
  3. Apply filters to narrow down results
  4. Click on connections for detailed information


Creating New Connections

  1. Click "Create Connection" button
  2. Select source account and warehouse
  3. Choose destination account and warehouse
  4. Set operational parameters (lead time, capacity)
  5. Configure relationship settings
  6. Save and activate the connection


Graphical View Navigation

  1. Use zoom controls to focus on specific areas
  2. Pan around the network diagram
  3. Click nodes to view account/warehouse details
  4. Click connections to view relationship details
  5. Use filters to highlight specific connections


Supply Chain Analysis

  1. Switch to graphical view for network overview
  2. Identify key connections and bottlenecks
  3. Analyze flow patterns and efficiency
  4. Look for optimization opportunities
  5. Plan for risk mitigation


Advanced Filtering

  1. Click the filter icon (🔍) to open advanced filters
  2. Set your filtering criteria (account types, managers, dates, etc.)
  3. Click "Apply" to filter results
  4. Use "Reset" to clear all filters


Tips & Best Practices


Supply Chain Design

  • Design for resilience and flexibility
  • Avoid single points of failure
  • Plan for alternative routes
  • Consider capacity constraints


Network Management

  • Regular review of connection performance
  • Monitor for bottlenecks and inefficiencies
  • Update lead times based on actual performance
  • Maintain accurate capacity data


Risk Management

  • Identify critical dependencies
  • Develop contingency plans
  • Monitor for potential disruptions
  • Maintain alternative suppliers


Visualization

  • Use graphical view for high-level analysis
  • Switch to tabular view for detailed data
  • Apply filters to focus on specific areas
  • Regular review of network changes


Navigation

  • Use frozen columns in tabular view
  • Utilize search for quick connection lookup
  • Save frequently used filter combinations
  • Use keyboard shortcuts for faster navigation


Permissions

  • Available actions depend on your user permissions
  • Contact your administrator if you need additional access
  • Some features may be read-only based on your role


Troubleshooting


Common Issues

  • No Connections Shown: Check if filters are applied
  • Missing Columns: Check column visibility settings
  • Can't Edit Connection: Verify you have update permissions
  • Graphical View Issues: Try refreshing or switching views


Getting Help

  • Use the search functionality to quickly find connections
  • Apply filters to narrow down large datasets
  • Switch between views for different perspectives
  • Contact support if you encounter persistent issues


Keyboard Shortcuts

  • Enter: Apply search or confirm actions
  • Escape: Cancel current action
  • Arrow Keys: Navigate through table cells
  • Tab: Move between form fields
  • Ctrl+F: Focus search bar
  • Ctrl+N: Create new connection (if available)
  • V: Toggle between graphical and tabular views



This guide covers the main functionality of the Supply Chain page. For specific features or advanced usage, consult your system administrator or refer to additional documentation.


Updated on: 06/12/2025

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