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Find your way around

Everything starts from the left sidebar. Here’s what you’ll find, top to bottom:
  • Cockpit — your daily home base: top-line health metrics and a queue of things needing action.
  • Workspace — the planning tools, grouped together:
  • Transactions — Work orders, Purchase orders, and Transfer orders.
  • Inbox — your feed of tasks and notifications.
  • Search — the global search box jumps you to any product, order, or page.
  • Favorites — pin the views and pages you use most so they sit at the top of your sidebar.
Note: Some items appear only if your company has that capability turned on, so your sidebar may be a little shorter than what’s described here. That’s normal.

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Read your Cockpit first

Open the Cockpit every morning. It answers two questions before you do anything else: How healthy is my inventory? and What needs me today? At the top are three KPI (Key Performance Indicator) cards:
  • Availability — how well you’re covering demand right now.
  • Inventory value — how much cash is sitting in stock.
  • Overstock value — how much of that stock is more than you need.
Below them is the Exceptions queue — a prioritized list of operational issues to work through, like products heading for a stockout or orders that need attention. Click any exception to jump straight to the product or order behind it. Learn the details on Cockpit KPIs and Exceptions.

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Make it your own

You’ll return to the same tables again and again. Rather than re-filtering every time, build a custom view — a saved table with your filters, columns, sort, and grouping locked in. Set it up once, name it, and reopen it in one click. Then favorite it (click the star) so it pins to your sidebar. Do this for the two or three tables you open daily and your most-used lists are always one click away. See Custom views.

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Where to find the most important things

Your day depends on your role. Jump to the right list below.

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If you’re a demand planner

You own the forecast. Your core loop:
  1. Check your Targets — the top-down goals from leadership.
  2. Review the Baseline forecast — the statistical starting point.
  3. Work the S&OP grid, where you make adjustments and build consensus — the final agreed number.
  4. Push down the agreed forecast so supply planning can act on it.
  5. Track how you did with snapshots for forecast accuracy.

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If you’re a supply planner

You own replenishment and inventory. Your core loop:
  1. Start from the Cockpit exceptions — they tell you where to look.
  2. Open the Supply plan and read its coverage metrics, like Days of Supply.
  3. Act on recommendations: place purchase orders, move stock with transfer orders, and build with work orders.
  4. Test tricky decisions safely in a scenario before committing.
  5. Save custom views for your recurring work — for example, a “POs to place” list you clear every morning.

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Next steps

Once you’re oriented, read Key concepts to get the vocabulary and the mental model straight. Then follow the walkthrough that matches your role: Demand planner, Supply planner, or Manager.