User Guides
Client Portal
System Management
Settings

Settings

Settings is used to configure the credentials (Username, Password, API Key, OTP) required for the system to pull data from third-party retailer platforms, as well as the data scope (Retailer, Facility) that can be pulled. Once configured, the system can use the corresponding credentials to log in to the third-party platform, pull data within the specified retailer and facility scope, and display it in the relevant reports under Supply Chain Mgmt.

Operating Steps

  1. Navigate to System Management → Settings
  2. To add new third-party data, pull configuration
    • Click "+ Add" in the top-right corner
    • In the Add dialog, fill in the required fields
    • Click "Confirm" to save the configuration
  3. To search for existing configurations: enter a Customized Name or Username, or select a Retailer, then click "Search"
  4. To edit a configuration: click the "..." (Actions) menu on the corresponding row, select "Edit", update the credentials or data scope, and save
  5. To delete a configuration: click the "..." (Actions) menu on the corresponding row, then select "Delete"

Impact After Configuration

  1. Once configured, the system will use the provided credentials to log in to the corresponding third-party retailer platform, pull data within the specified Retailer and Facility scope, and display it on the following pages:
    • Dashboards → OTIF
    • Supply Chain Mgmt → OTIF Summary
    • Supply Chain Mgmt → Lead Time Analysis
    • Supply Chain Mgmt → Penalties
    • Supply Chain Mgmt → Root Cause Analysis
    • Supply Chain Mgmt → Recovery Portal
    • Supply Chain Mgmt → Deductions
  2. For Retailers/Facilities that have not been configured with credentials and data scope in Settings, the system will not be able to pull data from the corresponding third-party platform, and the pages above will show no corresponding data.

Screenshots

Settings

Settings