Get started

General

When opening a new page, tab or popup, you see a loading icon on the right left side, which implies that data is currently being loaded. Always wait for this to be done, before continuing your analysis. 9.2

Download Scheduler

As a customer user, you can configure your suppliers according to your needs and their capabilities. This can be done in "Settings / Supplier configuration".

Under the menu item "Settings / Alert workflows", the customer can configure e-mail notifications: 

• Set escalation levels for customer and supplier
• Define who should be alerted via e-mail in which case

E-mail notifications can be setup for:

Customers provide their demand data for mid- and long term horizon via the SupplyOn service, using either bulk upload or backend integration.

Suppliers provide their production capacities via frontend, using either bulk upload or backend integration.

Capacity data can be provided on:

Capacity Management is the SupplyOn service that helps aligning the customer's reported demands with the supplier's available production capacities. 

Capacity Management intends to answer questions like:

Creating and using templates

Templates can help you if you want to frequently create similar documents. You can mark any document (including a draft or a previously sent document) as a template and use it for new documents.

Select the document that should be used as a template. You can either open the document and mark it as tamplete by using the “More” function or mark it as a template directly on the invoice list by using the symbol “...” You can recognize the templates by the small flag symbol that appears after the document number in the invoice list.

Create a document

As a rule, you can create documents via the “List of billable line items” or “Invoice list.”

Click “Create an invoice” and select the appropriate option (depending on availability and configuration):

You can use the following functions in the summary:

Add:
To add a new line item, simply click the button “+ Add line item.” You can then input all relevant information in the detail section that opens after clicking.

Duplicate:
Use this function to copy the selected line item. You can automatically transfer tax details or other information already entered there. The function may be unavailable in certain situations.

You can also transfer values from one line item to another one:

Under “Line items,” you will find a summary of the most important data for the line items to be billed.
By default, up to 10 line items will be displayed on a page. If you would like to see additional line items or add others, you simply have to click the arrow on the right that is located at the bottom of the overview.
To add a new line item, simply click the button “+ Add line item.” You can then input all relevant information in the detail section that opens after clicking.
To delete or edit a line item, simply click the three dots.