Settings

Before you can use Forecasting, you’ll first have to: Create a User Group from the Settings > User Group page. Assign the created User Group to your account from the Settings > Preferences page. Optionally create Terminal Min Max Limits for your User Groups from the Settings menu.

Location:  Settings  >  Forecast    If you want to add a Bulk Movement to your Forecast, here’s how to do so: From the Forecast Settings page, select the Forecast Configuration you’d like to view. Find the day you wish to add the Bulk Movement and select the Edit icon . Select + Add Bulk Movement. Enter the following details: Item Description Bulk Type Can select

Location:  Settings  >  Forecast   or   Dashboard  >  Overview  >  Forecast Alerts   or   Dashboard  >  Inventory Reports  >  Rundown Graph with Details The Forecast page in Settings is where you setup your forecast details. There are a couple of ways to analyze your forecast data: To make adjustments to any forecast you’re analyzing, select the date within the Edit Forecast column in the Ending Balance – Detail Rundown pane. This opens

Location:  Settings  >  Forecast Change Historical or Future Day count From the Forecast page, select the Edit icon  for the row you wish to make changes. Adjust your Historical Days, Future Days, or Active status. Select the green checkmark to save your changes. If you want to cancel, select the red X. Edit Bulk Receipts, Bulk Deliveries, or apply a Truck Forecast Override From the Forecast page in the Forecast Configuration table, select the Partner/Terminal/Product combination you’d

Location:  Settings  >  Forecast Once you have User Groups and Terminal Min Max Limits established: From the Forecast page, select Add Forecast Configuration. Select a User Group, Terminal, and Product. Enter the amount of Historical Days you want the system to look back. Minimum = 1 and Maximum = 180. Enter the amount of Future Days you want the system to calculate. Minimum = 1 and Maximum =

Location:  Settings  >  Cross References Find the existing Cross Reference and select the plus icon.  Choose the Partner and Product, Terminal, or Pipeline – depending on the option you selected. Click Add. Repeat until you’ve added all Partner/Product-Terminal-Pipeline combinations. Select Save.

Location:  Settings  >  Cross References Before you associate Cross References, you’ll have to add them in to your system. Here’s how: From the Cross References page under the Settings menu, select Add Cross Reference. Select a Type. Options are Product, Terminal, or Pipeline. Enter a Name for your Product, Terminal, or Pipeline Enter a Description. Click Save.  

Location:  Settings  >  Contact Device You can update the name, type, or address of a contact device at any time: Find the previously established contact device Select the edit icon in the corresponding row. Make your changes and click Save.

Location:  Settings  >  Contact Device Select Add Device. Enter the following information: Name: Enter a descriptive name for the device. Type: Select either Email or Phone. Address: Enter your email address or phone number address depending on your selection under Type. For the phone number, use a SMS Gateway format. For example: [email protected]. See Contact Device Interface for more information about

Location:  Settings  >  Alert Maintenance If you do not add criteria to an alert, you will receive alerts for every location and product within the User Group established for the alert. You can make your alerts more specific to certain Terminals and Products by adding criteria. Find an existing Alert in the table. Select the + icon. Click Add Criteria. Select Criteria Type. Options