Basic Navigation in R+

Navigating by Menu

The Menu is the simplest way to navigate throughout R+. You can access all screens in R+ via the Menu.

To use the menu, click the three lines in the upper right hand corner of your screen.

Below are all of the screen navigation options that a user could potentially have in their Menu. Not all users will have access to all of these options. Instead, you will be limited to specific screens by the permissions on your account or whether or not your company uses certain modules.

To access a screen, simply select the name of the screen that you wish to visit.

To find out more about each of these screens, use the links below to access their user guide pages:

R+ Screen	Description
Settings
Site Administration	Manage user accounts and instance and location level settings
User Preferences	Set personal decimal precision, planner code, and locations preferences
User Account	Change password
Smart Buffer Profiler	Automated demand history analysis and buffer creation tool
Data
Import Management	Import files and review import statuses
Data Export	Export instance data in CSV format
Tools
Workbench	Manage parts, accept orders, review buffer history
Workbench Preview	Manage parts, accept orders, review buffer status, save multiple views
Pending Orders	Review accepted orders and order history
Stock Deployment Module
Advanced Planning Module	Run simulations based on forecasts and review future state buffer statuses
Editors
Part	Edit part details and properties
Part Transition	Link parts' EDU and/or Net Flow elements
Buffer Profile	Edit and add buffer profiles
Calendar	Add holidays and manage planning calendars
Planned Adjustment Factor	Create and manage EDU-based adjustments
Cycle Day Adjustment Factor	Create and manage quantity or time-based adjustments
Information
Alerts	View execution alerts and make supply order notes
Bill of Materials	Display all Bill of Material information for a part
Reports	Create custom reports or review standard reports using R+ data
About	Information on version history, license status, support/documentation, and copyright notices
Status	Summary statistics on data and settings in R+
Diagnostics	Access to support portal, performance metrics, history capture log, and background job execution
Api Explorer	Lists all available APIs
Log Out	Log out of R+

Using the Header Bar to Navigate

Another easy way to navigate is with the Header Bar. This bar at the top of the screen lets you easily access some of the most commonly used part of R+.

This bar has, from left to right, links to the Dashboard (Replenishment+ icon), Workbench, Pending Orders, and Alerts screens. To access the screens, just tap the name of the page you wish to visit.

The Workbench link on the header bar will only take you to the Workbench screen. To access the Workbench Preview, open the Menu and select "Workbench Preview".

Navigation to other screens from the Dashboard

One other simple way to access other pages in R+ is to select icon links from the Dashboard.

Workbench

You can navigate to the Workbench from the Dashboard by clicking on a Planning Priority bar. This will take you to the Workbench filtered on that priority.

Execution Alerts

You can navigate to the Alerts page from the Dashboard by clicking on one of the Execution Alert bars. This will take you to the Alert page filtered on that alert.

Customer Portal

You can also access pages outside of R+ from the Dashboard. The Customer Portal and the Demand Driven Technologies website can be accessed by clicking the “Customer Portal” link located in the top right pane “Demand Driven Technologies Inc.”