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Getting started with Pelico

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Written by Baptiste Saussine

Getting started with Pelico

Who is this for ?

  • Anyone discovering Pelico for the first time.

What you will learn :

  • How to navigate Pelico, discover the main applications, search for objects, open 360 views and check that the data you are using is up to date.
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1. Discovering Pelico Home

After signing in, you can use Home as your main entry point into Pelico.

The Home page gives you access to your Inbox, while the main navigation and platform controls remain available around it.


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Main navigation

The navigation on the left side of Pelico gives you access to the applications and tools available to your account.

Select an application name to open it.

If the application contains several pages, use the expansion control next to its name to display them.

You can return to Home at any time using the Home icon.

💡 The applications visible in your navigation depend on your organization’s Pelico configuration and on the permissions associated with your account. Two users within the same organization may therefore see different applications.

Inbox

The Inbox gathers your Pelico notifications in one place.

You can use the available categories to review :

  1. All notifications

  2. Unread notifications

  3. Notifications where you were mentioned

  4. Ticket activity

  5. Archived notifications

The Inbox gives you access to the notification history available to your account.

Notifications

The notification bell gives you quick access to recent activity without leaving the application you are currently using. Use the Inbox when you want to review your complete notification feed, including older or archived activity.

2. Discovering the main Pelico applications

Pelico is composed of several applications, each designed around a specific operational need. The applications available to you depend on your organization’s configuration and on the permissions associated with your account.

Application

What you use it for

Production Control

Identify material and production bottlenecks affecting Work Orders and manufactured equipments.

Supply

Track Purchase Orders, Stock Transfer Orders, incoming deliveries and supply risks.

MRO

Manage Service Orders, missing material and capacity for maintenance, repair and overhaul activities.

Planning

Analyze needs, resources and projected stock over time, mainly from a Part perspective.

Customer Support

Track Customer Orders and identify upstream issues that may affect customer commitments.

Escalation Room

Create, assign, prioritize and follow operational escalation tickets.

Simulation Basket

Save, compare and share planning scenarios before committing changes.

Analytics

Access the analytical dashboards enabled for your organization.

Not seeing an application you expected ?

Contact your Pelico administrator or internal Pelico key user first.

They can check whether the application is available for your organization and whether your account has the required permissions.

Depending on your role, your navigation may also contain administration tools such as User Management or Config Editor.

3. Understanding Pelico objects

A Pelico object is a business entity, order, event or collaborative record that you can inspect and investigate in Pelico. Some of the most common objects are :

Object

What it represents

Part

An item or component tracked in Pelico.

Equipment

A Part classified as an equipment that is manufactured or repaired.

Work Order

An order to manufacture or assemble something.

Purchase Order

An order placed with a supplier.

Service Order

An order related to maintenance, repair or overhaul activity.

Customer Order

An order placed by a customer.

Stock Transfer Order

An order moving stock between locations or plants.

Escalation Ticket

A collaborative record used to track an operational issue.

Other object types exist and are introduced in the relevant application guides.

💡 Icons help you recognize the type or status of an object throughout Pelico. Hover over an unfamiliar icon to see its meaning.

For the complete reference, see the Pelico Glossary.

4. Searching for an object

Use Search objects from the top of Pelico when you already know what you are looking for

Search works across the supported Pelico objects available in your organization.

You can currently search for :

  1. Parts and Plant Parts

  2. Work Orders

  3. Purchase Orders

  4. Service Orders

  5. Customer Orders

  6. Stock Transfer Orders

  7. Escalation Tickets

You can also find supported comments associated with these objects

Select a search result to open its detailed view.

💡 Search does not include every type of object available in Pelico.

For example, Purchase Requests, Sales Forecasts and simulations should not be considered universally searchable objects.

Why can an object be missing from Search objects ?

An existing object may not appear if :

  1. It is outside the configured time horizon.

  2. A Part has no event inside the current time horizon.

  3. Your account does not have access to the relevant data.

  4. The object type or searched field is not supported by Search objects.

  5. The object has not yet been processed by the latest data refresh.

  6. The object is no longer part of the current operational dataset.

If you cannot find an object you expect to see, the time horizon and Last data update are useful first checks.

5. Opening a 360 view

A 360 view brings together the information, relationships, comments and actions associated with one Part or order.

When an object identifier or value appears with a blue underline, selecting it usually opens its 360 view. For example, detailed views are available for Parts, Work Orders, Service Orders, Customer Orders, Purchase Orders, Stock Transfer Orders and Escalation Tickets.
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💡 Do not assume that every blue link in Pelico opens a 360 view. Blue links can also lead to other Pelico pages or external resources.
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A 360 view is usually the best place to start when you want to understand the complete context around one specific object.
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6. Checking when your data was updated

Before making an operational decision, check Last data update.

This information is available in the lower area of the Pelico platform and shows when the latest Pelico data processing refresh was completed.

It does not necessarily represent the exact time when the source data was extracted from your ERP.

What happens when the data is outdated ?

If the latest data update is more than 24 hours old, Pelico can display an outdated data warning. This warning may appear across Home and the main applications.

Some organizations may have this warning disabled.

⚠️ If you see an outdated data warning, avoid making important decisions based on the displayed figures until you have confirmed the situation.

Contact your Pelico administrator or your organization’s Pelico support contact first.

If a refresh should already have occurred, the issue can then be escalated to Pelico Support.

7. Your first actions in Pelico

When discovering Pelico, remember these five actions :

  1. Use Home to return to your main Pelico entry point.

  2. Open an application from the left navigation.

  3. Use Search objects when you already know the Part, order or ticket you need.

  4. Open a 360 view to investigate one specific object.

  5. Check Last data update before acting on operational information.

Once you are comfortable with these basics, you can configure Pelico to match the way you work.

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