The Orders Dashboard contains concentrated order activity information designed for use by users in supplier, buyer, buyer roles. The interface includes data on:
- outstanding orders
- unpaid financial documents on orders,
- stock by item by warehouse,
- reference quantities by item (minimum, optimum, in, out, required, in, out)
- all tasks in three views.
The interface consists of Header (1), Pending Orders (2), Unpaid Expenses (3), Pending Requisitions (4), Items (5) and Tasks (6):
Header (1)
In the Header (1) you see the interface name and checkboxes that control which fields will be visible in the Dashboard. Each field displays information about specific objects according to the user’s permissions.
Unfinished orders (2)
This field displays the merchant’s active orders in document/row/article views and includes a list of information about them. An active order is one on which:
- there is no financial document entered for the total amount and quantity of the order.
- not all the quantity specified in the order is stored.
It is possible to add additional information to the table using the following checkers:
- Type – adds a column with the document type
- For Invoicing – add columns Invoiced (for what portion of the order amount a financial document has been issued) and Remaining to be invoiced (for what portion of the order amount a financial document has not yet been issued).
- For payment – adds columns Paid (for which part of the amount of the financial document issued under the order payment has been made) and Pending (for which part of the amount of the financial document issued under the order payment has not yet been made).
- For picking – add columns Quantity ( what quantity the order is for), Remaining to be picked ( how much of the quantity in the order hasn’t entered the warehouse yet) and Paid out (how much of the quantity in the order has entered the warehouse).
Unpaid expenses (3)
This field displays the unpaid financial documents on the trader’s orders and includes a list of information about them. It is possible to add additional information to the table using the following checkers:
- Payment method – adds a column showing the selected payment method in the financial document.
- Related – adds a column of related transactions to the financial document, including links to them.
- Description – adds a column with the entered description of the financial document.
- Note – adds a column with the entered note to a financial document.
Pending requests (4)
This field displays the active warehouse service requests placed to the warehouse(s) where the user is the MOL. The list can be in different views – by documents/rows/articles and includes information about the requests. An active request is one where:
- Not all of the quantity on the stock order has been ordered or released for removal.
It is possible to add additional information to the table using the following checkers:
- Type – adds a column with the document type
- Related – adds a column of related warehouse query operations, including links to them.
- Description – adds a column with the entered description of the stock request.
- Note – adds a column with the note entered on the stock request.
Items (5)
The field shows the movement, stock, minimum/optimum quantity of the items present in the warehouse(s) of which the user is the MOL. There is an option to filter by stock as well as by period to display movements.
Tasks (6)
Displays all tasks in a table with the following columns:
| Column | Description |
| Priority | Indicates with what priority the task is entered: – a figure 1 in grey means that the task is low priority; – a number 2 in green means that the task has normal priority; – a number 3 in red means that the task is high priority. |
| Name of task | Task name and task file. When you click on your name a task file opens. |
| Contractor | The contractor associated with the task. |
| Status | Shared task status. |
| Commissioned by | The user who created the task. |
| Date of award | Date of assignment. |
| Deadline for implementation | Deadline. |
You can choose how your tasks look from three views – as a list, in Shared Status view, or in Own Status view.