On the Sales Dashboard screen you can get summarized information about your Sales. The screen is divided into six main sections: Header (1), Pending Sales Orders (2) Receivables (3), Sales (4), Events Log (5), Tasks (6).
Within the Header (1) section you can which tabs should be shown in the rest of the page, you will see the following check boxes: Pending Sales Orders, Receivables, Events log, Sales, Tasks. You can also set for how many days back you want to see your sales information, choices would be 10, 30, 60, 90 days.
Within
the Pending
Sales Orders
(2) section you can find information about the pending sales orders
that are not completed yet. They are described with the following
columns:
Column | Meaning |
Document Number | Number of the sales order |
Date | The date the sales order was made |
Client | Shows the information about the client |
Currency | The currency of the order |
Amount | The total amount in the order in the respective currency |
You
also have a choice for what to be shown in the results below. Choices
will be Sales,
Lines
or Items
Plus
a few extra buttons:
Button | Mouse over text | Meaning |
Lines | Shows the information about the ID, Name, Quantity, Completed of a particular line | |
More info | Shows you more information for the account file for this particular order | |
More info | Opens more info – the sales order record |
If you want to see more information about your sales, there are check boxes that allow you to add more columns to the list of results:
Column | Meaning |
Type | Shows the type of the document |
For Invoicing | Shows the invoiced and the not invoiced amounts |
Due | Shows the amount that’s left to be paid |
Pending Store-out | Shows the quantity, pending store outs and Completed orders |
Total in the selected currency | Shows the total in the selected currency |
The columns you select are remembered by the system so next time you come to this screen and apply a filter to search for some orders, your favorite columns will be shown.
Within the Receivables (3) section you can find information about the Orders that are not paid yet, the information is shown with the following columns:
Column | Meaning |
Type | Shows the type of the financial document for this order |
Number | Shows the number of the order |
Date | Shows the date the order was created |
Date of Payment | Shows the date the order has to be paid |
Client | Shows information about the client |
Currency | Shows the selected currency for every order |
Amount | Shows the total amount |
Due | Shows the amount that’s left to be paid |
Plus
a few extra buttons:
Button | Mouse over text | Meaning |
Payment | Shows information about the payment | |
More info | Opens more info – the sales order record |
If
you want to see more information about your receivable sales orders,
there are check boxes that allow you to add more columns to the list
of results:
Column | Meaning |
Payment Method | Shows the payment method Bank, Cash, Cash on Delivery, POS |
Linked Transactions | Shows the linked transactions (if any) |
Description | Shows the description of the item (if any) |
Comment | Shows additional comments (if any) |
The
columns you select are remembered by the system so next time you come
to this screen and apply a filter to search for some orders, your
favorite columns will be shown.
Within the Sales
(4) section you can find graphics about your sales, they are measured
by date and amount, and they show what the amount of the sales is at
the respective
date.
On the top of the section you will have a metadata table
with information about the Sales,
Invoiced,
Paid,
Profit
and Profit
%
Within
the next
Events Log (5) section
you can find information about the Events Log of every sales order.
They will be shown in different columns Date,
Event,
Document,
Currency,
Amount,
To,
From,
Issuer,
that are described in the table below.
Column | Meaning |
Date | Date the document was issued |
Event | Shows the event of the document – New Invoice, Cancelation Cash Bill, New Cash Bill, Delete Cash Bill |
Document | Shows the number of the order |
Currency | The currency of the order |
Amount | The total amount in the order in the respective currency |
To | Shows for whom the order was issued |
From | Shows the office from where the order was issued |
Issuer | Shows who issued the order |
Within
the Tasks
(6) section you can find information about the tasks of the person
who logged into the system, like Task
Name,
Description,
Account,
Last
Comment,
Assigned
By,
Assignment
Date,
Due
Date.