Using the Dashboard

The DEAR dashboard gives users a window into the status of the organisation, outstanding orders, bills to be paid, etc. There are several sections that can be expanded, minimised and re-positioned. Choose which dashboard sections are visible to users through setting permissions in Settings -> Users & Roles


All dashboard sections can be moved, minimised, expanded, moved around and moved from the display using the icons in the top-right of each section. Hover your cursor over the title bar of a section to move it. 




Table of Contents


Key Performance Indicators Section

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The Key Performance Indicators section displays important information about the organisation at a glance. Click the icons along the top of the section to change the graph view. 

  • Revenue/Net: Shows revenue, expenses and net revenue month by month over the previous year. 
  • Pending Orders: Shows value of pending sale orders. Pending sales orders includes all sale orders that have been authorised but have not yet been paid. 
  • Due/Overdue: Shows net value of due/overdue bills to and from your organisation. 
  • Inflow/Outflow: Shows the total amount of money flowing into and out of the company. It is not limited to revenue and expenses. 




Bills and Orders Section

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This section offers an overview of your organisation's outstanding purchase orders and bills, plus quick links to relevant DEAR sections (e.g. click the Awaiting Delivery tile to be taken a list of purchase tasks awaiting delivery). This section displays a graph of your due/overdue bills. 

  • New - creates a new purchase task. 
  • Import - takes you to the import log. Click Purchase Tasks at the top of the screen to import new purchase tasks via CSV. 
  • View All - display the purchase task list. 



Dashboard Status
Conditions
Draft PO
Purchase order is not AUTHORISED, this is not Blind Receipt and task is not Voided
Draft Bill

PO is completed. Invoice is NOT AUTHORISED. In Stock First scenario Stock is Fully Received.

Awaiting Payment

Invoice is Authorised and total invoice amount is not equal total payments for this invoice.

Awaiting Delivery

When Previous step in Purchase is authorised (Order or Invoice) but stock received is not authorised.

Overdue

Total invoice not equal total payments for this invoice and current date after invoice due date.


Purchases Section

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Whereas the Bills and Orders section offers a overview showing total outstanding values, the Purchases section offers a more detailed look. Click the icons at the top of the section to change the purchase task display. Click on individual purchases tasks to be taken to the task details. The total value of each section (Awaiting payment, overdue invoices, etc.) is not displayed.


Sales Section

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This section offers a more detailed look at the organisation's outstanding sale orders. Click the icons at the top of the section to change the sale task display. Click on individual sales tasks to be taken to the task details. The total value of each section (Awaiting payment, overdue invoices, etc.) is not displayed.



Customer Overview Section

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This section shows you your top customers, sales rep performance, and which customers have yet to make a sale. You can also use the By Products icon to see which which customers have bought a product and in what quantities. 



Product Overview Section

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In this section you can see you best and worst selling products, as well as revenue according to brand and region. Click the product name to be taken to the product detail screen. 



Reorder Section

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This section of the dashboard displays products that have been backordered or reordered, the supplier the product is being reordered from, and the total quantity currently available + quantity on order. Clicking on the product line will take you to either the low stock reorder or reorder backordered screen. 


When stock level on a product in this section becomes equal or greater than minimum before reorder defined on product or product location level (or 0 in the case of a backordered product), it will be removed from the box.


NOTE: Auto-disassembly products will not appear in this section. 



Reminders Section

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System reminders on pending tasks that require your immediate attention can be set up so that you can be reminded about them as soon as you log on to Dear Inventory. These appear in the Reminders portlet on your dashboard. See Automation - Setting up a Reminder for more information.








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