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 on 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
- Bills and Orders Section
- Purchases Section
- Sales Section
- Customer Overview Section
- Product Overview Section
- Reorder Section
- Reminders Section
Key Performance Indicators Section
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 the value of pending sales orders. Pending sales orders include all sales orders that have been authorised but have not yet been paid.
- Due/Overdue: Shows the 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
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 to the 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 tasks list.
|Draft PO||Purchase order is not AUTHORISED, this is not Blind Receipt, and task is not Voided.|
PO is completed. Invoice is NOT AUTHORISED. In Stock First scenario Stock is Fully Received.
Invoice is Authorised, and total invoice amount is not equal to total payments for this invoice.
Previous step in Purchase is authorised (Order or Invoice), but stock received is not authorised.
Total invoice is not equal to total payments for this invoice, and current date is after invoice due date.
Whereas the Bills and Orders section offers an 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 tasks display. Click on individual purchase tasks to be taken to the task details. The total value of each section (Awaiting payment, overdue invoices, etc.) is not displayed.
This section offers a more detailed look at the organisation's outstanding sales orders. Click the icons at the top of the section to change the sale tasks display. Click on individual sale 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
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 customers have bought a product and in what quantities.
Product Overview Section
In this section, you can see your best and worst selling products, as well as revenue by brand and region. Click the product name to be taken to the product details screen.
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 to or greater than the minimum before reorder defined at the 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.
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 Reminders for more information.