My Dashboard

In This section

Depending on your access level and system setup, you will see a combination of the following widgets:

Todays Deliveries

• Main Value: This is how many deliveries have been scanned today, excluding Direct Deliveries and Van Route Deliveries.
  
• Directs: This is how many deliveries have been sent via Direct Delivery (to Suppliers) today.
  
• Van: This is how many deliveries have been scanned today for the Van Routes.
  
• POS: This is how many deliveries have been scanned today through the POS.
  

O/S Deliveries (Outstanding Deliveries)

• Main Value: This is how many deliveries that have been printed ready for picking/packing.
  
• POS: This is how many deliveries that have been processed through the POS but haven't been completed yet.
  
• Queued: This is how many deliveries which have been produced but not yet printed.
  
• Details: This link takes you to the Delivery Monitor to show the Outstanding (including Queued) Deliveries.
  

Orders This Month

• Main Value: This value is the "Sub-total" of all orders plus total "Delivery", less the total "Discount".
• Total Orders: This value is the amount of orders which aren't on hold for any reason, haven't been converted back to a quotation and haven't been cancelled.
• Avg (Average) Value: This is the "Main Value" divided by the "Total Orders" value.
• Profit: This value is the "Main Value" above, reduced by the "Total Cost" and "Total Delivery Cost". Please note that this value will fluctuate as the delivery cost is not determined until shipment, this value also doesn't include any relevant commissions paid (i.e. card fees or Amazon/eBay fees).

Total Cases

Note: This is referred to as "NCRs" if you are using a Manufacturing System.

• Main Value: Total Outstanding Cases/NCRs (this includes In Progress Cases)
• Clicking this value takes you to the Case/NCR Monitor to view the outstanding Cases/NCRs.
• In Progress: Total Cases/NCRs currently set as In Progress.
• Outstanding: Total Cases/NCRs outstanding (excludes In Progress cases).
• Completed Today: Total Cases/NCRs completed today.

(My) Orders Waiting Payment

Note: If you do not have Administrator access, this value will be restricted to your own orders. This will also change to "My Orders Waiting Payment".

• Main Value: Total Value of Orders calculated as Sub-total plus Delivery less Discount.
• Total Orders: Total Number of Orders requiring Payment.
• Clicking this value takes you to the list of orders currently requiring payment before they are released.
• Profit: Total Profit of Orders requiring Payment.
• Margin: Margin between Main Value and Profit.

Orders On Hold

Note: These are orders which are on "System / Manual Hold" only, not any other reason.

• Main Value: Total Value of Orders calculated as "Sub-total", plus "Delivery", less "Discount".
• Total Orders: Total Number of Orders On-Hold.
• Clicking this value will take you to the list of orders currently on hold.
• Profit: Total Profit of Orders on Hold.
• Margin: Margin between Main Value and Profit.

Negative Margin Hold

Note: These are orders which are on "Negative Hold" only, not any other reason. A Negative order is when the "Cost" of the order is less than the "Sub-Total" and therefore you will make a loss on the order. These are sometimes due to product costs increasing from the customer's order to purchasing, high discounts and customers using a large amount of loyalty points (if setup) at once.

• Main Value: Total Value of Orders calculated as "Sub-total", plus "Delivery", less "Discount".
• Total Orders: Total Number of Orders On-Hold.
• Clicking this value will take you to the list of orders currently on hold.
• Profit: Total Profit of Orders on Hold.
• Margin: Margin between Main Value and Profit.

Incomplete Address Hold

Note: These are orders which are on "Incomplete Address Hold" only, not any other reason. Incomplete Addresses are instances where Customers have not provided either a Forename/Surname for both Invoice and Delivery Address or the address is missing the "First Line" on either the Invoice or Delivery Address. These instances will cause errors and fail any attempt at obtaining a shipment label from most couriers, so they are put on hold to correct them as soon as the system knows about them.

• Main Value: Total Value of Orders calculated as "Sub-total", plus "Delivery", less "Discount".
• Total Orders: Total Number of Orders On-Hold.
• Clicking this value will take you to the list of orders currently on hold.
• Profit: Total Profit of Orders on Hold.
• Margin: Margin between Main Value and Profit.

Amazon Hold

Note: These are orders which are on "Amazon Hold" only, not any other reason. Amazon Hold is orders which have not yet been dispatched but have passed Amazon "Delivery By" date and therefore your account would be at risk of having automatic A-Z claims filed against you which cannot be won.

• Main Value: Total Value of Orders calculated as "Sub-total", plus "Delivery", less "Discount".
• Total Orders: Total Number of Orders On-Hold.
• Clicking this value will take you to the list of orders currently on hold.
• Profit: Total Profit of Orders on Hold.
• Margin: Margin between Main Value and Profit.

Minimum Order Hold

Note: These are orders which are on "Minimum Order Hold" only, not any other reason. This occurs when a Customer has a "Minimum Order" limit set, and the order hasn't reached that value.

• Main Value: Total Value of Orders calculated as "Sub-total", plus "Delivery", less "Discount".
• Total Orders: Total Number of Orders On-Hold.
• Clicking this value will take you to the list of orders currently on hold.
• Profit: Total Profit of Orders on Hold.
• Margin: Margin between Main Value and Profit.

Orders On Credit Hold

Note: These are orders which are on "Credit Hold" only, not any other reason. This occurs when the Customers' account has been placed on Credit Hold for any reason.

• Main Value: Total Value of Orders calculated as "Sub-total", plus "Delivery", less "Discount".
• Total Orders: Total Number of Orders On-Hold.
• Clicking this value will take you to the list of orders currently on hold.
• Profit: Total Profit of Orders on Hold.
• Margin: Margin between Main Value and Profit.

Outstanding Lines

• Main Value: The value of all outstanding lines (Excluding VAT/GST).
• Total Orders: The number of all orders currently outstanding.
• Clicking this value will take you to the list of outstanding orders.

Invoiced This Month

• Main Value: This is the total (Excluding VAT/GST) of approved invoices raised this month (reduced by credits).
• Total Invoices: This is the total number of approved invoices raised this month (increased by credits).

Outstanding Quotes

• Main Value: The total value of quotes currently outstanding on the system (excludes cancelled/converted quotes), this is calculated by "Sub-total", plus "Delivery" less "Discount".
• Total Quotes: The total number of quotes currently outstanding on the system (excludes cancelled/converted quotes).
• Avg (Average) Quote: This is the Main Value divided by Total Quotes.
• Margin: This is the percentage calculated between the "Main Value" and "Total Profit" values on Quotes.

Purchase Orders Waiting for Approval

• Main Value: Total number of Purchase Orders awaiting Approval.
• Details: This link takes you to the list of Purchase Orders awaiting approval.

Outstanding Purchase Orders

• Main Value: Total number of Purchase Orders outstanding (not complete). This value excludes unapproved purchase orders.
• Details: Clicking this takes you to the Purchase Monitor to see outstanding Purchase Orders.

Special Orders

Note: Any orders on hold for any reason are excluded from this calculation.

• Main Value: Total Value of outstanding orders marked as "Special Orders" calculated by "Sub-total", plus "Delivery" less "Discount".
• Total Orders: Total Number of outstanding orders marked as "Special Orders".
• Clicking this will take you to the list of outstanding special orders.
• Profit: Total Profit from these orders.
• Margin: The margin calculation between "Main Value" and "Profit".

Todays Call Backs

Note: This is calculated for your callbacks only, not company-wide.

• Main Value: Total Call Backs Due and Overdue.
• Clicking this value will take you to the due/overdue CallBack list.
• Overdue: Total Call Backs Overdue.
• Clicking this value will take you to the overdue CallBack list.
• Not Set: Total Customers assigned to you with no Call Backset.
• Clicking this value will take you to the customers with no Call Backset.
• Future: Total Customers assigned to you with a Future Call Backset.
• Clicking this value will take you to the Future Call Backlist.

My Target

Note: This section is only displayed if the user has a target set for the current month.

• Main Value: Your target for the current month.
• Target Left: Total target less Total Orders (calculated by Sub-total, plus Delivery, less Discount and less any Returns this month)
• Days Left: Calculated by reducing this months "Working Days" by the "Current Working Days".
• Target Per Day: This is calculated by the "Target Left" divided by "Days Left".

My Orders Today

• Main Value: Total value of orders (Sub-total, plus Delivery, less Discount) reduced by any Returns created today.
• Orders: Total number of Orders raised today (excludes Quotations and any orders on hold for any reason)
• Returns: Total number of Returns raised today.
• Avg (Average) Order: This is "Main Value" divided by "Total Orders".
• Margin: This is the margin between "Main Value" and "Total Profit" for today's orders.

My Orders This Month

• Main Value: Total value of orders (Sub-total, plus Delivery, less Discount) reduced by any Returns created this month.
• Orders: Total number of Orders raised this month (excludes Quotations and any orders on hold for any reason)
• Returns: Total number of Returns raised this month.
• Avg (Average) Order: This is "Main Value" divided by "Total Orders".
• Margin: This is the margin between "Main Value" and "Total Profit" for this month's orders.

My Outstanding Lines

• Main Value: Total value of orders outstanding (Sub-total, plus Delivery, less Discount).
• Total Orders: Total number of Orders outstanding.
• Details: Clicking this will take you to your current outstanding orders.

My Outstanding Quotes

• Main Value: Total value of outstanding Quotations (Sub-total, plus Delivery, less Discount).
• Total Quotes: Total number of Quotations outstanding.
• Avg (Average) Quote: This is "Main Value" divided by "Total Quotes".
• Margin: This is the margin between "Main Value" and "Total Profit" for outstanding Quotations.

My Cases

Note: This is referred to as "NCRs" if you are using a Manufacturing System.

• Main Value: Total Outstanding Cases/NCRs (this includes In Progress Cases) for the current user.
• Clicking this value takes you to the Case/NCR Monitor to view the outstanding Cases/NCRs.
• In Progress: Total Cases/NCRs currently set as In Progress for the current user.
• Outstanding: Total Cases/NCRs outstanding (excludes In Progress cases) for the current user.
• Completed Today: Total Cases/NCRs completed today for the current user.

Open Shopping Carts (one per Genisys e-Commerce Site Setup)

Note: This section will only be displayed if you have a "Spitfire e-Commerce" system setup. You will have one of these sections per-site setup.

After 14 days, the shopping carts are cancelled down. Your system may be setup to issue "Abandoned Basket" reminders to customers to try and reduce this value.

• Main Value: This is a calculation of the "Sub-total", plus "Delivery" less any "Discount" for orders currently in progress on the relevant website.
• Clicking this will take you to the list of outstanding shopping carts.
• Name: Name of the e-Commerce website.
• Total Carts: Total number of orders currently in progress on the website.

Risk Assessments Due

This is where you can find all Risk Assessments for Stock Records are due. Press Details and it will list all Stock Records that are due.

Supplier Approval at Risk (Within 4 Weeks)

This will show you a number, if any suppliers are at risk. Click on the Details button and it will provide you with a list of those Suppliers that are at risk due to relevant documents expiring. For example ISO 9001, Employers Liability Insurance.

Customer Re-Ordering Requirements

This will list how many items need to be reordered once it hits under the Re-Order requirements set on the customers account with the stock record.

Once you click on Details, it will open up a table.

SKU

This will list the SKU's that are below the required amount. (They are clickable to open the Stock Record of each one).

Name

This will be the name of the product that was set when the stock record was created.

Customer

This will provide you with the name of the customer that it is required for. (This is clickable to open the customers account).

Minimum Sales Order Quantity

This will detail how many of the product is the minimum that has been set for the customer.

Quantity to Create

This will detail how many are needed to be created to get the stock level above the minimum required amount for the customer on that stock record.

Current Outstanding Orders

This will show how many orders are outstanding and waiting for stock to be completed.

Create Order

This is a tick box that you can click to able to create any further orders for customers on each stock record for that customer.

Combine Orders by Customers

This means you can combine orders for each customer to reduce the amount of orders per customer outstanding.

Create Orders button

This means you can create orders if the tick button on the right hand side of each stock record has been ticked easier than going through the long process.

Search box

There is a Search box on the top right of the screen to make it easier to search for customers and stock records.

On Time In Full Deliveries (Chart) using Required Date

This provides you a visual chart for you to be able to see if everything is On Time each month.

On Time In Full

This will inform you of how many orders are scheduled to be On Time In Full.

• Promised (Month and Year)
• Required %: This provides you with a % of the orders that customers have required their orders.
• Promised %: This provides you with a % of the orders that customers have been promised their orders.

Orders Due This Month Using Required Date (Chart)

This provides you with a visual graph that will inform you at a quick glance of how many orders are due each month.

Orders This Month (Chart)

This provides you with a visual graph that you can see and is updated very regularly at a quick glance of how many orders have come in each month.

Outstanding Orders

This gives you the value of orders that are outstanding for the current month and the next month.

Overdue Orders

Here you will see the total value and the total orders that are overdue.

BBE Check

If you have any products that have a Best Before End date, that can be stored on the Stock Record of the product. If the date gets close to the end, it will start to flag up on the Dashboard for you to take appropriate action.

Overdue Purchase Orders

This will flag up any outstanding Purchase Orders to your Suppliers that you are waiting for delivery of. You can click on the Details button and it will provide you with a list of the outstanding Purchase Orders, so you know which ones to be chasing.

Purchasing Status

This will state if Purchasing is running or not running.

• By: This will state who is in Purchasing.
• Since: This will detail when they went into Purchasing.
• Last Run: This will detail who last performed Purchasing and when.

Customers Credit Held

This will detail the grand total amount of customers on Credit Hold for various reasons.

• Total Orders: This will detail how many orders in total are on Credit Hold.
• Profit: This will show how much profit in total has been made on these orders.
• Margin: This will show you the profit as a %.

Stock on Selling Hold

• Details button: When you click on this, it will take you to a list of Stock that is on Selling Hold.
• Reset All button: This means you can reset all Stock that is on Selling Hold.

Orders Today

This will show you the amount that has been taken on that day.

• Orders: This shows you the amount of orders that have been taken on that day.
• Returns: This shows you the amount of returns that have been processed on that day.
• Average Order: This will average out the orders that have been taken on that day.
• Profit: This will show you the amount of profit that has been made on that day in £'s and %.

Orders This Month Chart

This will show you a graph of how orders have been throughout the whole month so far. It provides you a value on the left hand side of the graph, the 30/31 days of the month along the bottom of the graph, and the month/year underneath with the Budget and Actual amounts that were set.

Profit This Month Chart

This will show you a graph of how much profit is being / has been made in the whole month so far. This details the amount along the left hand side of the graph and the 30/31 days of the month along the bottom of the graph. The month and year underneath with the Budget and Actual amounts that were set for the month.

On Time In Full Deliveries Chart

This will show you all Deliveries that are either On Time or running Late.

Last 7 Days Orders

This will show you the orders that have been processed in the last 7 days.

It will show you the full value of the orders.

Total Orders

This means how many orders have been taken in the last 7 days.

Average Value

This explains the average value per order.

Profit

This shows you how much profit you have taken in the last 7 days and break down a %.

Overdue Orders

This explains the orders that are overdue that had expected dates.

It shows you the whole value of the orders that are overdue.

Total Orders

This explains how many orders in total are overdue.

Orders Due This Month (Graph)

This shows you visually on a graph how many orders are due in each month and if they are set to be on Target in green or if they will be Overdue in orange.

Outstanding Orders

This shows you how many orders are Outstanding in the current month and the next month.

This Month

This shows you the value of orders that are outstanding in the current month.

Next Month

This shows you the value of orders that are outstanding in the next month.

Orders This Month Using Promised Date (Graph)

This shows you visually how many orders have a Promised Date set to them and if they are on time or overdue.

On Time In Full Deliveries Using Required Date (Graph)

This shows you visually which Deliveries are on time and which Deliveries are late.

Total Orders

This will show you the amount of orders for the month.

Dispatched

This will show you the amount of orders that have been dispatched in amount and %.

Late

This will show you how many orders are late in amount and %.

Not Due Yet

This will show you how many orders are Not Due Yet in amount and %.

Overdue Orders using Promised Date

This details the value and how many orders that are overdue and not hit the Promised Date to customers.

Orders Due This Month Using Promised Date (Graph)

This will show you visually on a graph all orders that are due that month and if they are scheduled to be on time or late.

Outstanding Orders Using Promised Date

This Month

This will detail all of the outstanding orders that are promised.

Next Month

This will detail all of the outstanding orders that are promised.

Re-Ordering Requirement

This will provide you with information of any stock that is below the re-order requirements that was set on each stock record when created.

Details

Once this has been clicked, you will be provided with a list of all stock that needs re-ordering.

Rolling Profit This Month (Chart)

This will show you the profit over the whole year as each month ends.

Deliveries with Values (Graph)

This will provide a rolling chart for the month of the deliveries sent out each day and the value.