Difference between revisions of "My Dashboard"
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| Line 27: | Line 27: | ||
*Completed Today: Total Cases/NCRs completed today. | *Completed Today: Total Cases/NCRs completed today. | ||
| − | == Orders Waiting Payment == | + | == (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. | ||
| + | *Profit: Total Profit of Orders requiring Payment. | ||
| + | *Margin: Margin between Main Value and Profit. | ||
== Orders On Hold == | == Orders On Hold == | ||
Revision as of 13:12, 22 January 2021
Depending on your access level and system setup, you will see a combination of the following widgets:
Contents
- 1 Todays Deliveries
- 2 O/S Deliveries (Outstanding Deliveries)
- 3 Orders This Month
- 4 Total Cases
- 5 (My) Orders Waiting Payment
- 6 Orders On Hold
- 7 Negative Margin Hold
- 8 Incomplete Address Hold
- 9 Amazon Hold
- 10 Min Order Hold
- 11 Orders On Credit Hold
- 12 Outstanding Lines
- 13 Invoiced This Month
- 14 Outstanding Quotes
- 15 P/Os for Approval
- 16 Outstanding P/Os
- 17 Special Orders
- 18 Todays Call Backs
- 19 My Orders Today
- 20 My Orders This Month
- 21 My Outstanding Lines
- 22 My Outstanding Quotes
- 23 My Cases
- 24 Open Shopping Carts (one per Spitfire e-Commerce Site Setup)
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.
O/S Deliveries (Outstanding Deliveries)
- Main Value: This is how many deliveries that have been printed ready for picking/packing.
- 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)
- 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.
- Profit: Total Profit of Orders requiring Payment.
- Margin: Margin between Main Value and Profit.
