The dashboard provides a statistical representation of your business performance in critical areas such as sales and orders on a timely basis. It highlights the areas which require your immediate attention. The dashboard also gives a brief information of the total number of orders placed and the amount generated for the day.
1. To access the module, click on Dashboard from the Homepage.
The following page gets displayed in which you can view your sales earning, receive order details, view your gross profit, and check details of new customers that have been associated with your business on a daily, weekly, and monthly basis.
Note
2. To view order details, click on View Details under Orders or Sales sections.
The following page gets displayed.
3. To view customer details, click on View Details under New Customers section.
The following page gets displayed.
4. To view orders that you have received from the webstore, click on View Details under Online Orders section.
The following page gets displayed.
5. To view orders that you have received from your retail shop, click on View Details under In Store Orders section.
The following page gets displayed.
6. The Inventory tab displays two counts, namely:
- Out Of Stock: Displays the number of products that have been exhausted, and need to be restocked in your inventory.
- Low Inventory: Displays the number of products that are running low on inventory, and would be out of stock soon.
7. To view inventory details of the products, click on View Details under Inventory section.
The following page gets displayed.
8. The Purchase tab displays two counts, namely:
- Delivery Pending: Displays the number of orders whose goods are yet pending to be delivered to the customer.
- Payment Pending: Displays the total amount left, to be paid to the supplier. It also displays the total number of suppliers for which you have to pay the amount to.
9. To view purchase details from each and every supplier, click on View Details under Purchase section.
The following page gets displayed.
10. At the bottom of the Dashboard detail page, there are three reports namely:
- Order Reports: Includes Orders and Payment Pending Reports.
- Inventory Reports: Includes Instock and Out Of Stock Products Reports.
- Purchase Reports Includes Purchase Invoice Summary and Detailed Reports.
11. On clicking on any of the reports, an export pop up window appears displaying the time range for which the reports were created. Click on Export Reports in order to share it.
These reports are basically used to maintain and share various records for analyzing purpose.
1. To access the module, tap on Dashboard from the Homepage.
The following page gets displayed in which you can view your sales earning, receive order details, view your gross profit, and check details of new customers that have been associated with your business on a daily, weekly, and monthly basis.
2. To view order details, tap on Sales or All Orders sections.
The following page gets displayed.
3. To view customer details, tap on New Customers section.
The following page gets displayed.
4. To view orders that you have received from the webstore, tap on Online Orders section.
The following page gets displayed.
5. To view orders that you have received from your retail shop, tap on In Store Orders section.
The following page gets displayed.
6. The Inventory tab displays two counts namely:
- Out Of Stock: Displays the number of products that have been exhausted, and need to be restocked in your inventory.
- Low Inventory: Displays the number of products that are running low on inventory, and would be out of stock soon.
7. To view inventory details of the products, tap on View Details under Inventory section.
The following page gets displayed.
8. The Purchase tab displays two counts namely:
- Delivery Pending: Displays the number of orders whose goods are yet pending to be delivered to the customer.
- Payment Pending: Displays the total amount left, to be paid to the supplier. It also displays the total number of suppliers for which you have to pay the amount to.
9. To view purchase details from each and every supplier, tap on View Details under Purchase
section.
The following page gets displayed.
how to view key business metrics | how to check my store performance | how to track my ecommerce analytics | how to check my detailed store insights in real time | how to monitor sales statistics | how to get a quick business overview
how to download date wise order reports | how to export summary of sales invoices | how can i export my entire order history to a spreadsheet ~ #orderreports
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