Veculim

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Dashboard

    Table of contents
    1. 1. Quotes
    2. 2. Jobs
    3. 3. Purchasing
    4. 4. Financial

    The Dashboard function is there to give the Owner or Business Manager a Birds eye view of what is going on in the business regarding different functions like, Quotes, Jobs, Purchasing and then also Financial. Your employees can also use the Dashboard to quickly access the tasks they need to perform. The Dashboard access and preferences can be customised for each user.

    The Summary tab on the Dashboard could be very useful. This Tab displays the following:

    -          Quotes accepted ratio

    -          Jobs Overdue

    -          RFCs not collected (how many RFCs to be collected and also the value of the RFC)

    -          Comeback Jobs

    -          Critical stock to Re-order

     

    You can select any of the blocks listed and it will display the details of the information given.

     

    DashboardSummary

     

    Quotes

    The Quotes Tab gives more information regarding Quotes Not finalised, Quotes Accepted, Quotes Finalised and Quote Requests Overdue. This Tab can be used by Staff members when following up on Quotes finalised but not accepted and for other tasks.

    DashboardQuotes

    To view any information detail from a specific block, simply click on the block and the details will be displayed.

     

    Jobs

    The Jobs Tab will display information about the current Jobs in the workshop, Jobs to be invoiced and some info regarding the Panels to be painted.

    DashboardJobs

    To view any information detail from a specific block, simply click on the block and the details will be displayed.

     

    Purchasing

    The Purchasing Tab will display information regarding the Purchases for the Company. Parts for Jobs not ordered yet, Parts not received yet, Consumables, RFC's not collected etc.

    DashboardPurchasing

    To view any information from a specific block, simply click on the block and the details will be displayed.

     

    Financial

    The Financial Tab will contain information about the Sales, Cost of Sales and records that still need to be exported.

    DashboardFinancial

    To view any information from a specific block, simply click on the block and the details will be displayed.

    Page last modified 10:02, 8 Sep 2017 by Jennifer Veculim > Oversight > Dashboard

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