We have brought your PO payments to the frontlines with the new Payments Dashboard!
This guide will walk you through how it works and how to manage your payments with it.
What is the Payments Dashboard
The Payments Dashboard is the new central hub, similar to the Shipment Tracker, where you can update, add, and manage your payments without the need to review and update them within the orders themselves. Our intention is to provide as few barriers to your cash flow management as possible so you always know how much has been spent, how much will be spent, and if there is anything that hasn't been paid for.
Proper capital management is crucial to running your business, and providing an easy and efficient way of viewing and updating this information felt like the next logical step. From this table you can:
Get an overview of expenses, costs, and the retail value of your orders
Understand when your next payment is due
Visualize spending patterns each month
Manage payments in just a couple of clicks
Stay on top of your procurement costs
How to Manage Your Payments
Using the Payments dashboard is a piece of cake and can be tackled from a couple of different angles. You can also have the payments automatically generated for you (more on that here)
Managing within the dashboard
Managing from within a new or existing PO
Managing within the dashboard:
Adding a new payment
1. Select the "Add Payment" button to add a new payment.
2. Add the necessary information to the payment.
Adding a new payment from the dashboard opens a side peak view for you to add context to the payment and attach it to an existing PO. Once the payment has been added to the list, the value from the payment will be applied on the graph to whichever month you selected.
Unless the PO you attach this payment to is cancelled the value will remain visible on that month's bar graph.
3. Click Done to apply the new payment.
Updating/managing existing payments
1. Click the "3 dots" on the right of the payment.
Selecting these dots will give you the option to edit the payment information or remove the payment altogether.
2. Click "Edit payment" to make changes.
When you click Edit payment, it will open the same side-view window as before, where you can update any of the related information. Once you are finished, you can click Done again to save, and the information will be updated.
In general, we have tried to ensure that the payments management is as simple as possible and retain a lot of the same elements from the payments editor within the orders.
Managing from within a new or existing PO
1. Navigate to the PO tab.
We have made this super easy to do. You can either click on the Purchase Orders tab on the left navigation or click on any of the order's names under the Purchase Order column.
Using the table will open you directly into that specific order's details. So, if you still need to create the order, you may be better off going from the inventory table or from the navigation.
2. Update the Payment information from the Payments window.
After you have successfully created or navigated to the order you'd like to update the payment for, you can follow the typical process:
2.1: Click "Manage" on the Payments card.
2.2: Click "Add Payment" → "Manual Payment."
2.3: Add the necessary information.
2.4: Click Done.
Once you have completed all of those steps, you will see this new payment appear on your payments dashboard, where you can track and manage it with ease.
Thank you for reading this Help Center article! Our goal is to help you become an inventory pro. If you have any other questions, feel free to reach out to our team, book a meeting, or explore more of our Help Center for more guides on navigating and configuring Genie.
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