The Orders tab provides detailed information about ordering activity for your chosen location or group of locations. Within the Orders tab, you will be offered valuable key metrics to give you an understanding of your sales and purchase orders. This dashboard compares sales orders and purchase orders information. Purchase orders are created in the ERP system and imported into the app.

Click on the location drop down to select a location you wish to view the KPIs for.

You may select to view the KPIs for all locations, specific physical locations or consolidated regions.

Click on the timeframe drop down to select how much history you wish to have displayed on the report.

Orders - Sum (count) of overdue sales orders.

Value - Sum value of overdue sales orders.

Without PO - Sum (count) of overdue item codes or product codes without an open purchase order.

Value w/o PO - Sum value of overdue sales orders without an open purchase order.

Orders - Sum (count) of open sales orders.

Value - Sum value of open sales orders.

SO/Sales - Ratio of sales orders to sales. A high percentage indicates more sales orders than normal, walk-in, sales.

Customers - Sum (count) of unique customers associated with these open sales orders.

Orders - Sum value of historic purchase orders.

Overdue - Sum (count) of overdue purchase orders.

Overdue value - Sum value of overdue purchase orders.

Projected PO - Sum value of anticipated future purchase orders in the next year.

Orders - Sum (count) of open purchase orders.

Count - Sum (count) of open purchase order lines.

Value - Sum value of open purchase orders.

PO/Holding - The ratio of open purchase orders to total inventory holding.

Count - Sum (count) of suppliers with an open purchase order against them.

Overdue PO - Sum (count) of suppliers with an overdue purchase order against them.

Excess with POs - Sum of item codes or product codes that currently have excess stock and an open purchase order for additional stock.

Surplus orders - Sum of item codes or product codes that will result in excess should the open purchase order be received.

For more information on the Executive Dashboard, refer to the below articles: