Purchase Dashboard
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Purchase Dashboard presents your overall purchase data for a specific time period. Purchase Dashboard can be divided into 2 sections: Key Metrics and Purchase Data & Analysis.
The top section of the Purchase Dashboard displays 3 key metrics.
Purchases
This section displays the cost of Inventory bought in the month till the current date.
Bills
This metric displays the amount of money in the unpaid Bills.
Returns
This metric displays the amount of money corresponding to the Orders (only Inventory Items) that were returned to the Vendors in the month till the current date.
Please Note: You can click on each of the figures of these metrics to see a detailed breakdown.
Top Items by Purchase: This section the most purchased Items in a select time period in the form of a Pie Chart. You can fetch this data for a custom time period by selecting the Start Date and End Date. To do that, select the Dates and click on the Reload icon at the top-right of this section. You can also select the number of Accounts that you want to fetch the data for using the “Count” drop-down.
Top Vendors by Purchase: This section displays the Vendors with the most purchases in the form of a horizontal Bar Chart. This data is displayed for a select time period.
AP Aging By Vendor: This section displays in a tabular form, the unpaid Vendor bills and Item Reciepts of the respective Vendors that are yet to be converted into Bills. This data is sorted according to the length of time the Item Receipts and the Bills have been outstanding. This data is segregated into 5 sections:
Current: The amount in the Item Receipts and the Bills that are due Today.
1-30: The amount in the Bills that are overdue for less than a month.
31-60: The amount in the Bills that have been overdue for more than 30 days to 60 days.
61-90: The amount in the Bills that have been overdue for more than 60 days to 90 days.
90+: The amount in the Bills that have been overdue for more than 90 days.
Additionally, this table also presents to you the Credits and Prepayments recorded for every Vendor. With that, in the “Total” column, you can see the net amount that you owe to each Vendor.
On the top-right corner, click on the 9-dot icon button to choose the columns to display in this report. You can save the column view by clicking on the “Save” button.
At the bottom of this section, you can choose the number of rows to be displayed per page.
Click on any figure (except “Total”) to see a detailed breakdown.
Use the Up and Down arrows besides the Colum name to display the data in ascending or descending order.
Download the reports as an Image or Document by clicking on the three-line menu and choosing the desired format.
Place the cursor on any section of the Chart to see the exact Data.
Click on the “Reload” button after any change to refresh the data in the Dashboard.
