Configuring your Dashboard
When you first log into Enterprise the dashboard will not show any metrics. It is up to each user to select the Metrics that they wish to see.
Selecting your Metrics
When you have signed into Enterprise you will be directed to the dashboard page. Here you can choose and amend the metrics that you wish to see.
Select the settings Icon and select the Metrics you wish to see on your dashboard.
Locations
We will display the location that you are currently in. The dashboard will show you all the data related to that location. If you want to change the location, select the Map Marker, and select the new location.
Navigation
You can select each metric and it will redirect you to the most relevant page associated with that metric.
Metrics Available
Stock
|
Tile Name |
Description |
Navigates To |
|---|---|---|
|
Pending Deliveries |
Shows the value amount and qty of orders that are expected today and for previous days within the stock period that don’t yet have an accepted delivery / invoice for those orders |
Order List Page |
|
Outstanding Deliveries |
Shows the orders sent that have not yet been delivered that were expected before today. Shows Qty & Order Value. Does not include orders expected to be delivered today |
Orders List Page |
|
Deliveries Expected Today |
Shows all deliveries that are expected to be delivered today. Shows Qty & Order value |
Order List Page |
|
Future Deliveries |
Shows all deliveries with a required delivery date that is greater than today’s date. Will show qty & value |
Order List Page |
|
Transfers In |
Shows the value of stock that has been transferred into your cost centre for the current stock period |
Transfers List Page |
|
Transfers Out |
Shows the value of stock that has been transferred out of your cost centre for the current stock period. Will only include transfers that have been committed |
Transfers List Page |
|
Transfer Requests |
Shows the qty and value of stock that has been requested from other Cost Centres. Will include all requests that have not yet been accepted and if the request date is outside of your current stock period date range |
Transfers Request List Page |
|
Credits |
Shows the value of all credits sent, it will include credits raised in the current stock period for invoices from previous stock periods. Includes the quantity of unsent credits |
Credit List Page |
|
Waste |
Shows all waste entered on Enterprise & Till within your current stock period, will include any ancillary waste. |
Wastage List Page |
|
Items to Count |
Shows the amount of supplier items you need to count today in Cyclic stocks. We will also display the items that still need to be counted as the smaller number. We will not include batches in either of these counts |
Cyclic Stock Count Page |
|
Out of Stock |
Show the qty of the supplier items that are out of stock. Will only include supplier items that are available to order for your current location |
|
|
Total Variance |
Shows the total variance amount and % for the current location. Includes ancillary and excludes staff food |
Stock Finalise Page |
|
Staff Food |
Shows the staff food amount and % for the current locations stock period. % is shown based off cost centres Net sales |
Stock Finalise page |
Reports
|
Tile Name |
Description |
Navigates To |
|---|---|---|
|
Extended Reports |
Shows the number of reports that are waiting for you to download within the user details drop down |
|
Sales
|
Tile Name |
Description |
Navigates To |
|---|---|---|
|
Net Sales |
Shows the Net sales for the current locations’ stock period. An indicator will display if you are up or down on sales against the same time last week |
Stock Finalise page |
|
Gross Sales vs Last Year |
Shows the last 7 days gross sales and compares it against same time last year. Will only include the sales for your current location |
|
Cash
|
Tile Name |
Description |
Navigates To |
|---|---|---|
|
Cash Reconciliation |
Shows you the Cash reconciliation for the week for the cash sheet your location is currently in |
Cash up finalise page |
|
Expenses |
Shows the Gross amount of expenses entered for the current cash period. |
Expense’s page |
Messages
The messages page has been replaced with the dashboard. You can access all messages from the dashboard by selecting the Envelope icon. The Number attached to the Envelope shows how many messages you currently have.
If you have any messages that have been flagged important, you will be notified when you first log on.
To view your messages, either select “here” or select the Envelope icon.
Important messages are expanded by default and all other messages are compressed to read these please select Expand icon.
Warning Icon – when displayed indicates this is an important message and will expand by default.
Expand & Compress – This allows you to expand messages less important.
