The Dashboards ribbon menu currently has options for; Daily Summary, Inventory, Customer, Salespeople, Brands, Class, Route, Vendor and Order Taker. The purpose of this chapter is to provide a detailed overview of the new options found on the Dashboards ribbon menu.

 

 

In the Dashboards ribbon menu you will have quick access to a dashboard listing the top performers for Inventory, Customers, Salespeople, Brands, Classes, Routes, Vendors and Order Takers. You can easily print to paper or export to Excel or HTML. Advanced data filtering is also provided for more sophisticated users.

 

•The Using Dashboard Features chapter of this system guide gives details on using the analysis and reporting capabilities of the feature.

 

•Summary Group

Daily Summary

For many of you, the Daily Summary screen is where you go to get a live snapshot of either orders placed or deliveries made for a specific day, usually the current day. In V4, we've kept the existing Daily Summary screen (now named the "Legacy Daily Summary") that so many of you are used to seeing.

 

The new Daily Order Summary Dashboard (showing the Items drill down option at the bottom):

 

The new Daily Delivery Summary Dashboard (showing the Summary Chart option at the bottom):

 

The Daily Payment Summary Dashboard is a completely new feature in V4. It provides you with a view of your payments and credits received, how they were applied, drill down details of the line items on the paid invoices, etc.  We feel that this will become another important tool for your food distribution operation.The new Payment Summary Dashboard (showing the Items drill down at the bottom):

 

 

•Go to the Dashboards and Sub-Menu Features section of this chapter to see the full menus.