Dashboard

VC Dashboard will display an overview of the data that has been collected and saved in Vision Commerce with several widgets that contain different types of charts in it.

This dashboard will give you all the information you need at a glance. So that you can save time and find where you need to work on.

The dashboard will only appear when no windows or screens are opened in VC.

Please read further, to learn about each widget and what you can do with this dashboard.

Export Data

A download icon will be visible on each widget while you hover the cursor.

Click this Icon to export the data to your system.

Reset Widget

The reset icon will be visible on each widget while you hover the cursor.

Click this icon if you need to go to the initial state of the widget. For example, some widgets allow drilling down into data. When you clicked this icon, you can return to the initial state of the widget.

Edit Widgets Button

On the bottom right side of the VC Dashboard, you will see a red colour button to edit widgets. When clicked, a list of all the widgets available will appear on the right side. Each widget has a button to Hide it. For the widgets that have already been hidden, there will be a Show button in place of the Hide button. You can click this button and make the hidden widget visible on the VC dashboard screen.

PO incomplete

Shows the Purchase Orders that aren’t in the Completed or Cancelled status. This includes the POs that are in the order status- Awaiting authorization(A), Outstanding(O), Receipted(R), Invoiced(I), and Invoiced and Receipted(IR).

When clicking on the number or title of the widget, a list that includes all the incomplete PO will pop up. The same list can be exported to your system using the Export data icon.

Products awaiting receipt

This widget shows the number of products that are waiting to be receipted. If you click on the widget you will see a list of Purchase Orders that are Invoiced but not Receipted.

If you go to the Purchases Menu and click Receive option(House-like icon) in the processing section, you will find the same list.

SO held

Sales orders can be held due to various reasons. The number of held sales orders can be found on this widget and when clicked you would be presented with the list of sales orders. These are the same held sales orders which you can find by going to the Sales menu and clicking Held Orders icon.

To learn more about Held Orders please visit this wiki page: Held Orders - Vision Commerce - Confluence (atlassian.net)

SO awaiting allocation

On this widget, you will see the number of sales orders that awaits allocation. When clicked you will see the list of SO which is the same as the list you will get when you go to the allocation option in the Sales menu.

Click here to learn more about Allocation.

SO awaiting warehouse submission

This widget gives you the list of sales orders that are awaiting warehouse submission. In the normal process to see this list you need to go to the EDI/API menu and click on the Submissions option(Cloud-like icon) in the Warehouse group.

Click here to learn more about Warehouse Submissions.

SO awaiting delivery

This widget shows the same list of Sales Orders that are awaiting delivery in the Deliver Orders option of the Sales menu.

Click here to learn more about Deliver Orders.