Vendor Dashboard
1. What does this page cover?
Learn about the vendor dashboard, its components, and metrics that will allow you to interpret data effectively and to perform required action all at one glance.
2. Vendor Dashboard
This intuitive dashboard, designed exclusively for vendors, enables them to track the number of quotations and orders they must address periodically. It also allows vendors to access monthly revenue data and manage products information to maintain an updated inventory.
2.1. Components & Metrics
Vendor Dashboard | |
Components | Key Metrics |
Monthly Orders | Quotations |
Monthly Revenue | Orders |
Products | |
Recent Orders | |
2.2. Dashboard Data Interpretation
Components:
Monthly Orders: This score card gives a breakdown of the vendor's orders, categorized as total, ongoing, and delivered orders.
Further, they can get a cumulative view of this data for previous months by utilizing the dropdown filter.
Monthly Revenue: Through this chart, the vendor can gain insights into daily net total revenue for the month, thereby aiding in financial analysis and informed decision-making. Further, cumulative revenue for previous monthly can also be viewed by using the drop down filter.
Products: This section will show the list of products available with the vendor. Click More Info.
The Products module will be displayed. It contains all available products, their brand names, and their corresponding measurement units.
Recent Orders:
This section will display the five most recent orders (POs) submitted with the vendor. To view more orders, click on More Info.
Orders module will be displayed. From here, the vendors can perform appropriate action on their open orders, such as viewing PO Document and Dispatch the products.
Click the PO Document adjacent to an order to view the corresponding Purchase Order.
The Purchase Order popup also allows the vendors to Print or Download the PO as PDF.
Back in the Orders module, clicking on Dispatch option will open the Add Invoice & Delivery Notes popup.
The vendor can fill in the required dispatch details (like Dispatched Time, Shipping Charge, Invoice, etc) and click Submit.
Key Metrics:
Quotations: Quotations is one of the key metrics for vendors, as it acts as the primary focus point for action.
This section depicts an overall count of:
- Total Quotations: Total number of quotations received
- Quotations Given: Total number of quotations sent to the procurer
- Selected Quotations: Total number of quotations selected by the procurer to be dispatched by the vendor
Understand more about Quotations in detail.
Orders: This sections allows the vendor to get a quick glimpse about the various POs, such as:
- Total Orders: Total number of POs
- Ongoing Orders: Total number of orders in progress
- Completed Orders: Total number of orders fulfilled or completed
- Order issues: The orders that require action due to identified issues
- Received amount: Total amount received by the vendor for fulfilling orders
- Remaining amount: The outstanding amount yet to be received by the vendor
Understand more about Purchase Orders (PO) in detail.
3. Related Articles
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
New to Zoho Writer?
Create. Review. Publish.
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho CRM Plus?
Deliver unforgettable customer experiences
New to Zoho Marketing Plus?
Everything you need to run your marketing
New to Zoho Marketing Plus?
Everything you need to run your marketing
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
New to Zoho Survey?
Zoho Sheet Resources
Zoho Forms Resources
New to Zoho Sign?
Zoho Sign Resources
Sign, Paperless!
New to Zoho TeamInbox?
Zoho TeamInbox Resources
New to Zoho ZeptoMail?
Design. Discuss. Deliver.
New to Zoho Workerly?
New to Zoho Recruit?
New to Zoho CRM?
New to Zoho Projects?
New to Zoho Sprints?
New to Zoho Assist?
New to Bigin?
Related Articles
Vendor Management
This app is published in accordance with Marketplace review process. For pricing details, you can refer to this page. Category - Manufacturing Vendor - Zoho Corporation Pricing - Free Overview Vendor management made smarter, faster, and easier! ...Procurement Dashboard
1. What does this page cover? Learn about the procurement dashboard, its components, and the metrics with which you can access and interpret the data for informed decision-making and optimizing your business process. Understand more about basics of ...Building an employee dashboard
Requirement Create an employee dashboard with buttons that will help the employees to check in and out, find the total number of logged-in hours and apply for leave. Use Case An Employee Management application has a dashboard for their employees. As ...Managing Orders (Vendor)
1. What does this page cover? Learn how vendors process and fulfill Purchase Orders (POs) in the procurement process. Click here to understand about PO in Zoho Creator Procurement. Click here to understand about the procurement process in Zoho ...Manage form workflow dashboard
A form workflow dashboard provides you with the overall perspective of form workflows in an application. This organized dashboard with its structured set up enables easy identification of your form's workflows, their actions, their status, and other ...
New to Zoho LandingPage?
Zoho LandingPage Resources