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.
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