Retail Back Office: Dashboard - Inventory

Retail Back Office: Dashboard - Inventory

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Navigation: Log into the BO for your Store, then on the Home dashboard select Inventory

The Inventory dashboard appears.



Select the Time Period from the dropdown, then click Apply. The Inventory dashboard will appear for that selected Time Period. You will be able to view the below information, based on the selected Time Period:



Tiles


Total Value On Hand

 - Displays the Total Value of all On Hand items

Total Items in Stock

 - Displays the Total Number of Items in Stock

Total Number of Low Stock

 - Displays the Total Number of Items experiencing Low Stock

COGS

 - Displays the Cost of Goods Sold (COGS)


Tables


COGS by Category


  1. The table will include the following columns: Category, Sales, Cost, Percentage and Margin +/- along with Search option.
  2. A Total will appear for Sales, Cost, Percentage and Margin.

Category

  1. Displays the Category of the Item Name

Sales

  1. Displays the amount of Sales within the Category, along with the Total.

Cost

  1. Displays the cost of the Retail Item, along with the Total.

Percentage

  1. Displays the percentage based on the formula [(Cost / Sales) * 100], along with the Total.

Margin +/-

  1. Displays the positive/negative margin based on the formula Sales Amount – Cost Price.


Low Stock



  1. Displays the following columns: Item Name, Unit, Min Quantity, Available Quantity and Vendor Name along with Search option.
  2. The Low Stock By dropdown is available here containing Vendor names (configured in Inventory > Vendor tab).
  3. Inventory Item(s) will appear based on the selected Vendor.

Item Name

  1. Displays the name of the Inventory Item.
  2. One or more item(s) can appear based on the selected Vendor and their current Low Stock.

Unit

  1. The unit set for the inventory Retail item will be shown.

Minimum Quantity

  1. This is the PAR level set in the Inventory Retail Item page - which indicates the Low Stock value for the Inventory Retail Item.

Available Quantity

  1. The remaining available quantity for the Inventory Retail item (Quantity on hand).

New Purchase Order

You can create a new Purchase Order by clicking the + New Purchase Order  button. When clicked, the New Purchase Order screen appears.


On the New Purchase Order page, fill in the following: 

General
  1. Vendor - (Mandatory) It will be pre-populated with the selected Vendor from the Low Stock By dropdown.
  2. Date - (Mandatory) Select a Date (calendar button). Defaults to today's date.
  3. Place Order Via - (Mandatory) Select Email or Print (Default). If Email is selected then the Purchase Order will be emailed to the Address provided by the Vendor. You can enter any additional email addresses in the CC: field that appears.

Vendor Address

  1. Displays the Mailing Address and Contact Person on file with the selected Vendor.

Ship To

  1. Displays the Ship To address from the Store Address configured in Store Settings

Item to be Ordered


The table displays columns related to Inventory Items mapped to the Vendor.
  1. Select an Item from the Item dropdown.


  2. When selected, the subsequent fields will auto-populate with information on file with the Inventory Item when it was created - with Brand and Quantity as the only editable fields.


  3. Update the Brand name if necessary, then adjust the Quantity (enter the amount, or use the upwards/downwards triangles to adjust the amount by 1 per click).


  4. Click + Add Inventory Item to add an Item to the Purchase Order. A new row will be added to the table, then repeat this process starting with Step 1 above.

    1. Note: you can delete an Item row by clicking the corresponding trash can button on the right-side.


  5. The Total on the Purchase Order appears at the bottom-right, and is the sum of all item Prices (Unit Price x Quantity).


  6. When ready (and all Mandatory fields have been filled), click Place Order at the upper-right. The 'Purchase Order Saved Successfully' pop-up confirmation appears.

    1. To cancel creation of the Purchase Order, click the left facing arrow <- button at the upper-left. You will be returned to the Inventory dashboard on the Home page.

 
 

Purchase Orders Table


The table contains information on Purchase Orders, with the following columns:

Purchase Order Number

  1. Displays the unique Number created for the Purchase Order.

Vendor

  1. Vendor selected in the vendor drop down details should appear under vendor column in main screen

Order Date

  1. Displays the Date and Time [DD-MM-YY 00:00 AM/PM format] the Purchase Order was placed.

Order Cost

  1. Displays the total Cost of the Purchase Order.

Status

  1. Displays the status of the Purchased Order (Placed or Received).


Total Invoices Table


The table contains Invoice information, and will have the following columns:

Purchase Order Number

  1. Displays the unique Number created for the Purchase Order.
Order Date
  1. Displays the Date and Time [DD-MM-YY 00:00 AM/PM format] the Purchase Order was placed.

Receive Date

  1. Displays the Date and Time [DD-MM-YY 00:00 AM/PM format] the Purchase Order was received.

Vendor

  1. Displays the name of the Vendor that was sent the Purchase Order.

Vendor Invoice

  1. An Invoice Number from the Vendor can be entered here and will be saved for the Order.

Total

  1. Displays the Total price of the Purchase Order.



Total Stock Purchases Table


The table contains information on purchases of Item Stock, and will have the following columns:

Inventory Item

  1. Under inventory item, item created in Purchase Order will appear.

Unit

  1. Displays the set Unit set for the inventory item.

Purchase Quantity

  1. Displays the Quantity of the item requested during creation of the Purchase Order.

Purchase Cost

  1. Displays the total Cost of the Purchase Order based on the quantity - along with a Total.

Available Quantity

  1. The remaining available Quantity for the Inventory item (Quantity on hand).

Available Cost

  1. The remaining available Cost (Cost on hand) of the Inventory Item - along with a Total.

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