Dashboard

The Dashboard is your visual control center for monitoring warehouse operations. It shows charts of orders, inventory, and revenues or expenses from the last 14 days, letting you quickly see the status of your operations and make informed decisions.

Quick Access

The page shows as Dashboard. Navigate to Admin Reports > Dashboard from the menu to view the dashboard.

Why use the Dashboard?

Quick Status View

See the general status of your operations at a glance with clear, easy-to-understand visual charts.

Order Trends

Monitor shipped, in-process, and backorder orders during the last 14 days to identify patterns and problems.

Inventory Status

Quickly visualize available, reserved, damaged, and oversold inventory to make stock management decisions.

Revenue and Expense Analysis

Review handling, shipping, and storage data (revenues or expenses by account) to understand warehouse operating costs.

Automatic Updates

Data updates automatically when you access the Dashboard, showing real-time information.

Account Filtering

Data can be filtered by specific account (requires technical configuration) to see individual client metrics.

Access Dashboard

You can access Dashboard from:

• Admin Reports Menu: Navigate to Admin Reports > Dashboard

Permissions

Dashboard requires Warehouse Billing permissions. If you don’t see the option in the menu, verify your permissions with the system administrator.

Dashboard Components

The Dashboard shows three main charts: Inventory, Orders, and Revenues.

Orders Chart

The Orders chart shows orders from the last 14 days in a stacked bar chart (bottom to top):

• Shipped (Green): Shipped orders based on shipping date
• Backorders (Red): Backorder orders based on order date
• Other (Orange): Orders in other statuses based on order date

The chart shows daily trends for each order type, letting you identify days with high shipping volume, days with many backorders, or days with pending orders.

Inventory Chart

The Inventory chart shows current inventory status in a pie chart:

• Available (Green): Inventory available for sale (UnitsInStock)
• Reserved (Blue): Reserved inventory (difference between QtyGood and UnitsInStock)
• Oversold (Orange): Products with negative inventory (UnitsInStock < 0)
• Hurt units (Red): Damaged units (QtyHurt)

This chart helps you quickly understand your inventory distribution and identify problems like oversold or damaged units.

Revenues / Expenses Chart

The third chart shows financial data from the last 14 days in a stacked bar chart. The title changes based on the view:

• Revenues: When viewing all accounts
• Expenses: When viewing a specific account

The stacked bars show (bottom to top):

• Shipping (Blue): Shipping expenses
• Handling (Green): Handling expenses
• Value Added Svcs (Orange): Storage expenses

The chart shows daily trends, helping you identify days with high costs and understand operating expense patterns.

Understanding Charts

Orders Chart

1. Review daily bars

   Each bar represents a day from the last 14 days. Total height shows total orders for that day.

2. Identify colors

   • Green at bottom: Orders shipped that day
   • Red in middle: Backorders
   • Orange at top: Other orders in process

3. Analyze trends

   Look for patterns like:

   • Days with many shipments (tall bars with lots of green)
   • Days with many backorders (bars with lots of red)
   • Days with few orders (short bars)

4. Use the legend

   The legend at the top right shows what each color represents. Click legend elements to show or hide specific series.

Inventory Chart

1. Review pie chart

   Each segment size represents the proportion of that inventory type relative to the total.

2. Identify colors

   • Green: Available inventory (what you can sell)
   • Blue: Reserved inventory (assigned to orders)
   • Orange: Oversold (products sold without inventory)
   • Red: Damaged units

3. Look for problems

   Pay attention to:

   • Large oversold segments (orange) - indicates inventory problems
   • Large damaged unit segments (red) - requires attention
   • Proportion of available vs reserved inventory

4. Interact with the chart

   Hover over a segment to see the percentage. Click a segment to see a summary with the exact percentage.

5. Review values

   The chart shows approximate values for visualization. For exact values, consult detailed inventory reports.

Revenues / Expenses Chart

1. Review daily bars

   Each bar represents financial data for a day from the last 14 days. The chart title shows Revenues (all accounts) or Expenses (specific account).

2. Identify components

   From bottom to top:

   • Shipping (Blue): Shipping expenses
   • Handling (Green): Handling expenses
   • Value Added Svcs (Orange): Storage expenses (MH + HP)

3. Analyze costs

   Look for:

   • Days with high totals (tall bars)
   • Days with many shipping expenses (large blue section)
   • Days with many storage expenses (large orange section)

4. Compare days

   Compare data between days to identify patterns and days with unusual costs.

Filter by Account

The Dashboard shows all accounts by default. Account filtering is not available through the user interface.

Technical Configuration

To filter by a specific account, the Account variable in the Dashboard JavaScript code must be changed. By default it is set to 0 (all accounts). If you need this filter regularly, contact the system administrator.

Access Counter

From the Dashboard, you can quickly access Counter:

1. Find the link

   At the top of the Dashboard, you’ll see a link to Counter next to the title.

2. Click Counter

   This will take you to the Counter page where you can manage counters.

Best Practices

Review Dashboard Daily

Review the Dashboard at the start of each day to understand the current status of your operations and identify problems early.

Compare Consecutive Days

Compare charts from different days to identify trends and patterns in your operations.

Pay Attention to Alert Colors

Red and orange colors indicate potential problems (backorders, oversold, damaged units). Investigate these cases.

Use Charts for Reports

Dashboard charts are useful for presentations and executive reports. Capture screenshots when necessary.

Combine with Detailed Reports

The Dashboard gives you an overview. For detailed analysis, use specific reports for each area.

Monitor Expenses Regularly

Review the expenses chart regularly to identify days with unusual costs and optimize operations.

Verify Available Inventory

Make sure the green segment (Available) is the largest in the inventory chart to maintain healthy operations.

Investigate Oversold Immediately

If you see a large orange segment (Oversold) in the inventory chart, investigate and correct the problem quickly.

Troubleshooting

Charts don’t display

Problem: Charts don’t appear or are blank.

Solution:

• Verify that JavaScript is enabled in your browser
• Check browser console for JavaScript errors
• Try reloading the page (F5 or Ctrl+R)

Data doesn’t update

Problem: Charts show old data or don’t update.

Solution:

• Reload the page to get updated data
• Verify that database connection is working
• Verify that there is data in the database for the shown period (last 14 days)

Inventory chart shows incorrect values

Problem: Values in the inventory chart don’t match detailed reports.

Solution:

• The chart shows approximate values for visualization. Exact values may vary slightly
• Verify that products aren’t marked as Discontinued (they’re excluded from calculation)
• Check that the account filter (if applied) is correct
• For exact values, consult detailed inventory reports

I can’t filter by account

Problem: I can’t find the option to filter by specific account.

Solution:

• The Dashboard has no user interface for account filtering
• By default, the Dashboard shows all accounts
• If you need to filter by specific account, contact the system administrator

Colors don’t display correctly

Problem: Chart colors don’t show or are incorrect.

Solution:

• Verify that your browser supports SVG/Canvas graphics
• Make sure chart libraries load correctly
• Try using a different browser to rule out compatibility issues
• Verify that there are no browser extensions blocking JavaScript or charts

Revenues/Expenses chart shows zero

Problem: The third chart shows all values at zero.

Solution:

• Verify that there are records in the partial_invoice table for the last 14 days
• Check that ServiceTypes are correct (1 = Handling, 2 = Shipping, 5 = MH, 9 = HP for Value Added Svcs)
• Confirm that the account filter (if applied) includes accounts with registered data
• Verify that data is registered with correct dates in the last 14 days period

Related

• Reports - Detailed reports for deeper analysis
• Service Summary - Summary of services and detailed expenses
• Generated Costs - Generated costs and billing
• Daily Storage - Daily storage and associated costs
• Statements - Account statements and financial summaries