Welcome to this guide on how to use the Purchase Order Analysis Feature in Empress. This feature is a valuable tool for businesses as it enables you to view, edit, sort, and track the status of purchase orders in a visually appealing and easy-to-understand manner.
Understanding the Purchase Order Analysis Feature
The Purchase Order Analysis Feature is a dashboard chart that provides a graphical representation of your business’s purchase orders. It’s designed to help you quickly see the performance of your purchasing, saving time on data analysis and making strategic decisions easier.
Accessing the Purchase Order Analysis Feature
To access the Purchase Order Analysis feature:
- Navigate to the Buying module.
- Select the Dashboard Chart option.
- Click on the Purchase Order Analysis chart.
Using the Purchase Order Analysis Feature
The feature offers various functionalities:
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Viewing Purchase Order Data: The feature presents purchase order data in a donut chart, making it easy to grasp the overall status of your purchase orders at a glance.
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Editing the Display: The feature allows you to customize the chart height and other display options to suit your preferences.
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Sorting the Data: You can sort the data based on the company, date, or group by purchase order.
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Tracking Purchase Orders: You can track the status of specific purchase orders by hovering over the different sections of the donut chart.
User Roles and Permissions
The Purchase Order Analysis feature can be accessed by all users by default. However, Administrators can modify these permissions as needed.
Wrapping Up
The Purchase Order Analysis Feature in Empress is a powerful tool that enhances business processes by providing a clear, visual analysis of your purchase orders. It allows you to keep track of your purchase orders in an efficient, user-friendly interface, ultimately helping you make better, data-driven decisions.
For further assistance, you can refer to Empress’s support resources or contact the support team.