Mastering the Annual Purchase Number Card Feature

Product Support
1

Welcome to this Empress guide. Today, we’ll be talking about the Annual Purchase Number Card feature.

Introduction to the Annual Purchase Number Card

The Annual Purchase Number Card is an essential tool in Empress designed to provide a comprehensive overview of your company’s annual purchases. It displays a sum of all the purchases made within a year, offering a clear picture of your spending patterns and helping you make informed business decisions.

Primary Functions and Benefits

Here’s why the Annual Purchase Number Card can be a game-changer for your business:

  • Summarized Data: It sums up your annual purchases, eliminating the need to manually calculate total spending.
  • Time-Saving: By providing the annual purchase data at a glance, it saves time and effort.
  • Informed Decision Making: It provides vital data that can aid in strategic decision-making for budgeting and cost management.

Using the Annual Purchase Number Card

Let’s dive into how to use this feature.

Viewing the Annual Purchase Number Card

  1. Navigate to empress/buying/number_card/annual_purchase.
  2. Here, you’ll see the Annual Purchase Number Card displaying the total of all purchases made within the year.

Editing the Annual Purchase Number Card

  1. On the Annual Purchase Number Card, click on the edit icon.
  2. You can modify the filters such as the timespan, status, and document type.

Sorting the Annual Purchase Number Card

  1. You can sort the data displayed on the Annual Purchase Number Card based on the Monthly stats time interval.

Tracking Information

  1. The Annual Purchase Number Card automatically tracks and updates the purchase information, so you always have the latest data at your fingertips.

User Roles

Access to the Annual Purchase Number Card can be managed based on user roles. The Administrator can modify the user permissions and decide who can view, edit, or manage this feature.

Conclusion

The Annual Purchase Number Card is a dynamic tool in Empress that simplifies tracking and analyzing your annual purchases. It aids in streamlining your business operations and ensuring more informed decision-making.

For further assistance, reach out to our support team or refer to our extensive collection of non-technical resources. Happy Empressing!