Welcome to your guide guide for the Top Suppliers Dashboard Chart feature in Empress. This feature is an essential tool for business users, offering an overview of supplier activity in a clear and visually engaging format. It provides a snapshot of your company’s buying patterns, helping you make informed decisions for your business.
Getting Started with the Top Suppliers Dashboard Chart
The Top Suppliers Dashboard Chart is a bar chart that displays your top suppliers based on the data from Purchase Receipt Trends. It can be found in the “Buying” module of Empress. It offers a monthly period view, based on the posting date, and the supplier as the primary factor.
Viewing the Chart
To view the Top Suppliers Dashboard Chart, follow these simple steps:
- Log in to your Empress account.
- Navigate to the “Buying” module.
- Click on the “Dashboard” option.
- Select the “Top Suppliers” chart from the list of available dashboard charts.
Editing the Chart
You can customize the chart to better suit your business needs. To do this:
- While viewing the Top Suppliers Dashboard Chart, click on the “Edit” button.
- Here, you can change the “Period” and “Based On” options, as well as the number of top suppliers you wish to display.
- After making your changes, click on the “Save” button to update the chart.
Sorting and Tracking Information
The information in the Top Suppliers Dashboard Chart can be sorted and tracked easily:
- To sort the data, click on the “Sort” button and select your preferred sorting option.
- To track a specific supplier, simply hover over the supplier’s bar on the chart. A pop-up will appear with more detailed information.
User Roles and Permissions
As an Administrator, you have full control over the Top Suppliers Dashboard Chart feature. You can edit the chart, change its visibility (public or private), and manage user roles. To manage user roles:
- Click on the “Roles” option while editing the chart.
- Here, you can add or remove user roles that have permission to view and edit the chart.
Conclusion
The Top Suppliers Dashboard Chart feature is a powerful tool that can significantly enhance your business processes. It offers a visual representation of your supplier activity, helping you identify trends, make strategic decisions, and stay informed about your business operations.
For further assistance, visit the Empress Help Center or contact our support team. Happy charting!