Welcome to this comprehensive, easy-to-understand guide on the Delivery Trends feature in Empress. This feature is a highly valuable tool for businesses, offering the ability to visualize and track your company’s delivery trends over time.
Introduction to Delivery Trends
The Delivery Trends feature is a dashboard chart in Empress that provides a graphical representation of your delivery notes, based on their posting date. It helps you understand your company’s delivery performance and trends, which are crucial for business planning, forecasting, and decision-making.
Key Functions and Benefits
With the Delivery Trends feature, you can:
- View Delivery Trends: The feature displays a bar chart showing the sum of the net total value of delivery notes over a specified time interval, such as monthly over the last year.
- Sort and Filter Data: You can apply filters to view specific data based on certain conditions, such as completed delivery notes (docstatus = 1).
- Track Changes Over Time: The feature allows you to monitor changes in delivery trends over time, which helps in identifying patterns, peaks, and troughs.
How to Use Delivery Trends
Here’s how to use the Delivery Trends feature:
- Navigate to the Empress dashboard.
- In the dashboard, locate the Delivery Trends chart. It’s in the “Stock” module.
- The chart is publicly viewable (is_public = 1) and displays the sum of the net total value of delivery notes (base_net_total) on a monthly basis over the last year (timespan: Last Year).
- The data displayed is based on completed delivery notes (filters_json: docstatus = 1).
- The chart shows a trend over time (timeseries = 1) and does not group the data (number_of_groups = 0).
Please note, as an administrator, you can edit the chart settings to match your business needs.
Conclusion
The Delivery Trends feature in Empress is a powerful tool that enhances your business processes by providing a visual representation of your delivery trends. It helps in planning, monitoring, and making informed business decisions.
For more non-technical resources or support, please refer to our Empress User Guide or contact our support team.