Unveiling Empress' Purchase Order Trends Dashboard Chart

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Welcome to this guide on how to use the Purchase Order Trends Dashboard Chart in Empress. This feature is a powerful tool for business users, allowing you to easily visualize and track your company’s purchase order patterns over time.

Introduction to Purchase Order Trends Dashboard Chart

The Purchase Order Trends Dashboard Chart is a line chart that provides visual insights into your purchase order activity. It showcases trends based on different time periods such as monthly or yearly, depending on your selection. This feature is crucial for any business as it aids in tracking spending, managing suppliers, and planning for future purchases.

Using the Purchase Order Trends Dashboard Chart

Here’s how you can make the most out of this feature:

  1. Viewing the Chart: The chart is located in the Buying module. Navigate to empress/buying/dashboard_chart/purchase_order_trends to access it.

  2. Understanding the Chart: The chart displays the trend of purchase orders over a selected period. Each point on the line represents the total purchase orders for that period.

  3. Customizing the Chart: You can customize the chart by setting dynamic filters such as Company and Fiscal Year. This enables you to view trends based on different company data and fiscal years.

  4. Sorting Information: You can sort the data based on the item purchased. This allows you to identify which items are ordered most frequently.

  5. Tracking Information: The chart is updated in real-time, helping you to track and monitor your purchase order trends accurately.

User Roles and Permissions

Access to the Purchase Order Trends Dashboard Chart is determined by the user roles set by the Administrator. If you’re unable to access the chart, contact your system Administrator to update your permissions.

Conclusion

The Purchase Order Trends Dashboard Chart is a valuable tool in Empress for any business user. It provides a visual representation of your purchase order activity, helping you to track spending and make informed purchasing decisions. By using this feature, you can enhance your business processes and improve operational efficiency.

For further assistance or more non-technical information, please refer to the Empress user guide or contact our support team.