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The dashboard for CSR's is an operational
dashboard. The dashboard display shows high level data for the
companies and markets authorized to.
Operations displays open, picked, invoiced
and today's orders.
Credit Hold displays customers over the
credit limit and orders on credit hold.
Inventory displays allocated orders and
inventory balances.
Below are some examples. |
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Features:
- Customer Order Dashboard
- Operational views
- Customers on credit hold
- Customer Orders on credit hold
- Inventory balances by warehouse
- Shipping information
- Orders Shipped not invoiced
- Orders to be shipped
- Orders overdue to ship
- Sortable columns
- Drill down
- Item, customer and warehouse
selections
- Variable rows to show
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