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Dashboard

The ¶¶ÒõVenues Inventory Dashboard displays informational widgets for quick, at-a-glance details for areas such as Events, Purchase Orders, Inventory Value, and Transfers. Use Edit Mode to change the Dashboard view.

Events Widget

xvi_events_widget.png

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Widget title

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Available quick event views, such as next 5, 10, 20, or all events

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Month, date, and day of week

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Event type, event name, and start/end times

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Event icon (configurable)

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Open event flag

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Page navigation

Purchase Orders Widget

xvi_purchase_orders_widget.png

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Widget title

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Open and Pending purchase orders

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Indicates the quantity of purchase orders in the category

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Dollar amount in the category

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Select the arrow to view detailed information from the Inventory Orders List

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Last 7 Days Category title

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Completed purchase orders

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Rejected purchase orders

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Canceled purchase orders

Inventory Value Widget

xvi_inventory_value_widget.png

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Widget title

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Warehouse Inventory information, including value

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Non-Warehouse Inventory information, including value

Transfers Widget

Transfers_Widget_3.png

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Widget title

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Site to which the items are being sent

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Transfer source

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Start date of the transfer date range

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End date of the transfer date range

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Calendar icon

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Transfer list status bar

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Status names with color codes

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Total number of transfers

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Total number of transfers in Open status

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Total number of transfers in Pending status

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Total number of transfers in Completed status

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Total number of transfers in Rejected status

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Total number of transfers in Canceled & Void status

Edit Dashboard View

Portal4-Dot MenuVenues Inventory

To change the Dashboard view:

  1. From the upper-right corner of the Inventory Dashboard, select Edit Mode.

  2. From the Dashboard, drag and drop the tiles to arrange a preferred view.

  3. To remove a tile from the Dashboard tile, select X.

  4. To add a tile:

    1. From the upper-right of the Dashboard, select Tile Selector.

    2. From the Tile Selector popup, select the preferred tiles and select Done.

  5. From the upper-right of the Dashboard, select Save to save the changes or Discard to reject the changes.