The Sales & Orders (F6) section of the Management Dashboard program has multiple tabs with each tab described below.
Total Sales Tab
The Total Sales tab displays a summary of total sales for each month for the selected period.
 Total Sales Tab Screen
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Customer Sales Tab
The Customer Sales tab displays a summary of sales for each customer for the selected period.
 Customer Sales Tab Screen
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Period - Clicking the drop down arrow will allow users to select a different period.
Start At - Users can enter a value here to start the search. Records from this start at value will be displayed alphabetically.
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W/H - Clicking the drop down arrow will allow users to select a different warehouse.
Rep - Clicking the drop down arrow will allow users to select an individual sales rep or all sales reps.
Market - Clicking the drop down arrow will allow users to select a specific market code or all market codes.
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Displays a summary list of customer sales using the selected parameters.
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Global Customer Enquiry - Navigates users to the Global Customer Enquiry for the highlighted customer.
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More - Allows users to display more results if applicable.
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Exports the list of Customer Sales to Excel.
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Product Group Sales Tab
The Product Group Sales tab displays a summary of sales for each product group for the selected period.
 Product Group Sales Tab Screen
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Period - Clicking the drop down arrow will allow users to select a different period.
W/H - Clicking the drop down arrow will allow users to select a different warehouse.
Acct Mgr - Clicking the drop down arrow will allow users to select an individual sales rep or all sales reps.
Market - Clicking the drop down arrow will allow users to select a specific market code or all market codes.
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Displays a summary list of product group sales.
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12 Months – Navigates users to the Sales by Product Group - 12 Months screen for the highlighted product group.
Clicking the Invoices button navigates users to the Invoices by Product Group screen for the highlighted period.
Clicking the Invoice Enq button navigates users to Sales Invoice Enquiry for the selected invoice.
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More - Allows users to display more results if applicable.
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Displays the data in a chart.
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Exports the list of Product Group Sales to Excel.
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Product Sales Tab
The Product Sales tab displays a summary of sales for each product for the selected period.
 Product Sales Tab Screen
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Period - Clicking the drop down arrow will allow users to select a different period.
Start At - Users can enter a value here to start the search. Records from this start at value will be displayed alphabetically
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W/H - Clicking the drop down arrow will allow users to select a different warehouse.
Acct Mgr - Clicking the drop down arrow will allow users to select an individual sales rep or all sales reps.
Market - Clicking the drop down arrow will allow users to select a specific market code or all market codes.
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Displays a summary list of product sales.
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Global Inventory Enquiry - Navigates users to Global Inventory Enquiry for the selected product.
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More - Allows users to display more results if applicable.
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Displays the data in a chart.
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Exports the list of Product Sales to Excel.
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Sales Invoices Tab
The Sales Invoices tab displays a list of sales invoices for the selected period, listing the most recent at the top.
 Sales Invoices Tab Screen
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Period - Clicking the drop down arrow will allow users to select a different period.
W/H - Clicking the drop down arrow will allow users to select a different warehouse.
Rep - Clicking the drop down arrow will allow users to select an individual sales rep or all sales reps.
Market - Clicking the drop down arrow will allow users to select a specific market code or all market codes.
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Displays a list of sales invoices using the parameters entered.
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View Invoice - Navigates users to Sales Invoice Enquiry for the selected invoice.
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Global Customer Enquiry - Navigates users to Global Customer Enquiry for the selected invoice
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More - Allows users to display more results if applicable.
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Exports the list of Product Sales to Excel.
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Sales Rep Sales Tab
The Sales Rep Sales tab displays a summary of sales for each sales rep for the selected period.
 Sales Rep Sales Tab Screen
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Period - Clicking the drop down arrow will allow users to select a different period.
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Displays a summary list of sales rep sales.
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12 Months – Navigates users to the Sales by Sales Rep - 12 Months screen for the highlighted sales rep.
Clicking the Invoices button navigates users to the Invoices by Sales Rep screen for the highlighted period.
Clicking the Invoice Enq button navigates users to Sales Invoice Enquiry for the selected invoice.
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Exports the list of Sales Rep Sales to Excel.
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Market Code Sales Tab
The Market Code Sales tab displays a summary of sales for each market code for the selected period.
 Market Code Sales Tab Screen
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Period - Clicking the drop down arrow will allow users to select a different period.
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Displays a summary list of market code sales.
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12 Months – Navigates users to the Sales by Market Code - 12 Months screen for the highlighted market code.
Clicking the Invoices button navigates users to the Invoices by Market Code screen for the highlighted period.
Clicking the Invoice Enq button navigates users to Sales Invoice Enquiry for the selected invoice.
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Exports the list of Market Code Sales to Excel.
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Outstanding Sales Orders Tab
The Outstanding Sales Orders tab displays a list of outstanding sales orders using the selected parameters, listing the oldest outstanding sales order at the top.
 Outstanding Sales Orders Tab Screen
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Total Value - Displays the total order value of outstanding sales orders.
Alloc Value - Displays the value of stock allocated to outstanding sales orders.
O/S Value - Displays the value of uninvoiced products on outstanding sales orders.
B/O Value - Displays the value of products on backorder on outstanding sales orders.
Total GP - Displays the total gross profit percentage on outstanding sales orders.
W/H - Clicking the drop down arrow will allow users to select a different warehouse.
Rep - Clicking the drop down arrow will allow users to select an individual sales rep or all sales reps.
Market - Clicking the drop down arrow will allow users to select a specific market code or all market codes.
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Displays a list of outstanding sales orders.
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View Order - Navigates users to Sales Order/Quote Enquiry for the selected line.
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Global Customer Enquiry - Navigates users to Global Customer Enquiry for the selected line.
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Exports the list of Outstanding Sales Orders to Excel.
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Outstanding NCN/CARs Tab
The Outstanding NCN/CAR tab displays outstanding NCN/CAR's using the selected parameters, listing the oldest at the top.
 Outstanding NCN/CARs Tab Screen
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Total Value - Displays the total value of outstanding NCN/CARs.
W/H - Clicking the drop down arrow will allow users to select a different warehouse.
Rep - Clicking the drop down arrow will allow users to select an individual sales rep or all sales reps.
Market - Clicking the drop down arrow will allow users to select a specific market code or all market codes.
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Displays a list of outstanding NCN/CARs.
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View NCN/CAR - Navigates users to NCN/CAR Enquiry for the selected line.
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Global Customer Enquiry - Navigates users to Global Customer Enquiry for the selected line.
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Exports the list of Outstanding NCN/CARs to Excel.
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Outstanding Purchase Orders Tab
The Outstanding Purchase Orders tab displays outstanding purchase orders using the selected parameters, listing the oldest at the top.
 Outstanding Purchase Orders Tab Screen
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Total Value - Displays the total order value of outstanding purchase orders.
O/S Value - Displays the total value outstanding on outstanding purchase orders.
W/H - Clicking the drop down arrow will allow users to select a different warehouse.
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Displays a list of outstanding purchase orders.
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View Order - Navigates users to Purchase Order Enquiry for the selected line.
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Global Vendor Enquiry - Navigates users to Global Vendor Enquiry for the selected line.
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Exports the list of Outstanding Purchase Orders to Excel.
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Outstanding RFCs Tab
The Outstanding RFC tab displays outstanding RFC's, listing the oldest at the top.
 Outstanding RFCs Tab Screen
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Total Value - Displays the total value of outstanding RFCs.
W/H - Clicking the drop down arrow will allow users to select a different warehouse.
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Displays a list of outstanding RFCs.
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View RFC - Navigates users to RFC Enquiry for the selected line.
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Global Vendor Enquiry - Navigates users to Global Vendor Enquiry for the selected line.
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Exports the list of Outstanding RFCs to Excel.
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Outstanding Overseas Import Shipments
The Outstanding Overseas Import Shipments tab displays outstanding Overseas Import Shipments, listing oldest at the top.
 Outstanding Overseas Shipments Tab Screen
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Outstanding Service Jobs Tab
The Service Jobs tab displays outstanding Service Jobs, listing the oldest at the top.
 Outstanding Service Jobs Tab Screen
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W/H - Clicking the drop down arrow will allow users to select a different warehouse.
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Displays a list of outstanding service jobs.
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View Job - Navigates users to Service Job Enquiry for the selected line.
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Global Customer Enquiry - Navigates users to Global Customer Enquiry for the selected line.
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Global Equipment Enquiry - Navigates users to Global Equipment Enquiry for the selected line.
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Exports the list of Outstanding Service Jobs to Excel.
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Outstanding BOM Build Orders Tab
The Outstanding BOM Build Orders tab displays outstanding BOM Build Orders, listing the oldest at the top.
 Outstanding BOM Build Orders Tab Screen
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W/H - Clicking the drop down arrow will allow users to select a different warehouse.
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Displays a list of outstanding BOM build orders.
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View BOM Order - Navigates users to BOM Build Order Enquiry for the selected line.
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Global Inventory Enquiry - Navigates users to Inventory Enquiry for the selected line.
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Exports the list of Outstanding BOM Build Orders to Excel.
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