16. Dashboards, How to Use and Create Custom Views
PLEASE HAVE EVERYONE ON YOUR TEAM WHO DEALS WITH INVENTORY STUDY THIS COURSE.
We also highly encourage you to book your one-on-one onboarding call WITH YOUR TEAM so everybody is trained. :)
Schedule an on-boarding here:
SoStocked gives you the ability to filter your products, vendors, forecasts, and orders to customized views for your convenience. Whether you want to create a custom dashboard for a particular brand, or grouping of products, or anything else.
In this article, we're going to talk about Dashboards -- customized dashboards and different views that you can create for your inventory, forecast, and various orders in SoStocked. Let's start here on the Inventory page -- so a dashboard is basically a pre-saved grouping of filters, columns, and grouping categories in a particular way that you like to look at it. So in this case, we're on the default dashboard on our Inventory page and this is called the Active dashboard.
Basically, this is all of our products in our entire catalog, and the only filter is Active. Now, let's first talk about filters. As you can see, there are many things that you can filter -- simply go to this drop-down menu, scroll down, and select one from the various filter data that you can search by.
Let me give you one example -- adjusted velocity is less than or equal to 5 units per day. Now, if you click on Apply Filters, the dashboard is going to change and you're only going to look at the products that are selling less than or equal to 5 units a day.
Creating A New Dashboard
You could create your own custom dashboard by clicking these 3 dots up here, and selecting "Add as a New Dashboard ".
Give it a name, and as you can see, there are 2 options to save your new dashboard -- Save and Save & Favorite.
If you click this green Save button, it will create a dashboard that's only visible if you click this drop-down menu up here.
Now, if you click Save & Favorite, it will add it as a button on your top menu up here.
Whenever you're saving, make sure you haven't searched first. For example, if you had put an ASIN in here and searched, then you saved your dashboard, it would actually save with that filter in place and then the next time you come in and go to that dashboard, it will have that data saved in there. So if you're searching, and you don't want that as part of your dashboard, make sure you remove it before you save it.
Some other ways that you can filter is by Columns. We have so many columns that you can turn on and off -- from how much stock you have to how many units you have on their way to various stages of your lead times.
You can move columns around by clicking and dragging that column.
We also have a drop-down menu inside of each column where you can choose the order of that column, and lock the column in place.
If you're on a dashboard as we are right now and you click Save Dashboard, it will save your updated dashboard onto whatever dashboard you're already on. So make sure you're careful not to just save dashboards arbitrarily but save them as a new dashboard unless you want to override the current settings.
As you can see, we've created a lot of default dashboards up here -- you can just play around with those and look at them to get familiar.
Forecast Page Dashboards
Now, if you go to your Forecast page, you'll see that there are dashboards here as well. The default dashboard is Orders by Supplier, and the only filter here is active products.
In this case, we've created some of our own custom dashboards, but you'll have some up here as well. For example, click on the Transfers - 30 DAYS dashboard.
The preset is " Status is Active" and what is recommended to be transferred within the next 30 days. You can change that number as well.
You can also go ahead and rename the dashboard if you want to.
Orders Page Dashboards
The same goes for your Orders page -- we have several dashboards here.
The columns and filtering work the same way to filter your various work orders and purchase orders on the order tracker.
The purchase orders and work orders pages have their own dashboards and some unique filters that are not available on the Inventory page.
So that's basically how dashboards work.