Buyer Dashboard app gives an executive summary of critical details relevant to the Buyer at their fingertips. The Buyer Dashboard app offers details about the POs relevant to the Buyer as well as POs that belong to the Purchasing Business Unit assigned to the Buyer. Buyer Dashboard app supports multiple Purchasing Business Units. With a single click, the Buyer can select the Purchasing Business Unit for which they want to review details. Graphs in the Buyer app details the recently created POs and POs that are inactive for a chosen duration.
Simplified Loader mobile apps give a feature-rich and easy to use interface. The administrator has an option to control app behaviour centrally. This includes enabling or disabling user’s access, allowing or restricting data sharing from mobile, etc. Click here to review all features and functions offered to the mobile user, or click here for details on control available to an administrator.
You can download the app for free from the iOS App Store or the Android Play store. To utilize the functionality offered by Simplified Loader’s mobile app, you will need to request a free product trial.
PO Dashboard analyzes POs based on the creation date. It produces graphs by PO Status, Supplier, PO Categories, Project, Cost Centre, and Natural Account. Clicking the graph displays data that relates to the graph in a table format. The user has the freedom to customize the table grid based on their preferences.
Based on the organization’s requirement, the administrator can choose to enable or disable graphs available by default in the Buyer Dashboard app.
Inactive Transactions Dashboard
The Buyer app analyses open PO and master data that is not used for a selected period. Buyer can review such transactions and take appropriate action to either close or cancel the PO or disable master data. Inactive Transaction Dashboard shows details of inactive PO, inactive Suppliers, and inactive PO Categories.
FYI: Simplified Loader’s PO Excel Template provides ability to Cancel or Close multiple Purchase Orders with a single click.
1) Roles or privileges required for Purchase Buyer Dashboard App.
The buyer Dashboard app does not require additional privileges.
2) List of fields supported by the Buyer Dashboard app.
Use the following fields to build graphs in the Dashboard app. Refer Configure Dashboard Tasks & Graphs page for detailed instructions on how to utilize these fields.