Generate Sales Invoices from Item Receipt


Created by: AccountingSuite™

AccountingSuite

Extension Developer information

  • Developer: AccountingSuite™ | 888-328-8275 | support@www-beta.accountingsuite.com
  • Categories: Inventory, Dashboards

Support

Description

 

Generate Sales Invoices from Item Receipt

Generate Sales Invoices from Item Receipt this extension put a new spin on automation and saving steps reducing time and frustration. You can automatically generate a sales invoice without closing the window as soon as you save the item receipt. So, whether your ordering or receiving good for a specific customer/sales order a sales invoice draft is created automatically that you can then edit, save, or delete. 

Information: Inventory KPI Dashboard

 

A graphical representation of the health of your inventory. This Inventory KPI Dashboard can help to effectively control inventory and improve your business.

Inventory Turnover Rate calculates the turnover rate for a specific period. You can drill-down to gross margin report by double-clicking on the chart.

Days to Sell Inventory shows how long it takes convert inventory into sales.

Stock Status plays an important role in the health of the business: having too much or too little inventory can cause problems. You can see performance analysis and drill-down to the report level by double-clicking on different parts of the pie.

Pricing

Screenshots

Reviews

“Useful tool to help me view the status of all my inventory positions”

Verified User,

Configuration & Installation

How do I set up the Inventory KPI Dashboard?

Inventory KPI Dashboard

On this page

Overview

The Inventory KPI Dashboard gives you a graphical representation of the health of your company’s inventory.  This dashboard can help to effectively control inventory and improve the efficiency and profitability of your company.
Include in the dashboard are the following.
  1. Inventory Turnover Rate – calculates the turnover rate for a specific period.   (1)
  2. Days to Sell – displays length of time to convert inventory into sales. (2)
  3. Inventory Valuation – shows the profit and value of goods in inventory during a specific time period. (3)
  4. Stock Status – monitor the stock status to ensure the right stock level exists in your inventory – never too much and never too little! (4)

Installation

Usage

  1. Launch the dashboard by navigating to Inventory / Tools / Extensions.
  2. When the pop-up appears, choose Inventory KPI Dashboard and click Execute.
  3. Select the time period for which you’d like to view data. (5, 6, 7, 8)
  4. The Inventory Valuation and Stock Status charts allow you to filter the data by additional dimensions (location, category, etc).   Select the type and value of the dimension.  The chart will refresh itself.

You may double-click on a part of the chart to drill down to a report of the data displayed.