Welcome to #LucidTrac Learn Topic : Assets / Inventory
Saturday 11 / 12 / 2022 written by Victor Ocasio
The Orders/Vendors/Assets Dashboard is an extremely valuable tool for managing assets. It provides a wealth of information at a glance, including sales data, vendor contact information, and asset management tools. However, the dashboard can be a bit overwhelming at first. In this article, we'll break down the various elements of the dashboard and how they can be used to effectively manage assets.
If you have the Inventory and Assets management feature enabled you can access the Orders/Vendors/Assets via the ERP main block menu.
Once loaded you it should appear something like this shown below.
The Orders/Vendors/Assets dashboard currently has 6 main sections you can view. This will help provide detailed information on all aspects of your business assets and Vendor/Manufacturer support.
Section 1: 30 Day Sales / Orders Reporting
Section 2: Assets by Status / Type / Part & Name - Includes counts and $ values
Section 3: Your Organizations Allocated Assets
The inventory shown here is your Organizations alloced inventory, this will include any inventory you are showing as IN-STOCK waiting to be allocated to your customers. By keeping track of your inventory, you can ensure that you have enough product on hand to meet customer demand.
Section 4: Your Organizations Vendors
Section 5: Your Organizations Manufactures
Section 6: Your Organizations Consumable Assets
This is a list of consumables assets that your organization offers to your clients. This will also tie into your Service Tickets and Deals to ensure your team is using the same data across multiple ERP features.Share this Learn Post: https://lcdtrc.link/ky6tqtx
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