Orders/Vendors/Assets Dashboard / LucidTrac Learn

Welcome to #LucidTrac Learn Topic : Assets / Inventory

Orders/Vendors/Assets Dashboard

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

BACK TO TOPIC ASSETS / INVENTORY

Learn Topics

Experience seamless business scaling like never before!

LucidTrac is a versatile and scalable cloud-based ERP (Enterprise Resource Planning) software platform, designed to accommodate businesses of all sizes, ranging from solo entrepreneurs to large organizations with hundreds of employees. By utilizing LucidTrac , you and your team can concentrate on growing your business while we deliver a comprehensive suite of feature-rich software services tailored to your specific needs.

Book A Free 30 Min Demo!

Visit our YouTube channel at https://youtube.com for help and videos about the #LucidTrac Platform.

Unleash Your Self Motivational Power

Introducing the #softwareKing Segment in LucidTrac ERP Mobile App: Harness the Prowess of Self-Motivation read @ https://lcdtrc.link/d2bjx89 #LucidTracBlog

Introducing the #softwareKing Motivational Mobile App Section: Unleash Your Self Motivational Power

At LucidTrac ERP, we are proud to announce the launch of an exciting new section within our Mobile App: #softwareKing. Designed to inspire, empower, and uplift, #softwareKing brings you an exclusive collection of Daily Motivational Videos, curated to fuel your ambition and drive your success.

With the #softwareKing section, we believe that motivation knows no bounds. That's why we have made these inspirational videos accessible to everyone, without the need for an account or any subscription fees. Simply download our app, and immerse yourself in a world of powerful messages and transformative insights.

Learn More About #softwareKing

So, Why Our Platform LucidTrac?

#LucidTrac ERP Software Suite is changing the way businesses handle their customer relationships. This software is cloud-based, providing a comprehensive range of tools for managing all aspects of your business. Whether you need to manage customer information, billing, support requests, or project management, #LucidTrac has you covered.

One of the most notable features of this software is its flexibility. We recognize that every business has unique needs, and our software is designed to adapt to those needs. Whether you're a small business or a large corporation, #LucidTrac can be tailored to fit your requirements. It is customizable and scalable, making it an ideal solution for businesses of all sizes and industries.

Our customer relationship management (CRM) software is second to none. #LucidTrac makes it easy to manage all aspects of your customer relationships, from initial contact to ongoing support. Our software streamlines communication with your customers, allowing you to track interactions and respond promptly to requests. Our support and help desk tools make it easy to manage support requests and resolve issues efficiently.

Billing can be a headache for many businesses, but with #LucidTrac, it doesn't have to be. Our billing tools are designed to simplify invoicing and payment processing. You can automate invoicing, set up recurring billing, and accept payments online. Our software integrates with popular payment processors, giving you the flexibility to choose the best option for your business.

Finally, project management is a vital aspect of any business, and #LucidTrac makes it easy. Our project management tools help you keep track of tasks, deadlines, and team members. You can assign tasks, track progress, and collaborate with your team in real-time. Our software makes it easy to manage even the most complex projects.

At #LucidTrac, we're proud of our software and how it can streamline operations and improve a business's bottom line. We're confident that our software can benefit your business, and we're happy to offer a free demonstration to show you how it works. Contact us today to learn more about #LucidTrac ERP Software Suite and how it can help your business grow and thrive.

And the Biggest Perk and Feature Is !!

Unlimited Organizational Users

#LucidTrac is an all-in-one ERP/SaaS/CRM service that offers powerful features like Click to Call, SMS Support, Service Ticketing, Email Marketing, Inventory & Asset Tracking, Network & IP Host Support, and much more.

Best of all, when you run a #LucidTrac ERP software subscription you get all of these features for your users! That's right, unlimited users for as long as you run a #LucidTrac ERP software subscription. So if you're in need of a powerful and feature-rich ERP/SaaS/CRM service, be sure to check out #LucidTrac. You won't be disappointed!

Reach out to #LucidTrac today to get a demo of our amazing software platform.

Click Here to Get Started

It is worth noting that the availability of unlimited user accounts does not necessarily entail unrestricted access to all features of a service. Certain features, such as premium voice, SMS, MMS services, additional DIDs (Direct Inward Dialing), or supplementary storage may require monthly service usage payments. It is crucial to be cognizant of the varying types of fees that may be associated with utilizing a specific service to avoid incurring unexpected expenses. By doing so, individuals can effectively manage their finances and ensure that they are not caught off guard by unforeseen costs.

Learn More Book Your Demo

So, What Can LucidTrac *Replace?

LucidTrac is a versatile piece of software that can be used to replace a number of online services. It can be used for project management, time tracking, invoicing, and even file sharing. LucidTrac is easy to use and has a wide range of features that make it a great choice for businesses of all sizes. LucidTrac is also well-supported, with a team of experts available to help you get the most out of the software. If you're looking for a comprehensive solution that can meet all of your business needs, LucidTrac is definitely worth considering.

CRMS	SERVICES & TICKETING	PROJECTS & COMPLIANCE
Salesforce HubSpot SugarCRM Zoho CRM	ZenDesk FreshDesk	Monday FreshWorks LeadPages PipeDrive

COMMUNICATIONS	INVOICING / ACCOUNTING	ORG MANAGEMENT
Constant Contact MailChimp Slack Vonage Ring Central Zapier	Rocket Collector Quickbooks Cloud*	DocuSign LeadPages PipeDrive Calendly Fishbowl NetSuite ERP Atera

* not all features available from the platforms above have been migrated to LucidTrac. Our ERP software platform LucidTrac is a community driven ERP allowing for features request to be sent in and then voted on by active users.

Unlimited Organization Users

Learn More Book Your Demo

Thanks for your consideration reach out to us anytime if you have questions that are still unanswered.

LucidTrac Blog:
Protecting and Delivering LucidTrac with Cloudflare: Ensuring Security and Scalability for Your Business

Discover the Future of Software Solutions with LucidTrac!

In today's fast-paced digital world, innovative software solutions are the lifeblood of thriving businesses. That's why at LucidTrac, we specialize in crafting tailor-made software projects that not only enhance efficiency and elevate customer experience but also drive profitability to new heights.

As your trusted software development partner, we are eager to assist you in:

🚀 Streamlining existing processes for optimized performance
🌐 Embarking on ambitious, large-scale projects to transform your business
💡 Addressing your unique pain points and developmental needs with precision

Don't let your business be left behind. Experience the LucidTrac advantage:

👩‍💻 Expert team of passionate software developers
🌟 Bespoke, cutting-edge solutions to conquer your challenges
🔒 Commitment to quality, security, and long-term support

Ready to unlock your business's true potential? Get in touch with us today:

📞 (641) 369-3690

📧 [email protected]

Comparing Feature	LucidTrac	Zoho CRM	Zendesk CRM	Freshdesk CRM	Salesforce CRM	Monday CRM	HubSpot CRM	Keap CRM	Sugar CRM	SherpaDesk CRM
Price	$300 Unlimited Users	$49 Avg/Per User	$149 Avg/Per User	$109 Avg/Per User	$125 Avg/Per User	$99 Avg/Per User	$99 Avg/Per User	$49 Avg/Per User	$45 Avg/Per User	$49 Avg/Per User
Free Trial	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes	Yes
Support 24/7	Yes	Yes	No	No	No	No	No	No	No	No
Developer API	Yes	Yes	No	Yes	No	No	No	No	No	Yes
Dashboards	Yes	Yes	No	Yes	No	Yes	No	No	Yes	No
To-Dos	Yes	Yes	No	Yes	No	Yes	No	No	Yes	Yes
Products & Assets	Yes	Yes	No	Yes	No	Yes	No	No	Yes	Yes
User Roles	Yes	Yes	No	Yes	No	Yes	No	No	Yes	No
2FA (Two-Factor Authentication)	Yes	Yes	No	Yes	No	Yes	No	No	Yes	No
Multi Method Importing	Yes	Yes	No	No	No	Yes	No	No	No	No
Documents & Templates	Yes	No	No	No	No	No	No	No	No	No
iOS/Android Apps	Yes	Yes	No	No	No	No	No	No	No	Yes
Statistics & Reporting	Yes	Yes	No	Yes	No	No	No	No	No	Yes
Storage	500G Base Node	1G	1G	1G	1G	1G	1G	1G	1G	-
Monthly Payments	Yes	Yes	No	Yes	No	No	No	No	No	Yes
Campaigns	Yes	Yes	No	Yes	No	No	No	No	No	No
Exporting Services	Yes	Yes	Yes	Yes	No	No	Yes	No	Yes	No
Emailing	Yes	Yes	No	Yes	No	No	No	No	No	No
SMS Inbound/Outbound	Yes	Yes	No	Yes	No	No	No	No	No	No
Voice Calling Inbound/Outbound	Yes	Yes	No	Yes	No	No	No	No	No	No
IVR Services	Yes	Yes	No	Yes	No	No	No	No	No	No
Google Calendar/Authentication	Yes	Yes	No	Yes	No	No	No	No	No	No
Service Tickets / Time Tracking	Yes	Yes	No	Yes	No	No	No	No	No	Yes
Email to Service Ticket Services	Yes	Yes	yes	Yes	No	No	No	No	No	Yes
Time Clock / Payroll Exporting	Yes	No	No	No	No	No	No	No	No	No
Networking / IP & Host Management	Yes	No	No	No	No	No	No	No	No	No
Web Forms / Landing Pages	Yes	Yes	No	Yes	No	No	Yes	No	No	No
Invoice/Payment Collections Tools	Yes	No	No	No	No	No	No	No	No	No
Customized Programming	Yes	No	No	No	No	No	No	No	No	No