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.

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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.

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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