The Purchase module Home page is a customizable landing page that allows quick visibility for key data a user may require and access to the various sections in the Purchase module.
You can customize the Home page and add a maximum of 8 widgets of your choice on the page at a time.
- Navigate to Planergy > Purchase.
The Purchase module Home page is displayed.
For more information, refer to the following sections:
How To Customize the Home Page
You can customize your Purchase > Home page based on your need to access the data. You can
Add a Dashboard Panel
You can add a maximum of 8 widgets at a time to the Purchase Home page. To add a widget, follow the steps below.
- On the Purchase module Home page, press the Add New Widget icon.
The list of available widgets are displayed.
- On mouseover in the dropdown list, the Move icon is displayed on the widget. Press and hold the widget you wish to add, and then drag and drop it to the dashboard. In the following example, we have added the Favorite Reports widget.
- Press the Close Widget Panel icon to hide the list of widgets.
Resize a Widget
To resize a widget, follow the steps below.
- On the Purchase > Home page, mouse over the widget. The Resize icon is displayed in the corners of the widget.
- To reduce/enlarge the size of the widget, press and hold the Resize icon down and drag the widget to the size as needed. The widget is resized.
Note
You can drag and drop the widget anywhere on the dashboard to rearrange it as needed.
The Move Widget icon is visible when you move the cursor on the top part of the widget. Press the icon down and drag the widget to the space you wish to move it.
Remove a Widget
To remove a widget, follow the steps below.
- On the Purchase > Home page, mouse over the top of the widget. The Close icon is displayed.
- Press the Close icon. The widget is removed.
Note
You can at any time set the widgets back to default by pressing Restore to Default in the list of widgets.
The Restore Default dialog is displayed. Press Restore Default to set the Home page back to the default setting.
Home Page Dashboard Panels
The various dashboard panels on the Purchase module Home page help with quick easy access to the various sections. The available widgets are:
- Favorite Reports
- My Approved Orders To Be Sent
- My Orders in Approval Process
- My Orders in Creation
- My Orders Waiting for Approval
- My Open Orders to be Received
- My Recent Orders
- My Recently Ordered Items
- My Recent Purchase Activity
- Orders Waiting for My Approval
- Shortcuts
- Expenditure Chart
- Top 5 Expenditure
- Top 5 Purchase Items
- Purchase Order Statistics
Note
- You can access the data by pressing the PO number/report name on all the widgets except Shortcuts, Expenditure Chart, Top 5 Expenditure, Top 5 Purchase Items, and Purchase Order Statistics.
- By default, the top 5 purchase orders/reports are displayed on widgets. You can change the settings to display up to 30 POs/reports by pressing the Settings icon on the right top corner of the respective widget.
- You can refresh widgets to get the updated most recent data by pressing the Refresh icon on the right top corner of the respective widget.
Favorite Reports
The Favorite Reports widget allows easy access to all the reports that are marked as favorite in Advanced Reporting.
My Approved Orders To Be Sent
The My Approved Orders To Be Sent widget displays your most recent purchase orders that are approved but yet to be sent to the suppliers.
The order details such as the PO number, supplier name, date of PO request, the total PO amount, and the delivery date are displayed on the widget.
My Orders In Approval Process
The My Orders In Approval Process widget displays your most recent purchase requisitions that are in the approval process.
The order details such as the order number, supplier name, date of request, the total order amount, and the delivery date are displayed on the widget.
My Orders In Creation
The My Orders In Creation widget displays your most recent purchase requisitions that are in creation and are saved. These orders are not yet sent for approval.
The order details such as the order number, supplier name, date of request, the total order amount, and the delivery date are displayed on the widget.
My Orders Waiting For Approval
The My Orders Waiting For Approval widget displays your most recent purchase requisitions that are waiting to be approved by you or other approvers.
The order details such as the order number, supplier name, date of request, the total order amount, and the delivery date are displayed on the widget.
My Open Orders To Be Received
The My Open Orders To Be Received widget displays your most recent purchase orders that are open and yet to be received.
The order details such as the PO number, supplier name, date of PO request, the total PO amount, and the delivery date are displayed on the widget.
My Recent Orders
The My Recent Orders widget displays all your most recent requisitions and purchase orders regardless of the status.
The order details such as the PO number, supplier name, date of PO request, the total PO amount, and the delivery date are displayed on the widget.
My Recently Ordered Items
The My Recently Ordered Items widget displays the data of all the recently ordered items.
The ordered item details such as the Item name, order number, supplier name, date of request, the total order amount, quantity, unit cost, and total of the items are displayed on the widget.
My Recent Purchase Activity
The My Recent Purchase Activity widget displays all your recent activities that were performed on the purchase orders/requisitions.
The purchase order/requisition details such as the order number, the action performed, and the activity date are displayed on the widget.
Orders Waiting For My Approval
The Orders Waiting For My Approval widget displays all the purchase requisitions that are waiting for your approval.
The purchase requisition details such as the order number, supplier name, name of the user requesting approval, the total order amount, and the date of approval request are displayed on the widget.
Shortcuts
The Shortcuts widget has buttons that give easy access to Buy Something, Your Orders, Receiving, Reports & Searches, and Control Panel. You can press any of the buttons to get redirected to the specific section.
Expenditure Chart
The Expenditure Chart widget is the graphical representation of all the expenditures over a period of time.
On mouse over the chart, the total expenditure for the specific month is displayed.
On mouse over on the top right-hand corner of the widget, press the Settings icon to set the filters to display the specific data required on the widget.
You can filter the data on the Expenditure Chart based on the Category, Cost Code, Department, Item, Location, Supplier, or User.
In the following example, we are showing Department as the filter criteria.
Similarly, you can also filter the Expenditure Chart based on a specific company.
Note
Also, the data of the Expenditure Chart can be filtered based on a specific Department.
You can also filter the data on the Expenditure Chart for the period of 3 months, 6 months, or 12 months.
Press Go To Report on the right bottom of the widget to view the expenditure report details.
The Purchase > Reports page is displayed. For more information, refer to Expenditure Report.
Top 5 Expenditure
The Top 5 Expenditure widget displays a donut chart that represents the data of the top 5 expenditures, by default classified by the departments in the last year.
On mouse over the chart, the total amount of expenditure by the specific department is displayed.
On mouse over on the top right-hand corner of the widget, press the Settings icon to set the filters to display the specific data required on the widget.
The expenditure data on the Top 5 Expenditure widget can be displayed based on the Category, Cost Code, Department, Item, Location, Supplier, or User. By default, the expenditure data for Department is displayed. You can select the required criteria on which you wish to display the expenditure data from the dropdown list.
The data on the Top 5 Expenditure widget can be refined based on a specific timeframe by selecting the required period from the Period dropdown list.
Note
You can hide/remove data that you do not wish to display on the widget by pressing the corresponding legend on the widget.
Note
Top 5 Purchase Items
The Top 5 Purchase Items widget displays a donut chart representing the data by default classified by the top 5 items purchased across all departments from all companies.
On mouse over the chart, the total purchased quantity of the specific item is displayed.
On mouse over on the top right-hand corner of the widget, press to set the filters to display the specific data required on the widget.
You can also filter the data on the Top 5 Purchase Items widget based on a specific company by selecting it from the Company dropdown list.
Note
The data on the Top 5 Purchase Items widget can also be filtered based on a Department, Cost Code, or Supplier by selecting it from the dropdown list.
The data on the Top 5 Purchase Items widget can also be filtered based on a specific department by selecting it from the Department dropdown list. By default, the All Departments option is selected.
The data on the Top 5 Purchase Items widget can be refined based on a specific timeframe that is selected from the Period dropdown list.
Note
- Press Go To Report on the right bottom of the widget to view the expenditure report details.
The Purchase > Reports page is displayed. For more information, refer to Purchasing Report
- You can hide/remove data which you do not wish to display on the widget by pressing the corresponding legend on the widget.
Note that when the legend is pressed, it will be striked out and the corresponding data will be removed from the chart.
Purchase Order Statistics
The Purchase Order Statistics widget displays a donut chart representing the data of all orders classified based on their status.
On mouse over the chart, the total number of orders in the specific status is displayed.
On mouse over on the top right-hand corner of the widget, press the Settings icon to set the filters to display the specific data required on the widget.
You can also filter the data on the Purchase Order Statistics widget based on a specific company by selecting it from the Company dropdown list.
Note
The data can also be filtered based on a specific department by selecting it from the dropdown list.
Note
The data on the Purchase Order Statistics widget can be refined based on a specific timeframe that is selected from the Period dropdown list.
Note
