Purchase Dashboard
CRMLeaf’s Purchase Management module helps organizations streamline vendor relationships, manage purchase orders, track inventory, and process bills. This guide covers every feature with step-by-step walkthroughs and best practices.
User Guide: Purchase Dashboard
The Purchase Dashboards provides a centralized view of all procurement activities—orders, bills, vendor credits, and inventory status.
What You’ll Learn
- Access the purchase dashboards
- Understand dashboard widgets and KPIs
- Navigate to the vendor, PO, and billing sections
- Troubleshoot dashboard visibility issues
Accessing the Dashboard
Step 1: Log in to CRMLeaf. Step 2: Navigate to Purchase → Dashboard
Interface Breakdown
- Summary Cards: Total vendors, open POs, pending bills, and inventory alerts
- Quick Links: Vendor Management, Purchase Orders, Bills
- Status Indicators: Color-coded tags for PO and bill status
Actions
- Click cards to drill into detailed views
- Use quick links for direct navigation
Mobile Usage
- Responsive layout with collapsible widgets
- Tap cards to open related modules
Important Notes
- Dashboard reflects real-time procurement data
- Refresh the page to update the metrics
Troubleshooting
- Dashboard not loading → Check internet or permissions
- Metrics missing → Confirm PO and bill data is entered