Order Management System. What's new
← Version 1.37.63.0

Dashboard by sales by rep tweak

Dashboard -> Sales by Rep tab:

  • Processed orders statistic:
    • was renamed to “Written Orders”;
    • includes Draft / Open / Closed Orders for Rep (all orders in the system);
    • data is displayed only for the current Year (2022);
    • Amounts in the statistic are clickable:
      • after clicking -> the “Daily Sale Order Summary” is opened;
    • Daily Sale Order Summary”:
      • Filter by Draft -> is deleted;
      • “Include Draft” checkbox:
        • was added to the “Daily Sale Order Summary” filters List;
        • isn’t checked by default;
        • if the checkbox is checked -> Draft Orders are displayed in the Datagrid;
    • Sales Transactions Report:
      • “Include Draft” checkbox:
        • was added to the filters List;
        • isn’t checked by default;
        • if the checkbox is checked -> Draft Orders are displayed in the Datagrid;
    • data for the statistic is filtered by this Year by default;
  • Draft Orders -> was renamed to “Draft & Open Orders”:
    • includes Draft / Open Orders for Rep;
    • Amounts in the statistic are clickable:
      • after clicking on the Draft Amount -> the “Open / Draft Sale Orders” Report is opened:
        • “Draft Orders” checkbox:
          • was added to the filters List;
          • is checked by default if:
            • the report opened from the menu;
            • after clicking on the appropriate value on the dashboard;
          • if the checkbox is checked -> Draft Orders are displayed in the Datagrid;
      • after clicking on the corresponding status Amount -> the “Open / Draft Sale Orders” Report is opened:
        • status checkboxes:
          • were added to the filters List;
          • is checked by default if:
            • the report opened from the menu; 
            • after clicking on the appropriate value on dashboard;
          • if the checkbox is checked -> Open Orders are displayed in the Datagrid;
      • If the user open “Open / Draft Sale Orders” Report from the Report List:
        • “Draft” / “Open” checkboxes are checked by default; 
        • Draft / Open Orders are displayed in the Datagrid;
  • All clickable Amount -> are displayed in blue color.