Merchandise Orders Dashboard

CStoreOffice® offers the Merchandise Orders dashboard — a convenient tool that can help you streamline and speed up the process of merchandise ordering. With the dashboard, you can get all required information about upcoming merchandise events in a convenient way, manage and generate new orders through a single interface. As a result, you can place new orders more quickly and save time and effort for other retail activities.

If you want to order items using the Merchandise Orders report, go to Reports > Store > Merchandise > Deliveries and Invoices > Merchandise Orders.

To access the Merchandise Orders dashboard:

From the CStoreOffice® home page, go to Inventory > Orders > Merchandise.
In the left pane, select Merchandise Orders.

The dashboard provides data for a specific location. To display data for another location, at the top right corner of the CStoreOffice® window, select the necessary location from the locations list.

This feature is permission-based. You can access and work with the Merchandise Orders dashboard if the Dashboard > Dashboards/Merchandise Ordering component is enabled for the account. For details, see Granting Role Permissions to Roles and Users.

You can follow the next scenarios when working with the dashboard:

Working with the Dashboard. This scenario is intended for existing CStoreOffice® customers. It describes how you can leverage the dashboard on a daily basis to facilitate the merchandise ordering process.
Getting Started with Merchandise Ordering. This scenario is intended for new CStoreOffice® customers. It describes how you can set up vendors and ordering data in the system from scratch to start working with the dashboard.
Searching for Missing Invoices. This scenario is intended for existing CStoreOffice® customers. It describes how you can find EDI invoices that are missing for the current location.