The dashboard provides an overview of a Customer's inventory, inventory metrics, transactions, and suggested min/max savings. You can drill into specific Ship-To accounts, change the date range, and view information about inventory status and metrics. You can also view top products and most recent orders.
My Profile - Customer Employee
When a customer employee is logged in, they will see their profile name and customer account name. If they click on their name, they will see the settings that have been assigned to them. This information cannot be changed here.
My Profile - Distributor Employee
When a distributor employee is logged in, they will see their name, email, ERP User ID, Role, and the Edit Part Numbers setting.
For more information about Roles, click here.
Full Screen
You can maximize the window to Full Screen using the full screen icon.
Dark Mode
You can toggle between dark and light mode by clicking the mode icon.
Menu Navigation
By default, the sidebar menu is maximized and the full logo is displayed.
Click on the 3 bars at the top to toggle the sidebar menu from full to minimized. When minimized, the compact logo is displayed. Hover over an icon to see the menu item name.
Logos are set by the Company Administrator in the Innovo Portal. For more information on assigning logos, click here.
Everything on the dashboard is displayed based on the user in the top-right corner, the Ship-To customer displayed, and the Date Range selected.
Ship To
Distributor Employee: If you have access to the Bill-To and Ship-To's, you can select either the Bill-To to see all information, or select a specific Ship-To.
Customer Employee: If the customer contact is assigned to the Bill To, then that employee can select either the Bill To to see all information, or select a specific Ship-To. If the contact is assigned to multiple Ship-To(s), then the employee can select a specific Ship-To from the list displayed.
Date Range
The Date Range defaults to show the Last 30 Days. To change the Date Range, click inside the date field and make a selection, or use a Custom Range and choose the start and end dates. There is no limit to the history stored.
Inventory Status
The Inventory Status chart shows the inventory mix of Moving, Slow, and Frozen products. Hover over a category to see the % of products in that category.
The Inventory Status uses an Inventory Turns Ratio (ITR) to rank your part numbers for a rolling 12-month period. For more about this setting, click here.
Transactions
The Transactions Chart shows the types of transactions created through StockRoom in the Date Range specified. Hover over a transaction type to see the % of that transaction type.
Transaction Types:
Adjustments: Adjustments made to on-hand quantities through the StockRoom app or through StockRoom Web
Stock Levels: Stock Levels Counts made through StockRoom
Orders: Orders placed through StockRoom
Receiving: Once an order is Invoiced through Eclipse, on-hands are updated in StockRoom and StockRoom Web based on the following control file: Innovo StockRoom Enable In Transit Receiving for Auto Sync. For more information on this control record, click here.
Note: Receiving transactions only occur for Non-Consignment Customers.
Cycle Count: Cycle Counts made through StockRoom
Inventory Metrics
The Inventory Metrics chart will show you a snapshot of current inventory.
Under Minimum Level: Number of products that are currently below the current Min. Minimums can be set in StockRoom, StockRoom Web, or in Eclipse in Customer Part # Maintenance.
Over Maximum Level: Number of products that are currently above the current Max. Maximums can be set in StockRoom, StockRoom Web, or in Eclipse in Customer Part # Maintenance.
Out of Stock: Number of products that have 0 on-hand, but have a Minimum greater than 0.
Average Lead Time: The number of days it takes from the time the order is submitted through StockRoom, and material is Received.
Average Turns: Average turns for all products based on a rolling 12-month period. Turns are based on the Inventory Turnover Ratio settings. For more about this setting, click here.
Click on Under Minimum Level, Over Maximum Level, or Out of Stock to see the detailed list of products. This will launch the Parts List page, filtered for the category selected. For more information about Parts List, click here.
Suggested Min/Max Savings
The Suggested Min/Max Savings chart displays calculated savings by inventory status by using recommendations to optimize product levels and associated savings.
As products are used, suggested/min max calculations are performed. The suggested min/max uses a basic calculation method or an advanced method. For more information on those settings, click here.
Note: If a customer is not tracking their own on-hands, the calculations will assume on-hand = Max.
Click on an Inventory Status to see the products with suggested Min/Max Savings. This will launch the VMI Analysis page filtered for that status. For more information about VMI Analysis, click here.
Top Products
The Top Products section will display the top 10 products used/ordered, and the total cost of those products.
Product: Eclipse Product Description and Customer Part #
Qty: Total Qty used during the selected date range
Total$: Total Extended Cost
Recent Orders
The Recent Orders section shows recent orders placed through StockRoom, along with the Customer PO#, Order Date, and Order Total.
Sort this table ascending or descending by clicking on the arrows next to each column heading. In addition, change how many orders are displaying by changing the Show # entries above the table.
Click on any order to see the Order Detail. For more information about Order Detail, click here.
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