When you log in to tracezilla, you will see a dashboard.
The dashboard consists of a number of elements called widgets that can be dragged around with the mouse.
It is possible to remove widgets from the dashboard by clicking the cross in the upper right corner of each widget on the dashboard.
You can add widgets by clicking +Add Widget in the upper right corner of the screen and selecting from the list in the drop down menu.
You can find your way back to your dashboard by clicking on the t in the upper left corner.
By default, your dashboard will consist of the following elements:
- Application Flow
- Monthly Sales & Margins
- Inventory Valuation
- Certificate Warnings
- Expiry warnings
- Below reorder point
The application flow is a flow chart that displays the path of the goods through the application and the associated functions.
- You add raw materials to your stock by creating a purchase order.
- The goods arrive in stock as lots.
- You can produce finished goods from your raw materials by creating a production order
- You can move your lots between warehouses with a warehouse order.
- You can sell the lots via a sales order.
- When the goods are sold, the lots will be displayed on the invoice.
- If one or several lots are be returned, a return order is created, where the lots appear on a credit note.
- Credit notes may also be required in other cases.
Partners, expenses anddeliveries go across the flow and are used in all parts of the flow chart.You can click on the individual icon in the application flow to go directly to the function, e.g. you can click on Sales to go to the overview of your sales orders.
Monthly Sales & Margins
The widget shows a graph illustrated as a bar chart. The chart shows your total earnings, your expected costs, your expected contribution margin (based on the budgeted) and your actual contribution margin. Read more about key figures here.
You can change between the display of the chart per. delivery month ie the month in which the delivery took place or per. Order month ie the month in which the order was placed.From this element, you can use the shortcut to go directly to the sales report.
The bar chart shows the inventory value based on the expected cost prices over the past year. If you have turned on the Actual Cost Pricing extension, you will also be able to view the inventory valuation based on the actual cost prices.From the element, you can use the shortcut to go directly to the inventory valuation report.
In tracezilla, you can add certificates to your partners and to your lots. Certificates for Stock keeping Unitscan be associated as files or a Certificate Inspection Body. This element displays warnings for certificates associated to partners.
A month before a certificate expires the text Expires soon will be displayed. When a certificate is no longer valid, the text Expired will be displayed. You can use the shortcut illustrated as a handshake to go to the specific partner, from where you can edit the certificate.
This widget shows you which lots are close to the expiration date. In the upper right corner of the widget, you can select the period of days shown. 30, 60 or 90 days.
You can go to an overview of the lots by clicking Show lots, or you can go directly to a specific lot by clicking the icon on the right of the lot.
Below reorder point
You can specify a reorder point (ROP) for your stock keeping units. A reorder point is the lowest acceptable inventory level of a specific stock keeping unit. When the quantity of the SKU in question is below the reorder point, goods should be ordered to avoid running out.
When the stock falls below the reorder point, it is indicated by a red arrow pointing upwards.
A SKU does only appear in this widget if 1) a reorder point has been set and 2) the number of goods in stock is below the reorder point.
If there are outgoing orders for which lots have not yet been selected, but which dispose of this SKU, it will be deducted in the Total Available column. That way, you can see which quantity of goods you will actually be missing when all orders in the pipeline have been processed.
It is possible to sort the overview of goods below the reorder point by the different SKU categories; raw materials, intermediate goods, finished goods, traded goods, packaging and consumables. It is also possible to see all goods in the same overview.