Introduction
This dashboard gives you a snapshot of the tasks that should be carried out to keep your outlet in good shape to meet the compliant standards of your Head Office.
Assumption
You have the permission set to access this
Where can I find this?
Within the Outlet > Company > Compliance
What does it show me?
Last Week Closed: This will show the date of the last week the outlet has closed the period for Employment, Finance and StORM.
Outstanding Estimates older than 14 days - this shows the number and value of all outstanding estimates (invoices and credit notes) that have an invoice date at least 14 days before the current date.
Date of last cash sales transaction entered - this shows the date the last cash sales entry was recorded in. This is particularly useful for clients with epos integration.
Outstanding orders with a delivery date in the past - this shows the number and value of orders that have not been booked off (outstanding orders) that have a delivery date prior to today, i.e yesterday or before.
Invoices awaiting approval - this shows the number and value of EDI invoices and credits that are awaiting approval by the outlet
Last detailed stocktake date - this shows when the last stocktakes were recorded. This is useful to show if stocktakes are completed on time and if any stock is being carried forward.