Dashboard Added.

Updated on 11/11/2018.

Greetings!!!

Dashboard button introduced and nicely placed on on Tips page for quick overview of petrol-pump.

The Dashboard is useful to give quick view of companies standing and monitor frequently referred items organized for quick and easy access. Any organisation/petrol-pump is interested to know where their money is blocked be it in Outstanding, Stock and Fund utilization etc., or sales increases or decreased and Dashboard is very handy to get the same as quick reference.

Dashboard Button

If Tips page is not visible just Click F1 on keyboard to open the Tips Page. When you first time click on Dashboard button it will automatically configure the frequently accessed information as shown below:

Dashboard Summary View

You can select the items you wish to appear on dashboard by clicking on the Configure Tab on the above screen. Also please note the Excel button, it will allow you to export all the data in all the box/frame in different sheet on a new workbook created on you desktop. When you click on Configure tab it will show the available items to choose from in all the six boxes/frames above as per your wish as explained in below given screen.

Dashboard Configuration

The Configure tab allows you to select the Item you wish to appear in each frame, after making the appropriate selection just click on Refresh Dashboard to apply the changes to respective box/frame on dashboard. Also please note the Help/Description on each item for which the data will be fetched is explained in the textbox window on configure tab.

Also in the updated version, please find new module to analyse the customer vehicle-wise lifting to be accessed from Reports->Sales->Customer Details (CRM)->Vehicle Lifting Tab. Just select the product, appropriate period and desired quantity lifted by customer in their vehicle click on process button to get the results as shown below:

Vehicle Analysis

 

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Product Sales Analysis and Customer Analysis introduced.

New Feature introduced for Product wise Sales Analysis and Customer Analysis on product purchased by customers.

Just Click on Report->Inventory->Stock/Product Ledger.

to See the two new tabs added in the Stock Ledger form.

SALES ANALYSIS

For Item-wise Sales Analysis you may click on <Sales Analysis> Tab to see the following screen.

Item-wise, Sales type wise Sales Analysis

Product Sales Analysis

Please observe the TreeView populated with Items/Products on the Top Left Corner. Just Click on the Item or Category.

For e.g. You can click on Category FUEL ITEMS or ULP, HSD, etc., under the Fuel Items Category to see the Monthly summary for the Item/Category selected below the TreeView / Bottom Left Corner of the Screen.  Also you will find the Sales Type wise summary and Transactions for all the sales type below the summary grid for full financial year 1st April, 2011 to 31st March 2012 in the above screen. Also it gives the list of Customers who have purchased the selected product in the order of value highest to lower.

Just Click on a particular Month Grid (on lower left corner) to view the Sales Type wise Summary for the particular month and the transactions for the said month.

Now, you can also click on particular Sales Type to view the transactions for the selected Sales Type in the Transaction grid below the Sales Type summary grid.

Just click on the Excel <Button> with icon/logo  <X> ( a  logo for Excel) displayed to the left of Total on lower left of the screen to export all the grids in different sheets as shown below:

Sales Transaction Export to Excel

Sales Transaction Export to Excel

Please observe the Sheets at the bottom of the  image shown above.

Monthly_Movement showing the Monthly Sales summary

Sales_SlipType-wise showing the summary of Sales for the Sales Type

Transaction_Detail shown in the above image

and

Customer_Lifting showing the Customer-wise total purchase by each customer in the order of highest to lower.

CUSTOMER ANALYSIS

Just click on the Tab <Customer-wise Item-wise> to see the following screen:

Customer wise Sales Analysis showing Item-wise lifting.

Customer wise Sales Analysis showing Item-wise lifting.

Please observe the TreeView populated with Items/Products on the Top Left Corner. Just Click on the Customer to see the Monthly summary for the Selected Customer  below the TreeView / Bottom Left Corner of the Screen.  Also you will find the Item-wise lifting summary and Transactions for the All Items just below the summary grid for full financial year 1st April, 2011 to 31st March 2012 in the above screen.

Just Click on a particular Month Grid (on lower left corner) to view the Item-wise lifting/sales  Summary for the particular month and the transactions for the said month.

Now, you can also click on particular Item  to view the transactions for the selected Item  in the Transaction grid below the Item-wise Sales summary grid.

Please observe the Radio Button option

  • Date-wise
  • Vehicle-wise

on the center of the screen above.

Just click on the desired option to view/export data date-wise or vehicle wise as shown in the excel sheet image below:

Just click on the Excel <Button> with icon/logo  <X> ( a  logo for Excel) displayed to the left of Total on lower left of the screen to export all the grids in different sheets as shown below:

Customer-wise Sales Analysis Exported to Excel

Customer-wise Sales Analysis Exported to Excel

Top of the are in the above excel sheet image shows dump of transaction exported date-wise and bottom of the image shown in coloured shades showing vehicle-wise, date-wise export of transaction along with the following sheets.

Monthly_Movement

and

Item-wise lifting

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