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The ConnectSx Console Dashboard is your at-a-glance view of your cases and inventory. From this perspective you can see all cases by distributor and sales rep, as well as how your inventory is allocated.
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Navigation
Note the navigation bar along the top of the screen allowing you to switch sections of the site (Dashboard, Events, Inventory, Users, and Directory).
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To read about fulfilling inventory requests, please see the section on Fulfilling Inventory Requests on page 25. Inventory requests can be created using the vTrakr iOS app - please refer to the vTrakr User Guide for further instruction on creating inventory requests.
Scheduled Cases This Week
Quickly view your upcoming cases that have been scheduled for this week. Click on a day to view the cases that are scheduled on that day. This stat module only displays events of the “case” type.
Pending POs
A new feature has been added to the dashboard of the ConnectSx console that allows you to easily view and keep track of which events still need to have a Purchase Order number assigned to them.
On the dashboard look for the area marked “Pending PO#’s” along the right hand side. Here you will see the total of events lacking PO numbers and you can page through the list, while also viewing the total value of that Purchase Order and the event’s date.
ConnectSx User Activity
You can look here to see your organization’s activity levels in different arenas and for different tasks. Modify the date range to view stats for a given period of time.
Scheduled Cases This Week
Quickly view your upcoming cases that have been scheduled for this week. Click on a day to view the cases that are scheduled on that day. This stat module only displays events of the “case” type.
Inventory Stats
View some at-a-glance inventory statistics, such as Total Inventory Value (sales value). Click on any stat to open the inventory screen to view that data.
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Sales Statistics
The console dashboard now features modules to quickly access sales data. View Total Sales Amounts or Average Sales Per event. Modify the date ranges, or in the case of Total Sales select a representative, to further specify the data you wish to see.
Sales Reporting
ConnectSx has now built in a reporting module to the Console. To access the reporting module click on the clipboard icon with the arrow in the upper right corner of the screen.
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Scroll down until you see the Quick Search feature.
Then select the catalog number you’d like to view and you will see the quantity and COG of that item in the system.
Then, if you wish, you can enter a Custodian to further narrow the information displayed and view the inventory that is in a given user’s custody!
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