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The vTrakr App Dashboard provides a high level view of your cases, transfers, inventory statistics, and helpful shortcuts. Navigate to other tabs in the app by selecting the different icons along the navigation bar at the bottom of the screen (“Cases”, “Inventory”, “More”).
You’ll note there are some other options on the dashboard screen:
Create Case Record
this is a shortcut to scheduling a case and accessing the case workflow (also accessible through the + button on the cases tab)
Add Inventory
this is a shortcut to entering your inventory into the system (also accessible through the + button on the inventory tab). This should be your first action upon signing up with vTrakr.
Request Inventory
this shortcut allows you to send an email request (or in-app request if your manufacturer is a subscriber) to your distributor or manufacturer to request specific inventory.
Cases Overview - Easily view and access cases scheduled for today, open cases, or closed cases.
Transfers - view your pending transfers, and click on one for a shortcut to the transfer detail page where you may accept or decline them.
Dashboard Statistics
these insights give you information about your cases and inventory at a glance. Click on one to automatically jump to that respective area of the app.
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There are 3 tabs on the dashboard: Events, Inventory, and Sales. You may navigate from one to another by selecting the appropriate tab at the top of the screen.
You can access the navigation menu by clicking the hamburger icon in the upper left of the screen and you can access your notifications by clicking on the bell icon in the upper right of the screen.
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Each tab of the dashboard has related widgets displaying representations of your data aimed at helping give you a birds eye view of your account. In most cases clicking on the data will allow you to open up more detail about the data in another screen. The information displayed on the dashboards is listed below:
Events Tab:
Scheduled Cases for that week
Pending PO #'s: Displaying a list of cases that have outstanding POs
Case Volume: Filtered by week or Month
Inventory Tab:
Pending Inventory Requests
Pending Transfers
Inventory Statistics
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Sales Tab:
Total Sales for your account: Filter the date range
Sales Targets & Performance annually
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