Sales Dashboard@SmartBit
One screen, complete control over orders, inventory, and shipping. In the Sales Dashboard, sales, warehouse, and logistics teams finally share the same view.
The Sales Dashboard is an efficient tool for sales representatives, bringing together order management, inventory visibility, shipping status, documentation, and customer information on a single screen. It provides a quick overview of open quantities, available stock, inventory by warehouse, shipping dates, serial numbers, and expiration dates. Visual indicators instantly show what can be shipped in full, what can be shipped partially, and where inventory shortages exist. The solution also enables sending tasks to logistics or warehouse teams and creating invoices directly from the Sales Dashboard. It can be used as a standalone solution or as an extension to WMS@SmartBit and Logistics@SmartBit.
Central order overview
All open sales orders are gathered in one place, without searching through multiple different modules.
Faster visibility into what is open, what is delayed, and what requires action.Display of only important items
The dashboard mainly shows undelivered items, open quantities, and products where stock is critical for shipping.
Color-coded status indicators
Colors clearly show whether shipping can be completed in full, partially, or whether stock is missing.
Stock visibility by warehouse
Users can see available stock across all warehouses and quickly check where an item is located.
Connection with production
The dashboard provides visibility into work orders, production requirements, and possible missing quantities.
Support for partial shipments
The system supports decisions about which orders can be shipped partially and which are waiting for stock replenishment.
Priorities and combined requirements
An overview of combined item requirements helps identify which items are most critical.
Managing transfers between warehouses
Based on the stock overview, users can quickly identify where a stock transfer makes sense.
Faster decision-making
The Sales Dashboard reduces the need for additional checks, calls, and manual coordination.
Integration with ERP Pantheon
Sales Dashboard@SmartBit is connected with ERP Pantheon and follows the processes within the information system.
Questions Before Implementing the SmartBit Solution
Find answers about integration, warehouse use, equipment, implementation, and support.
Yes. Sales Dashboard@ works as a modular solution or as part of a combined solution. Most often, users see the greatest advantage in using the trio of WMS@, Sales Dashboard@, and Logistics@. All SmartBit solutions are implemented directly in ERP PANTHEON.
Yes, Sales Dashboard@ can be used by multiple users, which means the company only needs one Sales Dashboard@ license.
You need a computer or tablet with ERP PANTHEON installed.
The implementation time depends on the scope and requirements of the entire project. For more information, contact us via the contact form.
When purchasing a SmartBit solution license, you sign an annual update agreement, which ensures access to all new features and upgrades for the purchased license. In addition to licenses, you can also sign a maintenance agreement, which we tailor individually to each user.
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