Dashboard
The VMX POS homepage that makes sure your business is running at it's best!
What's On the Page?
Navigate to the Dashboard page by clicking the name of your garden center on the top left corner of all the screens in VMX POS.
Notifications
POs With an Old ETA- This is a list of Purchase Orders with an estimated delivery date that has past but the order has not been received
Old Delivery Tickets on Hold- These are delivery tickets with dates that have past but the status has been changed to "On Hold"
Old Held Sales- These are sales that have been on hold for more than thirty days.
Empty Customers- This is a list of customers with no history, receipts or information on their account.
The PO numbers, delivery ticket numbers, held sale numbers, and customer IDs are all linked to their respective pages, so you can easily navigate to them from the Dashboard page.
Reports
Deliveries Today
View a summary of the day's deliveries, including current status, customer name, and notes like time preference and product locations
Ticket number- The unique number assigned to the delivery, which is hyperlinked to the specific delivery ticket.
Status- Select from seven different status options to notify your team of the status of your delivery.
Customer
Note- add pertinent notes and reminders such as time preference and product locations
Delivery Date- view the scheduled delivery date or see that the delivery is on hold.
Overdue Customers
This report is a list of customer's that are overdue on their payments. This field separates the Account Balance into the periods they are due. They are separated into current balance, total balance, credit that has yet to be applied to the customer's balance and the remaining amount receivable.
Items Negative Greater than 5 Days
PLU- The item number of the product
Description- The name and size of the product
Department- The department in which the product is categorized.
Average Cost- The average cost of the item calculated over all the times it has been received, adjusted manually on it's item page, and converted from other items.
Price- The retail price of the item.
On Hand- The quantity of items the are listed as currently available in inventory
Days- The number of days the item has been negative
Times- The number of times a transaction was completed that caused the item to be increasingly negative.
Low Margin Items
Items with a margin below fifty percent usually populate this list.
PLU- The item number of the product
Description- The name and size of the product
On Hand- The quantity of items the are listed as currently available in inventory
Price- The retail price of the item.
Average Cost- The average cost of the item calculated over all the times it has been received, adjusted manually on it's item page, and converted from other items.
Margin- The difference between the cost for acquiring products and the selling price
Manual Sales
This report summarizes manual sales made for the day, using the daily inventory report.
Never Received Inventoried Items in Stock without Average Cost
This report summarizes all the items in inventory that are on hand, have been manually added, have never been received, and therefore do not have an average cost. This means margin cannot be calculated for the item.
PLU- The item number of the product
Description- The name and size of the product
Department- The department in which the product is categorized.
Price- The retail price of the item.
On Hand- The quantity of items the are listed as currently available in inventory
Items with Price Rules
This table summarizes the items in inventory that have a price rule, or an amendment to their usual price.
PLU- The item number of the product
Description- The name and size of the product
Department- The department in which the product is categorized.
Price Rule- The type of discount that the item will automatically apply
Expiration Date (if applicable)
To learn more about how to set up a Price Rule, click here
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