Purchase Dashboard

CRMLeaf’s Purchase Management module helps organizations streamline vendor relationships, manage purchase orders, track inventory, and process bills. This guide covers every feature with step-by-step walkthroughs and best practices.

User Guide: Purchase Dashboard

The Purchase Dashboard provides a centralized view of all procurement activities—orders, bills, vendor credits, and inventory status.

What You’ll Learn

Access the purchase dashboard
Understand dashboard widgets and KPIs
Navigate to the vendor, PO, and billing sections
Troubleshoot dashboard visibility issues

Accessing the Dashboard

Step 1: Log in to CRMLeaf. Step 2: Navigate to Purchase → Dashboard

Interface Breakdown

Summary Cards: Total vendors, open POs, pending bills, and inventory alerts
Quick Links: Vendor Management, Purchase Orders, Bills
Status Indicators: Color-coded tags for PO and bill status

Actions

Click cards to drill into detailed views
Use quick links for direct navigation

Mobile Usage

Responsive layout with collapsible widgets
Tap cards to open related modules

Important Notes

Dashboard reflects real-time procurement data
Refresh the page to update the metrics

Troubleshooting

Dashboard not loading → Check internet or permissions
Metrics missing → Confirm PO and bill data is entered