Managing the Inventory Dashboard

Step by step

How to Access the Inventory Dashboard
To get to the inventory dashboard, follow these steps:
– Log In: Ensure you are logged into your Qwizeen account.
– Navigate to Back Office: On the left side menu of your screen, you will find various options. Click on the Back Office option,

– Select Inventory:Under the Back Office section, you will see Recipes. Below that, find and click on Inventory. This will take you to the Inventory Dashboard.
Features of the Inventory Dashboard

Once you are on the Inventory Dashboard, you can manage various aspects of your inventory. Here’s a breakdown of what you can see and do:
Overview of Inventory (Analytics)
- In Stock: This shows the number of items currently in stock. For example, “7/7 items In Stock”.
- Out of Stock: This displays the items that are currently out of stock. E.g., “0/7 items Out of Stock”.
- Below Threshold: Indicates the items that are below the set stock threshold, helping you identify which items need restocking. E.g., “2 items Below Threshold”.
- Expiring Stock: Lists any packages that are nearing their expiration date. E.g., “0 Packages Expiring Stock”.
Additional Inventory Insights
- Expected to Deliver Stock: Shows items that are expected to be delivered to replenish the stock. E.g., “4 items Expected to Deliver Stock”.
- Shopping List: Displays items that need to be purchased or restocked. E.g., “4 items Shopping List”.
Purchase Overview
Count: Provides a summary of purchase orders, including those in progress, canceled or declined, and completed. E.g., “1 in Progress”, “0 Canceled-Declined”, “5 Completed”.

These can be filtered by day – Click on the Calendar Icon

Inventory Summary
- Items in Hand: Number of items currently available in the inventory. E.g., “7 items in hand”.
- Expired Items: Indicates the number of items that have expired. E.g., “7 items expired”.
- Items About to Expire: Shows the items that will expire soon. E.g., “0 items will expire”.
Managing Inventory
From the Inventory Dashboard, you can perform several actions to keep your inventory updated and well-managed:
- Inventory: Access the full list of inventory items and manage their quantities, details, and statuses.
- Shopping List: View and manage the list of items that need to be purchased.
- Locations: Manage different storage locations for your inventory.
- Brands: Organize inventory items by brand.
- Vendors: Keep track of the vendors supplying your inventory items.
- Packages: Manage the packaging of inventory items.
- Log: Access a log of all inventory actions and changes.
- Usage: Monitor the usage patterns of inventory items.
- Priorities: Set priorities for inventory management tasks.

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