Search Knowledge Base Articles

Purchase Management — Dashboard (how to use)

Module: Purchase Management

Summary view of KPIs, open items, and shortcuts into daily work in Purchase Management.

Open this dashboard after login to see counts of open/pending records.
Use widgets or summary cards to jump into lists (e.g. pending approvals, low stock, overdue tasks).
Filter by date or status if filters are shown.
Click through to the underlying list screen to action items.
Refresh during the day; numbers update as staff post transactions.

Staff need the purchase_dashboard feature with: view.

Assign under Setup → Staff → Roles → Permissions.

See the Purchase Management overview for module-wide workflows, API, and setup.

Purchase Management — Overview & module guide

Module: Purchase Management v1.1.0Enterprise purchase and procurement management for BIXCRMScreen-by...
Purchase Management — Suppliers (how to use)

← Back to Purchase Management overviewSuppliersModule: Purchase ManagementWhere to open in adminLog ...
Purchase Management — Purchase Requests (how to use)

← Back to Purchase Management overviewPurchase RequestsModule: Purchase ManagementWhere to open in a...
Purchase Management — RFQ / Quotations (how to use)

← Back to Purchase Management overviewRFQ / QuotationsModule: Purchase ManagementWhere to open in ad...
Purchase Management — Purchase Orders (how to use)

← Back to Purchase Management overviewPurchase OrdersModule: Purchase ManagementWhere to open in adm...