# Tools

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### Customise your Homepage with live Widgets

Users can select from various Widgets to build a custom platform Homepage:

<table><thead><tr><th width="220">Widget</th><th>Summary</th></tr></thead><tbody><tr><td><strong>My Tasks</strong></td><td>A summary of Tasks assigned to the User via the Task Management System.</td></tr><tr><td><strong>Order Values (7 Days)</strong></td><td>A summary of the total Order Value generated over the past 7 days, providing insight into recent sales performance.</td></tr><tr><td><strong>KPI Summary</strong></td><td>A review of your key performance indicators (KPIs), such as sales, conversions, and operational metrics, to provide an at-a-glance view of business health.</td></tr><tr><td><strong>Sales by Sales Channel (7 Days)</strong></td><td>A breakdown of sales performance by Sales Channel (e.g., website, app, marketplace) over the last 7 days, helping identify which channels are driving revenue.</td></tr><tr><td><strong>Recent Orders Placed by Hour</strong></td><td>A tabular representation of order activity, showing when orders were placed each hour, giving insights into peak purchasing times.</td></tr><tr><td><strong>Order Dispatch Summary</strong></td><td>An overview of orders ready for dispatch, including totals and breakdowns by status, helping manage fulfilment workflows.</td></tr><tr><td><strong>Orders Awaiting Payment</strong></td><td>A list or count of orders where payment has not been completed, allowing users to follow up or take appropriate action.</td></tr><tr><td><strong>Orders By Country Summary</strong></td><td>A geographical breakdown of orders, showing which countries customers are ordering from, providing insights into market reach and performance.</td></tr><tr><td><strong>Orders Awaiting Allocation</strong></td><td>Orders that have not yet been assigned stock from inventory, highlighting those requiring action to ensure fulfilment.</td></tr><tr><td><strong>Orders Awaiting Dispatch Approval</strong></td><td>A summary of orders pending approval for dispatch, part of an integrated approval process to manage outbound shipments.</td></tr><tr><td><strong>Custom Widgets</strong></td><td>We can provide new dashboard elements that display specific data or insights tailored to user or business needs.</td></tr></tbody></table>

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### Set up Shortcuts

Create **Shortcuts** to your most commonly used functions for quicker navigation. Examples of useful shortcuts include:

* **Create a Product**: Instantly access the product creation tool to add new products to your inventory.
* **Create a Purchase Order**: Quickly generate Purchase Orders for Suppliers.
* **View Recent Orders**: Jump directly to your most recent Orders.

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### Access the Support Portal: Venditan Insight

The Venditan Commerce interface includes a quick link to **Insight**, our dedicated Support Portal. This tool allows all Venditan clients to:

* Submit support requests directly to their Account Manager.
* Track the status of ongoing requests.
* Access resources and updates related to your account.

With Insight, you can easily connect with our team to resolve issues or request assistance.

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### Receive automated Email Notifications

Venditan Commerce can send automated **Email Notifications** to Users based on key activity triggers.&#x20;

Examples include:

* **New Order Alerts**: Get notified whenever a new Order is placed.
* **Low Stock Warnings**: Receive alerts when a product reaches its Low Stock Threshold.
* **Order Holds**: Be informed when Orders are automatically held based on a rule or threshold.
* **Supplier Feed Updates**: Get notified when an integrated Supplier Feed has refreshed its data.

These notifications ensure your team stays informed and can respond to critical actions in real-time.

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### Use the Search Dropdown

Venditan Commerce includes a versatile search system with a dropdown menu, allowing Users to select the type of search they wish to perform.

Each Search Type is designed to focus on specific areas of your operations.

<table><thead><tr><th width="281">Search Type</th><th>Summary</th></tr></thead><tbody><tr><td><strong>Smart</strong></td><td>A general-purpose search designed to retrieve relevant results across multiple categories, such as orders, inventory, or customers. Ideal for quick, all-encompassing searches.</td></tr><tr><td><strong>Customer</strong></td><td>Allows Users to search for customer records, including details such as Name, Email, and Customer Code.</td></tr><tr><td><strong>Inventory</strong></td><td>Focuses on products currently in stock, enabling searches by Product Name or SKU.</td></tr><tr><td><strong>Inventory (Master)</strong></td><td>Searches across Master products in the inventory, including products that may not currently be in stock but are part of the catalog.</td></tr><tr><td><strong>Inventory (Incl. Discont)</strong></td><td>Expands the inventory search to include discontinued products, allowing Users to locate legacy items or reference historical data.</td></tr><tr><td><strong>Order</strong></td><td>Searches for specific Orders using criteria using the Order Number. This is useful for tracking or managing individual orders.</td></tr><tr><td><strong>Transaction</strong></td><td>Searches for specific in-store purchases using the Transaction Number as a criterion for search suggestions, or other related information for the full-page search. This is useful for tracking or managing individual store purchases.</td></tr><tr><td><strong>Purchase Order</strong></td><td>Searches for Purchase Orders created with Suppliers using Purchase Order Code or Supplier Name.</td></tr><tr><td><strong>Goods Received Notes (GRNs)</strong></td><td>It allows users to locate GRNs, which document received stock deliveries. GRNs can be searched by delivery date, supplier, or GRN reference.</td></tr></tbody></table>

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### Manage your Reasons

**Reasons** in Venditan Commerce are predefined entries that specify the justification behind specific actions.

These reasons can be displayed to either Customers or Users, clarifying why specific actions are being performed.

Below are our Reason Categories, with summaries and examples:

<table><thead><tr><th width="229">Reason Category</th><th>Summary</th><th>Example</th></tr></thead><tbody><tr><td><strong>Order Cancellation</strong></td><td>Captures why an entire Order has been cancelled.</td><td>'Incorrectly Placed'</td></tr><tr><td><strong>Order Line</strong></td><td>Captures why individual items within an Order have been returned.</td><td>'Wrong Size Selected'</td></tr><tr><td><strong>EPOS Return</strong></td><td>Captures why a product was returned at the point of sale.</td><td>'Item Does Not Fit'</td></tr><tr><td><strong>EPOS Discount</strong></td><td>Captures why a discount was applied at the point of sale.</td><td>'Managers Discretion'</td></tr><tr><td><strong>Return</strong></td><td>Captures why an Order has been Returned.</td><td>'Item Damaged'</td></tr><tr><td><strong>Stock Transfer</strong></td><td>Captures why stock was transferred between different Stores or Bins.</td><td>'Bin Consolidation'</td></tr></tbody></table>

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### Automatic printing with Direct Print

**Direct Print** in Venditan Commerce allows documents to be printed instantly using preconfigured settings.

Venditan Commerce can be set up with predefined printer configurations for different print tasks, such as packing slips, shipping labels, and invoices.

Each document type is assigned to a specific printer(s) with the correct dimensions and settings, meaning users only need to click the **Print** button—no further input is required.

This removes the need for manual printer selection and formatting, ensuring that each print job is handled efficiently.