1. Make Better Decisions with your Data Visualized Using Global Shop Solutions Dashboards

2. When You Can See It, You Can Believe It.
MAKING BETTER DECISIONS IS EASIER WHEN YOU CAN SEE AND TOUCH THE DATA.
With Global Shop Solutions Dashboards, see your data easier, manipulate it simpler, and make decisions better.
What can you do with Global Shop Solutions Dashboards?
Drag columns to sort and sub-sort
Use various tables for different views
Right-click a column to apply a filter or hid it
Export to Excel with one click
Expand all graphs by double clicking data
Copyright © 2016 Global Shop Solutions. All Rights Reserved.

3. CRM Order Lookup Dashboard – ARC 3865
VIEW PURCHASE ORDERS AND SALES ORDERS FROM THE CRM SCREEN.
Customer Relationship Management > View > CRM Order Lookup
Launches from within the CRM from the main tab script 3
Displays PO’s and SO’s
Permissions (Group Security Name):
View - Always On
Edit - EditCRM
Copyright © 2016 Global Shop Solutions. All Rights Reserved.

4. CRM Dashboard – ARC 4083
VIEW PURCHASE ORDERS AND SALES ORDERS FROM THE CRM SCREEN.
Customer Relationship Management > View > CRM Dashboard
Provides opportunities, events and notes
Drill downs into sales orders, quotes and customers within CRM
Edit and view capabilities
Permissions (Group Security Name):
View - Always on
Edit - EditCRM
Copyright © 2016 Global Shop Solutions. All Rights Reserved.

5. Open BOM Work Order Stats Dashboard – ARC 4130
VIEW A VISUALIZATION OF ALL WORK ORDERS OPEN, DUE TODAY, AND PAST DUE. DRILL DOWN AND TAKE ACTION.
Advanced Planning & Scheduling > View > Open BOM WO Status
Ability to see open parent WO’s and view their status
Ability to expand the grid to see children WO’s, material, labor and outside sequences
See total # of parents and total # of children
Generate notes
If the User Cache box is checked, the data will be loaded from the last data cached, and you will see the time and date of the cache in the title bar. This helps load the data from memory if you have a lot of BOM WOs. To refresh the cache click the Refresh button. If you do not have a lot of BOMs you can leave this unchecked the data will be loaded from live data every time
Ability to Edit and View information within Global Shop Solutions
Permissions (Group Security Name):
View - Always On
Edit - EditWO
Copyright © 2016 Global Shop Solutions. All Rights Reserved.

6. Project Dashboard – ARC 4135
VIEW ALL OPEN PROJECTS INCLUDING PHASES AND WORK ORDERS.
Advanced Planning & Scheduling > View > Work Order Project/Phase Dashboard
Ability to see open work orders along with their project and phases
Filter and group this information for better reporting and to recalculate totals
Shows remaining, estimated and actual hours on jobs
Permissions (Group Security Name):
View - Always On
Edit - EditWO
Copyright © 2016 Global Shop Solutions. All Rights Reserved.

7. Purchase Order Review with PO Confirmation Dashboard – ARC 4163
VISUALLY SEE ALL PURCHASE ORDERS EXPECTED TO BE RECEIVED TODAY AND ALL PAST DUE.
Purchasing > View > PO Review with PO Confirmation Dashboard
Give a visual of all:
Open PO’s
PO’s expected to be received today
All PO’s past due
Have the ability to view, open and receive PO’s based on permissions
Permissions (Group Security Name):
View - Always On
Edit - EditPO
Receive - RECEIVE
Copyright © 2016 Global Shop Solutions. All Rights Reserved.

8. Open Work Order with Estimated and Actual Hours Dashboard – ARC 4166
VIEW ALL OPEN WORK ORDERS DISPLAYING ESTIMATED AND ACTUAL HOURS.
Shop Floor Control > View > Open Job Review
Shows your remaining, estimated and actual hours on each job
Filters can be used to recalculate the total on the bottom of the screen
Blue underline texts are links to call callwrappers to open Global Shop Solutions screens
Notes can be entered
Permissions (Group Security Name):
View - Always On
Edit - EditWO
Copyright © 2016 Global Shop Solutions. All Rights Reserved.

9. Open Sales Order Dashboard – ARC 4167
VIEW ALL SALES ORDERS VISUALLY BY WHAT IS OPEN, DUE TODAY, AND PAST DUE.
Order Entry > View > Open Sales Order Review GSS Var1 [.NET]
See all open, due today and past due SO’s
Can drill into the orders
Ability to create new SO
View, open or ship from this Dashboard
View sales statistics
Customer sales stats
Salesperson stats
Product line stats
See total dollar amount of all open SO’s
Ability to enter in notes
Permissions (Group Security Name):
View - Always On
Edit - EditSO
Ship - SHIP
Copyright © 2016 Global Shop Solutions. All Rights Reserved.

10. Shipping Dashboard – ARC 4168
VIEW ALL OPEN, PAST DUE, AND UPCOMING SHIPPING ITEMS. TAKE ACTION AND KEEP CUSTOMERS HAPPY.
Shipping & Receiving > View > Shipping Dashboard [.NET]
Shows quantities one level deep in the BOM when you click “Qty On Hand”
Shipment pick list screen launches when a customer is selected
Displays all open, past due and due today orders
Shows the staging data
Can put orders on shipping hold
Gives visibility on the orders that have been shipped
Orders highlighted in white are selected for invoicing
Orders highlighted in green are in the invoicing batch
Orders highlighted in red shows what is on hold
Orders highlighted in green shows that there is enough on hand to ship
Ability to enter notes
Permissions (Group Security Name):
View - Always On
Ship - SHIP
Copyright © 2016 Global Shop Solutions. All Rights Reserved.

11. Work Order Dashboard – ARC 4169
VIEW A VISUALIZATION OF ALL WORK ORDERS OPEN, DUE TODAY, AND PAST DUE. DRILL DOWN AND TAKE ACTION.
Shop Floor Control > View > Open Job Dashboard-GSS Standard [.NET]
View all open work orders, work order that are due today, and past due work orders
Ability to issue material from this Dashboard
Notes can be entered
Drill directly into WO’s
Ability to WIP to FG directly from this Dashboard
Create new work orders
Permissions (Group Security Name):
View - Always On
Edit - EditWO
Issue - ISSUE
WIP to FG - WIPFG
Copyright © 2016 Global Shop Solutions. All Rights Reserved.

12. Order Entry > View > Open Sales Order Dashboard
Open Sales Order with Work Orders Dashboards – Make-to-Order – ARC 4180
SPECIFIC TO MAKE-TO-ORDER MANUFACTURERS, VIEW ALL OPEN SALES AND WORK ORDERS.
Order Entry > View > Open Sales Order Dashboard
Ability to create a new SO and WO
Notes can be entered
Ability to view, edit, issue material, and WIP to FG
View open sales order with tied work order information
Permissions (Group Security Name):
View - Always On
Edit - EditWO
Issue - ISSUE
WIP to FG - WIPFG
Copyright © 2016 Global Shop Solutions. All Rights Reserved.

13. Vendor Relationship Management Dashboard – ARC 4187
VIEW ALL DETAILS RELATED TO YOUR VENDORS AND TAKE ACTION TO SERVE CUSTOMERS BETTER.
Purchasing > View > VRM
Shows open PO’s, past due PO’s and PO history
See statistics on vendor performance as well as their delivery performance:
Vendor stats on dollars
Vendor stats on qty
Vendor stats on part acceptability
Vendor stats on PO
Enter vendor notes
Search by vendor and or PO number
Drill into PO’s
PO’s highlighted in red show late delivery
PO’s highlighted in green show early delivery
Permissions (Group Security Name):
View - Always On
Edit - EditPO
Copyright © 2016 Global Shop Solutions. All Rights Reserved.

14. Master Schedule Dashboard – ARC 4200
VIEW ALL WORK ORDERS VISUALIZED BY WHAT IS OPEN, LATE, OR COMING DUE.
Advanced Planning & Scheduling > View > Master Schedule Dashboard [.NET]
Shows all open, late work orders
Shows indirect jobs
Lines highlighted in red indicates which jobs are late
Generate new work orders
Issue material straight from this dashboard
Can WIP to FG directly
Shows total estimated hours, total actual hours, total remaining hours for your jobs
Permissions (Group Security Name):
View - Always On
Edit - EditWO
Copyright © 2016 Global Shop Solutions. All Rights Reserved.

15. Open Order Review Dashboard – ARC 4217
VIEW ALL YOUR OPEN ORDERS IN ONE SCREEN.
Order Entry > View > Open Order Review
Show what sales orders don’t have work orders
Drill into sales orders
Notes can be generated
Show which orders net qty is either less than or equal to the order qty
Permissions (Group Security Name):
View - Always On
Edit - EditWO
Copyright © 2016 Global Shop Solutions. All Rights Reserved.

16. Purchase-to-Stock MRP Dashboard – ARC 4221
UNDERSTAND WHAT YOU NEED, WHEN YOU NEED IT, AND TAKE ACTION TO FULFILL RMP REQUIREMENTS.
Purchasing > File > Purchase to Stock MRP
Calculate purchase to stock items needed based on work order and forecasting requirements
Create new PO’s
Drill into PO’s
Copyright © 2016 Global Shop Solutions. All Rights Reserved.

17. AR Invoice Overdue Dashboard – ARC 4227
VIEW ALL ACCOUNTS RECEIVABLE INVOICES THAT ARE OVERDUE AND DRILL DOWN TO TAKE ACTION.
Accounts Receivable > View > Invoices Overdue
List out all overdue invoices for all customers
Ability to reprint invoices, print statements
the invoice directly from this dashboard if e-Invoicing is set up
Shows the total amount overdue and is recalculated on filters
Analysis graphs
All customers
Overdue invoices by amount
Aging
Copyright © 2016 Global Shop Solutions. All Rights Reserved.

18. Used to switch WC’s on specific sequences and move to another WC.
Replace, Update, & Reschedule Job Dashboard – ARC 4228
UPDATE JOBS BY WORKCENTER, BY ROUTER, OR BY PARTS TO IMPROVE EFFICIENCY AND CUSTOMER SERVICE
Shop Floor Control > File > Replace, Update & Reschedule Job Utility [.NET]
Generate new WO’s
Backwards schedule jobs
Forward schedule jobs
Schedule jobs from here (today)
Jobs highlighted in red are late
Permissions (Group Security Name): View - Always On
By Workcenter
Used to switch WC’s on specific sequences and move to another WC.
By Router
Allows users to update WO’s with no details.  If users updated the router, users need to push these changes to the WO’s not started.
By Part
Allows users to change Raw Materials on jobs and, after all changes are made in tabs, the user will hit “schedule” to schedule the selected records.
Copyright © 2016 Global Shop Solutions. All Rights Reserved.

19. Open Quote Dashboard – ARC 4254
SEE ALL OPEN QUOTES IN YOUR BUSINESS IN REAL TIME AND TAKE ACTION.
Estimating / Routing & Quote Management > View > Open Quote Dashboard [.NET]
View all or just open quotes
Filter quotes by days to minimize the loading process
Create new quotes directly from this screen
Drill directly into a quote and edit the information
Permissions (Group Security Name):
View - Always On
Edit - EditQte
Copyright © 2016 Global Shop Solutions. All Rights Reserved.