Insights dashboard is a powerful tool in visualising the core KPI's of your company.

It shows graphs and summary information in a simple format, that can be dissected and analysed in various ways using filters and drill down mechanism.

It is visible on the home screen of SarasX.

When you are in any other screen and want to see the Insights, you can click on Home menu icon.

Note: Your account needs to be configured to view the insights dashboard. Speak to your admin if it is not available for you.

First make sure you are in the Insights screen by click on the Home menu icon.

Then follow these instruction

• Click on the Select Insights button.
• It will show all the insights for which you have view permission.
• Click on the Insight that is needed.

Note: System will automatically remember your choice and will load the last selected Insight each time you go to the Home menu

If you don't see this tab, it means they are not configured for your requirement

• Provide the details for the various custom columns that are visible under Grouping Info
• These columns vary from customer to customer and it's main purpose is to dissect the data in many ways for analysis of inventory and sales

Note: Some information in these columns will be Mandatory and some will be automatic, this varies and is decided as per the requirement of the department.

If you don't see this tab, it means they are not configured for your requirement

• Provide the details for the various custom columns that are visible under Attributes
• The columns under this vary from product to product depending on its type: example a Gem Stone will have the attribute Shape, Quality, Clarity, Color, etc. Whereas Metal will have Attributes for Quality.

Note: Some information in these columns will be Mandatory and some will be automatic, this varies and is decided as per the requirement of the department.

After all changes are provided, click on Save button, this will generate the design number and it will activate the functionality to Upload Image and Attachment.

Note: It is not possible to upload image or attachment for a design before saving the design.

• A popup will open after Quick Add button is clicked
• In General detail Tab
• Provide: Design Name, Category, Product Type, Nick Name, etc, depending on what columns are configured for your requirement.
• Provide Tax Group to automatically select the desired tax in sales screen
• Provide Main Unit and Second Unit for this design
• Provide Minimum Quantity & Lead Time required to product or purchase this design
• In Grouping Info Tab
• If you don't see this tab, it means they are not configured for your requirement
• Provide the details for the various custom columns that are visible under Grouping Info
• These columns vary from customer to customer and it's main purpose is to dissect the data in many ways for analysis of inventory and sales
• In Attribute Tab
• If you don't see this tab, it means they are not configured for your requirement
• Provide the details for the various custom columns that are visible under Attributes
• The columns under this vary from product to product depending on its type: example a Gem Stone will have the attribute Shape, Quality, Clarity, Color, etc. Whereas Metal will have Attributes for Quality.
• Click Confirm after all the information is provided

• Name should have correct spelling and well thought through, it should follow a consistent pattern
• Item Categories should be correct.
• Main Unit should be selected as per usage and not as per purchase. eg: Purchased in meters, but used in cms, then the unit should be cms
• Main Unit in the master cannot be changed after first item is received in the inventory.
• Main Unit in the master should match while adding price
• Track inventory is important for indicating the system that Inventory needs to be recorded, this is On by default for Design and Raw Material and Off for General Item
• If Track inventory is manually turned off while creating the item, then system will not create a new batch for that item when it is received