Main Dashboard menu items are:

  • Short Links.

    For quick actions with one click without the need to navigate through the menu items, you can do the following directly:

    1. Add new Inventory Items.
    2. Add Client.
    3. Add Supplier.
    4. Add Sales Order.
    5. Add Purchase Order.
    6. Add an Issue.
  • Quick Search.
  • Sometimes you need very quickly to get full information about a specific business document; all that you need to do is select the document type from the drop-down list, enter the unique ID in the search field and press the "Submit" button. These business documents are:

    1. inventory item.
    2. client.
    3. supplier.
    4. sales order.
    5. purchase order.
    6. sales (AR) invoice.
    7. purchase (AP) invoice.
    8. CRM issue.
  • Favourite Applications.

Summary Report

This quick report which is part of the main dashboard, covers all aspects of your business with very good insight through the numbers. The report can be produced based on (a) a last number of days from the current date and (b) given date range (from to date). The date range can be open on both limits, one of the limits (i.e. the from or To). The coverage of this report includes:

  1. Inventory Items.
  2. CRM issues from clients.
  3. CRM issues from suppliers.
  4. Orders
    • Sales Orders.
    • Purchase Orders.
  5. Invoices:
    • Sales (AR) Invoices.
    • Purchase (AP) Invoices.
  6. Taxes.

Data Upload

You can upload data into eCBK by using an Excel sheet with column headers conforming to the data type template. Which data upload is first? It is highly advisable that you start uploading the suppliers and clients first then the inventory items.To execute the upload, you need to follow the following steps:

  • Selecting The data type. Select the right data type from the combo box. This combo box list the following types; Inventory items, clients, suppliers.
  • Browsing to locate the Excel file on your local machine. The Excel sheet must have column headers similar (in terms of name and sequence location) to the Green-Column-Header of the data list corresponding to the data type that you want to upload.
  • Uploading the Excel file If the upload is successful, then you will see your data in the dashboard data list.
  • Updating the data attributes. For the inventory items, you can set the right supplier, major category, minor category, and quantity units.
    1. Mark the items that you need to change their attributes by checking the Check Boxes to the left of the rows.
    2. Select the right supplier, major category, minor category and quantity unit from the combo boxes on the update panel. This step only applicable to the inventory items.
    3. Once you are sure that you set the right attributes, then press the "Upload" button to the right of the update panel. If you made a mistake, repeat the process because you have not yet saved the data into the database.
    4. Go through all the items; then you are ready to save the uploaded data into the database.
  • Saving to the database. Once the upload is done, then you are ready to save the uploaded data to the database.