Settings - KPI Data Source
KPOI Data Source settings allow you to change the information shown in the Home Screen Sales Panel.
- Touch the Utilities Icon
- Touch Settings
To Change the Data Source
- Touch Sales KPI Data Source
If you have selected a Fiscal Year data source, you can change the start date of the year
To change the start month
- Touch Fiscal Year Start Month
To change the start day
- Touch Fiscal Year Start Day
If Data Source is selected, you can choose between the following options
- Sales Order - this will calculate sales KPI's using the Sales Orders stored on the device (it will operate using the calendar year)
- Sales Order Fiscal - this will calculate sales KPI's using the Sales Orders stored on the device (it will operate using the fiscal year settings)
- Associated Orders - this will calculate sales KPI's using the Associated Orders i.e. Invoices, stored on the device (it will operate using the calendar year)
- Associated Order Fiscal - this will calculate sales KPI's using the Associated Orders stored on the device (it will operate using the fiscal year settings)
- Don't Show - this will now provide any KPI data
Fiscal year start settings can also be set for your country
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