The Traffic overview page shows the most important turnover and stock figures of your business on a single screen: how much you have invoiced, how much is still owed to you and how much you owe, how much deposit invoice value is still unused, what your warehouse stock is worth, how many orders have arrived and how many are in the different phases of order picking. The page is read-only: you do not edit data here, but in the dedicated invoice, order and receipt modules. From the three-dot menu of each card you can, however, jump straight to the related lists or start a new document.
Open the page from Main menu / Sales / Statistics / Traffic overview. You can also find it under Main menu / Analytics / Traffic overview. Two tabs appear at the top of the page: General and Current statistics. The page always opens on the General tab.
The screenshots below were taken in the Hungarian interface; the layout is the same in English. A few labels on the page (for example the Today tab, Turnover and List) are currently displayed in Hungarian: Ma, Forgalom, Lista.
The two top cards summarize your invoices. Use the tabs at the top of the card to choose the period: Today, This week (Monday to Sunday), This month, This year or Total. The period is based on the creation date of the document. Every tab has the same layout, only the amounts change.
Example: if Total receivables is 1,200,000, of which Overdue is 300,000, then Not overdue is 900,000.
The three-dot menu of the Outgoing invoices card contains three quick actions: New invoice, Lista (the list of overdue outgoing invoices) and Receivables list (the list of outgoing invoices that have not been fully paid yet). The menu opens the target page in a new tab, so the overview stays open.
The three cards in the second row are not tied to a period, they show the current state:
The full-width card at the bottom summarizes the receipts issued from retail sales, with the same period tabs as the invoices. Overdue is always 0 here, because receipts have no payment deadline. The three-dot menu contains the New retail sale and Lista quick actions.
Click the Current statistics tab to see the live state of orders and retail sales. This page refreshes itself every minute, so you do not need to reload it.
Keep a browser window open on the Current statistics tab on a second monitor or in the warehouse: the page refreshes every minute, so you can see live how many orders are waiting for pickup, preparation or packing. On the financial side, check the Overdue amount of the Outgoing invoices card every morning, then open the overdue invoices with the Lista item of the three-dot menu and call the customers who are late.
Cards and figures of the General tab:
| Card / Figure | Description |
|---|---|
| Receivables (Outgoing invoices) | The unpaid amount of the issued outgoing invoices and deposit invoices in the selected period. |
| Overdue | The unpaid amount whose payment deadline has already passed. Shown in red. |
| Total receivables / Total amount | Everything that has not been paid yet, overdue and not overdue together. |
| Not overdue | The difference between the total amount and the overdue amount: this is still within the payment deadline. |
| Forgalom (turnover) | The gross total of the invoices (or receipts) issued in the period. Shown in green. |
| Liability / Expense (Incoming invoices) | Your debt based on the invoices you received, and the expense of the period. The layout is the same as for outgoing invoices. |
| Expiring invoices button | On the Incoming invoices card: opens the list of incoming invoices that are about to fall due. |
| Not used / Used (Unused deposit invoices) | The deposit amount not yet used on a final invoice, and the total value of the deposit invoices. |
| Partial settlement / Teljes (Overdue proforma invoices) | The part of the proforma invoices that has already been paid, and the full value of the proforma invoices. |
| Stock count / Stock value (Warehouse stock) | The quantity of products in stock, and their value based on the last incoming price. |
| Three-dot menu | Quick actions on the card: start a new document or open the related list in a new tab. |
Figures of the Current statistics tab:
| Figure | Description |
|---|---|
| Today’s orders | The number of orders recorded today; below it the number of parcels recorded today (csomagolva). |
| Monthly orders | The number of orders and parcels recorded in the current month. |
| Yearly orders | The number of orders and parcels recorded in the current year. |
| All orders | Currently shows the orders and parcels of the current year, so it equals the value of Yearly orders. |
| Chart | Customer orders of the last 12 months, month by month. Only visible if the Customer orders module is assigned to your user. |
| Orders awaiting pickup | The number of orders in the awaiting-pickup phase of order picking. |
| Prepared orders | The number of orders in the prepared phase. |
| Orders that can be packed | The number of orders ready for packing. Shown in red because they are waiting for the next step. |
| Retail sales today | The number of retail sales recorded today. |
| Highest retail sales count | The largest number of retail sales recorded with the same creation time (record value). |
| Highest customer order count | The largest number of customer orders recorded with the same creation time (record value). |
The menu item only appears if the related module is assigned to your user — the same assignment is needed for the Customer turnover list menu item. Ask your administrator to check the module assignment of your user.
The turnover (Forgalom) is the gross total of the invoices issued in the period, whether or not they have been paid. Receivables, on the other hand, only show the amount that has not been paid yet. This is why turnover can be high while receivables are low: when customers have already paid their invoices.
Click the three dots in the top right corner of the Outgoing invoices card: the Lista item opens the list of overdue outgoing invoices, and the Receivables list opens all invoices that have not been fully paid yet. You can read more about invoice lists in the Invoice list guide.
The top summary bar and the chart only appear if the Customer orders module is assigned to your user. Without the module only the cards below are visible. Ask your administrator to assign the module.
Currently both figures count the orders and parcels of the current calendar year, so the two values are identical.
The General tab calculates the values when the page loads, so reload the page to see fresh data. The Current statistics tab refreshes itself every minute.
Documents in Storno (cancellation) and Cancelled status are left out of the overview on purpose, so that the amounts reflect the turnover and receivables that are actually valid.
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