Customers and Suppliers Dashboard

Customers and Suppliers Dashboard

Overview

Managing customers and suppliers across orders, purchase orders, requests and invoices can be complex and time consuming. The Customer and Supplier dashboards bring everything into a single, intelligent dashboard, giving your team instant visibility, smarter workflows, and complete control over relationships.
Customer and Supplier records have access for internal users to view the dashboard that displays a range of metrics related to that account. When any customer or supplier record is opened, the header bar has various navigation options:

Click on the blue header to switch between the types of Customers, Suppliers, Freight Suppliers and Sites:

Depending on the type you are in, you can select other records related to that type:

To the right, you have buttons for switching between the:
  1. Dashboard - Returns you to the customer's main dashboard view, the default landing page shown in this guide.
  2. Custom Reports - Opens a list of any custom Power BI reports configured for this customer, enabling tailored exports and analysis.
  3. Details - Switches to the editable Details page where you can update contact info, credit terms, and account settings.



CUSTOMER DASHBOARD

The Customer dashboard in printIQ is the command center for everything related to a single client. It brings together financial data, job history, quotes, contacts, addresses, and communication notes into a single, unified dashboard, giving account managers and production staff a 360° view of any customer at a glance.

The dashboard contains multiple tiles along with additional tabs and filtering options:

Account Details

The left portion of the banner displays the customer's core profile information:
  1. Account Manager - the internal staff member responsible for this account (e.g. Chris Mort)        
  2. Credit Terms - the agreed payment arrangement (e.g. On Account).        
  3. Email - the primary contact email address.        
  4. Phone - the main contact telephone number.

Outstanding Tasks

Number of open tasks assigned to this account:
 
Clicking the count opens the task list so you can action or reassign items:
 

Total Pipeline Value

Total dollar value of all active products and quotes in the pipeline. Sub-badges show the count of Products and Quotes contributing to this figure:


Outstanding Balance

Total dollar amount currently owed by the customer. Sub-badges break this down by the number of Jobs and Sales Orders contributing to the balance:


Analytics Charts

Sales by Month

Bar chart plots monthly revenue generated by the customer, broken down by financial year. Three coloured series are displayed simultaneously - the current year (2026), the prior year (2025), and the year before that (2024), making it easy to spot growth trends, seasonality, and year-on-year performance at a glance.
 
Three time-range buttons in the top-right corner of the chart let you zoom in or out:        
  1. 12M - shows the last 12 months of data (default view).        
  2. 6M - narrows the view to the most recent 6 months.        
  3. 3M - focuses on the last 3 months for granular short-term analysis.

Hover tooltips appear when you mouse over any bar, revealing the exact sales figure for that month and year. The FY summary badges above the chart (e.g. FY25: $151,120.81 vs Previous FY: $86,315.64) provide a quick full-year comparison without needing to scroll or run a report:


Hover tooltips appear when you mouse over any bar, revealing the exact sales figure for that month and year to provide a quick full-year comparison without needing to scroll or run a report:


  

Job Types

The donut chart breaks down the customer's order history by product or job type. Each segment represents a category such as Flat, WidgetFlyers, Flyers, or Offset Books, with a colour-coded legend displayed to the right of the chart.
This chart helps account managers and sales staff understand what this particular customer buys most, enabling targeted upselling conversations and faster quote preparation for repeat product types:


 Activity Panels

Three side-by-side panels sit below the charts, providing a live feed of the customer's recent and active records.


Notes

The Notes panel captures a chronological log of all internal communications and observations about this customer. Each note entry includes the note text and the date it was recorded. Notes will be listed in date order. The date is either the date it was created or last updated.
The panel supports file attachments. Notes marked with a paperclip icon indicate that a supporting file is linked.
A blue + button in the top-right corner of the panel opens the new note form, allowing staff to quickly log calls, meetings, or important account updates. The number badge next to the Notes heading (e.g. Notes 4) shows how many notes exist for this customer:


Click on a note to open and edit the details:

Quotes

The Quotes panel shows the 5 most recent open quotes for the customer, with each row displaying the quote number, title, value, and how long ago it was created (e.g. 1d, 10d, 43d). Clicking any quote number navigates directly to that quote's detail screen.
Three filter tabs at the top of the panel allow quick segmentation:        
  1. Pending - quotes that have been sent but not yet accepted or rejected.        
  2. Won - quotes that were accepted and converted to orders.        
  3. Lost - quotes that were rejected or expired without conversion.

The number badge next to the Quotes heading (e.g. Quotes 124) reflects the customer's full quote history count.
 

 

Jobs in Progress

The Jobs in Progress panel lists last 5 active production jobs currently being worked on for this customer. Each row shows the job number, a item title and a coloured status badge indicating where the job currently sits in the workflow.
Status badges include labels such as AWAITING ARTWORK, IN PRODUCTION, and others. The number badge on the panel heading (e.g. Jobs in Progress 153) reflects the total active job count:
 

Record Tabs

The lower section of the Customer Screen features a tabbed interface that provides deep-dive access into all records associated with this customer. Five tabs are available:


Quotes

A full, paginated list of every quote ever created for this customer, with columns for Quote No, Title, Date, Value, Created By, Last Order, and Status. A search bar and column filters allow quick lookup.
Statuses include:
  1. IN PROCESS
  2. REJECTED
  3. AWAITING ACCEPTANCE
  4. ACCEPTED
A new quote can be started from here using the ‘+’ option.
Quotes can be opened by clicking on the quote number.
Clicking on a column name will sort the list based on the name selected:


Orders

Displays all orders linked to this customer, providing a complete purchase history with order dates, values, and current fulfilment status.
Orders can be opened by clicking on the order number.
A search bar can be used to find a specific order.
Columns can also be filtered to a set date range along with the ‘status’ the order is at.
Clicking on a column name will sort the list based on the name selected:


Invoices

Lists all invoices issued to this customer, enabling accounts staff to review payment history, identify overdue balances, and access individual invoice records.
Displays a full, paged list of the customer’s invoice history.
Invoices can be opened by clicking on the invoice number.
A search bar can be used to find a specific invoice.
Columns can be filtered to a set date range along with the ‘status’ the invoice is at.
Clicking on a column name will sort the list based on the name selected:


Contacts

Manages the people associated with this account. Multiple contacts can be stored, each with their own name, role, email, and phone number, making it easy to reach the right person.
Displays a full, paged list of the customer’s contacts.
Contacts can be edited and the email address can be clicked to start an email. The phone number can also be clicked to start a call if you have a relevant app installed.
Clicking on a column name will sort the list based on the name selected:

 

Addresses

Stores all physical and postal addresses for the customer, supporting multiple delivery locations and billing addresses.
Displays a full, paged list of the customer’s addresses.
Addresses can be edited. Clicking on a column name will sort the list based on the title selected:


 

Tips & Best Practices

Idea
TIP - Always check the Outstanding Tasks card before contacting a customer as open tasks may require resolution before placing new orders.
Idea
TIP - Use the Sales by Month chart's 3M view during monthly reviews to quickly identify any sudden drops in order frequency.
Idea
TIP - Log a Note immediately after every customer phone call. Include the name of who you spoke with and any commitments made. This keeps the whole team informed.
Notes
NOTE - The Outstanding Balance card is informational only. To action overdue payments, navigate to the Invoices tab or contact your accounts team directly.
Notes
NOTE - The Job Types donut chart reflects historical orders only. Newly created quotes are not included until they are converted to jobs.

SUPPLIER DASHBOARD

Managing suppliers across purchase orders, outsource requests, invoices, and inventory can be complex and time-consuming.
The Supplier Dashboard is your central hub for managing all activity with a specific supplier. It combines supplier contact details, purchasing analytics, open requests, purchase orders, invoices, contacts, and addresses into a single, easy-to-navigate interface.

The dashboard contains multiple tiles along with additional tabs and filtering options:


 

Account Details

The left portion of the banner displays the customer's core profile information:
  1. Account Manager - the internal staff member responsible for this account (e.g. Chris Mort).
  2. Credit Terms - the agreed payment arrangement (e.g. On Account).        
  3. Email - the primary contact email address.        
  4. Phone - the main contact telephone number.


Outstanding Tasks

Number of open tasks assigned to this account:


Clicking the count opens the task list so you can action or reassign items:

 

Draft Supplier Invoices

Total dollar value of invoices not yet approved:


 

Purchase Orders by Month

Bar chart displays the volume of purchase orders placed with the supplier over time, broken down by channel:        
  1. Blue bars represent Outsource purchase orders        
  2. Purple bars represent Inventory purchase orders
 
Use the toggle buttons in the top-right of the chart (12M / 6M / 3M) to adjust the date range. Hover over any bar to see the exact values for that month. This chart is ideal for spotting seasonal demand spikes and reviewing year-over-year purchasing trends.


 

Open Items

The Open Items panel on the right side of the dashboard gives you a quick count of active requests and orders across three categories:

 

 

Activity Panels

Three side-by-side panels sit below the charts, providing a live feed of the supplier's recent and active records.


Notes

The Notes panel captures a chronological log of all internal communications and observations about this supplier. Each note entry includes the note text and the date it was recorded. Notes will be listed in date order. The date is either the date it was created or last updated.
The panel supports file attachments. Notes marked with a paperclip icon indicate that a supporting file is linked.
A blue + button in the top-right corner of the panel opens the new note form, allowing staff to quickly log calls, meetings, or important account updates. The number badge next to the Notes heading (e.g. Notes 10) shows how many notes exist for this supplier:


 

Outstanding Requests

The Outstanding Requests panel lists last 5 outsource requests sent to this supplier. Each row shows:        
  1. Quote number (clickable link to open the full quote)        
  2. Job title describing what was quoted        
  3. Date the request was sent        
  4. Status such as "Clicked Into Portal" indicating the supplier has accessed the quote via the portal


Notes
Note: A status of "Clicked Into Portal" means the supplier has viewed the request but has not yet responded. Follow up directly if the request is time-sensitive.
  

Purchase Orders

The Purchase Orders panel on the right shows the most recent orders. You can filter by All, Outsource, or Inventory using the tabs at the top right.
Each row displays:        
  1. PO Number - click to open the full purchase order        
  2. Order type badge (Inventory in blue, Outsource in purple/teal)        
  3. Job reference number where applicable        
  4. Order value        
  5. Status - such as PO Created, Order Cancelled
 

Record Tabs

The lower section of the Supplier Screen features a tabbed interface that provides deep-dive access into all records associated with this supplier. Five tabs are available:
 

Outsource Requests

A full, paginated list of every active outsource request for this supplier, with columns for Quote No, Title, Date and Status.
A search bar and column filters allow quick lookup.
Quotes can be opened by clicking on the quote number.
Clicking on a column name will sort the list based on the name selected:


Purchase Orders

Displays all purchase orders linked to this supplier, providing a complete purchase history with order dates, values, and current fulfilment status.
Purchase Orders can be opened by clicking on the order number.
A search bar can be used to find a specific order.
Columns can also be filtered to a set date range along with the ‘status’ the order is at.
Clicking on a column name will sort the list based on the name selected:


Invoices

Lists all supplier invoices issued, enabling accounts staff to review payment history, identify balances, and access individual invoice records.
Displays a full, paged list of the supplier’s invoice history.
Supplier Invoices can be opened by clicking on the invoice number.
A search bar can be used to find a specific invoice.
Columns can be filtered to a set date range along with the ‘status’ the invoice is at.
Clicking on a column name will sort the list based on the name selected:


Contacts

Manages the people associated with this account. Multiple contacts can be stored, each with their own name, email, and phone number, making it easy to reach the right person.
Displays a full, paged list of the supplier contacts.
Contacts can be edited and the email address can be clicked to start an email. The phone number can also be clicked to start a call if you have a relevant app installed.
Clicking on a column name will sort the list based on the name selected:


Addresses

Stores all physical and postal addresses for the customer, supporting multiple delivery locations and billing addresses.
Displays a full, paged list of the suppliers addresses.
Addresses can be edited. Clicking on a column name will sort the list based on the title selected:

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