Dashboard
The dashboard is the shop’s daily starting point. It summarizes operational queues without replacing the detailed source records behind them.
An authorized account is required to use this workspace.
What you are looking at
Tiles and recent-activity lists call out work that may need attention, such as a new order, buylist submission, upcoming event, or operational exception. Counts are links into the underlying workspace whenever a destination is available.
How to use it each day
- 1
Check urgent counts
Start with anything blocked, awaiting fulfillment, or due today.
- 2
Open the source list
Use the linked tile or left navigation to review the actual records. Do not make decisions from a summary count alone.
- 3
Return after the queue is handled
The dashboard should settle as the underlying work is completed.
Why dashboards differ
The navigation and useful next steps reflect your capabilities. A cashier is directed toward sales and orders, while finance and payroll roles receive their own restricted workspaces.
Still unsure?
Pause before posting, approving, refunding, or moving money. Ask the owner or the role responsible for that workflow to review the source record with you.
This guide explains software workflows only. It is not legal, tax, accounting, payroll, employment, or security advice. Requirements and provider availability can change; confirm current obligations with the relevant agency and qualified professionals.