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Dashboard

28
Sep

The dashboard is your personal front page which you can customize to your needs. It provides a quick overview of important revenue data and quick access to common routines. The dashboard contains several widgets.

Add widgets to your dashboard by using the drop-down menu in the top left corner.

You can move dashboard widgets by dragging them to the spot you would like to use for the selected widget. An alternative way to move dashboard widgets is by using the gear icon which provides movement options. We will cover all of the available widgets below.

Getting Started: 4 available tabs are within this widget, Configure POS, To the User Manual, Gift Card assistant, and Credit Card Terminal Assistant. To learn more please click on the link to visit our quick start – first steps manual page.

Todays Average Revenue Sample: You may enter in a target amount for each receipt per transaction. This widget Will give an average per receipt based on the daily revenue and a total number of customers. The meter will adjust to show progress on the target value.

Current Customer Orders: Using this widget, you may select an organizational unit to view all customer orders for the current day.

Recently Modified Products: Lists any product that has been recently modified and allows for their selections. also allows for a quick product lookup straight from the dashboard.

Top Seller of The Day: gives you the top 5 selling products for that day and Net revenue accumulated per product, You may click on the gear icon to reflect Gross revenue instead.

Z-Count Validation: Will a count of defective ‘Z-counts’ that need to be adjusted/validated.

Time Tracking: All start and ends of paid time will be listed there, you may choose to view only the start or end times by using the gear icon.

Week Overview: Reflects the current week’s Net revenue in a line graph, You may choose to view the Gross revenue instead by using the gear icon.

Top Cashier of the Day (Sample): Will give a circle graph of the top employees, hovering over each name will list the Net revenue, You may choose to view the Gross Revenue instead by using the gear icon.

Discontinued Products: Shows any products that have been discontinued and allows for an order of that product from the dash.

New Products: Shows any newly added product and allows for an order placement from the POS

Current Store Orders: The default setting for this widget will list all store orders for all locations you may filter this list by a specific org unit.

No. Customers Today: will show a line graph reflecting the number of customers per hour.

POS Balance: Lists any POS balance ran for the current day.

Product Information: You may scan in a product to view its information from the dash using the widget simply select the org unit you want the dates you would like information on and scan in or manually enter in the product number. The information listed is the Product name, Cost, Retail, Profit, On hand (quantity), On Order (count), Avg Purchase Price, and Items Sold.

Promotion Products: Any promotional products will be listed here and should be available for ordering right from the dashboard.

Revenue Map: You may have noticed a new widget on your dashboard. This widget will allow users who have more than one store see a geographical breakdown of your income for the day. This widget can show you your net or gross income for the day and also expands to full screen for a larger view of the map. You can zoom in and out and move the map around as you wish.

Revenue of the Day: Will show Net/Gross revenue for the current day, You may also set a target goal for each day by clicking on the gear icon and selecting Edit Target of Day.

Top Orgs of the Day: This will give a circle graph of each organizational unit, Hovering over the Org unit names will show Net/Gross revenue. You may toggle between the 2 usingt the gear icon.

Short stock Widget: Allows for the ordering of short stock items right from the dashboard.