Understanding your dashboard¶

Read the six metric cards, the notification bell, and the alert panels on your dashboard, and use the shortcuts to get straight to work.

Dashboard overview¶

When you sign in, you land on the dashboard: your warehouse's key metrics and recent activity in one place.

Key metrics cards¶

Six cards sit at the top of the page, in two rows of three. They describe what is in the warehouse right now.

Warehouse KPI sections¶

Below the cards, three sections roll up what the warehouse has actually done.

These need the View warehouse KPI dashboard permission (dashboard:view). If your role does not have it, the three sections are hidden rather than shown empty — see Roles & Permissions.

Today's activity¶

Four tiles counting today's work, each showing the same measure over the last 7 days beneath it: Shipments Created, Shipments Dispatched, Units Received and Open Orders.

Open Orders is the exception. It is a live total of the orders the warehouse still owes work on, counted across the whole order book — so it does not reset at midnight and carries no 7-day figure.

Picking & containers¶

Six tiles covering pick productivity and container use: Picks Completed, Picks / Hour, Avg Pick Time, Throughput, Active LPNs and LPN Utilization.

Last 14 days¶

Three charts plotting one point per day, oldest first, with the period total above each: Shipments Created, Picks Completed and Units Received.

Warehouse selector¶

The warehouse selector, at the top of the page, filters everything you see to one warehouse.

1. Choose the warehouse dropdown in the top navigation.
2. Select a warehouse to see only its data.
3. Choose All Warehouses to see combined data across every location.

Notification center¶

The bell icon sits in the top bar, immediately left of the warehouse selector. It tells you when something has happened that needs your attention — most often that a pick list is finished and an order is ready to be loaded.

Reading the bell¶

• A badge on the bell shows how many notifications you have not read yet. Counts above 99 display as 99+.
• Click the bell to open the panel. Each entry shows a title, a short description and when it arrived, with unread entries marked.
• The list is scoped to your user and your currently selected warehouse. Notifications are personal: another user's bell shows their own list, and switching warehouses changes what you see.
• The bell refreshes itself about every 30 seconds, so a new notification appears within roughly half a minute without reloading the page. When one arrives while you are working, a toast also appears briefly in the corner.

Acting on a notification¶

1. Click a notification to open the record it refers to. A completed pick list, for example, takes you to shipment creation so you can load the order.
2. Clicking also marks that notification as read, clearing it from the count.
3. Mark all as read at the top of the panel clears the badge in one step.

What triggers a notification¶

Pick List Completed and Product Submission Created go to active users with the Admin or Manager role who have access to the warehouse in question — either because they are not restricted to specific warehouses, or because their warehouse access includes that one. Pickers are not notified of their own completed picks.

Delivery Request Submitted works differently: it is driven by a per-role setting rather than by role name. A user receives it when their role is flagged to receive delivery request notifications, they are active, and their warehouse and customer access both cover the request. If the right people are not being notified, that role setting is the thing to check — see Roles & Permissions.

If the bell shows nothing¶

• Confirm you are on the right warehouse — the list follows the warehouse selector.
• Pick-complete and product-submission notifications require the Admin or Manager role. If you have a different role, you will not receive them.
• Delivery request notifications depend on a setting on your role rather than on the role's name.
• Wait up to 30 seconds, or reload the page, for a very recent event.

See Pick Lists for the work that raises these notifications, and Delivery Requests and Product Submissions for the other sources.

Navigation sidebar¶

The left sidebar gives you access to every platform feature, grouped into sections.

Alerts and recent orders¶

The lower half of the dashboard is split in two: a column of alert panels on the left, and the Recent Orders table on the right.

Alert panels¶

Each panel shows a count in its subheading even when it has nothing to list, so an empty panel means "nothing to act on" rather than "not loaded".

Recent orders¶

The most recent orders for the selected warehouse, up to eight rows, with columns for Order Details (order number and customer), Status, Priority and Created. View all → opens the full Orders list.

Quick actions¶

A Quick Actions card at the bottom of the dashboard holds four buttons: Add Inventory, Create Order, Manage Locations and View Reports. Each is a shortcut to the matching page.

Mobile dashboard¶

The dashboard adapts to a phone screen.

1. Add the app to your home screen for a full-screen view. See Installing as an app.
2. Tap the menu icon (☰) to open navigation.
3. Scroll to reach every metric — the cards wrap rather than scrolling sideways.
4. Use the Quick Actions card for common tasks.

Dashboard customization¶

Warehouse preferences¶

Set your default warehouse for automatic selection:

1. Go to User Profile (click your name in top right)
2. Select Preferences
3. Choose Default Warehouse
4. Save changes

Notification preferences¶

There are none to configure. Notifications are delivered in the app only, through the Notification Center described above, and every user who qualifies for a notification receives it. There are no per-user toggles for order status changes, low stock, email, SMS or push.

What you receive is determined by your role and your warehouse and customer access rather than by a personal preference — see What triggers a notification.

Understanding metric trends¶

How to read trends¶

No card on the dashboard shows a green or red arrow, or a percentage change against a previous period. There are two places to read movement instead:

• The footnote under a tile — "84 in the last 7 days" beneath today's figure. Compare the two yourself: today well below a seventh of the 7-day total is a slow day.
• The Last 14 Days charts — the shape of the line over a fortnight, plus the period total above each chart.

Common patterns¶

Common dashboard tasks¶

Receive shipments

1. Choose Receiving in the sidebar.
2. Select or create a receiving order.
3. Scan items and enter quantities.
4. Complete the receipt.

Process orders

1. Choose Orders in the sidebar.
2. Review pending orders.
3. Generate pick lists.
4. Start picking.

Check inventory

1. Choose Inventory in the sidebar.
2. Search or filter for what you need.
3. Check stock levels by location.
4. Make an adjustment if the count is wrong.

Run reports

1. Choose Reports in the sidebar.
2. Select the report type.
3. Apply a date range and filters.
4. Export or review the results.

Keeping an eye on the dashboard¶

Daily routine¶

Weekly and monthly checks¶

Troubleshooting¶

Next steps¶

Need help?¶

• FAQ
• Troubleshooting
• Contact Support