Dashboard
The first screen after login. A single page that summarises the state of the business, tailored to your role and your branch.
How It Adapts to You
The dashboard shows different things depending on what you can access:
- Admins, managers, and finance see the system-wide view — all branches, all users.
- Branch staff see their branch's numbers.
- Cashiers and sales staff see their own documents and totals (their POS transactions, their invoices, their quotations).
You can also switch the display currency and (where permitted) filter by branch.
What You'll See
Sales
- Total sales and sales this month
- Count of invoices and pending invoices
- Quotation counts: total, pending, accepted
- Recent invoices and recent customer payments
Purchasing
- Total purchases and purchases this month
- Pending purchase orders awaiting action
- Recent POs and recent supplier payments
Money
- Total customer payments & this month
- Total supplier payments & this month
- Pending customer / supplier payments waiting to post
Inventory
- Total products and active products
- Low stock products — items at or below reorder level
- Top selling products
- Total price lists
Customers, Suppliers, Users
- Total customers (and active)
- Total suppliers (and active)
- Total users (admins only)
Accounting
- Total journal entries
- Posted journal entries
- Monthly sales chart
Your Personal Numbers (if you're a cashier / sales rep)
- Your quotations, invoices, POS transactions, payments
- Your stock transfer requests
- Your sales totals for the month
Notification Bell
Top-right of the screen. Counts of unread notifications, approvals awaiting your action, and other system events. Click through to the full Notifications page.
Tips
- Use the dashboard as your morning check: Low stock, pending approvals, and recent activity in one view.
- Switch currency if you're multi-currency: Totals re-display in the currency you pick.
- Drill in: Most numbers and recent-document lists are clickable — they jump straight to the relevant list / record.