Dashing Around the Dashboard Module

The Dashboard module gives you a comprehensive overview of sales orders, purchase orders, etc. that are in the process of being fulfilled. Each user can customize their dashboard to display information that is relevant to them. No two dashboards will necessarily be the same, and your preferences can be saved so they will load each time you log in.

Available Gadgets

This module is filled with customizable gadgets. You can swap them in and out as you wish:

• Open Sales Orders
• Open Purchase Orders
• Open Work Orders
• Open Transfer Orders
• Open RMA Orders
• Items to be Picked
• Items to be Received
• Items to be Shipped
• Report
• Quick Links

Quick Links

The Quick Links available in this module are organized into three categories: Customer

• New Customer
• Sales Orders
• Ship Orders

Vendors

• New Vendor
• New Part
• Purchase Orders
• Receive Parts

Administration

• User Administration
• Export to QuickBooks

There are more than 150 reports in the Reports module, and we’ll take a look at them all next week.