Dashboard

The morning check: what happened, and what needs you today.

Overview → Dashboard (headed Executive Dashboard) is the first screen after signing in. With All Stores selected it shows business-wide totals; pick one store and it narrows to that site.

The numbers

Card	What it tells you
Inventory Valuation	What your stock is worth right now, across your active products
30-Day Revenue	What you sold in the last 30 days, and how many order lines that was
30-Day Gross Profit	Revenue minus what those goods cost you, with the margin percentage
30-Day Purchases	What you bought, and across how many invoices

Where lottery applies, revenue shows the commission you earned and, separately, the ticket sales it came from — because ticket money is the state’s, not yours. See Lottery.

What needs you

Low Stock Alerts

Items below their reorder point, each with a suggested order quantity and a Reorder button that starts a purchase invoice already filled in.

Failed imports

Anything that did not come in — a bad row, an unreadable scan, a POS sync error — appears at the top until it is dealt with.

Backoffice Agent Status (on the All Stores view) shows whether each store’s Inventory Agent is reporting in. A store that has gone quiet is not sending sales, which means its stock figures are drifting.

Quick actions

Add Product, New Purchase Invoice, Adjust Inventory and Import Sales Batch are along the top.

A sensible morning routine

1. Check the agents are online

   If a store is offline, yesterday’s sales have not arrived.

2. Clear failed imports

   They only get harder to unpick later.

3. Work the low stock list

   Reorder straight from the card.

4. Clear the price queue

   Price Approval Queue — margin you are not charging for is margin you have already lost.