Use Your Dashboard
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Introduction
The dashboard is the central hub of your account, offering a real-time overview of various operational aspects, including shipping needs, inventory updates, and purchase orders.
It's designed to streamline your workflow by providing actionable insights and direct links to more detailed pages.
Dashboard Components and Functions
- Orders Need To Ship Today: This area shows if any orders need to be shipped on the current day. It's a crucial tool for managing your daily shipping schedule.
- Orders Are Late: Here, you'll see a list of orders that haven't been shipped by their due date, helping you to quickly identify and address any backlogs.
- Total Orders Need To Be Shipped: This gives you an at-a-glance view of all the orders in your queue, assisting in workload planning.
- Default Orders On Hold: This section highlights orders that are on hold, signaling that you need to take action before they can proceed.
- Mergeable Orders: This unique feature shows if any orders can be merged, which can optimize your shipping process.
- Recent Inventory Changes: Keep track of the latest changes in your inventory to manage stock levels efficiently.
- Overdue Purchase Orders: Overdue purchase orders are listed here, providing a reminder to follow up on delayed shipments.
- Upcoming Purchase Orders: This forecasts incoming stock, which helps in preparing for new inventory arrivals.
Clicking on any
order# will take you to its detailed order page, where you can take further action, such as processing or updating the order.
For inventory and purchase order sections, clicking through will redirect you to detailed pages for managing stock and vendor communications.Interacting with Your Dashboard
Interacting with your dashboard is intuitive:
- Click on any order-related box, and you'll be directed to that specific order's detailed page where further actions such as editing, shipping, or putting an order on hold can be performed.
- The purchase order sections, when clicked, lead to detailed pages where you can view overdue and upcoming orders, enabling proactive management and planning.
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