The Home Page provides a centralized dashboard for monitoring inventory movement, sales performance, forecast trends, and purchasing activities. It is divided into tabs such as Overview, Inventory, Sales, Purchasing, and Finances.

<aside> <img src="/icons/report_blue.svg" alt="/icons/report_blue.svg" width="40px" />

Dashboard Analytics Permissions can only be managed via Settings → Users → Roles

</aside>

Purpose:

• Provide a centralized overview of inventory, sales, purchasing, and financial activities
• Monitor inventory levels, sales performance, purchasing status, and financial data
• Track product movement, stock availability, and forecast trends
• Review sales analytics and inventory recommendations for improved decision-making
• Access quick actions for creating sales orders, purchase orders, and new products

Home Page Tabs:

The Home Page is divided into multiple sections, each displaying key metrics and insights for sales, orders, inventory, purchasing, and finance.

General Features

These features are available across all tabs to provide insights, quick actions, and data customization.

🔤 Using Filters

Use the filters to customize the data displayed across the dashboard based on your selected criteria. Changes applied here will reflect across all tabs and sections.

1. Click the Filters button below the tabs.
2. A pop-out filter card will appear where you can select from several filter options to refine your results.
3. Click the Apply filters button to apply your filters.

Available Filters:

• Delivered / Received only - when enabled, includes only fulfilled transactions (delivered sales orders and received purchase orders) in the data.
• Filter sales by Order Date / Invoice Date - allows you to filter sales records based on either the order creation date or invoice date.
• Start and End Date – defines the date range for the selected date type.
• Customer Group – filters records by a specific customer group.
• Exclude Customer Group – excludes records from a selected customer group.
• Supplier – filters records associated with a specific supplier.
• Branch – filters records by specific branch.

⏭️ Quick Actions

Use these buttons to quickly create transactions or records directly from the Home Page.

• ➕ Sales Order - Create a new sales order for a customer.
• ➕ Purchase Order - ****Create a new purchase order for a supplier.
• ➕ New Product - Add a new product to your inventory.
• 🔄 Refresh Data - Updates the dashboard with the latest data based on current filters.

<aside> 🖱️

Use these links to quickly access detailed guides for each Home Page action:

• ➕ Sales Order - Sales Order Overview
• ➕ Purchase Order - Purchase Order Overview
• ➕ New Product - Products Page Overview </aside>

📊 Top Insights

Displays AI-generated business insights based on sales, inventory, purchasing, and customer activity.

Key Features:

• Identifies sales trends
• Detects low-stock risks
• Highlights top-performing products
• Provides operational recommendations

📦 Suggested Purchase Orders

Provides AI-generated recommendations on which products to reorder based on inventory levels and demand.