Home Dashboard

Users lose time jumping between apps just to find a record or check today's figures. This module adds a home dashboard with instant search, quick buttons, KPI cards and charts for sales, purchases, payments and stock. It can be made the landing page and each user can skip it. Settings control language, tone, list limits, the low-stock threshold and which groups see each block. It builds on Sales, Inventory and Accounting.

1. 1

   Open the dashboard

   Open the Dashboard menu, or land on it after login when it is set as home. It loads as a client screen.

   • Dashboard menu
   • Home page option
2. 2

   Search instantly

   Type in the search box to find products, partners and invoices with fuzzy matching. Results open the record directly.

   • Products, partners, invoices
   • Global fuzzy option
3. 3

   Use quick buttons

   Quick buttons take the user to frequent screens such as new sale or payments in one click.

   • Shortcuts
   • Role based
4. 4

   Read KPIs and charts

   Cards and charts show sales, purchases, payments and low stock, with list size limited by settings.

   • KPI cards
   • Low stock threshold
5. 5

   Control who sees each block

   In Settings set visibility and pick the group for search, sales, purchases, payments and inventory activities.

   • Visibility per block
   • Group per block
6. 6

   Skip the home page per user

   On the user form a checkbox lets a user skip the dashboard as the landing page.

   • User form option
   • Personal choice

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