Dashboard Overview

Welcome to your Dashboard! This is your central command center where you can see your business at a glance.

What is the Dashboard?

The Dashboard is your home page in the ERP system. It provides a quick overview of your business performance, recent activities, and quick access to common tasks. Think of it as your business control panel.

Key Features

Real-time Statistics

See your sales, purchases, inventory, and financial metrics updated in real-time.

Recent Activities

Track recent transactions, invoices, and important business events.

Quick Actions

Shortcuts to create invoices, add products, or generate reports with one click.

Notifications

Important alerts and reminders about low stock, outstanding payments, and more.

Dashboard Sections

1. Summary Statistics

The top section displays key business metrics:

Metric	Description
Total Sales	Total sales revenue for the selected period
Total Purchases	Total purchase amount for the period
Accounts Receivable	Money owed to you by customers
Accounts Payable	Money you owe to suppliers
Total Stock Value	Current inventory value

2. Quick Actions Panel

Common tasks you can perform directly from the dashboard:

New Invoice - Create a sales invoice quickly
New Purchase Order - Start a purchase order
Add Product - Add a new product to inventory
Add Customer - Register a new customer
Generate Report - Access reports quickly

3. Recent Transactions

See the latest activities across your business:

Recent sales invoices
Latest purchase orders
Stock movements
Payment transactions

How to Use the Dashboard

Check Your Statistics

Review the summary cards at the top to understand your business performance.

Review Recent Activities

Scroll down to see what's happened recently in your business.

Take Quick Actions

Use the quick action buttons to perform common tasks without navigating away.

Explore Details

Click on any metric or transaction to see more details and drill down.

Tips for Using the Dashboard

Tip 1: The dashboard shows data for your current branch by default. Make sure you're viewing the correct branch.

Tip 2: You can customize your view by using the date filter to see different time periods.

Tip 3: Use the quick action buttons to save time when performing frequent tasks.

Important: Dashboard data updates in real-time. Refresh the page if you notice discrepancies.

Navigation from Dashboard

From the dashboard, you can quickly access:

Main Menu - Access all system modules (Products, Sales, Purchases, etc.)
Search - Use the search bar to find any customer, product, or invoice
User Menu - Access your profile, settings, and logout