How to: Use the Dashboard (Home Screen)

To add a widget:

Navigate to Add Widget. Select the Widget that you want to add from the drop down Menu. Click "Add to Dashboard".

Each Widget has a "REMOVE" button in the top right corner for removal.

To move a widget:

Put the mouse icon on the top part of the widget. Your mouse icon will turn into 4 arrows. Click and hold the mouse button while dragging your widget to the desired location.

You can add any the following Widgets to your Dashboard:

Sales by Order Type - Reflects sales total by Invoice, Workorder, and Quote.

Gross Margin

EDI Info - Reflects your pending and accepted EDI responses

Sales by Customer Type - Reflects sales by customer type (Insurance, Body Shop, Cash, etc)

Today's Orders - Reflects all of your daily orders

Sales by Shop - Reflects your invoice totals by shop (for multiple shop use)

Messages and Notifications - Reflects your EDI messages and notifications