Dashboard
Last updated: 2026-03-29
Product Dashboard Overview
This module is your main control center for managing your company's catalog. It provides a central menu to quickly access, view, create, and organize all the items and services you buy, sell, or keep in stock.
When Do I Use This?
- When you need to look up details, pricing, or availability for a specific item.
- When adding new goods or services to your system.
- When you need to structure your catalog by organizing items into specific groups or departments.
How To Use
Navigating the Dashboard
- Go to Products from the main system menu.
- The Product Dashboard will load, displaying a list of available sub-modules.
- Click on Products, Types, or Categories depending on the task you need to perform.
Dashboard Menu Options
Because this is a central hub, there are no data entry fields on this screen. Instead, it provides access to the following areas:
| Menu Option | Description |
|---|---|
| Products | The master list of all individual items and services in your system. Access this to add a new item, update pricing, or view product details. |
| Types | Allows you to define the fundamental nature of the items you handle (for example, physical "Inventory", "Consumables", or non-physical "Services"). |
| Categories | Allows you to create groupings for similar items (like "Electronics", "Office Supplies", or "Medications"). This makes finding items and running reports much easier. |
Tip: If you are setting up a brand new catalog for your company, start by defining your Types and Categories first. Having these ready makes adding individual Products much faster!