Dashboard
Last updated: 2026-03-29
Sales Dashboard Overview
The Sales Dashboard is the central hub for all your sales operations. From this single screen, you can access everything you need to sell products, manage customer invoices, track payments, and configure pricing.
When Do I Use This?
- At the start of your shift when you need to open the cash register or Point of Sale (POS).
- When you need to look up a past customer invoice or payment receipt.
- When managing your sales team, updating product prices, or organizing different sales channels (like wholesale vs. retail).
How To Use
- Navigate to Sales from the main system menu.
- You will land on the Sales Dashboard.
- Click on any of the menu options (such as POS or Invoice) to open that specific module.
Menu Options Available
Depending on your permissions, you will see the following options on your dashboard:
| Menu Item | What It Does |
|---|---|
| POS (Point of Sale) | Opens the cash register screen. Use this for quick, over-the-counter retail sales. |
| Invoice | View, create, and manage billed sales to customers. Used for standard or credit sales. |
| Receipt | Track and view payments collected from customers against their invoices. |
| Salesman | Manage your sales team records. Useful for tracking who made which sale for commissions. |
| Channel | Organize where your sales are coming from (e.g., In-Store, Online, Wholesale). |
| Price List | Set up and manage different pricing rules (e.g., standard pricing, holiday discounts, VIP customer rates). |
| Setting | Configure the background rules and behaviors for your Point of Sale system. |
Tip: If you work primarily in sales or at the checkout counter, ask your system administrator to set this dashboard as your default home page so it opens immediately when you log in.