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Dashboard ​

How to Access ​

"Dashboard" (Top of left sidebar menu)

Table of Contents ​

I. About This Feature

Quick Links: Introduction | How to Access | Use Cases

1.1 Introduction ​

The Dashboard is your daily starting point — the moment you log in, you see the warehouse's key numbers. You can customize which Widgets to display and drag to rearrange their order, ensuring the most important information is always visible. The layout is saved to your personal account, so every warehouse staff member can arrange their own dashboard around their daily focus.

1.2 How to Access ​

"Dashboard" (Top of left sidebar menu)

1.3 Use Cases ​

Quick Links: Daily Check | Customize Dashboard | Rearrange Layout

Scenario 1: Daily Check of Pending Orders ​

Situation: Before starting your shift, you want to quickly confirm how many unprocessed orders have accumulated so you can plan today's priorities.

How to do it:

  1. After logging in, go directly to the Dashboard
  2. Check the number shown on the "Pending Orders" Widget
  3. If the number is high, go to "Orders" → "Order List" to start processing

Result: Quickly understand today's workload and prioritize the accumulated orders.

Scenario 2: Customize Your Dashboard ​

Situation: The default Widgets don't match your workflow and you want to add or remove specific blocks. For example, you handle receiving and want today's inbound count to be the first thing you see.

How to do it:

  1. Click the "Edit Mode" button in the top right
  2. Click the dashed "Add Widget" button at the top
  3. In the popup, click "Add" next to the Widget you want (the popup closes automatically; to add more, click "Add Widget" again)
  4. Click "Save" to complete

Result: The Dashboard displays the Widgets you need. The layout is tied to your personal account and won't affect your colleagues' dashboards.

Scenario 3: Rearrange Widget Order ​

Situation: You want to move frequently used Widgets to the top for quick visibility.

How to do it:

  1. Click the "Edit Mode" button in the top right
  2. Hold the "Drag to reorder" area on the Widget's top left
  3. Drag the Widget to the desired position
  4. Click "Save" to complete

Result: Widgets display in your preferred order, with important information at the top.

II. Feature Overview

Quick Links: Main Features | Steps

2.1 Main Features ​

Widget Types ​

The Dashboard offers the following Widgets:

Widget NameDescription
Pending OrdersShows the number of unprocessed orders created within the last month, including orders in "Pending Allocation", "Awaiting Payment", and "Out of Stock" status
Today InboundsShows today's inbound count
Low Stock AlertShows the number of low stock products

When you use the Dashboard for the first time, only "Pending Orders" is shown by default; you can add the other Widgets as needed.

Edit Mode ​

  • Location: "Edit Mode" button at the top right of the page
  • Function: Add, remove, and drag to reorder Widgets
  • Save: Click "Save" after adjustments; settings are saved to your account
  • Cancel: Click "Cancel" to exit Edit Mode; unsaved changes will not be kept

2.2 Steps ​

▸ Add a Widget ​

  1. Click the "Edit Mode" button in the top right
  2. Click the "Add Widget" button at the top
  3. Browse available Widgets in the popup
  4. Click "Add" next to the Widget you want
  5. Click "Save" to complete

▸ Remove a Widget ​

  1. Click the "Edit Mode" button in the top right
  2. Find the Widget you want to remove
  3. Click the red "X" button on the Widget's top right
  4. Click "Save" to complete

▸ Reorder Widgets ​

  1. Click the "Edit Mode" button in the top right
  2. Hold the "Drag to reorder" area on the Widget's top left
  3. Drag to the target position and release
  4. Click "Save" to complete
III. FAQ

Quick Links: FAQ | Notes

3.1 FAQ ​

▪ Does the Dashboard sync across devices? ​

Yes. Dashboard settings are saved to your account, so you'll see the same configuration on any device logged into the same account.

▪ Can I restore the default Widget layout? ​

There's no one-click restore feature currently. You can enter Edit Mode and manually remove or re-add Widgets to adjust the layout (the default layout contains only the "Pending Orders" Widget).

▪ Does Widget data update automatically? ​

No. Data loads when you enter the Dashboard or refresh the page; it does not update automatically while you stay on the page. Refresh the page to see the latest numbers.

▪ Why doesn't the "Pending Orders" number match the Order List? ​

This Widget only counts unprocessed orders created within the last month (orders in "Pending Allocation", "Awaiting Payment", or "Out of Stock" status). The one-month window keeps the focus on recent work and prevents very old orders from skewing the picture. For orders older than one month, go to "Orders" → "Order List" and filter by status.

▪ Why is the "Add Widget" button disabled? ​

It means every Widget has already been added to your Dashboard and there is nothing left to add. To make changes, remove the Widgets you don't need first.

▪ My Dashboard has no Widgets at all — what should I do? ​

If you have removed all Widgets, the page shows "No widgets yet". Click the "Add First Widget" button to start adding again.

3.2 Notes ​

⚠️ Important ​

  • After making changes in Edit Mode, be sure to click "Save"; otherwise the Dashboard will revert to the previous layout the next time you visit
  • On slower networks, Widget data may take a moment to load
FeatureDescriptionLink
Fulfillment DashboardReal-time fulfillment progress and completion rateGo
Picking DashboardReal-time picking progress and completion rateGo
Inbound DashboardReal-time monitoring of today's inbound progress and completion rateGo