The home dashboard brings together shortcuts and reminders for the business you currently have selected. The main menu groups the rest of the tools by the work they support.
Open a tool
- Select Home to return to the dashboard.
- Use a quick action when you are ready to take a common step, such as opening the point of sale, managing orders, creating a quote, or viewing reports.
- Open a menu group such as Sell Online, Sales, Inventory, Finance, Procurement, Promotions, Customers, Loyalty, Billing, Team, Business, or Account.
- Choose the destination inside the group.
On smaller screens, open the menu button to view the same destinations in a compact layout. Some sections only appear when your business plan and role allow access.
Review reminders
Open a reminder from the dashboard to review its linked task. Mark a reminder as complete after you have taken the action, or dismiss it if it no longer needs attention. For important changes, open the related order, sale, or account record and confirm its current status there.
If you belong to multiple businesses, use the business switcher before reviewing a dashboard or report. Each business has its own records and settings.
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