The Dashboard will show you a quick summary of your Total Sales (1), Total Customers (2), Total Items (3), and Total Item Kits (4). Each button will take you to those specific modules:
- Total Sales (1) will take you to the Sales module.
- Total Customers (2) will take you to the Customers module.
- Total Items (3) will take you to the Items sub-module of the Inventory module.
- Total Item Kits (4) will take you to the Item Kits sub-module of the Inventory module.
The Common Tasks section (5) will take you to those specific modules:
- Start a New Sale (A) will take you to the Sales module.
- Items (B) will take you to the Items sub-module of the Inventory module.
- Today's detailed sales report (C) will show you an auto-generated Detailed Sales Report.
- Close Register (D) will take you to the Close Register screen.
- Start a New Receiving (E) will take you to the PO & Receiving module.
- Today's closeout report (F) will show you an auto-generated Closeout Report.
- Today's summary items report (G) will show you an auto-generated Items Summary Report.
Sales Information (6) shows you the sales information for the current month (H) or week (J).
Tip: Any report that you Add to Favorites (see Reports - How to Add to Favorites) will appear on the Dashboard in the Common Tasks section (as seen outlined below), and will take you directly to an auto-generated report of that type.
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