Summary Metrics
View key performance indicators at a glance:
- Total orders (today, this week, this month)
- Order fulfillment status
- Revenue and sales trends
- Pending actions requiring attention
Dashboard Overview
The Dashboard is your command center in OmniOrders. After logging in, you’ll see real-time metrics, alerts, and quick access to your most important workflows. Everything is designed to help you make fast, informed decisions about your daily operations.
📊 What’s on Your Dashboard
Section titled “📊 What’s on Your Dashboard”The Dashboard is organized into clear sections to help you quickly understand your business:
Recent Orders
Monitor your latest order activity:
- New orders awaiting processing
- Orders in fulfillment
- Recently shipped orders
- Click any order to view details
Inventory Alerts
Stay on top of stock levels:
- Low stock warnings
- Out of stock items
- Recent stock adjustments
- Inventory sync status
🎯 Quick Actions
Section titled “🎯 Quick Actions”Access your most common tasks directly from the Dashboard:
Create New Order
Start processing a new order immediately:
- Manual order entry
- Quick order templates
- Customer order lookup
Adjust Inventory
Update stock levels on the fly:
- Add or remove inventory
- Transfer between locations
- View inventory history
Process Shipments
Handle shipping tasks efficiently:
- Print shipping labels
- Update tracking information
- Mark orders as shipped
🚨 Alerts & Notifications
Section titled “🚨 Alerts & Notifications”The Dashboard keeps you informed about critical issues and important updates:
Order Alerts
Critical Issues: Orders requiring immediate attention
Examples:
- Payment failures
- Address validation errors
- Inventory shortages blocking fulfillment
Integration Status
Connection Warnings: Third-party platform sync issues
Examples:
- Shopify connection errors
- Amazon API rate limits
- Carrier service disruptions
System Notifications
Updates & Information: Platform news and announcements
Examples:
- New feature releases
- Scheduled maintenance
- Plan usage updates
📈 Performance Charts
Section titled “📈 Performance Charts”Visualize your business trends with interactive charts:
-
Order Volume Trends
Track daily, weekly, and monthly order patterns to identify peak periods and growth trends
-
Fulfillment Performance
Monitor how quickly orders move from placement to shipment across different time periods
-
Top Products
See which SKUs are selling the most to optimize inventory and marketing strategies
-
Sales by Channel
Compare performance across different sales platforms (Shopify, Amazon, eBay, etc.)
-
Carrier Distribution
Analyze which shipping carriers you’re using most and their cost impact
🎨 Customizing Your Dashboard
Section titled “🎨 Customizing Your Dashboard”Personalize your Dashboard to focus on what matters most to your workflow:
Drag & Drop Cards
Arrange Your Layout: Rearrange dashboard cards by dragging them
- Prioritize important metrics at the top
- Hide cards you don’t need
- Your preferences save automatically
Filter by Location
Multi-Location Support: View data for specific warehouses
- Select individual locations
- View combined totals
- Compare location performance
Date Range Control
Time Period Selection: Adjust the reporting timeframe
- Today, this week, this month
- Custom date ranges
- Compare to previous periods
🔧 Dashboard Settings
Section titled “🔧 Dashboard Settings”Access advanced Dashboard configuration options:
Refresh Intervals
Configure how often data updates:
- Real-time (recommended)
- Every 5 minutes
- Every 15 minutes
- Manual refresh only
Default Views
Set your preferred starting state:
- Default date range
- Default location filter
- Startup cards to display
Notification Preferences
Control which alerts appear:
- Critical alerts only
- All notifications
- Custom alert rules
🧭 Navigating from Dashboard
Section titled “🧭 Navigating from Dashboard”Use the Dashboard as your launching point to access all OmniOrders modules:
Left Sidebar
Main Navigation: Quick access to all modules
- Orders
- Inventory
- Products
- Integrations
- Reports
- Settings
Breadcrumb Trail
Current Location: Always know where you are
Shows your navigation path and allows quick backtracking to previous sections
Search Bar
Quick Find: Search across all data
- Find orders by number
- Look up products by SKU
- Search customers by name
💡 Dashboard Best Practices
Section titled “💡 Dashboard Best Practices”Get the most out of your Dashboard with these tips:
Start Your Day Right
Morning Routine: Review your Dashboard first thing
- Check for overnight orders
- Review critical alerts
- Monitor inventory levels
- Plan your day’s priorities
Monitor Throughout Day
Stay Updated: Keep the Dashboard open in a browser tab
- Auto-refresh shows real-time changes
- Get immediate alert notifications
- Track fulfillment progress
End-of-Day Review
Daily Wrap-Up: Review performance before closing
- Compare actual vs. expected volume
- Ensure all critical orders shipped
- Address pending issues
🆘 Need Help?
Section titled “🆘 Need Help?”Dashboard Training
Learn advanced Dashboard features:
- Video tutorials
- Interactive walkthroughs
- Best practice guides
Coming soon
Contact Support
Get assistance from the OmniOrders team:
- Live chat support
- Email help desk
- Phone support for urgent issues
Next Steps: Explore other sections to learn about Orders, Inventory, and Integrations.