How to Configure Your Dashboard

This article guides you through configuring the Flawless POS Dashboard for quick access to essential features. Customizing your Dashboard allows you to personalize your workflow, making navigation faster and more efficient.

You may refer to this video for a step-by-step guide on setting up your Dashboard: https://www.youtube.com/watch?v=RnP9h2pjnYg

Step 1: Access the Dashboard Settings

1. Open the Dashboard module from your  Flawless POS Admin. If it's your first time, the Dashboard may be empty by default.
   
    

2. Locate and click the Gear button on the right side of the Dashboard to access settings.
   
    
   
   

Step 2: Configure Quick Access Options

1. In the Configure Dashboard dialog, you’ll see the options available for your account based on your permissions.
   
   

2. There are three main types of items you can add to your Dashboard:

   • Action Strip

   • Widget

   • Tab

3. For this example:

   • We add the Action Strip, Account Open Balance Widget, and Pending Jobs Tab.

4. Once you've selected your items, click OK.
   
    

Step 3: View and Organize Dashboard Items

1. Your selected items will now appear on the Dashboard:

   • Widget: This non-interactive item is at the top, displaying key information at a glance.
     
     
     

• Action Strip: Located in the middle, though it may require further configuration (How to Configure the Action Strip).
  
  
  

• Pending Jobs Tab: Provides quick access to the Service Jobs list, mirroring the information from the Service Jobs module.
  
  

Every user can configure their Dashboard based on their needs, enhancing their workflow efficiency.

Important Note: Each user has a personalized Dashboard, allowing them to customize their view with preferred widgets and tabs, creating a unique, tailored experience for each user.

Troubleshooting

For issues with configuring your Dashboard or adding items, please contact Flawless POS support for further assistance.