How to Configure Your Dashboard

Modified on Mon, 15 Jan at 5:23 PM

This guide provides a step-by-step guide on how to configure your Dashboard in Flawless POS system. This is a key feature as it allows users to create quick access options for features that they regularly use for business operations, thereby enhancing efficiency and user experience.

Steps to configure your Dashboard:

Navigate to the Dashboard module. In default settings, an account dashboard should be empty.
Use the Gear button on the top right to access Dashboard settings.
The 'Configure Dashboard' dialog box displays possible quick access options. Note that users can only see items that their permission level allows.
Three types of items can be added: the Action Strip, a Widget, and a Tab.
For demonstration purposes, the tutorial added the Action Strip, the 'Account Open Balance' widget, and the 'Pending Jobs' tab.
After selecting the desired options, click 'OK'.
The updated dashboard then shows the added items: a non-interactable widget at the top to provide quick informational overviews, the Action Strip in the middle (which will require additional configuration), and the Pending Jobs tab for easy access to the Service Jobs list.

Each user can personalize the dashboard according to their specific needs, making it a useful tool for streamlining daily workflows. Users can refer to the instructional video for a visual guide.

Configuring Your Dashboard