Dashboard Overview
The dashboard is the first page you see after logging in. It gives you a real-time snapshot of your business operations.
Summary Cards
Section titled “Summary Cards”At the top of the dashboard, you will find summary cards displaying key metrics:
| Card | Description |
|---|---|
| Total Revenue | Total value of all paid invoices |
| Outstanding | Total amount still unpaid across all invoices |
| Overdue | Invoices that have passed their due date |
| Cash & Bank | Combined balance of active cash and bank accounts |
| Active Work Orders | Number of work orders currently in progress |
| Customers | Total number of registered customers |
Recent Work Orders
Section titled “Recent Work Orders”Below the summary cards, the dashboard shows a table of the most recent work orders. For each work order you can see:
- WO Number — Unique identifier
- Customer — Who the shipment belongs to
- Service — Type of freight service (Sea FCL, Air Freight, etc.)
- Route — Origin → Destination
- Status — Current stage of the shipment
Click any row to open the work order detail page.
Recent Invoices
Section titled “Recent Invoices”The dashboard also lists your most recent invoices, showing:
- Invoice Number
- Customer
- Amount and Balance Due
- Status (Draft, Awaiting Payment, Paid, Overdue, etc.)
Click any invoice to open the full invoice detail.
Quick Actions
Section titled “Quick Actions”Use the + New button in the top-right corner to quickly create a new Work Order, Customer, or Invoice without navigating through menus.
Navigation Menu
Section titled “Navigation Menu”The left sidebar provides access to all modules:
- Dashboard — Return to this overview
- Work Orders
- Customers & Customer POs
- Quotations
- Invoices
- Finance (Invoices, Cash & Bank, Expenses)
- Fleet
- Products & Services
- Settings