Dashboard Overview

Take a guided tour of the home dashboard: serial inventory, claims, shipments, bookings, and promotions all in one place.

What you'll learn

• Reading the Serial items summary and opening a list from it
• Tracking Claims, Shipments, and Booking opened at a glance
• Seeing active Promotions and using View details to drill in

Before you start

• From the left menu, open Home to reach your dashboard. It opens on the Overview tab by default.

Steps

1. Confirm you are on the Overview tab (it is selected automatically).
2. Read the Serial items widget: the In Inventory, In Shipment, Registered, and Out of service counts. Select any of these labels to open the matching list.
3. Review the Claims widget. Switch between its Inventory and Clients tabs to compare the amounts to claim, in claim, and recently approved.
4. Check the Shipments widget. Each item type has a bar split into Shipped recently, To ship, and Back order; hover a bar to see the exact numbers, or select an item type to open your shipments.
5. Look at the Booking opened widget for the booked quantities, then select Booking confirmed or Booking is not confirmed to open that booking.
6. Scroll the Promotions widget to see active promotions, and use the pager to browse additional pages.
7. If an announcement banner appears at the top, select View details to open the linked item, or select the close (X) button to dismiss it.

Good to know

• The Out of service count only shows when your dealership has that feature enabled.
• The Claims figures read as "to claim", "in claim", and "recently approved" for whichever tab (Inventory or Clients) is selected.
• When there are no open bookings, the widget shows "There are no open booking in our records"; when there are no promotions, it shows "There are not promotions available in our records".
• The announcement banner's View details link only appears for announcements tied to a service notice, booking, catalog, or external link.