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Chapter 5

Dashboard

Your day summarised in one place: today's sales, what was collected, open invoices, items nearing depletion, and quick buttons for what you do most. The buttons can be re-ordered by dragging, and the order is yours alone.

FADx ERP 1.88.31
Dashboard — quick actions, stock shortages, the month’s summary and latest activity
Dashboard — quick actions, stock shortages, the month’s summary and latest activity

Common workflows

  1. 1

    A quick sale

    Press "New sale" from the buttons or from the side menu → Sales.

  2. 2

    See what stock is low

    The "Low stock" card lists the items that have reached the alert level.

  3. 3

    Reach any screen or report by name

    Press Ctrl+K and type part of the name.

FADx ERP 1.88.31
Global search (Ctrl+K) — jump to any screen or document by name
Global search (Ctrl+K) — jump to any screen or document by name

Messages you may see — and what to do

  • A button is missing

    Screens are hidden from anyone without permission. Ask your manager to add the permission to your role under Administration → Users and permissions.

  • "Trial version — read only"

    The trial period has ended — viewing and printing remain, and a licence file is needed to record again, under Administration → Company → Licence.

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