Home

Purpose: The Home page is the default page that opens when you advance to Modern View, providing:

Summary tiles displaying summaries of:

•         Sales Summary: Sales for the current date, including the total merchandise value sold for the current day and month.

•         Operations Summary: Entered orders for the current date, as well as the average order line merchandise value.

•         Held Order Summary: Current held orders, including merchandise value and number of held orders.

Each tile provides a link to the related report page. For example, highlight the Operations Summary tile and click View Report to open the Operations Summary page.

Illustration of summary data is displayed below when you highlight each tile. For example, when you highlight the Sales Summary tile, an illustration of Sales Today by Order Type is displayed.

Additional information and options at this page includes:

•         Announcements in the upper right, if defined for the company.

•         Quick links below the summary data, if defined for the user’s user class.

•         History of recent activity, with links.

•         Company logo in the upper right.

•         Customer and order search fields.

•         Option to check gift card balance.

Some of the data displayed on this page does not update dynamically. Click Refresh in the upper right to update the displayed sales and held order totals.

How to display: The Home page opens by default, and remains open while you are working in Modern View.

For more information:

•         Home Page Options for step-by-step instructions on the actions you can perform on the Home page.

•         Fields on the Home Page for a description of the fields on the Home page.

 

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