Getting Started
Your dashboard
What the dashboard shows: the four figures at the top, products running low, the stock forecast, incoming shipments, quick actions and your latest notifications, and why some of it may be missing for you.
The dashboard is the first page you see in an organisation. Select the StockBold logo at the top left to return to it from anywhere. Select Refresh at the top right to read every figure again.
At the very top, you may see the Getting started list (see Getting started checklist, the welcome tour and the help button). The owner may also see Complete your organization setup with the company details still missing.
The four figures
| Card | What it shows | Selecting it |
|---|---|---|
| Total Inventory Value | The value of all the stock you can see, in your organisation's currency, with the change against last month. | Nothing; the eye beside the amount hides or shows it. |
| Total Products | Your active products, with or without stock. | Nothing. |
| Low Stock Alerts | How many products are low on stock, whether or not they are already on order. | Opens the Alerts List. |
| Pending Shipments | Approved purchase orders still awaiting delivery. | Opens Shipments. |
Total Inventory Value shows a dash and No permission to view when your role does not include View Inventory Value. This is different from the eye, which only hides the amount from someone looking at your screen. Your choice is remembered on your account for the dashboard and View Inventory alike.
Pending Shipments, Incoming Shipments and some quick actions appear only if your permissions include purchase orders or shipments.
The lists
Low Stock Alerts lists up to five products that are below their reorder point and have no purchase order on the way, with what is on hand against the minimum. These are the To order group of the Alerts List. Select View all to open the Alerts List.
Stock Forecast lists products with automatic safety stock calculation on that are expected to run out within 30 days, or are already out, with Reorder overdue or On order beside each. Products with the automatic calculation off are not forecast; the card says how many. The forecast is refreshed every hour. See Stock alerts and safety quantities for how the dates are worked out.
Incoming Shipments lists approved purchase orders still to arrive, marked Pending or Partial. Select View all to open Shipments.
Supplier claims: record what happened appears when faulty units of a claim are still held after their replacement arrived. It asks you to record whether they were returned, scrapped or kept. Select View all to open Supplier Claims. You see it only with a supplier claims permission.
Quick Actions and notifications
Quick Actions has shortcuts to New PO, Receive Shipment, View Inventory and View Reports. Each one appears only if you have the permission it needs.
Recent Notifications shows your five latest notifications; unread ones are highlighted. Select View all notifications to open the Notifications page. Which notifications reach you is up to you: see Notification settings.
Permissions and departments
Everything on the dashboard follows your permissions and departments. If you are limited to some departments, the figures and lists count only the products, suppliers and orders you can see, so two colleagues can see different numbers.