Accoraze
Getting Started

Dashboard Overview

Learn how the Accoraze dashboard works and where to find everything.

Your Main View

The Dashboard is the first screen you see after signing in to Accoraze. It gives you a quick overview of your business performance and provides access to all modules.

Dashboard Sections

Top Navigation Bar

At the top of the screen:

  • Logo / Business name — click to go back to the dashboard
  • Module menu — navigate between main sections (POS, Products, Customers, etc.)
  • Notifications — alerts for low stock, support replies, and system messages
  • Account menu — profile, settings, and sign out

Summary Cards

The main dashboard area shows summary cards with key metrics:

  • Today's Sales — total revenue processed today
  • Orders — number of orders placed today
  • Expenses — total expenses recorded today
  • Low Stock Alerts — products that are running low

These cards update in real time as you process sales and record data.

Recent Activity

Below the summary cards, the dashboard shows recent activity such as:

  • Latest sales and orders
  • Recently added products
  • Recent customer registrations
  • Expense entries

Quick Actions

The dashboard provides quick action buttons for common tasks:

  • New Sale — open the POS to process a sale
  • Add Product — go directly to product creation
  • Add Expense — record a new expense
  • New Order — create a customer order

Use the sidebar to navigate between modules:

SectionDescription
DashboardMain overview and summary
POSPoint of sale for processing sales
OrdersManage customer orders
ProductsProduct catalog and inventory
CustomersCustomer records
SuppliersSupplier contacts
ExpensesExpense tracking
ReportsSales, profit, and expense reports
DocumentsInvoices, receipts, delivery slips
SettingsBusiness settings, users, and billing

Dashboard and Reports

The Reports section provides deeper analytics beyond the summary cards. From there you can view:

  • Daily and monthly sales reports
  • Profit and revenue breakdown
  • Expense reports by category
  • Dashboard KPIs with trend charts

See the Reports section for details.

Customizing Your View

Accoraze shows the most relevant information based on your plan. Some widgets and features may vary depending on your subscription.

Mobile View

Accoraze is designed for desktop and tablet use. On smaller screens, the interface adapts to a mobile-friendly layout with a collapsible menu. The POS module is optimized for tablet use at the point of sale.

For the best experience, use Accoraze on a desktop browser or tablet device.

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