Overview
Your dashboard is customizable and lets you quickly access Quotes, Orders, Invoices, Shipments, and a Calendar of due dates – all in one place. Widgets can be rearranged to highlight what matters most to you.
How It Works
From your dashboard, each widget surfaces recent activity and shortcuts (e.g., View Quotes, View Invoices, Track Shipments, etc.). You can open a widget item to view full details or jump into the related page for search functionality.
Steps:
- View your Dashboard: https://www.rolledalloys.com/cart/
- On the dashboard, use the Edit Widgets icon to enter edit mode where you can arrange your widgets. When you are done, save or cancel your changes.
- Click any widget card to view more details (e.g., open an order, pay an invoice, or view a quote).
Helpful Tips
Use the search tool on the full pages to quickly filter large lists and find the correct items.
Personalize the dashboard so the most used widgets are at the top for faster reference.
