ABSS Books · Customer App

Customer App Dashboard

The Customer App Dashboard is a one-screen overview of what your customers are doing in the customer app, also called the customer portal. Five cards count their orders and the customers waiting for your approval, and two lists show the latest orders and payments. Each card leads to the list where you act on it.

Who it's for: Anyone who reviews customer orders, customer payments or customer access requests
Where to find it: Customer AppCustomer App Dashboard
What you need: A plan that includes the customer portal

Customer App Dashboard walkthrough

Coming soon

What you can do here

See how many orders your customers have placed in the customer app.
See how many of those orders are waiting for your review, accepted or completed.
See how many customers are waiting for you to approve their access.
Read the five most recent orders and the five most recent payments customers have submitted.
Jump from any card to the list behind it, already filtered.

Before you start

The dashboard needs no setup of its own. These few things decide what you see on it.

A plan with the customer portal: The Customer App menu group shows only when your plan includes the customer portal. The group holds Customer App Dashboard, Customer Orders and Customer Payments.
Permission: You need the View permission for Customer App Dashboard. The cards and lists read from Customer Orders, Customer Payments and Customers. A card stays at 0, or a list stays empty, if your role cannot view the list behind it.
Customers using the customer app: The dashboard only reads what your customers have done in the customer app. It shows zeros and No records found until they place orders or submit payments. See Customer Orders for how to give a customer portal access.

Read the cards

Five cards run across the top, under the line Overview of customer orders and payments. Each one shows a count, and choosing a card opens the list behind it.

Card	What it counts	Choosing it opens
Total Orders	All customer orders, whatever their status.	Customer Orders, with no status filter.
Pending	Orders with the status Sent. These are waiting for you to accept or reject them.	Customer Orders, filtered to Sent.
Accepted	Orders with the status Accepted.	Customer Orders, filtered to Accepted.
Completed	Orders with the status Completed.	Customer Orders, filtered to Completed.
Pending User Approval	Customers whose verification request is still Pending.	Sales → Customers, filtered to the Verification Status Pending.

Note: The cards have no filters. There is no date range, Division or Branch to set, so each count covers all dates.

Read the recent lists

Under the cards, two lists show the latest activity from the customer app. Each list reads No records found until there is something to show.

Recent Orders

What it lists: The five customer orders created most recently, newest first.
Columns: Order No., Customer, Amount and Status.
Where a click leads: Choose an order number to open that order. View all opens the Customer Orders list.

Recent Payments

What it lists: The five customer payments submitted most recently, newest first.
Columns: Ref No., Customer, Amount and Status. Ref No. is the payment number, the same number the Customer Payments list shows as Payment#.
Where a click leads: The rows do not open anything. View all opens the Customer Payments list, where you can open each payment.

Act on what you see

The dashboard only shows you what needs attention. You do the work on the screen each figure leads to.

When	What to do	Guide
Pending is above zero	Open the Sent orders, then accept or reject each one.	Customer Orders
Accepted is above zero	Convert each Accepted order into a Sales Order.	Customer Orders
Pending User Approval is above zero	Accept or reject each customer's verification request.	Customers
Recent Payments shows a Submitted payment	Record it as a Payment Received, or reject it.	Customer Payments

Rules to know

The rules behind this screen, in one place.

Topic	Rule
Who can see it	Anyone with the View permission for Customer App Dashboard, on a plan that includes the customer portal.
Read-only	Nothing on the dashboard changes an order, a payment or a customer. You act on the list or the record a card takes you to.
No filters	There is no date range, Division or Branch filter. The cards count across all dates.
Counts, not amounts	The five cards show numbers of orders or customers. Amounts appear only in Recent Orders and Recent Payments.
Pending means Sent	The Pending card counts orders with the status Sent. Draft, Rejected and Cancelled orders have no card of their own and are counted only in Total Orders.
Recent lists	Recent Orders and Recent Payments each show five rows at most, newest first. Use View all for the full list.
When the figures update	The dashboard reads your data each time you open it.
No export	The dashboard is on-screen only.