Overview and the company workspace
Each company opens on its Overview: today’s stock value, what needs attention, open orders and recent changes, plus a card for every section with its current status.
Open your dashboardFinding your way around
The sidebar groups the sections of a company: Operations (Overview, Inventory, Orders, Suppliers, Assemblies, Snapshots, Reports), Company (Team members, Single Sign-On, Company settings) and Alerts & integrations (Low-stock alerts, AI / MCP Access). Every section starts with one sentence that says what it is for, and a Help link to its own article.
On a phone or tablet the sidebar becomes three tiles (Overview, Inventory and Orders) plus a Sections tile that lists everything else. The number on the Inventory tile is how many items need attention.
The Overview cards
- Stock value: every item’s Stock multiplied by its unit cost.
- Needs attention: items at or below their warning or critical level. Click it to see just those items in Inventory. A no order tag means the item has Receiving stock that is not on any open receiving order, usually because it was typed in by hand.
- Open orders: receiving and sending orders that are not complete yet.
- Recent changes: the latest stock changes, who made them and why (when a reason was given). See change history opens a searchable list you can copy, print or download.
All sections
Below the cards is a map of every section with a status line, such as “Not set up yet” or “1 teammate, 1 invite pending”. Hide it once you know your way around; the app remembers your choice on that device.