Get an overview of the Home screen
Review this month's status on SalesDocks Home and quickly open frequently used transaction features.
In this guide
- Review the Home summary
- Change the reporting unit
- Use shortcuts
1. Review the Home summary
Home shows sales, expenses, gross profit, and receivables for the selected period at a glance.
2. Change the reporting unit
Tap Day, Week, or Month to choose the period unit you want to review.
3. Use shortcuts
Use Quick Actions to open frequently used tasks such as recording a sale, managing sales, recording a sales return, or recording a purchase.