A tour of the dashboard
A quick look around, so you know where everything is. Every page in the dashboard uses the same layout.
The main areas
- 1 Menu — every section of the dashboard. Click an item to open it.
- 2 Business — which business you're looking at, and the email you're signed in with. Click it to switch business.
- 3 Page title — the page you're on.
- 4 Date range — the period the numbers cover. See step 5.
- 5 Refresh — reloads the latest data, e.g. to see sales that just came in from the counter.
- 6 Main area — the page itself. The Overview shown here is your home page: today's revenue, number of sales, discounts, sales by hour, payment methods and top products.
What's in each section
| Menu | What it's for |
|---|---|
| Overview | Today's sales at a glance. Your home page. |
| Reports | Transactions, counter sessions, profit, staff performance, low stock, refunds, tax and more. |
| Inventory | Products, categories, packages, charges, restock and stock adjustment. See the Inventory guides. |
| Operations | Employees and their roles and permissions. |
| Barcode | Settings for barcode labels from a weighing scale. Premium plan. |
| Settings | Business info, sales defaults, features, security and report settings. |
| Licence | Your WiPOS plan and when it renews. |
| Add-ons | Extra modules you can subscribe to. |
| Download | Download the latest WiPOS app for Android. |
Some sections only appear when you have the matching add-on: Customers, F&B (tables, modifiers, kitchen printers), Service (commission, discount rules, expenses) and Kiosk. If you can't find one of these, check Add-ons.
Pin your favourite pages Optional
Pin the pages you use every day so they're always at the top of the menu.
- 1 Pinned pages appear under Quick Links, right below Overview.
- 2 To pin a page, click the small pin icon beside it in the menu. It turns yellow. Click it again to unpin.
Quick Links are saved for your business, so they're there on any computer you sign in from.
Choose the date range
- 1 Click a range: Today, Yesterday, This Week (the last 7 days, including today), This Month (the last 30 days) or Custom.
- 2 For Custom, pick the From and To dates.
- 3 Click Apply.
With more than one day selected, the chart shows Daily Revenue instead of revenue by hour. The range you pick is used on every report page until you change it.
On a phone
The dashboard works on phones too. The menu is hidden to save space: tap ☰ at the top left to open it. The date range buttons become a single drop-down list.
Still stuck? Email info@wipos.cc and tell us what you're looking for.
Manual