User Guide — Management Dashboard

This guide is written for the shop/restaurant manager and back-office staff. The dashboard is the browser-based control centre for your business: whatever happens at the point of sale and on the website is managed and configured here.

The main menu is on the left and is divided into the sections below. Each chapter of this guide covers one of them:

Chapter

Topic

Who it's for

1 — Getting started

Logging in, getting to know the menu, the home page, your personal account

Everyone

2 — Catalogue

Products, categories, brands, collections, barcodes

Catalogue manager

3 — Sales

Orders, invoices, refunds, shipments, gift cards, subscriptions, RKSV signatures

Sales manager

4 — Reservations

Reservation calendar, reception, guest documents, resource configuration

Restaurant/services

5 — Warehouse

Warehouses, stock history, stocktaking

Warehouse staff

6 — Purchasing

Suppliers, purchase orders, goods receipts, bills, low stock

Purchasing officer

7 — Site content

Page builder, menus, blocks, blog, documentation

Site manager

8 — Marketing

Discounts and coupons, customer reviews, newsletter

Marketing

9 — Accounting

Setup, income/expenses, UVA, bank reconciliation, exports

Accountant

10 — Users and roles

Roles and permissions, customer records

Manager

11 — Reports

Sales, reservation, accounting and product reports

Manager

12 — System settings

All settings: shop, payment and card reader, shipping, theme, RKSV certificate, document templates

Manager

A few general notes

  • A common list pattern: almost every list page works the same way — a Search and Filter at the top of the page, a Create (+) button, Edit/Delete on each row, and pagination at the bottom. This pattern is explained once in Chapter 1 and is not repeated throughout the rest of the guide.
  • Permissions: whether you can see each section depends on the user's role (Chapter 10). If you cannot see a menu, you don't have access to it.
  • Direct effect on the point of sale and website: changes made in this dashboard (price, tax, payment method, theme, etc.) are applied directly to the point of sale and the online shop — make sensitive changes outside busy hours.