Your dashboard is the home base for running your shop. When you log in, you land on an overview with a welcome header and customizable widgets. From the sidebar you can reach every part of the platform.
The main areas
The sidebar holds every section, in this order:
- Dashboard — your overview widgets.
- Storefronts — create and manage your online stores, each with its own products, branding and web address.
- Sessions — customer design sessions from your storefronts.
- Customers — customer records with contact details and order history.
- Quotes — create quotes and send them to customers.
- Invoices — bill customers and collect payment.
- Orders — view and manage every order, filter by status, and open an order for its details, line items and customer.
- Purchase Orders — order blanks and materials from your suppliers.
- Products — build and edit your product catalog, including standard blanks, customizable products and pre-designed items.
- Image Gallery — the artwork library offered to customers in the designer.
- Production — the shop-floor board for work in progress.
- Production Calendar — jobs laid out by their production date.
- Settings.
Reports is not in the sidebar. The page exists at /dashboard/reports but has no navigation link, so you have to type or bookmark that address. Sales tax is likewise reached through a link on the General settings page rather than from the sidebar.
The overview widgets
The overview page uses drag-and-drop widgets so you can arrange the information that matters most to you at the top. Rearrange them to build a layout that fits how you work.
Settings
The Settings area is where you configure how your shop runs. Key sections include:
- General — Shop name, contact details, and business info.
- Look & Feel — dashboard colors, dark mode and sidebar style. Your shop logo is uploaded on the Designer page.
- Decoration Methods — The methods you offer and their pricing.
- Catalogs — browse and import from the wholesale catalogs enabled for your shop. You cannot connect a supplier yourself from here, and the Sync Now button does nothing.
- Order Statuses — Define and reorder the stages orders move through.
- Billing — Your plan, usage, and subscription.
- Documents — customize how quotes, invoices, work orders, purchase orders and packing slips look.
- Shipping — Configure shipping options.
Getting comfortable
Spend a few minutes clicking through each section to see what's there. Most pages let you create new items with a clear button in the top corner, and detail pages open when you click into a row. Once you know where things live, the rest of your setup will move quickly.