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KatekileWorldwidekatekile Docs ERP user guide
  1. Guide
  2. Getting Started

Home Dashboard

Your personal landing page — KPIs, quick actions and items waiting for you, tailored to your role.

Everyone lands on the Home Dashboard after signing in (clicking Home always brings you back here). It greets you by name, shows the time and date, and adapts its tiles to your role.

What each role sees

Role Headline tiles Quick actions Lists
Customer Service Rep / Sales Manager Monthly revenue, open sales orders, new customers New Quotation, New Customer Recent invoices, Sales Order pipeline, top customers, top-selling items, drafts & pending
Finance Manager / Finance User Monthly revenue, receivable, payable, collected, monthly purchases New Supplier, Sales Invoice, Purchase Invoice, Payment Entry Revenue vs purchases, overdue invoices, supplier bills due in 7 days, drafts to submit
Production Manager POs to receive, active work orders, open job cards My Job Cards Sales Order pipeline, PO tracking, work orders by status, order tracker
Warehouse User / Manager POs to receive, stock moves today, low-stock lines Goods Receipt, Work Order, Stock Entry, Pick List PO tracking, stock movements this month, recent stock entries, low-stock alerts
Technical Consultant New items this month New Item Recently created items, system info
Customer Service Rep — sales KPIs, revenue overview and quick actions.
Customer Service Rep — sales KPIs, revenue overview and quick actions.
Finance Manager — revenue, receivables, payables and invoices waiting to be submitted.
Finance Manager — revenue, receivables, payables and invoices waiting to be submitted.
Production Manager — purchase orders to receive, active work orders and open job cards.
Production Manager — purchase orders to receive, active work orders and open job cards.
Warehouse User — goods receipts, stock movements and low-stock alerts.
Warehouse User — goods receipts, stock movements and low-stock alerts.

Using the dashboard

  • Refresh (top right) reloads all figures.
  • Monthly / Quarterly switches the revenue chart period.
  • Drafts & Pending lists documents you or your team still need to finish — click one to open it.
  • View All → on any panel opens the full list.
Note

Figures respect your permissions: if your role cannot read a document type, it is not counted on your dashboard.

Last updated October 16, 2026