**Applies to:** The Wholechain Dashboard. **Audience:** All Wholechain users. **Prerequisites:** None. **Related:** [Dashboard overview and shortcuts](/dashboard/overview); [Dashboard map and Location waypoints](/dashboard/map-and-location-waypoints); [Dashboard purchase order preview](/dashboard/purchase-order-preview) ## Getting started It is the first item in the left sidebar, below the Wholechain logo and your company name. It also opens automatically when you sign in. See [Dashboard overview and shortcuts](/dashboard/overview). It gives you a quick overview of your account: a map of Locations, record counts, recent activity, sent invitations, and a purchase order preview, with shortcuts to the modules and to adding resources. See [Dashboard overview and shortcuts](/dashboard/overview). Select **Dashboard** at the top of the left sidebar. ## Map Locations that exist in your account, Locations shared with your account, and Locations that appeared through traceability events from your upstream suppliers. See [Dashboard map and Location waypoints](/dashboard/map-and-location-waypoints). Double-click to zoom in, or hold **⌘** and scroll. Scrolling without the key shows a reminder on the map. See [Dashboard map and Location waypoints](/dashboard/map-and-location-waypoints), section Zoom in and out. Zoom in on the area. As you zoom, overlapping waypoints separate so you can select each one. See [Dashboard map and Location waypoints](/dashboard/map-and-location-waypoints), section Zoom in and out. Select **Satellite** in the top-left corner of the map. Select **Map** to switch back. See [Dashboard map and Location waypoints](/dashboard/map-and-location-waypoints), section Switch between map and satellite views. Select **Map**, select **Map** again to open its options, then select **Terrain**. See [Dashboard map and Location waypoints](/dashboard/map-and-location-waypoints), section Use the terrain view. Select **Satellite**, then clear the **Labels** checkbox. Select it again to show labels. See [Dashboard map and Location waypoints](/dashboard/map-and-location-waypoints), section Turn map labels on or off. The Location was saved with only latitude and longitude, so there are no address details to show. The pop-up still shows the Trade Partner and Location name. This is expected. See [Dashboard map and Location waypoints](/dashboard/map-and-location-waypoints), section View a waypoint's details. The Trade Partner name, the Location name, and any address details saved for the Location. See [Dashboard map and Location waypoints](/dashboard/map-and-location-waypoints), section View a waypoint's details. Select the waypoint, then select the Location name in the pop-up. The Location details drawer opens. See [Dashboard map and Location waypoints](/dashboard/map-and-location-waypoints), section Open Location details from a waypoint. See the Locations documentation. ## Settings and Add It opens the Settings screen on Personal Settings. See [Dashboard overview and shortcuts](/dashboard/overview), section Dashboard Settings button. Select **Add**, then choose the resource. The matching drawer opens. See [Dashboard overview and shortcuts](/dashboard/overview), section Add resources from the Dashboard. Select the **X** at the top right of the drawer. Nothing is created unless you complete the form and use the button at the bottom of the drawer. See [Dashboard overview and shortcuts](/dashboard/overview), section Open and close an Add drawer. In the documentation for the module you are adding to. See [Dashboard overview and shortcuts](/dashboard/overview), section Add resources from the Dashboard. ## Record counts Each number is the count of records of that kind in your account. A **Purchase Orders** count of 1 means one purchase order has been created. See [Dashboard overview and shortcuts](/dashboard/overview), section Dashboard record counts and module shortcuts. Select the tile's title or its **View** link. See [Dashboard overview and shortcuts](/dashboard/overview), section Dashboard record counts and module shortcuts. **Purchase Orders** opens PO Tracker. **Trade Items**, **Locations**, **Trade Partners**, **Events**, and **Labels** open the module of the same name. See [Dashboard overview and shortcuts](/dashboard/overview), section Dashboard record counts and module shortcuts. ## Notifications and Invites Recent account activity, showing who acted and what they did. See [Dashboard overview and shortcuts](/dashboard/overview), section Dashboard Notifications and Invites. Invitations that have been sent, with the recipient's email and the Trade Partner they are associated with. See [Dashboard overview and shortcuts](/dashboard/overview), section Dashboard Notifications and Invites. The tab lists invitations that have been sent. To invite a Trade Partner, use the Trade Partners module. See [Dashboard overview and shortcuts](/dashboard/overview), section Dashboard Notifications and Invites. ## Purchase order preview Your purchase orders, with the PO number, Trade Partner, Location, status, and last updated date. See [Dashboard purchase order preview](/dashboard/purchase-order-preview). PO Tracker opens. It does not open that single purchase order. See [Dashboard purchase order preview](/dashboard/purchase-order-preview), section Open PO Tracker from the preview. Select **Filter**, then choose **Supplier POs** or **Customer POs**. Your choice is saved as a preference. See [Dashboard purchase order preview](/dashboard/purchase-order-preview), section Choose which purchase orders are shown by default. It shows the choice you last saved with **Filter**. See [Dashboard purchase order preview](/dashboard/purchase-order-preview), section Choose which purchase orders are shown by default. See the PO Tracker documentation. ## Still need help? Contact Wholechain support at support@wholechain.com.

Dashboard FAQ

Getting started

Map

Settings and Add

Record counts

Notifications and Invites

Purchase order preview

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