Dashboard overview and shortcuts

Open the Wholechain Dashboard, use Settings and Add, read record counts, and review Notifications and Invites.

Applies to: The Wholechain Dashboard.

Audience: All Wholechain users.

Prerequisites: A Wholechain account and a signed-in session.

This article covers the Wholechain Dashboard: how to open it, the Settings button, the Add drop-down, the record-count tiles, and the Notifications and Invites table. The map is covered in Dashboard map and Location waypoints, and the purchase order preview in Dashboard purchase order preview.

About the Dashboard

The Dashboard gives you a high-level overview of your Wholechain account. It is the first module in the left sidebar, directly below the Wholechain logo and your company name, and it is the page you see each time you sign in.

From the Dashboard you can:

See where your Locations are on a map.
Open Settings, which opens on your Personal Settings.
Start adding purchase orders, Trade Items, Locations, Trade Partners, or events.
See how many records your account holds and jump to the matching module.
Review recent account activity and the invitations that have been sent.
Preview your purchase orders.

The Dashboard, with numbered areas.

The numbered areas in the picture are described in the sections that follow:

Map with waypoints for your Locations.
Settings button.
Add drop-down.
Record-count tiles for Purchase Orders, Trade Items, Locations, Trade Partners, Events, and Labels.
Notifications and Invites table.
Purchase order preview (Supplier POs and Customer POs) with its filter.
Dashboard in the left sidebar.

Open the Dashboard

To return to it at any time

To return to it at any time, select Dashboard at the top of the left sidebar.

Articles in this guide

Article	Audience	Use it to
Dashboard overview and shortcuts	All Wholechain users	Open the Dashboard, use Settings and Add, read record counts and open modules from tiles, and read Notifications and Invites
Dashboard map and Location waypoints	Users who view or check Locations	Zoom and switch map views, read waypoint pop-ups, and open Location details
Dashboard purchase order preview	Users who work with purchase orders	Read the purchase order preview, open PO Tracker from it, and choose which purchase orders show by default
Dashboard FAQ	All Wholechain users	Find quick answers to common Dashboard questions

Glossary

Term	Meaning
Dashboard	The first module in the left sidebar; the page shown at sign-in
Waypoint	A pin on the Dashboard map that marks a Location
Pop-up	The small box that opens when you select a waypoint
Drawer	A panel that slides in from the right, such as an Add drawer or the Location details drawer
Tile	One of the six record-count boxes on the right of the Dashboard
Trade Partner	A company you trade with in Wholechain
PO Tracker	The module for tracking purchase orders

Dashboard Settings button

The Settings button, at the top right of the Dashboard, opens the Settings screen on Personal Settings, the first tab. Organization Settings and Master Data Settings are sections of the same screen. Select the X at the top right of the screen to return to the Dashboard. For help with the options on it, see the Settings documentation.

Add resources from the Dashboard

The Add drop-down lets you start adding a resource without leaving the Dashboard.

The Add drop-down.

Add option	Drawer that opens
Purchase Orders	Add Purchase Orders
Trade Items	Add Trade Item
Locations	Add Locations
Trade Partners	Add Trade Partners
Events	Add Events

Open and close an Add drawer

Select Add at the top right of the Dashboard

Select Add at the top right of the Dashboard.

Select the resource you want to add

Select the resource you want to add. The matching drawer slides in from the right. Each drawer has a Single tab for one record and a Bulk Upload tab.

To leave without creating anything

To leave without creating anything, select the X at the top right of the drawer. No record is created unless you complete the form and use the button at the bottom of the drawer.

The Add Purchase Orders drawer, with the X to close it.

For the remaining steps, see the creation instructions in the documentation for each module:

Purchase orders: PO Tracker documentation
Trade Items: Trade Items documentation
Locations: Locations documentation
Trade Partners: Trade Partners documentation
Events: Events documentation

Dashboard record counts and module shortcuts

Six tiles at the top right of the Dashboard show how many records of each kind your account has. For example, a Purchase Orders count of 1 means one purchase order has been created in your account.

Tile	Opens
Purchase Orders	PO Tracker
Trade Items	Trade Items module
Locations	Locations module
Trade Partners	Trade Partners module
Events	Events module
Labels	Labels module

Open a module from a tile

Find the tile for the resource you want

Find the tile for the resource you want.

Select the tile's title

Select the tile's title, or select View at the bottom of the tile. Either one opens the module.

To come back, select Dashboard in the left sidebar

To come back, select Dashboard in the left sidebar.

Note: The count on a tile is a quick summary. For the full list of records, open the module and use its list. For the purchase orders listed on the Dashboard itself, see Dashboard purchase order preview. For the Locations tile and the map, see Dashboard map and Location waypoints.

Dashboard Notifications and Invites

At the bottom left of the Dashboard, a table with two tabs summarizes recent activity and invitations.

Notifications

The Notifications tab is selected by default. It logs activity in your account. Each entry names the user or company that acted and what they did, for example "successfully logged a shipment event", "successfully received a shipment", or "uploaded document" followed by the document name.

Select Notifications to see recent account activity

Select Notifications to see recent account activity.

Scroll within the table to read more entries

Scroll within the table to read more entries.

Invites

The Invites tab shows the invitations that have been sent from your account. Each row has the recipient's Email and the Trade Partner the invitation is associated with. A count and page controls at the bottom show how many invitations there are.

The Invites tab.

Select Invites

Select Invites to see the invitations that have been sent.

Select Notifications to go back to the activity log

Select Notifications to go back to the activity log.

The Invites tab is a record of invitations. To invite a Trade Partner, use the Trade Partners module; the invitation steps are in the Trade Partners documentation.

Field and action reference

Dashboard overview

The Dashboard is the first module in the left sidebar, below the Wholechain logo and the company name. It is the page shown when a user signs in. It gives a high-level overview of account information, with shortcuts to modules, existing records, and resource creation.

Areas of the Dashboard

Area	Location	Purpose
Map	Main portion of the page	Shows waypoints for Locations
Settings	Top right	Opens the Settings screen on Personal Settings
Add	Top right	Opens a drawer to begin adding a resource
Record-count tiles	Right of the map	Show record counts and open modules
Notifications / Invites table	Bottom left	Shows account activity and sent invitations
Purchase order preview	Bottom right	Shows supplier or customer purchase orders

Settings and Add

Settings button

Opens the Settings screen, which opens on Personal Settings, the first tab. Below it are the Organization Settings section (Account, Brands, Supplier Portal, Purchase Orders, Integrations, Users & Permissions, Subscription & Billing, Data Element Library, Template Attributes) and the Master Data Settings section (Trade Item, Location, Trade Partner, Archived). Close it with the X at the top right.

Add drop-down

Add option	Drawer opened	Tabs in the drawer	Bottom button
Purchase Orders	Add Purchase Orders	Single Purchase Orders, Bulk Upload	Add POs
Trade Items	Add Trade Item	Single Trade Item, Bulk Upload	Add Trade Item
Locations	Add Locations	Single Location, Bulk Upload	Add Location
Trade Partners	Add Trade Partners	Single Trade Partner, Bulk Upload	Create Trade Partner
Events	Add Events	Single Event, Bulk Upload	Add Event

The bottom button is unavailable until the required fields are complete. Closing a drawer with the X creates no record. For the fields in each drawer, see the documentation for the matching module.

Record-count tiles

Tile	Count shows	Opens
Purchase Orders	Purchase orders in the account	PO Tracker
Trade Items	Trade Items in the account	Trade Items module
Locations	Locations in the account	Locations module
Trade Partners	Trade Partners in the account	Trade Partners module
Events	Events in the account	Events module
Labels	Labels in the account	Labels module

Selecting a tile's title or its View link opens the module.

Notifications and Invites

Notifications tab

Item	Description
Entry	The user or company and the action taken, for example "successfully logged a shipment event", "successfully received a shipment", "uploaded document", "updated document".

Invites tab

Column	Description
Email	The recipient's email address
Trade Partner	The Trade Partner associated with the invitation

The table shows a count of items and page controls. The tab lists sent invitations.

Rules and restrictions

Rule	Applies to	Behavior
Saved preference	PO preview filter	The choice persists and applies at sign-in.
Coordinates-only Locations	Waypoint pop-up	No address is shown.
Closing a drawer	Add drawers	Creates no record.
Counts	Tiles	Show the number of records of each kind for the account.

Dashboard quick reference

I want to…	Do this
Return to the Dashboard	Select Dashboard at the top of the left sidebar
Zoom the map	Double-click, or hold ⌘ and scroll
Switch map views	Select Map or Satellite
Turn terrain on or off	Select Map (again if it is already showing), then use Terrain
Turn labels on or off	Select Satellite, then use Labels
See a Location's Trade Partner and address	Select its waypoint
Open Location details	Select the waypoint, then select the location name in the pop-up
Open Settings	Select Settings
Start adding a record	Select Add, then choose a resource
Close an Add drawer without saving	Select the X at the top right of the drawer
Open a module from a tile	Select the tile title or View
See sent invitations	Select Invites
Open PO Tracker from the preview	Select a row
Change the purchase orders shown by default	Select Filter, then choose Supplier POs or Customer POs

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