Dashboard

The first page after login. The calendar is the backbone: how much each day of the month made and which days are still unrecorded, at a glance. Above it sits a row of cards with this month's income and expenses; beside it the trend, revenue sources and to-dos. Each card says one thing, the numbers speak for themselves, and a click opens the detail.

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Record first, then read the numbers

1. The "October overview" row has two buttons: "Record today" opens today's daily report; when a day was missed, a "Catch up Sat 10/10" button appears next to it (①) and walks you through the missing days one by one before bringing you back. On phones these two sit at the bottom of the screen.
2. An unsent income or expense entry in the daily report is saved as a draft for 12 hours; next time you are asked to "Continue" or "Discard". Discarding asks once more, and a discarded draft is gone for good.
3. "← Dashboard" brings you back to where you were.

Income & expenses (②)

A row of cards you can scroll sideways, five by default:

• Income & expenses: this month's revenue, expense and net so far, each linking to the transactions behind it.
• This week's revenue, In-transit balance (delivery payouts not yet received), To collect (unpaid quotations) and Daily average.
• You can also tick last year's month, platform fees, gross margin, food cost rate, labour cost rate, and order count with average ticket (see "Customize the layout" below). Past months don't show this week, in-transit or to-collect.

The cards show facts only, no up/down badges against last month; comparisons live in "Revenue trend".

Daily totals (③)

• One cell per day with that day's net (revenue minus expense): green when positive, red when negative; long figures shrink to "134.7K".
• A grey bar means the day isn't recorded yet, "Day off" is a closed day, and today has a blue frame. Click any day to open its daily report.
• Switch months with ‹ › above the calendar or click the month to jump; months before your first entry tell you where the records start.

Revenue trend (④)

Three tabs: "Last month" overlays this month's running total on last month's, with one sentence saying whether you are ahead or behind; "Last year" compares with the same month last year (the tab is hidden when there is no data); "Daily" shows a bar per day. Comparisons stop before the first unrecorded day: missing days are never counted as zero. The expand button opens a larger chart.

Revenue sources, expenses vs revenue, to-dos

• Revenue sources: each source's share of this month's revenue. Stores with delivery or card fees get a "Sales | Net received" switch: sales is what customers paid; net received is what actually arrives after platform commission, marketing fees, merchant-funded promotions and payment fees. The expanded view shows three figures per source: sales / fees & commission (with the rate) / net received.
• Expenses vs revenue: how much of every 100 in revenue each expense category eats; above 100% it says so plainly.
• To-dos: quotations to collect, expired quotations, overdue maintenance, recurring expenses due, and delivery sync status. Each row opens the place to deal with it and returns focus to the row afterwards.
• Today and Yesterday only report recording status; mark a closed day with "Mark day off", with an undo in the toast.
• Material price changes: materials whose purchase price changed this month.

Customize the layout

1. Open "⋮" at the top right → "Customize layout".
2. Reorder cards with "Move earlier" / "Move later" or by dragging; "Hide" tucks a card away and the hidden ones are listed below to "Add back". At least one card must stay.
3. Under the income & expenses row, tick which small cards to show; "Income & expenses" is always on.
4. "Done" saves, "Cancel" discards; the layout is per account, so colleagues keep their own.

"Refresh" fetches the latest numbers by hand; coming back after more than 10 minutes away, or after midnight, refreshes automatically.

What staff see

Staff record the books, they don't read them: a staff login shows only the To-dos, Today and Yesterday cards plus the recording buttons, with no amount cards, calendar or charts, and the finance overview, transactions, recurring expenses, import wizard and sync settings can't be opened. Managers see the same dashboard as owners; only closing a month is owner-only.

Quick search (⌘K)

Rather than digging through the sidebar, jump straight to what you need.

1. Press ⌘K (Ctrl+K on Windows) to open the search box. You can also click the Search… button in the sidebar, or the magnifier at the top right of the header on mobile.
2. Type to filter instantly. With 2 or more characters it also searches your store data: employees, customers, suppliers, products, materials, equipment, and quotations (up to 5 hits per type).
3. Use ↑ ↓ to move, Enter to go, Esc to close — or just click a result.

Other handy keys (they only work when your cursor isn't in an input field):

• ? — open the Keyboard shortcuts reference.
• g then a second key (within 1 second) to navigate: g h Home, g f Finance overview, g l Transactions, g s Schedules, g a Attendance, g e Employees, g p POS orders, g q Quotes.
• n — create a new record on list pages that support it; / — focus that page's search box.

Results cover the store you currently have selected only, so search again after switching stores. Sensitive fields such as pay are never returned in search results. The POS tablet page (/pos) and the lock screen ignore these shortcuts.

Notification bell

The bell next to the current store in the sidebar (top right of the header on mobile) is the in-app inbox. A red count appears when you have unread items; open it to see daily-unclosed, recurring-expense, schedule-published and credential-expiry notifications, click one to jump to the relevant page, and use Mark all read to clear the count. To choose which events also get pushed to LINE / Email, see Notifications.

Install on your phone (PWA)

StoreOps can be added to your home screen like an app — no address bar, and faster to switch to.

1. Android / Chrome: open the site, then pick Install app or Add to Home screen from the ⋮ menu.
2. iPhone / Safari: tap the Share icon, then scroll to Add to Home Screen.
3. Desktop Chrome / Edge: click the install icon at the right of the address bar.
4. Launch it from the StoreOps icon afterwards; you'll still sign in the first time.

Data is always fetched live from the server — there is no offline bookkeeping. When you lose connection a banner reads "⚠ You are offline; some features may be unavailable", and navigating while offline shows the You're offline page. Once you're back online, click Reload to continue to the page you wanted.