Dashboard

The Dashboard is the first screen you see when you open SolaStock. It gives you a live summary of your inventory: what your stock is worth, how many items are low or out, which purchasing, fulfillment and stock documents are waiting for someone, the state of the SolaCount connection, and the most recent stock movements.

Use it at the start of each shift to see what needs attention, and as a jumping-off point: almost every number on the page is a link to the screen where you act on it. The Dashboard itself never changes stock; it only reads your balances, documents and ledger.

Everyone with SolaStock access can open it. What you see is limited to the warehouses you work in (see Permissions).

Where to find it

• Sidebar: Dashboard. It is the first link at the top of the sidebar, above the collapsible groups (Operations, Catalog, Stock, and so on).
• URL: https://solavel.com/inventory/dashboard. Opening https://solavel.com/inventory/ also takes you here.
• Breadcrumb: Dashboard.

The permission behind it is View the inventory dashboard, which every SolaStock role includes.

Screen tour

From top to bottom the page shows:

1. Header — the title Dashboard and, on the right:
   • Updated date and time — when the figures were calculated.
   • Refresh — recalculates the figures now. While it runs the button reads Refreshing… and is disabled. Figures also refresh on their own when you come back to the page after about 30 seconds.
   • Customize — opens the layout editor (see Customize the layout).
2. KPIs — four large tiles.
3. Needs attention — exception alerts (only when there is something to show).
4. Operations — three panels of document counters: Purchasing, Fulfillment, Stock operations.
5. SolaCount — the connection card (only if your role can view the SolaCount connection).
6. Activity — Top moving items and Recent movements.

You can hide or reorder sections 2–6 per user.

KPI tiles

Each tile is a link.

Read these tiles carefully:

• Low stock and Out of stock count stock rows, not items. A stock row is one item in one warehouse (and one bin, lot or serial when those are used). An item that is out in two warehouses counts as 2.
• The Low stock tile uses a fixed threshold of 5 available units, whatever the item's reorder point. The per-item, per-warehouse reorder point is used by the Needs attention alerts below and by the Low Stock report in Reports.
• A row whose quantity has gone down to 0 stays in the Out of stock count until stock is received again.
• Inventory value is shown with a $ sign. The number is the sum of your stock values as entered in SolaStock (for a UAE business entering costs in AED, the number is AED), not a dollar conversion.

Needs attention

This panel appears only when at least one alert exists. It has two parts.

Alert banners (top). Each banner shows a bold title and a message, and up to 10 are listed, newest first:

Items without a reorder point never raise a low-stock banner.

An open banner has an Acknowledge button. Clicking it marks the alert as seen ("Alert acknowledged."); the banner stays listed but without the button. Only people who can manage inventory settings (owner, SolaStock Administrator, or a custom role with Manage inventory settings) can acknowledge; for anyone else the click fails with "Could not acknowledge the alert." or an access message.

How banners are kept up to date:

• Banners are recalculated whenever the Dashboard is loaded by someone whose role can receive goods (owner, SolaStock Administrator, Inventory Manager, Warehouse Manager, Warehouse Operator, and organization Managers/Members). For other viewers the existing banners are shown as they are.
• When the condition clears (stock is received, or the lot is used up), the banner disappears on the next recalculation.
• If the condition is still true at the next recalculation, an acknowledged banner becomes open again and shows Acknowledge again. Acknowledging does not silence an alert permanently; fixing the stock does.

Alert chips (bottom). Coloured chips appear only for counts above zero. Each chip is a link:

• Out of stock and low on stock use the same counts as the KPI tiles.
• Dead-stock items counts stock rows that still hold stock but whose item has had no outbound movement in the last 90 days.
• Expiring within 30 days actually uses the Expiry warning days value in Settings → Inventory Policy, so if you set 14 days the chip counts lots expiring in the next 14 days even though the text says 30.
• Lots that are fully consumed are not counted as expired or expiring.

Operations

Three panels of small counters. Each row is a link. A counter marked as an alert turns red on a pale red background when it is above zero.

Purchasing

Fulfillment

Stock operations

The fulfillment pages are described in Sales & fulfillment.

SolaCount card

Shown only if your role can view the SolaCount connection (owner, SolaStock Administrator, organization Managers/Members and Accountants). While it loads you see a grey placeholder (Checking connection status).

The card shows SolaCount, a status badge, one line of explanation and, depending on the state, buttons:

Extra lines can appear under the explanation, for example Some documents could not sync. Review connection details. or Your connection setup progress is saved. If you cannot manage the connection and it is not connected you also see Ask an authorized organization administrator to complete Finance setup. View details opens Admin → SolaCount (see SolaCount integration).

Activity

Customize the layout

Each person can choose which dashboard sections they see and in what order. Your layout does not change anyone else's.

1. Click Customize (top-right). The Dashboard layout panel opens above the sections.
2. The table has three columns: Visible, Section, Order. The sections are KPIs, Exception alerts, Operations, SolaCount sync and Activity.
3. Untick Visible to hide a section, tick it to show it.
4. Use Up and Down to move a section.
5. Click Save layout. You see "Dashboard layout saved." and the panel closes. If saving fails you see "Could not save the dashboard layout." and the panel stays open.

To close the panel without saving, click Customize again; the page keeps your unsaved arrangement until you reload. Hiding SolaCount sync has no effect for people who cannot see the card anyway.

Refresh the figures

• Click Refresh in the header. The figures and alerts are recalculated and Updated shows the new time.
• If the page shows zeros for a brand-new workspace, that is real: the Dashboard never shows sample numbers for a live organization.

Permissions

Item counts (Active SKUs) are organization-wide because items are not tied to a warehouse. Stock, document and movement figures only include warehouses you are assigned to; a scoped member with no warehouses assigned sees zeros. See Team access.

Worked examples

Example 1 — Morning check (quick)

Sara Khan, Warehouse Operator at Al Noor Trading LLC, is assigned the Jebel Ali warehouse. She opens the Dashboard at 8:00:

• Inventory value $184,320.50 (her costs are in AED, so this is AED 184,320.50 of stock in Jebel Ali), Active SKUs 312 (318 total), Low stock 4, Out of stock 1.
• Needs attention shows a red chip 1 out of stock and an amber chip 4 low on stock.
• Fulfillment: Awaiting pick 3 (red), Awaiting pack 0, Awaiting shipment 1 (red).

She clicks Awaiting pick, which opens Picking, and starts on the three reserved orders.

Example 2 — From alert to restock (full)

Omar Haddad, SolaStock Administrator, manages all warehouses. Item iPhone 15 Pro 256 GB (IP15P-256) has Reorder point 10 on the item, and a warehouse reorder rule of 15 for Dubai Main in Settings → Reorder Planning.

1. Dubai Main holds 20 units; a sales order reserves 7. Available is 13, which is at or below the warehouse rule (15).
2. Omar opens the Dashboard. A Low stock banner reads IP15P-256 iPhone 15 Pro 256 GB has 13.0000 available in Dubai Main; reorder point 15.0000. The Low stock tile does not count this row, because 13 is more than the fixed threshold of 5.
3. He clicks Acknowledge: "Alert acknowledged." The button disappears.
4. He raises a purchase order for 40 units. Pending POs goes from 2 to 3.
5. Next morning Khalid (Warehouse Manager) opens the Dashboard. The alert is still true, so the banner is open again with Acknowledge.
6. The goods arrive; Khalid posts the goods receipt for 40. Pending GRNs drops by one, Movements today rises by one, and Recent movements shows ▲ iPhone 15 Pro 256 GB · 40.0000 @ 3900.0000 · Goods receipt GRN-000014.
7. Available is now 53. On the next Dashboard load the banner disappears and the Inventory value tile rises by AED 156,000 (40 × 3,900).

How it connects

Tips & common problems

Related

• SolaStock overview · Getting started
• Current Stock · Stock Ledger · Reports
• Items · Warehouses · Opening Stock
• Purchasing · Sales & fulfillment · Traceability
• SolaCount integration · Team access · Settings