Assets Dashboard
The Assets Dashboard is the warehouse-focused home of the Assets module. It answers four everyday questions at a glance: how many warehouses and items you manage, which items are running low, what is moving through deliveries, and which stock movements happened most recently. Nothing is edited here — it is a read-only overview, and each number comes from the screens described in How It Connects below.
Opening the dashboard
- Open Assets in the sidebar.
- Click Dashboard. It is the first entry and needs the Asset Dashboard access permission.
The counter cards
The widgets
Customizing your dashboard
The layout is saved per user.
- Enter edit mode
Press F9. An edit bar appears at the bottom of the screen.
- Rearrange, hide, or add widgets
Drag widgets to rearrange them. Add Widget opens the Hidden Widgets panel; drag a hidden widget onto the dashboard to show it again.
- Save or discard
Done saves, Cancel discards, and Reset restores the default layout.
A low stock alert only appears for items that have a minimum stock level. If an item you care about never shows up, set its Minimum Stock Level on the item.
How It Connects
Set up first
- Warehouse — warehouses, their capacity, and the main warehouse flag drive the counter and the Warehouse Capacity widget.
- Item Master — items, their types, and their Minimum Stock Level drive Total Items, Item Inventory, and the low stock alerts.
- Item Categories — the Top Categories widget groups items by the category you assign.
Gets its data from
- Inventory — stock counts per warehouse are what capacity and low stock are measured against.
- Deliveries — delivery statuses feed the Pending Deliveries counter and the Delivery Pipeline.
- Purchasing — purchase orders show up in Recent Transactions when stock arrives.
- Warehouse Workflows — stock transfers, adjustments, and goods receiving appear in Recent Transactions once posted.
Feeds into
- Purchasing — a low stock alert is the cue to raise a purchase request.
- Warehouse Workflows — a nearly full warehouse is the cue to start a stock transfer.