Getting Started with Your UltraCart Dashboard Widgets

Introduction

The UltraCart dashboard provides a centralized view of key information and quick access to essential tools for managing your online store. This is achieved through the use of modular components called widgets. Upon starting your UltraCart trial, a default set of widgets, including the Getting Started Checklist, Statistics (Basic), Accounts Receivable, and Shipping Department are automatically displayed to guide you through the initial account configuration and provide a general overview of the account.

Understanding Dashboard Widgets

What are Widgets?

Widgets are dynamic content blocks that display specific information or provide shortcuts to various UltraCart features directly on your dashboard. They offer a customizable overview tailored to your individual needs and preferences. Each user within an UltraCart account can configure their dashboard to display the widgets most relevant to their daily tasks.

Available Widgets

Statistics (Basic) - UltraCart Analytics metrics on the general activity of your account.
Statistics (RTG) - UltraCart Analytics metrics on rotating transaction gateways.
Statistics (Affiliate) - UltraCart Analytics metrics on affiliate activity.
Integration Health - Displays log details details for integrations, with the following columns:
- Logs
- Warnings
- Errors
- Critical
Find an Order - A search tool for locating specific orders.
Affiliate Management - Shows Pending affiliate(s) needing approval.
Sales Summary - Count and Dollar Amount of Sales for Today, Month to Date, and Year to Date.
Important Note: Please note that due to the event driven nature of this widget it is not precisely accurate. For most accurate sales reporting, please use the Statistic widget, the Period Sales report in reporting and Google BigQuery.
Accounts Receivable - Total count of orders pending in Accounts Receivable Department.
Getting Started Checklist - Shows primary steps to complete basics setup.
Shipping Department - Display of number of orders pending by shipping method.
Order Entry - A button to load and run the Back End Order Entry (BEOE) program.
Quote Requests - Displays any pending Quote Requests. A Quick Jump button will take you to: Operations → Order Management → Pre-Orders
Pre-Orders - Displays a list of Pre-Orders. A Quick Jump button will take you to: Operations Order → Management → Quote Requests

Widget Icons

Depending on the specific widget, you may see up to three clickable icons in the widget's title bar:

Preferences: - Allows you to configure additional settings specific to that widget.
Refresh: - Updates the information displayed within the widget to reflect the most current data.
Close: - Removes the widget from your dashboard. You can add it back later if needed.

Managing Your Dashboard Widgets

Default Widgets

When a new UltraCart account is created or a new user is added, the following four widgets are automatically placed on the dashboard:

Getting Started Checklist
Accounts Receivable
Shipping Department

Adding a Widget

To add a new widget to your dashboard:

Click the Arrange Widgets button located in the top right-hand corner of the page.
A new screen will appear, displaying two sections:
- Active Widgets (left side, white background): Shows the widgets currently displayed on your dashboard.
- Available Widgets (right side, dark gray background): Lists the widgets that can be added to your dashboard.
To add a widget, click and drag it from the Available Widgets section on the right to the desired location on the left (Active Widgets).
Once you have added all the desired widgets, click the Apply & Close button.

Relocating a Widget

To move a widget to a different position on your dashboard:

Place your mouse pointer over the title bar of the widget you want to move.
Click and hold down the left mouse button.
Drag the widget to its new desired location on the dashboard. As you drag, existing widgets will automatically shift to make space.
Release the mouse button.
Click the Apply & Close button to save the new layout.

Removing a Widget

To remove a widget from your dashboard:

Locate the X icon on the right side of the widget's title bar.
Click the X icon. The widget will be removed from your dashboard and will reappear in the Available Widgets section.

Using the "Quick Jump" Link

Some widgets, such as Quote Requests and Pre-Orders, include a Quick Jump link at the bottom of the data displayed. Clicking this link will directly navigate you to the relevant section within the UltraCart platform, allowing for quick access to more detailed information and management tools.

For example, clicking the "Quick Jump" link in the Shipping Department widget will take you directly to the Shipping Department section within Operations → Order Management.

Configuring the "Find an Order" Widget Preferences

The Find an Order widget allows you to customize the default search fields displayed. To configure these preferences:

Locate the Preferences icon in the title bar of the Find an Order widget and click it.
A pop-up window will appear with a list of available search fields (e.g., Order ID, Email, Customer Name, Zip Code).
Select the checkbox next to each search field you want to be displayed by default in the widget. To remove a search field, simply deselect its checkbox.
Click the Save button to apply your changes.

Once saved, the Find an Order widget will display the search fields you selected.

To perform a search:

Enter your search criteria into any of the displayed fields.
Click the Search button.

UltraCart will then redirect you to the Review Orders screen, displaying all orders that match your specified search criteria.