Set up the resource dashboard

HomeTidyEnterpriseSetupSet up the resource dashboard

This tab is visible to Resource administrators. The resource dashboard allows you to track your resources in one place.

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Step 1.

Go to the Resource Dashboard under Home.

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Step 2.

You can click on the green tiles to view different dashboards.

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Step 3.

To create specific dashboards, click Filter or settings.

Related Guides

Want to learn more? Check out these related guides

How to add quantity breaks

In this module, learn how to add quantity breaks to materials. This is a type of custom pricing where discounts are given to customers based on the quantity of an item purchased. This is particularly useful when customers make bulk purchases.

Read Guide

How to add customer override pricing

In this module, learn how to add customer override pricing. This is used to set custom prices for specific customers.

Read Guide

How to add price levels

In this module, learn how to set up pricing levels. These are used when you want to sell items at different prices to the unit charge you set up in the material item’s details.

Read Guide

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