Manage Dashboards is the control room for deciding which widgets appear on each dashboard — your Home page plus the seven module dashboards (Customers, Vendors, Inventory, Banking, General Ledger, Quality, Tools). Rearranging widgets is done by drag-and-drop on the dashboard itself; adding and removing widgets happens here.

Opening Manage Dashboards #

Click the user avatar in the top-right corner → Manage Dashboards.

You land on the Add/Remove Dashboards for menu: Home screen. The breadcrumb-style heading tells you which dashboard you’re editing — in this case, Home.

The layout #

The screen has two parts:

• Category tabs down the left — Customers, Quality, Banking, General, General Ledger, Bizuno, Inventory, Vendors. Each tab is a source module for widgets. Click a tab to see the widgets that module provides.
• Widget list on the right — every widget in the selected category, with three columns: Active, Title, Description.

At the top sit two actions: Cancel (discard changes and go back) and Save (apply your changes).

Turning widgets on or off #

Each widget row has a toggle in the Active column.

• Toggle = Yes — the widget will show on this dashboard.
• Toggle = No — the widget is hidden from this dashboard (but still exists and can be re-enabled later).

Click a toggle to flip it, then click Save at the top.

Choosing a different dashboard to edit #

Manage Dashboards defaults to the Home dashboard. To edit a module dashboard (for example, Customers → Dashboard instead of Home), navigate to that module’s dashboard first, then open user menu → Manage Dashboards again — the screen picks up which dashboard you were just on.

Alternatively, open the module dashboard directly and use the dashboard controls there to open its manage view.

Widget categories (the left tabs) #

Each tab groups widgets by what they’re about:

• Customers — sales-side widgets: Aged Receivables, CRM Reminders, New Customers, Open Quotes, Open Sales Orders, Returns by Customer, Sales by Rep, Sales Orders Due to Ship, Sales Summary, Sales Summary by Store, and more.
• Vendors — purchasing-side widgets: Aged Payables, Open Purchase Orders, Purchases Summary.
• Inventory — stock and assembly widgets: Low Stock, Reorder List, Assembly Pending.
• Banking — cash widgets: Bank Balances, Pending Deposits, Checks to Print.
• General Ledger — accounting widgets: Trial Balance snapshot, Budget vs. Actuals.
• Quality — QA widgets: Open Tickets, Training Due.
• Bizuno — the cross-cutting ones: Company Links, My Links, Welcome.
• General — misc utilities.

The exact list can vary slightly by version and by which modules/extensions you have installed.

Practical examples for a bike shop #

Home dashboard (what the owner sees first thing every morning) – From Customers: Aged Receivables, Open Sales Orders, Open Quotes – From Banking: Bank Balances – From Inventory: Low Stock – From Bizuno: My Links

Customers dashboard (what the sales floor uses) – From Customers: Open Quotes, Sales Orders Due to Ship, New Customers, Returns by Customer, Sales Summary

Inventory dashboard (what the parts manager uses) – From Inventory: Low Stock, Reorder List, Assembly Pending – From Vendors: Open Purchase Orders

Tips #

• Less is more. A dashboard with 12 widgets is a dashboard nobody reads. Three to six widgets per dashboard is the sweet spot.
• Put the money first. On the Home dashboard, put widgets that relate to cash (Aged Receivables, Bank Balances, Open Sales Orders) at the top.
• Per-user layouts. Every user has their own arrangement, so each role can tune it to their own job. Train new hires by showing them a sensible starter layout for their role.

Troubleshooting #

“I turned a widget on but it’s not showing” — Did you click Save? Also reload the dashboard (click the Bizuno logo to go Home, or refresh the page).

“The widget shows but is empty” — No data matches yet. Check the widget’s date range (most widgets have a filter icon inside them) or simply wait until you’ve posted some transactions.

“I can’t find Manage Dashboards in the user menu” — Your user role may not have permission. Ask your administrator.

Where to go next #

You’ve finished the Getting Started category — pick a module from the left menu and dive in. Customers & Sales is a natural next stop if you’re running a shop floor.