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The Dashboard serves as the central operating hub for your florist shop. It is designed to provide an immediate overview of critical business metrics, operational alerts, and daily workflows.

Operational Metrics

The top section provides a high-level summary of the day’s activity, allowing management to resource staff effectively. Dashboard Metrics Overview

All Orders

Total order volume for the current date.

Delivery

Volume of orders requiring dispatch.

Collection

Volume of in-store pickups.

Tasks

Pending operational tasks assigned to staff.

Critical Alerts

The dashboard automatically monitors for system failures and operational risks. These alerts appear prominently at the top of the screen when action is required.
Critical Issues
  • Relay Send Failures: Alerts when an order fails to transmit to a relay network (e.g., Direct2Florist).
  • Repeat Order Failures: Indicates that a recurring subscription order failed to generate automatically.
  • Unfulfilled Orders: Flags orders from previous days that were missed and not marked as fulfilled. Investigate these immediately.
Workflow Exceptions
  • Unpaid Orders: Highlights fulfilled orders that remain unpaid or partially paid.
  • Overdue Events: Flags past event consultations that have not been closed or reconciled.

Order Management

The primary function of the dashboard is order processing. The interface allows for rapid filtering, detailed inspection, and status updates.

Filtering & Views

The interface organizes orders into four primary views:
  • All: Complete overview of the day’s production.
  • Delivery / Collection: Segregated views for logistics and front-of-house staff.
  • Tasks: Operational to-do list for managing non-order activities (e.g., “Clean Vases”).

Intelligent Sorting

By default, the dashboard uses Curated Sorting. This algorithm prioritizes orders based on urgency rather than just time, ensuring:
  1. Funeral Orders (Specific times) appear first.
  2. AM Deliveries appear second.
  3. Standard Deliveries appear subsequently.
Configuration: You can switch to strict Chronological or Status-Based sorting in Settings > Configuration if your workflow requires it.

Order Details Modal

Clicking any order row opens the Order Details Modal. This context-rich window enables full order management without navigating away from the dashboard: Order Details Modal
  • Review: access customer notes, card messages, and detailed flower recipes.
  • Edit: Modify delivery addresses or order contents.
  • Action: Print specific documents (Labels/Worksheets) or progress the order status.

Advanced Features

Bulk Operations

For high-volume periods, use the bulk action toolbar to process multiple orders simultaneously.
  • Batch Confirm: efficiency tool for accepting multiple web orders.
  • Route Planning: Push selected delivery orders directly to the routing engine.
  • Batch Printing: Generate PDF worksheets for all selected orders in a single stream.

Ingredient Demand Forecasting

If Product Recipes are configured (see Products & Ingredients), the Dashboard displays an Ingredient Demand panel. This feature analyzes the day’s confirmed orders and aggregates total stem counts (e.g., “60 Red Naomi Roses”), allowing florists to prepare stock from the cool room efficiently before production begins.

Production View

The Production View is a specialized display mode designed for large screens in the workroom. Roughly 20% more orders are visible by removing navigation sidebars, providing a focused, real-time board for the floristry team. Production View Board