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Review your first dashboard session

Use this guide immediately after the first successful login to make sure the merchant account is ready for setup work.

What to verify first​

Before editing products or enabling sales, confirm:

  • you are signed in to the correct account
  • the active shop or branch context is correct
  • the dashboard home loads without missing summary cards or broken widgets
  • you know which setup work is still unfinished

First-session review flow​

1. Confirm the dashboard home loads correctly​

The dashboard home is the main landing page after login. It should give a quick operational view with sales and activity summaries.

If this page does not load correctly, resolve the access or data issue before continuing with detailed setup.

2. Check the merchant context​

Make sure the visible shop identity matches the business you intend to operate. This is especially important for teams handling more than one branch or merchant context.

3. Get to know the menu​

A new shop uses the short menu: Home, Orders, Products, Customers, Cashier, Promo, Reports, Online store, Settings, then All features at the bottom. It differs a little by kind of business, for example Tables & kitchen for F&B or Booking schedule for Booking.

Every other page is in All features, grouped by the job to do:

  • Selling: orders, unpaid carts, complaints, tables & kitchen, bookings, rentals
  • Catalog: products, categories, add-ons, price rules
  • Stock & suppliers: low stock, inventory, stock count, purchase orders, suppliers
  • Customers & loyalty: customers, members, member levels, points
  • Promotions & marketing: coupons, automatic promotions, flash sales, the Marketing Center
  • Online store: shop settings, banners, FAQs, blogs, custom domain, shop links and catalogs
  • Finance: payment methods, shipping options, bank accounts, balance & withdrawals, expenses
  • Team & branches: staff, attendance, POS Config, branches, business features
  • Etalasse AI: Etalasse AI and AI Balance

You can pin pages you use often to the menu. See The short menu and All features.

Good to know: pages that do not apply to your shop type are not shown. Pages locked by your plan carry a lock and the plan name. If a page is not visible, check the shop type and Billing & Plans.

4. Look at the guide card on Home​

The Get your shop selling card shows the steps still open, starting with Add your first product and Share your store link. See The shop guide card.

A new shop already has Pay on the spot and Pickup Store switched on, so what usually remains is:

  • products
  • the shop WhatsApp number
  • your QRIS or bank account (optional)
  • a delivery option besides pickup, if you ship goods

5. Open Shop settings and complete your business identity​

In Shop settings, the first five rows (Basic settings) matter most: Name & logo, WhatsApp, Payment, Delivery and Appearance. See Shop settings.

6. Decide the first live sales channel​

Choose whether the first active workflow will be:

  • POS for assisted or in-person transactions
  • Catalog for a fuller storefront experience
  • Link for a lighter shareable selling flow
Dashboard home after the first login: branch switcher, the Get your shop selling card, KPI cards and the sales chartdashboard.etalasse.comKopi SenjaHomeOrdersProductsCustomersCashierPromoReportsOnline storeSettings All featuresHomeARKemang branchGet your shop selling2 of 6 steps doneShare your store linkCopy linkGross RevenueRp 12,6 jtPaid Orders318Average Order ValueRp 39.600Items Sold742Sales TrendLast 30 daysTop ProductsKopi Susu Aren96 soldCroissant41 soldMatcha Latte33 sold123
The home page after the first login: (1) confirm the active branch, (2) check the KPI cards, then (3) carry on with the next step on the guide card, for example Copy link to share your store link.

The home page after the first login: (1) confirm the active branch, (2) check the KPI cards, then (3) carry on with the next step on the guide card, for example Copy link to share your store link.

Signs the account is ready for next-step setup​

  • the dashboard home loads normally
  • the merchant identity is correct
  • the team understands the short menu, knows where All features is, and knows which pages depend on the plan
  • the team knows which pages must be configured next
  • a first sales channel has been chosen