3. Dashboard

This section explains the Customer Portal dashboard, including navigation, pending work, shortcuts, operational notifications, and summary information.

3.1 Overview

After logging into the CSG Customer Portal, users will be redirected to the Dashboard page.

The dashboard provides an overview of daily 3PL operations, including inbound receipts, outbound orders, return orders, inventory information and order notifications.

Users can also quickly access commonly used functions through the Quick Access section.

Figure 1. Overview screen from the CSG ERP User Manual.

3.2 Main Functions

Function	Description
Navigation Menu	Allows users to access different modules, such as User, Channel, Product, Inbound, Inventory, Outbound, Return, Report, Billing and Ticket
To-do-list	Displays pending inbound, outbound, return and ticket tasks
Quick Access	Provides shortcut buttons for common actions, such as Add Inbound, Add Product, Inventory, Add Outbound, Add Return and Add Ticket
Key Data	Shows recent inbound, outbound and return statistics
Outbound Order Notification	Displays error orders and out-of-stock orders
Basic Statistic	Shows key figures such as shipped orders, available SKUs and processed orders
User Profile	Allows users to access account-related settings

Source

CSG ERP User Manual, section 3, "Dashboard".