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Dashboard

The dashboard is the operational starting point after login. It helps users see whether the company already has items, which documents are still drafts, and whether stock is below minimum quantity.

Who Uses This Page

UserMain Use
AdministratorConfirms whether setup is ready and whether minimum stock visibility is configured.
Warehouse StaffChecks recent stock activity and draft documents.
SupervisorReviews daily warehouse activity and items below minimum quantity.
Owner / FinanceReviews operational signals when their role allows it.

Open Dashboard from the sidebar. The dashboard menu is available after login, but individual blocks can depend on role access and company settings.

BlockRequirement
Empty item stateShown when the required setup already exists but the company still has no active item.
Draft Document StatusUser must have transaction access for the related document type.
Dashboard Minimum QuantityCompany minimum stock is active and the role has dashboard minimum quantity access.
Last ActivityUser has access to stock activity shown by the API.
Weekly Warehouse Activity HeatmapUser has access to dashboard activity data.

Empty Item State

The empty item state is not the first screen for every new company. It is shown after the required setup already exists, but the company still has no active item. Before creating the first transaction, prepare:

Dashboard empty state

  1. Read New Company Quick Start if this is the first setup.
  2. If the app redirects you into setup, continue with Onboarding Wizard.
  3. Item Category
  4. Unit of Measure
  5. Warehouse
  6. Item
  7. Set Initial Stock
  8. First operational transaction such as Receipt, Issue, or Move

Operational Example: First-Item-Pending Company

When the required setup already exists and the dashboard says there are no items, do not start with a transaction. Use the dashboard as a setup checklist:

StepWhat to DoWhy
1Create Item Category and Unit of Measure.Items need grouping and counting unit.
2Create at least one Warehouse.Every stock movement needs a storage location.
3Create the first Item.The empty state disappears after active item data exists.
4Record the first operational transaction.The first real movement may be Receipt, Issue, or Move after the starting stock is ready.
5Return to Dashboard.Draft status, activity, and minimum stock blocks can now show operational signals.

Onboarding Redirect and Continue Setup

If onboarding is still required and the user can manage it, the dashboard can redirect directly to Onboarding Wizard instead of staying on the normal dashboard view.

If the required master data already exist but the company still has no first item, the dashboard can show a shortcut to continue setup. This is the first-item-pending state.

Describe this behavior conservatively:

SituationWhat It Means
Redirect to onboardingThe company still lacks required setup and the user has permission to manage the guided setup.
Continue setup shortcutThe company already has warehouse, UOM, and item category, but still has no active item.
No onboarding accessThe user may not have the permissions required to manage onboarding.

Draft Document Status

Dashboard with stock activity

Draft cards show transactions that have been saved but not completed. Drafts do not affect stock. Open the related transaction list, review the draft, then complete or cancel it according to the company process.

Minimum Quantity

Minimum quantity shows items below their configured threshold. The card follows the warehouse minimum stock mode: Union for company-wide minimum stock, or Per Warehouse for warehouse-level minimum stock.

Important: Dashboard error state is different from empty item state. An API or access error does not mean the company has no items.

If the block does not appear, check:

CheckWhy It Matters
Minimum stock settingThe company must choose Union or Per Warehouse in Company Settings.
Role permissionThe user role must include dashboard minimum quantity access in Roles & Permissions.
Item minimum dataItems must have minimum quantity configured.
Stock movementThe item must have stock below the threshold.

Error State

If the dashboard cannot load because of access, network, or server error, KartuStok shows an error state with retry. This is different from the empty item state.

Common Problems

ProblemFix
Dashboard still shows no itemConfirm the item is active and saved in the correct company.
Draft count is highOpen the related transaction list and complete or review draft documents.
Minimum quantity block is missingCheck minimum stock setting and dashboard minimum quantity permission.
Dashboard error appearsUse retry; if it remains, ask the administrator to check access or server status.