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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 main navigation areas​

The Dashboard navigation is organized into a few large areas — learn what each one is for so you know where to go:

  • Workspace — home, Reports, account settings, and Billing & Plans
  • Growth — the Marketing Center, shop links, shop catalogs, banners, blogs, FAQs, and custom domains
  • Commerce — products, categories, sales, inventory, and stock
  • Operations — staff, branches, sellers, resellers, F&B, and shipping options
  • Customer retention — coupons, memberships, and reward programs
  • Finance — payment methods, bank accounts, withdrawals, and expenses
  • AI workspace — AI Chat, AI Balance, and the MCP Console
  • Storefront — Catalog and Link configuration

Keep in mind: some menus only appear based on your subscription plan or shop type (for example F&B, Booking, or multivendor). If a menu is not visible, check Billing & Plans and the shop type before treating it as a problem.

4. Review whether core configuration is still missing​

New merchants usually still need to complete:

  • shop profile
  • product categories
  • products
  • payment methods
  • shipping or fulfillment settings

5. Open shop profile and complete business identity​

Update the merchant name, branding, and contact details so internal operations and customer-facing surfaces stay aligned.

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 ready card, KPI cards and the sales chartdashboard.etalasse.comKopi SenjaWORKSPACEHomeReportsSettingsBilling & PlanCOMMERCEProductsSalesInventoryFINANCEPayment MethodsHomeARKemang branchGet your shop ready2 of 6 steps doneSet up a payment methodStartGross 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) press Start to open the next setup step.

The home page after the first login: (1) confirm the active branch, (2) check the KPI cards, then (3) press Start to open the next setup step.

Signs the account is ready for next-step setup​

  • the dashboard home loads normally
  • the merchant identity is correct
  • the team understands the main navigation areas and knows which menus depend on the plan
  • the team knows which pages must be configured next
  • a first sales channel has been chosen