Master Dashboard Usage Tutorial
The Master Dashboard is where you view and manage your bookings. This guide shows you how to filter what you see, customize the table, and perform common actions.
Where to find it
Open Master Dashboard from the main navigation. The data refreshes automatically every 5 minutes.
Filter by Status
Use the coloured buttons to show only bookings in a certain stage:
| Button | What it shows |
|---|---|
| All | Everything |
| Booked | Bookings waiting to be assigned |
| Assigned | Bookings with truck and driver assigned |
| YTD | Yet to deliver |
| Picked | Pickup done |
| Delivered | Delivery done |
Click a button to filter. Click All to show everything again.
My Filters (Customer & User)
Use My Filters to always see only certain customers or your own bookings. These filters stay when you save them and apply every time you open the dashboard.
Opening My Filters
Click My Filters in the filter bar to show the options.
Filter by Customer
- Click in the Add customer… box.
- Type to search for a customer.
- Select one or more from the list.
- They appear as chips below. Click the × on a chip to remove it.
Filter by User
Choose from the dropdown:
- None — See bookings from everyone
- Current user — See only bookings you created
Saving Your Filters
Click Save to remember your choices. Next time you open the dashboard, these filters will be applied automatically.
What’s Active
When you have filters on, they appear as chips in a row. Customer chips are grey; the user filter is blue. Click × on any chip to remove that filter.
Customize Columns
You can choose which columns to show and change their order.
- Click Columns.
- Tick or untick columns to show or hide them.
- Drag column headers in the table to reorder.
- Click Reset Columns to go back to the default setup.
More columns are available (e.g. Booked Date, Vendor, Price, Truck, CO Number) — enable them from the Columns picker.
Search in the Table
Most column headers have a search box. Type to filter rows by that column. Click Clear Filters to clear all searches.
Main Actions
Assign
- One booked booking: Opens a quick form. Pick truck and driver, then assign.
- Several booked bookings: Takes you to Route Optimization to plan them together.
- If a non-booked booking is selected: You’ll see an error — only Booked bookings can be assigned.
POD
Upload or manage proof of delivery. Select exactly one booking (it must not be in Booked status).
Cancel
Cancel a selected booking. You can choose whether it’s chargeable and add remarks.
Close
Close a booking that’s been delivered.
Expand / Collapse
- Click Expand/Collapse to open or close all rows.
- Click the arrow on a row to show or hide its details.
Refresh
Click Refresh to reload the data. It also refreshes automatically every 5 minutes.
Need more detail?
- Master Dashboard Assign Flow — How assignment works
- Master Dashboard Column Preferences — Column setup in depth