007 — Account Management Portal: Navigation¶

The Layout¶

The Account Management Portal uses a permanent sidebar on the left. It can be collapsed to icons using the arrow at its top, giving you more room for wide tables.

flowchart LR
    S["Sidebar"] --> D["Dashboard"]
    S --> OM["Orders management"]
    S --> PM["Products management"]
    S --> CM["Customers management"]
    S --> M["Messages"]
    S --> C["Configuration"]

    OM --> O1["Shared Request"]
    OM --> O2["RFQ Quotations"]
    OM --> O3["Quotations"]
    OM --> O4["Orders"]
    OM --> O5["Archived Orders"]

    PM --> P1["Product Categories"]
    PM --> P2["Products"]
    PM --> P3["Brands"]
    PM --> P4["Pricelists"]

    CM --> C1["Customer Segments"]
    CM --> C2["Customers"]

Sidebar

At the bottom of the sidebar is your name. The ⋮ button beside it offers Light mode / Dark mode and Sign Out.

Menu	Business purpose	Covered in
Dashboard	Your work queue and who is online	Below
Orders management	Everything to do with customer demand	008, 009
├ Shared Request	Draft baskets customers have flagged for your attention	008
├ RFQ Quotations	Requests waiting for you to price	008
├ Quotations	Quotations you have sent, and POs received	008
├ Orders	Confirmed business being fulfilled	008
└ Archived Orders	Cancelled business	008
Products management	The catalogue customers browse	010
├ Product Categories	The browsing structure	010
├ Products	The products themselves	010
├ Brands	Manufacturers	010
└ Pricelists	Prices and price rules	012
Customers management	Customer companies	011
├ Customer Segments	Customer segments and their default pricing	011
└ Customers	The customer companies themselves	011
Messages	Live conversations with customers	013
Configuration	Reserved for future settings	—

Note on Configuration. This menu item is present but has no content yet. There is nothing to do there.

Dashboard¶

Screen name: Dashboard Business purpose: Show you what needs your attention today and who is currently online. Who uses it: All Account Management Portal users. Navigation path: Sidebar → Dashboard. This is also where you land after signing in.

Dashboard

Main information displayed¶

Area	What it shows
Action Items	Orders needing action from you — new requests, revised requests, and quotations the customer has accepted with a Purchase Order. The count is shown beside the title
Online Users	Customer users currently signed in, updating live. When nobody is signed in it reads No one online

Available actions¶

Action	Result
Click an Action Item	Opens that order. Accepted quotations open in the Quotations area; new and revised requests open in the RFQ area
Adjust rows shown	Change how many Action Items are listed at once

Business rules¶

Action Items is a to-do list, not a report. It deliberately excludes orders waiting on the customer — those are not your action.
Everything shown is limited to your own assigned customers.
The Online Users panel is genuinely live. It is useful before starting a chat: if the person is online, expect a quick reply.

What Every Sales Order Screen Has in Common¶

All five order queues use the same screen. Once you know it, you know all of them.

Feature	Purpose
Search	Find by order reference, label or customer
Filters	Narrow by Created Date and Requested Delivery Date ranges
Column chooser	Show or hide columns to suit your work
Sorting	Click a column heading
Paging	Move through long lists
Customer filter	Focus on one customer company
User filter	Focus on one person at a customer company

The column chooser is worth setting up once: hide what you never use, and reveal Quotation Viewed Date and Quotation Downloaded Date when you want to see how customers are engaging with your quotations.

Tips¶

Start every day on the Dashboard. It answers "what is mine to do?" in one screen.
Collapse the sidebar when working with wide order tables.
You only ever see your own customers. If a customer's record is missing, they are almost certainly assigned to a different Account Manager.