The Dashboard is the first page you will come to after logging into Elastic. It is the central hub you will come back to, to access the different features on the site. To begin you can select the 'Get Started' drop down for a full list of available actions, search for products using the dashboard search, or as you scroll down you can use the many "widgets" that are integrated into the dashboard. These widgets can include: Notifications, Orders, View a Catalog, Custom Catalogs, Print Jobs, Order Status, and Links. These '"widgets" allow at a quick glance the most recent information from the brand, activity on your user account, and shortcuts back into several functions.
The 'Dashboard Search' in the top right of the dashboard is a powerful feature that allows you to quickly search through all your available catalogs for items. This is a great way to find what catalog an item is in, check features, styles, and availability of an item. For more information on Dashboard Search click HERE.
Keep an eye out for notifications from your brand that will appear at the top of the Dashboard. These updates might include things like order deadlines, product releases, and sales meeting info.
All of your saved and submitted Orders can be viewed and opened within the Orders Widget. From the Dashboard, your five most recent orders display within the widget and can be opened in one click HERE.
View Catalogs Widget
With the 'View Catalogs' widget you will be able to view and open all of the catalogs you currently have access to from the dashboard. To learn more about the 'View a Catalog' widget, click HERE.
Custom Catalogs Widget
The Custom Catalog widget is where you will find user-created workbooks that can be exported to a PDF and shared with anyone. Custom catalogs are a great way to create a collection of 'must haves' specific to a certain season, region, or a key account. Many reps use a custom catalog as a foundation to create orders for all of their accounts. Think of it as your own personal, carefully curated, workbook that is relevant to you and your buyers. To learn more about the 'Custom Catalogs' widget, click HERE.
To learn more about Custom Catalogs, click HERE.
Print Jobs Widget
When you create a PDF output for a Custom Catalog, Order, or Whiteboard, a print job is initiated on the server and runs in the background. You can see your queued, running, and completed PDFs in the 'Print Jobs' widget, and can download your PDF in one click by simply clicking on the name in the Dashboard. To learn more about the 'Print Jobs' widget click HERE.
To learn more about how to Print an Order, click HERE.
Order Status Widget
The Order Status widget is a simplified, focused view of the actual status of your most recent orders. To learn more about the 'Order Status' widget click HERE.
This widget is home to links provided by your brand. These may include marketing asset videos, sales collateral, and/or clinic tools.
In the top-right corner of the screen, click on your username and a Settings drop-down will appear. Here you can adjust your 'Preferences', 'Account Settings', and 'Log Out':
To learn more about 'Preferences', click HERE.
To learn more about ' Account Settings' click HERE.