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Module 01: Quick Start Dashboard

The Quick Start Dashboard is the primary landing page of ebosAi MicroERP (/). Designed to streamline tenant onboarding, provide immediate visibility into system readiness, and offer fast-action shortcuts across all operational modules, it serves as the command center for all system users.

🎯 Overview & Key Features

1. Role-Aware Header & User Context

  • Displays the active company name (e.g., Your Company Name) and the logged-in user's assigned role (Admin, Manager, Accountant, Salesman, Storekeeper, POS User, HR Manager).
  • Displays system status badge (Testing Sandbox Mode or Production Live Mode).

2. Documentation & Support Hub

  • Quick-access documentation links in the upper right header section:
  • User Manual: Direct access to user workflows and module guides (https://docs.ebosai.com/MicroERP).
  • Admin Manual: Direct access to administrative setup and governance guides (https://docs.ebosai.com/MicroERP/admin).

3. Master Onboarding Banner

  • Displays the zero-consulting setup banner ("Zero Consulting Cost - Get Started in Minutes").
  • Highlights the essential onboarding steps required before launching production operations.

4. Categorized Action Cards

The dashboard organizes key system features into three distinct operational sections:

A. Onboarding Implementation

Action Card Target Route Allowed Roles Description
Company Profile /admin/company admin Set up company legal details, TRN, trade license, logo, and bank accounts
Practice with Test Data /import-data admin Generate sample sandbox transactions for team training and workflow verification
System Settings /manager admin, manager Configure auto-sequence numbering, GL mappings, and system milestones
Localization /admin/localization admin Set up UAE VAT (5%), Corporate Tax rules, language, and date/currency formats
Invite Team /admin/user-management admin Invite team members, assign security roles, and configure custom sidebar menus

B. Get Started (Master Data & Go-Live)

Action Card Target Route Allowed Roles Description
Go Live /import-data admin Wipe practice test data and prepare system for official production launch
Employees Master /masters/employees admin, manager, hr_manager Central employee directory, contact information, and role assignments
Customers Master /masters/customers admin, manager, salesman Global customer database with TRN, credit limits, and payment terms
Vendors Master /masters/vendors admin, manager, accountant Supplier catalog with tax codes, payment terms, and default accounts
Products Master /inventory/products admin, storekeeper, manager Product item master, cost prices, selling prices, and category rules
Chart of Accounts /accounting/accounts admin, manager, accountant Financial General Ledger hierarchy (Assets, Liabilities, Equity, Income, Expense)
Warehouses /inventory/warehouses admin, storekeeper, manager Storage locations and warehouse stock allocation settings
Currencies /accounting/currencies admin, manager, accountant Multi-currency exchange rate tables and functional base currency setup

C. Operations Management

Action Card Target Route Allowed Roles Description
My Dashboard Dynamic per role All Roles Direct shortcut to role-specific operational dashboard (Sales, Inventory, HR, Accounts)

🔒 Access Control & Gating Behavior

  1. Role Gating: Action cards inspect the current user's security role. If the user's role is not included in the card's permitted list, a lock icon (Lock) is displayed. Clicking a role-gated card triggers a notification ("Role permission required").
  2. Plan Subscription Gating: Action cards linked to premium modules verify active subscription entitlements. If a module is locked under the current plan, clicking the card launches the Subscription Upgrade Modal.
graph TD
    A[1. Company Profile] --> B[2. Localization & UAE VAT]
    B --> C[3. Chart of Accounts]
    C --> D[4. Master Data: Products/Customers/Vendors]
    D --> E[5. Invite Team Members & Assign Roles]
    E --> F[6. Practice with Test Data]
    F --> G[7. Clean Data & Go Live]
  1. Step 1: Complete Company Profile (Upload company logo, enter TRN, add bank account IBANs).
  2. Step 2: Configure Localization (Confirm 5% UAE VAT and date formats).
  3. Step 3: Review Chart of Accounts to ensure GL accounts match your business structure.
  4. Step 4: Import or manually create Customers, Vendors, and Products.
  5. Step 5: Invite Team Members and assign roles (salesman, accountant, storekeeper, etc.).
  6. Step 6: Run Practice with Test Data to test end-to-end Sales Orders, Invoices, and Purchase Orders.
  7. Step 7: Perform Reset Test Data on the Import Data page, confirm your Go-Live Date, and launch production!