Dashboard tour
Once you sign in, you land on the dashboard. Every screen described here lives in the left-hand sidebar.
Dashboard
Path: /dashboard
Your home screen. It summarises how your business is doing over a selected time period (7 days, 30 days, 90 days, or 12 months):
- Stat cards — revenue, order count, average order value, new customers. Each shows a sparkline and a percentage change vs. the previous period.
- Revenue over time — a line chart, daily for short periods and monthly for the 12-month view. Cancelled orders are excluded.
- Fulfilment panel — breakdown of orders by status so you can see what's pending.
- Category breakdown — revenue split by product category.
- Recent orders — the last 8 orders with customer, status, and total.
- Inventory health — products that are out of stock or running low.
- Top products / top customers — who and what is driving revenue.
Change the period from the selector at the top-right.
Inventory
Path: /dashboard/inventory
Manage everything you sell. Each row is a product with SKU, category, price, stock, and an active/inactive toggle.
From this screen you can:
- Add product — opens a form for name, SKU, category, unit, price, stock, image, and description.
- Import CSV — bulk-upload an existing catalog. See Products CSV format for the column spec.
- Export CSV — download your entire catalog.
- Search / filter — by name, SKU, category, or status.
- Bulk actions — select multiple products to change their status or delete.
Clicking a product name opens the detail page where you can edit any field or upload a new image.
Orders
Path: /dashboard/orders
The order list with filters for status, date range, minimum/maximum total, and customer. Each row links to the order detail.
From the detail page you can:
- Advance the order through the status workflow (SUBMITTED → CONFIRMED → SHIPPED → DELIVERED)
- Download the invoice PDF
- See line items, quantities, unit prices, and totals
- Add internal notes
Top-right buttons:
- New order — place an internal order (useful for walk-ins and testing)
- Export CSV — download orders in the current filter for accounting or reporting
Documents
Path: /dashboard/documents
A per-customer file vault. Store contracts, compliance docs, packing lists, or any
other PDFs you need to keep attached to customer records. Categories: INVOICE,
PACKING_LIST, COMPLIANCE, CONTRACT, OTHER.
Customers
Path: /dashboard/customers
Every B2B buyer who has registered at your storefront (or been imported via CSV). Each row shows status (ACTIVE / BLOCKED), order count, total spent, and last-order date.
Clicking a customer opens the detail page with:
- Price overrides — set custom per-product pricing for this customer
- Contacts — add multiple sub-users (ADMIN / BUYER / VIEWER) under one customer account, so a whole buying team can share one login relationship
- Credit limit and notes fields
- Status toggle — block a customer from placing new orders
- Order history
Heads up: customers are created at your storefront (when they self-register) or by CSV import. There is no "Add customer" button in the dashboard — this is intentional, so customers always have credentials they chose themselves.
Team
Path: /dashboard/team
Invite other people at your company to share the dashboard. Visible to OWNER and ADMIN roles.
See Team & roles for the full permission matrix and the invite flow.
Billing
Path: /dashboard/billing
Your subscription status, current plan, and upgrade options. Key actions:
- Choose / change plan — redirects to the secure hosted checkout
- Manage subscription — opens the billing portal (update payment method, view invoices, cancel)
- Usage — team members, customers, products vs. plan limits
During your 14-day trial, you can run Distribu fully. Once the trial ends, you'll need to pick a plan to keep placing orders.
Settings
Path: /dashboard/settings
Company-level configuration:
- General — company name, slug (your storefront URL), branding
- API keys — create scoped keys for programmatic access. See REST API authentication.
- Webhooks — add endpoints that receive real-time events. See Webhooks overview.
- Audit log — a per-action record of who did what and when, useful for compliance and debugging.
Search (Cmd+K)
From anywhere in the dashboard, press ⌘K (or Ctrl+K on Windows) to open the
command palette. It searches products, orders, and customers across your whole
company in one go — type a few letters and hit enter to jump to the result.
Next up: Team & roles covers inviting collaborators and the permission levels.
