Main Portal
Backend Login — Main Portal Dashboard
The Main Portal is the first page you see after logging into EQuipWeb. It provides a high-level overview of your business with key metrics, quick-access shortcuts, and navigation to all modules.
When to use this: When you want to understand what the dashboard shows after login.
Prerequisites
- User must have appropriate role permissions (see Access & Permissions above)
Main Portal Dashboard
📝 General Description
The Main Portal acts as the central hub for all backend operations. It provides one-click access to the most commonly used modules via the sidebar navigation.
Dashboard Components
Navigation Sidebar
The left sidebar provides access to all EQuip modules:
| Section | Modules |
|---|---|
| Product Setup | Product List, Categories, Departments, Promotions, Bundles, Collections, Attributes, Outlet Pricing, Stock Templates, Virtual Stock, Warehouse Mapping, Barcode Printing |
| Membership Setup | Member List, Groups, Benefits, Referrals, SVC, Campaigns, Auto-Drive, Broadcast, Integration |
| Sales Setup | Payment Modes, Discounts, Surcharges, GST, Vouchers, Hotkeys, Currency, Exchange Rates, Online Sales, Simulate Sales |
| Commission Setup | Commission List |
| User Setup | User List, Roles, Role Privileges, Privileges, Locked Users |
| Delivery | Delivery Orders |
| Master Data | Terminal Status, POS Setup, Outlet Setup, Inventory Location, Outlet Group, Inventory Location Group, POS Order Integration, Supplier Setup, Company Setup, Stock Out Reason |
| Menu Management | Menu Builder, Recipe Instructions, Time Windows |
| QR Online Ordering | Menu Setup, Online Menu, Ordering Setup, Payment Gateway, Layout Setup |
| Data Importer | Product, Membership, Promotion, Material, Alt Barcode, Supplier Product, Low Qty, Virtual Stock, Data Exporter |
| Settings | Feature Setup, Company Setup, Custom Field, App Command, Applications, Banner Display, Webhook, Membership Compulsory, POS Terminal Settings |
Navigating the Portal
How to Access a Module
- Log in to EQuipWeb at your tenant URL (e.g.,
t1.equipweb.biz/yoursite/). - Use the left sidebar to navigate — hover over a module icon to expand it.
- Click on the specific module page from the flyout menu to open it.
- The header bar at the top shows your current page name (e.g., "EQuipWeb | Product Setup").
How to Search
- Use the search bar in the top-right area of any list page to quickly filter records by keyword.
- Type a keyword (e.g., a username) and the list updates instantly to show matching results.
How to Switch Between Modules
- Click any module in the sidebar — the previous page is replaced.
- Use browser back/forward to navigate between recently visited pages.
- The sidebar highlights the currently active module.
💡 Tips
[!TIP] Bookmark your most-used pages in your browser for quick access. The most frequently used pages are typically Product List, Membership List, and Reports.
[!NOTE] The dashboard tiles only show data from synced POS terminals. Check Terminal Status (Section 8.1) if the numbers look unexpected.
Access & Permissions
| Role | View | Create | Edit | Delete |
|---|---|---|---|---|
| Admin | Yes | Yes | Yes | Yes |
| Supervisor | Yes | Yes | Yes | No |
| Cashier | No backend access | — | — | — |
[!NOTE] Exact permissions depend on the Privileges Setup configured for each role. Contact your administrator if you cannot access this page.
Expected Result: Changes are saved successfully and reflected across the system after the next POS sync.
Field Reference
| Field | Required | Description |
|---|---|---|
| Name / Title | Yes | The display name for this record |
| Status / Active | — | Whether this record is active in the system |
| Created Date | Auto | System-generated creation timestamp |
| Modified Date | Auto | System-generated last modification timestamp |
[!NOTE] Additional fields specific to this page are documented in the sections above. The table above shows common fields present across most pages.
Business Rules
- Records that are linked to active transactions or other modules cannot be permanently deleted
- Changes made here will take effect on POS terminals after the next sync
- Deleted records can be restored from the list using the Show Deleted filter
- All changes are logged with the user who made them and the timestamp
FAQ
Q: I forgot my password — how do I reset it? A: Contact your system administrator to reset your password from User Setup > User List.
Q: Why can't I see all menus in the sidebar? A: Your role may not have permissions for all modules. Contact your administrator to check your assigned privileges.
Troubleshooting
| Issue | Possible Cause | Solution |
|---|---|---|
| Cannot save the record | Required fields are empty or invalid | Check all fields marked with * and fill in valid data |
| Record not appearing in POS | POS terminal has not synced yet | Wait for the next sync cycle or manually trigger sync from Terminal Status |
| Cannot delete the record | Record is being used by other modules | Check if the record is linked to active transactions, products, or other settings |
| Changes not taking effect | Browser cache showing old data | Refresh the page (Ctrl+F5) or clear browser cache |
| "Duplicate" error on save | A record with the same name/code already exists | Search the list (including deleted records) for duplicates |
| Page not loading | Session expired or network issue | Log out and log back in. Check your internet connection |
Related Menus
- User Setup > User List — account management
- User Setup > Role Setup — role assignment
- Setting > Feature Setup — system feature toggles
Open Questions / Confirmation Needed
[!NOTE] The following items may vary depending on your system version and configuration:
- Exact permission settings depend on your Privileges Setup configuration
- Sync timing to POS terminals depends on network conditions and sync schedule
- Some features may require additional licensing or module activation
- Field behavior may differ between EQuip versions
If you encounter behavior not described in this manual, contact your system administrator or EQuip support team.
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