Recent Activity & Quick Actions
The dashboard provides quick access to recent activity and common tasks.
Recent Activity Section
The Recent Activity section shows your latest actions across Pricelist Heaven.
What's Displayed
Up to 10 most recent:
- Pricelist Uploads: Files you've imported
- Sync Jobs: Products synced to Odoo
- Supplier Changes: Created or updated suppliers
- Settings Changes: Configuration updates
Activity Details
Each activity entry shows:
- Action Type: Icon indicating the type of activity
- Description: What happened (e.g., "Uploaded pricelist from Supplier ABC")
- Status: Success, In Progress, or Failed
- Timestamp: When the action occurred (e.g., "2 hours ago")
- User: Who performed the action (for multi-user accounts)
Activity Types
📄 Pricelist Upload
Shows when you upload a new CSV or Excel file.
Details:
- Supplier name
- File name
- Number of items imported
- Status (Draft, Pending Review, Approved)
Quick Actions:
- Click to view the pricelist
- Click "Sync" to export to Odoo (if approved)
🔄 Sync Job
Tracks products being synced to Odoo.
Details:
- Pricelist name
- Number of products synced
- Status (Running, Completed, Failed)
- Duration
Quick Actions:
- View sync progress
- View sync errors (if any)
- Retry failed items
🏪 Supplier Update
Records changes to supplier profiles.
Details:
- Supplier name
- What changed (created, updated, deleted)
- Who made the change
Quick Actions:
- View supplier details
- Create new pricelist for this supplier
⚙️ Settings Change
Logs configuration updates.
Details:
- What setting was changed
- Old and new values (if applicable)
- Who made the change
Quick Actions
Quick Actions provide one-click access to common tasks.
Available Quick Actions
📤 Upload Pricelist
Opens the pricelist upload wizard.
When to use: When you have a new supplier file to import
Shortcut: Drag and drop a file anywhere on the dashboard
🏪 Create Supplier
Opens the new supplier form.
When to use: Before uploading files from a new supplier
🔄 Sync to Odoo
Opens the Odoo sync page.
When to use: After approving a pricelist and ready to send to Odoo
📥 Import from Odoo
Opens the Odoo import wizard.
When to use: To fetch existing products from Odoo
🔍 View Products
Opens the products list page.
When to use: To browse or search your product catalog
⚙️ Odoo Settings
Opens Odoo configuration.
When to use: To update connection settings or sync references
Customizing Quick Actions
Pro and Enterprise plans can customize which quick actions appear:
- Go to Settings → Dashboard Preferences
- Select up to 6 quick actions to display
- Drag to reorder
- Save changes
Filtering Recent Activity
You can filter the recent activity list:
By Type
- All Activities
- Pricelists Only
- Sync Jobs Only
- Supplier Changes Only
By Date
- Today
- This Week
- This Month
- Custom Range
By User
(For multi-user accounts)
- All Users
- Select specific user
By Status
- All
- Success Only
- In Progress Only
- Failed Only
Activity Notifications
Enable notifications to stay informed:
Email Notifications
Receive emails for:
- Sync job completions
- Sync failures
- Pricelist approvals required
Configure: Settings → Notifications
In-App Notifications
See a notification badge on the bell icon for:
- Completed sync jobs
- Errors requiring attention
- Important system messages
Understanding Activity Status
🟢 Success
Action completed without errors.
Example: "Uploaded pricelist with 150 products"
🔵 In Progress
Action is currently running.
Example: "Syncing 150 products to Odoo (45% complete)"
🔴 Failed
Action encountered an error.
Example: "Sync failed: Odoo connection timeout"
What to do: Click the activity for error details and retry options.
⏸️ Pending
Action is waiting (e.g., awaiting approval).
Example: "Pricelist pending approval"
Exporting Activity Logs
Pro and Enterprise plans can export activity logs:
- Go to Dashboard → Recent Activity
- Select date range and filters
- Click "Export to CSV"
- Download the report
Use cases:
- Compliance reporting
- Performance analysis
- Audit trails
Next Steps
- View Audit Logs for comprehensive history
- Create Your First Supplier
- Upload Your First Pricelist