Your desk
On this page
myDesk is the home screen you see after you sign in. It works like a computer desktop: your apps sit on the desk as shortcuts, each app opens in its own window, and a taskbar along the bottom holds your open windows and your tools.
Everything you can open depends on your role. If you do not see an app, ask the store owner to check your permissions.
The desk at a glance#
When no window is open, the desk shows:
- A greeting with the time, and a headline that tells you how many things need you today, or that you are all caught up.
- Up to three items that need attention, such as new orders, low stock or order messages. Click Open next to an item to go straight to it. If there are more, click the more link to see them all in your notifications.
- Your app shortcuts, grouped under headings such as Overview, Commerce, Customers, Billing, Insights and Administration.
- A setup card that shows whether your store is Live or Not live, and your next setup step.
- A Create with AI card with quick starts such as Draft a product from a photo and Edit your design by asking.
- A search bar along the bottom, labelled Search anything....
The setup card#
The setup card tracks the guided setup from Create your store. It shows your progress, the next step, and these buttons:
- Continue setup: reopens the setup checklist.
- Design Studio: opens the storefront editor.
- View store: opens your storefront in a new tab.
Take a tour#
The first time you visit, Kartlo asks New here?. Click Show me for a one-minute tour of the desk, or Not now to skip it. You can start the tour again at any time from the Take a tour button (the question mark) on the desk.
App shortcuts#
New accounts start with a small set of shortcuts: Orders, Products, Online Store, Design Studio, Collections, Purchase Orders, Customers, Settings and Support. Add the rest from the Launchpad. Your desk layout is saved to your account, so it follows you to any computer you sign in on.
- Click a shortcut to open the app.
- Right-click a shortcut and choose Remove from myDesk to take it off the desk. The app itself is not affected.
- Right-click an empty part of the desk for Restore all apps, Add app… and Open Launchpad.
A number on a shortcut shows how many items in that app need your attention.
The Launchpad#
The Launchpad lists every app you have access to, grouped by area. To use it:
- Click the Open Launchpad button at the left end of the taskbar.
- Type in Search apps… to filter the list.
- Click an app to open it, or use the pin button next to it to add it to, or remove it from, your desk.
| Group | Apps |
|---|---|
| Overview | Dashboard, Online Store, Design Studio |
| Commerce | Orders, Products, Inventory, Collections, Discounts, Gift Cards, Abandoned Carts, Purchase Orders, Transfers, Stock Counts, Files, Content, Markets, Shipping |
| Customers | Customers, Segments, Subscribers, Companies |
| Billing | Finance, Expenses, Accounting |
| Insights | Analytics, Live View |
| Administration | Kartlo Apps, Settings, Support |
Windows#
Each app opens in a window on top of the desk. You can have several windows open at once, for example Orders next to Products.
- Use the window buttons to minimize, maximize or restore a window.
- Opening a record from a list reuses the same window, the way a browser tab does. For example, clicking a customer in Customers replaces the list with that customer, and the breadcrumb at the top takes you back. A different app, such as Orders, still gets its own window.
- When you close a window that has unsaved changes, Kartlo asks before discarding them.
The taskbar#
The taskbar runs along the bottom of the screen.
| Part | What it does |
|---|---|
| Open Launchpad | Opens the app drawer. |
| Open windows | One icon per open window. Click to bring it to the front. Right-click for Bring to Front, Minimize or Restore, Maximize or Restore Down, Snap Beside Active and Close Window. |
| Store switcher | Shows the store you are working in. Use it to switch stores or click Manage Stores. |
| Notifications | The bell lists everything that needs attention, grouped by type. |
| Help | Opens Support, with a count of unread replies from Kartlo. |
| Your avatar | Opens your account menu: your profile, light or dark mode, Taskbar size and Sign out. |
Search#
Search finds records, settings and apps from anywhere on the desk. To search:
- Click Search anything... at the bottom of the desk, or press Ctrl+K (Cmd+K on a Mac).
- Type what you are looking for, such as a product name, an order number or a customer.
- Pick a result to open it.
Results are grouped into products, collections, customers and orders, followed by Settings sections and apps. Each Settings result is marked This store or Organization so you know what it applies to.
On a phone#
On a phone the desk shows a simple grid of your app shortcuts under Your apps, with the setup card and plan usage card at the top and a search bar at the bottom. Tap a shortcut to open the app. To reach your account, tap your avatar on the taskbar; Support and other tools are listed in that menu. To change your account settings, tap your name at the top of that menu.