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Dealer Dashboard

The Dealer Dashboard is the primary interface for authenticated dealers. It is built using Elementor Pro templates and custom WooCommerce account endpoints, providing dealers with a consolidated view of their account, orders, pricing, and sub-accounts.

Dashboard Sections​

Account Overview​

  • Company name and account label (rendered by the dashboard-account-label Elementor widget)
  • User avatar (rendered by the dashboard-avatar widget)
  • Current pricing catalog assignment
  • Quick links to orders, preferences, and address book

Order History​

  • Full paginated order list filtered to the current dealer (and optionally sub-accounts)
  • Custom order status labels (Pending Approval, ACH Pending, Shipped Not Paid, Partially Paid)
  • Sortable by Date Paid
  • Links to PDF invoice download per order

Purchase Statistics​

Rendered above the orders table by WooCommerce\UserStats:

  • Total Orders YTD
  • Total Paid YTD
  • Total Unpaid YTD
  • Orders Pending
  • Orders this Month
  • Gold YTD (oz)
  • Silver YTD (oz)
  • Platinum YTD (oz)
  • Total Items YTD

Pricing & Trade Page​

  • Accessible only to dealers with a pricing catalog assigned
  • Shows live metals pricing with volume tiers from Algolia
  • MetalPricing powers the price ticker in the header

Preferences​

  • Custom WooCommerce account page at /my-account/preferences/
  • Allows dealers to set shipping preferences, default payment methods, notification settings

Sub-Account Management​

Dealers who have sub-account access (via the Subaccounts & Multi-User Accounts plugin) see a section to:

  • Invite and manage team members
  • Set per-sub-account permissions (can place orders, view orders only, etc.)

See Sub-Accounts → for full details.

Access Control​

Dashboard pages use Visibility Logic for Elementor to conditionally show or hide sections based on:

  • Login state (not logged in → redirect to login)
  • User role
  • Pricing catalog assignment

URL Structure​

PageURL
Dashboard home/my-account/
Orders/my-account/orders/
Preferences/my-account/preferences/
Address Book/my-account/addresses/
Sub-Accounts/my-account/subaccounts/

Customising the Dashboard​

Dashboard layout is managed in Elementor:

  1. Go to WP Admin → Elementor → My Templates.
  2. Find the My Account template.
  3. Edit with Elementor to adjust the layout, sections, or widgets.

Custom endpoints (for new My Account tabs) are registered in WooCommerce\RestAPI or via the standard woocommerce_account_menu_items filter.