The Desk, in depth

The Desk is the home screen. It has one view. This walk uses one made-up order, on October 28, 2026. Your first name is “Sam”. On October 2 you bought 20 Harbor blenders. The ASIN is B0EXAMPLE1. You paid $8.00 each, and 20 times $8.00 is $160.00. That is what you put to work. Here is where the 20 units stand.

• 12 sold for $25.00 each. That is $300.00. There are no refunds and no promos.
• Sale fees on those sales are $87.00. Referral is $45.00. FBA is $42.00.
• 5 are still at Amazon and have not sold. 5 times $8.00 is $40.00.
• 2 never came from the store. 2 times $8.00 is $16.00. The order is 26 days old.
• 1 was lost. Amazon paid $16.00 and took $8.00 back. The net is $8.00.

12 plus 5 plus 2 plus 1 is 20. Amazon posted that payback after October 2, so it falls inside the last 30 days. You also have a few open claims from an older order. Most of those units cost $8.00 each. One sits on a lot with no cost, and Amazon has no price for it. They are not part of the 20 blenders.

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What the greeting says

The first line uses the hour on your computer and your first name. Before noon it says “Good morning, Sam.” From noon until 6 in the evening it says “Good afternoon, Sam.” From 6 on it says “Good evening, Sam.” With no first name, the comma and the name are left off.

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The date menu

Found for you holds the only date menu. A screen reader calls it Dates. It opens on Last 30 days. The choice is not part of the web address, so leave the Desk and come back, and it is Last 30 days again. Each time the page draws, it counts the days again from today. After midnight, the window moves to the new day. Both ends of a window count. On October 28, Last 30 days is September 29 through October 28. The Desk counts days on your computer’s calendar. Sales reads them on the store’s clock, so near midnight the two can differ by a day. Purchases and Recovery follow the purchase date. The blender counts, because you bought it on October 2. Each lot keeps everything it has earned through today. On the Sales card, an order’s sales, units, referral and FBA fees, promo, and cost count on the day it was ordered. The 12 sales count because those orders were placed inside the window. Refunds, paybacks, inbound, and other charges count on the day Amazon posted them. Storage and removal from a month Amazon has closed are spread over that month’s days. Some figures stay Now. They ignore the menu. Ready to claim, Needs a look, the claim-back line, Reconcile, and the At risk rows on the Capital Recovery card are Now. Scout, Gate Scanner, and Vault wear no date tag. Only Purchases, Sales, and Capital Recovery do. Found for you hides when your plan is paused, or when your plan has no Capital Recovery. Then the date menu is gone too, and the cards stay on Last 30 days. The middle of the wheel says why.

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Found for you

Found for you is money you might still claim, plus money Amazon already paid back. The claims here come from the older order. All 20 blenders are already counted above. The claim-back line is the one sum on the Desk. Ready to claim is $8.00 and Needs a look is $8.00, so the sum is $16.00. The line reads You could claim back up and then “to $16.00 →”. The line hides while either tile says Updating. It also hides when the sum is $0.00 or below. The tiles sit under the line, in this order. Needs a look wears Now. The big figure is “$8.00", and the small line is "for 1 of 2 units". You have 2 units the reports cannot prove. Only 1 has a price, the $8.00 you paid, and the other adds no dollars. The hover says they might be claims, but Amazon’s reports cannot prove it. So they are not added to the At risk total. They stay on the At risk list, each with a reason and a last day. The footer is Check them. It opens File claims on the first Needs a look card. With no such card, it opens the File claims tab. If none of those units has an amount, the big figure is the unit count, and the small line says No amount yet. A tile never prints $0.00 beside a unit count. Ready to claim wears Now. The big figure is “$8.00", and the small line is "1 unit". That is 1 unit you can file today, inside Amazon's time limit, at the $8.00 lot cost. The footer is File claims. A claim past its last day is in neither tile, and it is not in the $16.00 line. If Amazon still takes it for a short time, it shows on File claims as Late. While the claims are worked out again, both tiles say Updating, and the $16.00 line is gone. Paid back by Amazon follows the date menu. It does not wear Now. Here it is “$8.00", because Amazon paid $16.00 and took $8.00 back. $16.00 minus $8.00 is $8.00. The hover says it is what Amazon paid back for units it lost or damaged, less what it took back. Below zero, the hover adds that Amazon took back more than it paid. The footer is Recovery. The tile is left out when its parts do not add up to the cash total. It is also left out when Amazon will not share this store’s numbers. Then the cash figure is a dash. The $8.00 already paid sits inside the $221.00 below. The $8.00 you can still file is not taken out of that cash. The claim-back line adds Needs a look, but the At risk total does not. A lot built from Amazon’s records, with no cost you entered, is left out of put-to-work and out of cash recovered. A cost you typed as $0.00 still counts. With no lot cost above zero, a claim uses Amazon’s typical price, then what Amazon paid per unit. If both are missing, the claim is units and no dollars. A product with no purchase uses Amazon’s latest payment per unit, never the sale price. If this marketplace has no Recovery lane, the header adds US and Canada only. An empty Canada store does not get that line.

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Needs you

Needs you is the short list of alerts that want a decision. It shows up to 3 rows. This order puts one row here: “2 units never arrived from the store”. Units that never arrived rank first, and products short at the dock rank second. Every other row follows, biggest dollars first. A row with no dollars sorts after rows that have dollars. The hover says “Mark them never arrived, or enter how many came.” Those 2 units are the 2 from the blender order. They count after 14 days, and only while they are still missing. The row shows units, not dollars. The $16.00 for them is on the Purchases card. Claim alerts that Found for you stands for are left off this card, and Alerts still lists them. Desk to-dos are left off too, like connecting Amazon or new Scout finds. The top bar and the Scout badge show those. When this card hides rows that Alerts still has, you get See more in Alerts. The link has no count. A row you can hide has a small X. Its hover says Hide for 7 days. With no rows, and nothing left in Alerts, the card says Nothing needs you. Good time to go find the next deal. Then it offers Check Scout when Scout is on, or Open Vault when Scout is off. If this card is empty but Alerts still has rows, it says Nothing else needs you right now. If Alerts fails to load and there are no rows, it says “Could not load Alerts. Open the related tools to review them.” If some rows loaded, it says “Showing what loaded. Could not load Alerts.”

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Came back to you

The middle of the wheel says Came back to you. For Last 30 days it reads “$221.00”. Under that it says “138% of what you put to work”. The lot’s net is sales after refunds, minus sale fees. $300.00 minus $87.00 is $213.00. A promotion is already taken out of the net. This order has no promotion. Cash recovered adds that net, the payback, money Amazon paid for returns that never came back, store refunds, and the net of orders you shipped yourself. It subtracts inbound shipping, placement, storage, and removal. It does not add the cost of units that came back as stock, because stock is not cash. The result can be below zero. It is never forced up to $0.00. This order has none of those extras except the $8.00 payback. $213.00 plus $8.00 is $221.00. What you put to work is the cost of the counted lots, here $160.00. The share is cash divided by that cost, times 100, rounded to a whole percent. 22,100 cents divided by 16,000 cents, times 100, is 138.125. Rounded, that is 138. If the cost is $0.00 or below, the percent line is left off. On a store with no Recovery lane, that line says US and Canada only instead of the percent. If the total fails to load, it says This total did not load. The hover says this counts purchases bought in this time, and how much of their money has come back. Account fees, such as a monthly seller fee, belong to no purchase. On a date range they are left out, and the line never says fees not counted yet. On All time, those fees come off once a pay report has counted them. Until then, the figure is before the fees, and the line says fees not counted yet in place of the percent. If your plan is paused, the middle says Paused. If the read fails and there is no figure, it says Unavailable. If the numbers cannot be measured, it is a dash. The alerts chip counts alerts that stay on the Desk. An early warning with no money is left out. While the count is loading, or the read failed with nothing saved, the chip says Alerts. One alert reads “1 alert”, and more than one reads the count and then “alerts”. The chip can be higher than the rows in Needs you, because that card hides the claim rows. On the wheel, the chip opens the Alerts card. Its tag is Friction, and its line is What is slowing the wheel. It shows a count for Purchases, Recovery, Vault, and Scout, and up to 3 alert titles. The button is “Open Alerts”. It has no date tag. The health chip says Account health until Amazon sends a band. A score of “250” is Good, because 250 is at least 200. From 100 through 199 the chip says “Account health: At risk”. Under 100 it says “Account health: Critical”. A missing score has no band. The chip hides when your plan does not include account health. Under the wheel, the title is SourceDock Flywheel. The steps are Find → Check → Save → Buy → Sell → Get paid → Repeat. In a phone’s browser the wheel is hidden. The installed phone app has its own Desk. You get the same middle as a card, then the stages in the same order. The six stages run clockwise from the top: Scout and Find, Gate Scanner and Check, Vault and Save, Purchases and Buy, Sales and Sell, Recovery and Get paid. Click a stage’s circle to open its card. Its name opens the page. A card’s buttons are named Close, Previous, and Next. The counter shows the card’s place, such as “1 / 7” when all six stages and the Alerts card are in the list. The button reads Open plus the card title. On the Capital Recovery card, it reads “Open Capital Recovery”.

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Scout

Scout ignores the date menu. Say you watch 2 storefronts, the next scan is 3 hours out, and there is 1 new find. Storefronts reads “2”. Next scan reads “3h”. Due now reads Now, and no time on the calendar reads Queued. Under a minute reads “1m”. New finds reads “1”. The green badge on the wheel is that new-find count. The card lists up to 3 finds that have a price. Next scan shows only when you watch at least one storefront. If Scout is off, its circle is not on the wheel.

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Gate Scanner

The tile says Scanned, last 90 days. Those 90 days are the scanner’s own window. A row is one of the 3 newest checks, at its worst verdict. The words are Approved, Needs approval, Blocked, and Errors. Say the blender’s check reads Approved. The row opens the scanner, not that one product. The wheel circle has no alert badge.

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Vault

In the Vault is how many products you saved. Say that is “2”, the blender and a toy truck. Rules met today shows only when you have a rule. It counts products whose Vault alert fired today. With no rule, that tile is absent. The rows are then your top products by profit on the Vault’s price basis, up to 3. A product with no profit on that basis is left out. Scout and Vault are the only stage cards with an Alerts tile.

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Purchases

The title is Purchases, and the line under it is Every order, start to Amazon. The date tag is Last 30 days. The counts are purchases bought on those days, both ends included. This order is Partially Received. That tile prints units that came in, over units ordered. 18 of 20 came in, so it reads “18/20”. A Received order that still has units not in counts on this same tile. Ordered, Received, and Sent to FBA print how many orders sit there. This is the only order in the window, and it sits on the partial tile, so those three read “0”. The not-received tile reads “2 units not received” and “$16.00". A missing unit counts here only after 14 days, at the buy cost, and never below $0.00. October 2 is 26 days before October 28, so the wait is met. A younger order adds nothing to this tile. The tile opens the Never arrived list for these same days. Under the tiles, the product name is a row, and the right side says “2 units”. The row is an order that is still ordered, shipped, or partly received, with units not in yet. You see the newest 3. A young order can show on the row before day 14, while the dollar tile waits. That is why the row and the dollars can disagree. Money with you reads “$16.00". It is what you paid for units still on order or in your warehouse, not sent to Amazon yet. The 2 missing units are still on order, so their $16.00 sits here. The $40.00 still at Amazon is not in it. Boxes already on the way to Amazon are taken out. The tile waits until the stock read has placed the units. Reconcile wears Now. Its number is the Fix count on Alerts: counts that do not match Amazon, and costs still to add. This blender does not by itself set that count. The tile opens Alerts on that filter.

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Sales

Sales units follow the order date. The date tag says Last 30 days. The line under the title is empty on a range, because the tag already names the days. The wheel badge says “12” when the count is above zero. Its hover says “12 units sold” and “Shows orders sold in this time.” Units sold is “12”. After fees is “$221.00”. The payout starts at the $300.00 of sales. It adds promos. It adds refunds, but not the value of the returned goods. It adds Amazon's fee lines, and costs are stored as negative numbers, so the $87.00 is minus $87.00. It also adds an inbound lump, ads taken from the payout, and balance moves. It does not subtract the $160.00 you paid the store, or expenses you recorded. It does take every fee posted on these days, the monthly seller fee and storage included. This example has none posted on these days. The $300.00 and its $87.00 of sale fees count on the order day. Paybacks, refunds, inbound, and other charges count on the day Amazon posted them, and storage from a closed month is spread over that month. Amazon paid $16.00 and took $8.00 back on these days, so that counts too. $300.00 minus $87.00 plus $8.00 is $221.00. Here After fees and Came back to you are both $221.00. They will not always match. Sales counts orders placed and money Amazon posted on these days. Came back to you counts purchases bought on these days. This month bars show only on All time. A range hides them. Each bar is one day of this month so far, today too. A forecast day is left out. The best day is the full height. Another day is its sales divided by the best day, times 100, rounded, and at least 4. If the best day is $0.00, the bars are hidden. The card also lists up to 2 products with sales, such as “12 sold” for a product that sold 12. On All time, the line under the title says “Since” and the first day of orders SourceDock holds. Amazon keeps 2 years of orders, so that is as far back as All time goes, and the hover says so. One sales read covers at most 366 days. A longer stretch is read in year-sized pieces, and their dollars and units are added. Percents are not added.

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Capital Recovery

The card title is Capital Recovery. Its tag is Get paid, and its line is What Amazon actually paid you. The date tag is Last 30 days. The cash tile reads “Cash recovered · 138% back” and “$221.00". On a date range this is the same lots' cash as the middle of the wheel. Account fees are left off, so nothing comes off the $221.00. The share uses the same rounding. If the share is missing, the label is just Cash recovered. Profit on what sold reads “$117.00". Start from the $160.00 you put to work. Subtract the $221.00 cash, $0.00 still processing, the $40.00 at Amazon, the $16.00 still with you, and $0.00 of self-shipped stock. $221.00 plus $40.00 plus $16.00 is $277.00, and $160.00 minus $277.00 is minus $117.00. Profit is that leftover turned around, then minus any ad cost the payout did not already take. This order's extra ad cost is $0.00, so turning minus $117.00 around leaves $117.00. The units tell the same story. The 12 sold cost $96.00, and the lost one cost $8.00. That is $104.00 of cost that left. $221.00 minus $104.00 is $117.00. The $40.00 and the $16.00 are still stock, not a loss. With no expenses in these days, the name is Profit on what sold, or Loss on what sold below zero. Expenses you recorded are subtracted. Then the name becomes Net profit, or Net loss below zero, and a second tile shows Expenses recorded by you as a negative amount. The profit tile waits until stock is placed and some product has a cost. The quiet tile reads “0 products haven’t sold in 30 days” and “$0.00”. Say every product you hold sold in the last 30 days. This tile does not follow the date menu. It looks at all your products. A product counts only with unsold units, an open lot, and no sale in those 30 days. If its sales pace is unknown, it is left out. The dollars are the cost of the unsold units that do count, rounded to the cent. Under the tiles, the At risk rows are Now, and they count products. The first reads “Ready to claim · 1 product” and “$8.00". The second reads "Needs a look · 1 product" and "$8.00”. Found for you said “1 unit” and “for 1 of 2 units” for the same dollars. This card counts products, and one product can hold many units. A part with no product has no row.

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The health strip

Needs you stays in this spot until you turn the strip on. It starts off. Go to Account, then Features, then Desk. The tile is Health strip on desk, and it works only on a plan with Account health. Off, the tile’s hover says it puts Account Health on the Desk in place of the Needs you card. On, it says turning it off brings Needs you back. If the health read fails, Needs you comes back anyway. Say Amazon’s score is 250. The strip shows “250” and Good. The bar is the score divided by 1,000, times 100, kept between 0 and 100. 250 divided by 1,000 is 0.25, and times 100 is 25. The bar fills 25 percent of its width. IP complaints is “0”, and Suspected IP violations is “0”. A count above zero on those two uses the bad color. Other policy issues adds up the other policy counts. Above zero, it uses the warning color. Zero stays the plain color, and a missing count prints a dash. The defect rate uses the worst rate that has a rate, has orders, and is not marked none. A rate of 0.005 prints “0.50%”, which is the rate times 100, kept to 2 decimals. When the store is FBA only, the label is Order defect rate. Otherwise it is ODR, FBA or ODR, seller-fulfilled. With no orders or no rate, the strip leaves the defect rate off. Checked and the time of the last check sit by the score. With no check yet, the strip says SourceDock hasn’t checked this account yet. It checks about every 3 hours. With no score, it says Amazon didn’t send a rating. Each market shows its short code, and the end of the strip says Details. The middle of the wheel can still say “Account health: Good” while this strip is off.

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The bar across the top

The left side reads SOURCEDOCK on a wider screen. A phone shows only the logo. The Desk has one view, so it has no Default and Advanced switch. That switch shows on Capital Recovery, on the right side of the bar. On a phone it reads Default and Adv. Its hover says Default shows the main numbers. Advanced shows everything SourceDock tracks. A connected store shows Amazon with a green dot. The hover is Amazon connected. While a first sync or a rebuild runs, a chip says SYNCING. A routine check beside finished numbers says UPDATING. With nothing running, that chip is gone. On a phone the Amazon dot is hidden, and below tablet width the SYNCING / UPDATING chip is hidden. Recovered on this bar is all-time cash, after account fees. Say the lots’ all-time cash is $900.00, and a pay report has counted $39.00 of account fees. $900.00 minus $39.00 is $861.00, so the pill reads "$861.00”. The middle of the wheel on Last 30 days stays “$221.00”. That window leaves the account fees out, and it only counts purchases bought in those days. Until a pay report counts the fees, this pill is the figure before them. The hover says Amazon’s account fees are not counted yet, so this is before them. A refused store, or a figure that cannot be measured, shows a dash. While the figure is held back, a gray bar sits in its place. The eye is privacy mode. On, the hover says Privacy mode on: identifiers are blurred. A clock shows on a large screen. Every dollar on the Desk is whole cents. The screen prints a dollar sign, the dollars, a dot, and two digits. It does not round to the nearest dollar, so $221.00 is 22,100 cents. Big amounts get commas, like "$1,234.56”. A Canada store shows “CA$". Vault rows show a plus sign on a profit, like "+$12.00”. A negative amount puts the minus before the dollar sign, and an empty amount prints a dash.

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The floating bar

The bar starts on the bottom. You can drag it to the top, the right, or the left. You can drag a pill to a new spot. A pill uses the short name: Desk, Alerts, Vault, Scanner, Scout, Purchases, Recovery, and Sales. The search list uses the long name, so Desk is Command desk, Scanner is Gate Scanner, and Recovery is Capital Recovery. Point at a pill on any edge, and the hover shows the long name and its key, like “Command desk D”. Health and Expenses start off the bar. In Account, then Features, the Navigation bar card moves a page you turn off to your profile menu, one click away. The Alerts pill counts the full alert list. The middle of the wheel leaves out alerts that do not stay on the Desk, so the two numbers can differ. Above 99, the pill says “99+”. The Scout pill uses the new-find count the same way.

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Jump or search

The field reads Jump or search…. On a Mac the hint is ⌘K. Elsewhere it is Ctrl K. That key opens the field even while you are typing in a box. The list shows every page you can open, even ones in your profile menu. They sit under Today, Source, Operate, and Account. Two letters or more also run a search. With one letter that matches no page, it says Nothing matches that. The list also has “Switch to light theme” or “Switch to dark theme”, and Log out.

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The picture menu

The picture is your initials or your photo. “Sam North” shows as “SN”. A screen reader calls it “Account menu for Sam North”. Under the name is the plan line, in the billing page’s own words, and an Amazon line. A connected store reads AMZ ✓. Pages you took off the bar sit at the top, each with its key. Then come Account with U, Billing & pricing with B, and Connections with W. Then Theme, with dark and light. Then Docs, Discord community, and Log out. A build line shows when the version check returns one.

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Keyboard shortcuts

Ctrl K, or ⌘K on a Mac, opens Jump or search from any page, even from a text box. Each page has its own letter. Press it on any page to open that page. It doesn’t fire while you type, while a window or menu is open, or with Ctrl, Alt, or Cmd held. A key works for a page on your bar or in your profile menu, so moving Scout off the bar keeps F. Sales, Account health, and Expenses keys work only on plans that include those pages.