Finding your way around
The app's main layout is a sidebar on the left and your current screen on the right. Once you know the layout, every module behaves the same way.
The sidebar
The sidebar lists the modules you have access to. Modules with sub-pages expand to show them when you click the parent.
- Dashboard opens the snapshot view described in Your dashboard.
- Sales contains Add Enquiry, View, and Orders.
- Procurement contains Add to Cart, RFQ Cart, Enquiries, and Purchase Orders.
- Inventory contains Stock, In Stock, and Delivery Receipt.
- Human Resources contains Attendance, Expenses, and HR Settings.
- Data Entry contains Products, Customers, Suppliers, and Warehouses.
- Settings opens the firm and user configuration.
If a module is missing from your sidebar, you have not been given permission for it.
The desktop title bar
In the desktop app, a thin title bar sits at the top of the window. It carries the window controls and a small menu with theme and sign-out. The web version of the app does not show this title bar.
Working inside a page
Most pages share the same building blocks.
- A header at the top of the screen shows the page title.
- A search box, where the screen has one, narrows the list to records that match what you type. The columns each search box looks at are decided by the screen.
- An Add button — labelled with the record type, for example Add Customer or Add Godown — opens a form for creating a new record.
- Right-clicking a row in a list opens a context menu with actions for that row. Some screens also expose an inline actions menu on the row.
- Many actions open a modal — a small panel that floats over the page — instead of a new screen, so you do not lose your place.
Common questions
How do I go back?
Use your browser's back button, or close the modal you opened with its close button. The previous screen stays behind the modal.
Can I open more than one record at once?
You can open one detail screen and one modal on top of it. Trying to open a deeper layer usually closes the existing modal first.
How do I tell which screen I am on?
The active item in the sidebar is highlighted, and the page title at the top of the content area names the screen.