Your dashboard is your business control room. Here is what each part of the menu means.
The main sections
- Overview - your Dashboard, the Business Health score (managers and owners) and this guide.
- Sales - New Sale, the Sales list, Returns & Refunds, Salesman Mode, Offline POS, Customers, Recurring Invoices and the Debt & Credit report.
- Goods & Inventory - Goods & Products, Goods Movement, Record Supply, Branch Transfers, Import Products, Print Labels, Expiry & Batch, Suppliers and Supplier Documents.
- Finance - Business Funds (the money you actually have), Expenses, Extra Income, Pending Salaries and Profit & Loss.
- Reports - Full Report, PDF export, Branch and Customer reports, Demand Forecast, Cash Flow, Inventory Valuation, Accounting Export and the Report Builder.
- Business - Branches, Employees, Equipment, Maintenance, Members, Approvals, the Audit Center and Team Activity.
- Growth - Business Goals, Refer & Earn, the Partner Programme and the Help Center.
- Account - My Businesses, Business Settings, Billing, Export My Data, Backup, Profile, Password and Security & 2FA.
You only see the pages your role and plan allow. See *Understanding your menu*.
Finding things
- On a computer, the menu is the sidebar on the left. Click a heading to open or close it.
- On a phone, tap the menu button at the top to open it. Page actions such as "New sale" move into the round menu button at the bottom corner.
- The Help link at the top opens this Help Center any time.
Not sure where to start? Open Dashboard first - it points you to the next useful action.