More in Getting started
Where to find it
MenuGetting started
- 1Menu rail. Mirrors the menu bar: Home, Masters, Entries, Reports, Customer, Arrival, Crates, Hotel, Stock, E-Comm and Help.
- 2Company, mandi and financial year you are working in, and a greeting.
- 3Search. Press / and type any feature name to open it.
- 4Plan. Shows your enquiry plan and how much is used. Recharge extends it.
- 5Clock, user and login time. The refresh button reloads the figures.
- 6The four steps. Arrival, Sale, Seller Bill and Receipts: today's figures, and a button for each task.
- 7Module cards. Banking, Crates, Stock, Outstanding, Collection and Mobile App, each with shortcuts.
- 8Top items today and the last five days' sale at a glance.
- 9Day Summary (cash, sale, collection, ugrahi, crates) and Enquiries from buyers who looked at your rates in the app.
- 10Quick Actions. One click to Accounts, Items, Sale Summary, Collection Report, Ledger, Cash Book, Quick Payment and more.
Good to knowThe Dashboard opens after login only for users who have Show Dashboard ticked in Masters › User.
TipClick any card button, such as New Sale, to open that screen straight away.