Basics
Signing in, the home page, the side menu, search, notifications and tasks.
Screens in this section
Signing in
Sign in to the system with your account.
Home page
The first screen after you sign in.
Sidebar
Each module has an icon in the sidebar.
Favorites
The star icon at the top of the sidebar opens the screens you use most.
Global Search
One box at the top of every screen that searches contacts, products and documents together, and takes you straight to…
Notifications
Alerts about what happens in the system that concerns you: a new sales order, purchase order, stock transfer,…
User Menu
Your personal settings in one place: the fiscal year you work in, your profile, how the system looks, the language,…
My Tasks
Your own work to-do list: what you need to do today and in the coming days, with a time and duration.