What navigation basics covers
A destination is a product area you open from a menu entry. The Accounting Dashboard is the Accounting entry point, and Inventory Overview is the Inventory entry point.
| If you need to… | Go to |
|---|---|
| Open the Accounting destination | Find and open a destination |
| Open the Inventory destination | Find and open a destination |
| Understand the application shell | Understanding the interface |
| Work with the Accounting Dashboard | Accounting Dashboard |
| Work with Inventory Overview | Inventory Overview |
Before you start
Prerequisites
Sign in before opening a destination. Your available menu entries depend on your permissions.
| Before you start | What it affects |
|---|---|
| You are signed in | The product menu is available. |
| Your permissions include Accounting access | Dashboard is available under Accounting. |
| Your permissions include Invoicing access | Invoicing is available. |
Find and open a destination
Use Dashboard for the Accounting entry point or Inventory Overview for the Inventory entry point.
Steps
-
Select the product menu.
-
Select the destination that matches your work:
If you need to… Select Open the Accounting entry point Accounting, then Dashboard Open the Inventory entry point Inventory, then Inventory Overview -
Confirm that the selected destination page appears.
After the Dashboard page appears, continue with Accounting Dashboard. After the Inventory page appears, continue with Inventory Overview.
Result: The selected Accounting or Inventory destination is on screen.
Recognize the destination screen
Use the menu label to recognize the destination you opened. Inventory Dashboard is a separate Inventory menu entry.
| Destination you opened | What to recognize |
|---|---|
| Dashboard | The Accounting entry point. |
| Inventory Overview | The Inventory entry point. |
| Inventory Dashboard | A separate Inventory menu entry. |
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