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User Guide › Configuration

Overview

Home provides a central starting point for accessing the available business work areas. Use this page when you need to move to dashboard, reporting, operational, financial, or support-related areas of the application.

Steps

1. Open the Home page and review the available work-area controls.

2. Select the control that corresponds to the area in which you need to work:

   • **Dashboard
   • Reports
   • My Desk
   • Sales
   • PM
   • Purchasing
   • Warehouse
   • Finance
   • Tasks
   • Activities
   • Data
   • Tickets

Tip:** Use My Desk as the starting point when you need to work from your personal work area.

Note: Select Reports when you need to access reporting, and select the relevant operational area, such as Sales, Purchasing, Warehouse, or Finance, for day-to-day work.

Result

The Home page gives you access to the available business work areas.

Related pages

• Features
• Plans
• Configuration — Learning Path
• Default Layouts
• Configuration — Overview
• Getting Started with Configuration
• Item Categories
• Reactivation Reasons
• Manage Demo Data
• Reports settings
• Serial Combinations
• Serial Combinations
• Shareable Content
• Templates
• Warehouse