User Guide › Principal Desk
Overview
Principal Desk provides access to the main work areas of the business operations platform. Use it to move between dashboard information, reports, sales, project management, purchasing, warehouse, finance, task, activity, data, and ticket work areas during your daily operations.
Steps
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Select My Desk.
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Select the work area required for your current task:
- Select Dashboard to access dashboard information.
- Select Reports to access reports.
- Select Sales to access sales work.
- Select PM to access project management work.
- Select Purchasing to access purchasing work.
- Select Warehouse to access warehouse work.
- Select Finance to access finance work.
- Select Tasks to access tasks.
- Select Activities to access activities.
- Select Data to access data work.
- Select Tickets to access tickets.
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Select Select when this control is required in the current work area.
Tips & cautions
Tip: Use My Desk as the starting point when you need to move between operational work areas.
Note: Select the work area that matches the business process you are performing, such as Sales, Purchasing, Warehouse, or Finance.
Result
You can use Principal Desk to access the available operational work areas.
Related pages
- Principal Desk — Overview
- Principal Desk
- Principal Desk — Learning Path
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