Applications › Principal Desk
Overview
Principal Desk provides a central workspace for accessing operational information and application areas. It is intended for users who need a consolidated starting point for sales jobs, PM activities, purchasing work, and related business monitoring.
The area brings together dashboard and reporting access with personal desk functions. It also provides access to Tickets and Attachments, supporting the review of work-related information and associated files.
Sales representatives, project managers, purchasing officers, warehouse managers, finance accountants, and accounts receivable/payments officers can use Principal Desk to move to the relevant operational area and review available visual information.
What you can do here
- Use Login to access the application.
- Use Select to choose an available item or option.
- View visual information through graphs.
- Open Tickets to access ticket-related information.
- Use Attach to associate an attachment with the relevant item.
- Use Ok to confirm the current selection or action.
- Open Dashboard, Reports, My Desk, Sales, PM, or Purchasing to access the corresponding workspace or application area.
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