User Guide › Principal Desk
Overview
Principal Desk is the central workspace entry point for day-to-day business operations. Use it to access available work areas, including sales, project management, purchasing, warehouse, finance, tasks, activities, data, and tickets. Sales representatives, sales managers, purchasing officers, warehouse managers, project managers, and finance officers can use this desk to move to the relevant operational area.
Steps
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From the application navigation, select My Desk.
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Select the operational area required for your current work:
- Dashboard for dashboard access.
- Reports for report access.
- Sales for sales work.
- PM for project management work.
- Purchasing for purchasing work.
- Warehouse for warehouse work.
- Finance for finance work.
- Tasks for task work.
- Activities for activity work.
- Data for data-related work.
- Tickets for ticket work.
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Select My Desk when you need to return to the Principal Desk.
Tips & cautions
Tip: Select the operational area that corresponds to the business process you are currently completing, such as Sales, Purchasing, or Finance.
Note: Use My Desk as the central navigation point when moving between operational areas.
Result
You have opened the Principal Desk and can select an available operational area.
Related pages
- Principal Desk
- Principal Desk — Overview
- Principal Desk — Learning Path
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