Principal Desk

Applications › Principal Desk2

Overview

Principal Desk provides a central workspace for accessing key business areas, including dashboards, reports, sales, projects, purchasing, warehouse operations, finance, tasks, activities, and data. Use it when you need to move between operational areas, review available lists or tickets, or attach a file to the current workspace.

Workflow

1. Open the required work area from the Principal Desk navigation.

   Select Dashboard, Reports, My Desk, Sales, PM, Purchasing, Warehouse, Finance, Tasks, Activities, or Data according to the information or activity you need to work with.

   Tip: Use My Desk when you want to return to your personal work area after reviewing another application area.

2. Decide whether you need to review available records or ticket-related items.

   • Select lists to access available lists.
   • Select Tickets to work with ticket-related items.

   Return to the Principal Desk navigation when you need to move to a different operational area.

3. Decide whether a file must be attached.

   Select Attach to begin adding a file. In the file selection area, either select Select to choose a file or drag the file to Drop a file here.

   Note: Attach the file only after confirming that it is the correct document for the current work item.

4. Confirm or cancel the attachment action.

   Select Ok to confirm the current selection and continue. If you are not ready to attach a file, do not confirm the selection; return to the relevant work area instead.

Examples

A sales representative needs to attach a customer specification document while reviewing daily work.

1. From Principal Desk, select My Desk to access the personal work area.
2. Select Tickets to review ticket-related work.
3. Select Attach when the specification document is ready to be added.
4. Select Select and choose the file Customer-Specification-ACME-2026.pdf, or drag the file to Drop a file here.
5. Select Ok to confirm the attachment.
6. Select Sales when you need to continue with the related sales activity.

Tips

Tip: Keep file names clear and specific, for example RFQ-2026-014-Supplier-Quote.pdf, so that attached documents are easier to recognize.

Warning: Review the selected file before selecting Ok. Confirming the selection completes the current attachment action.

Note: Use the main navigation to switch directly between functional areas rather than leaving the Principal Desk open when you need to work in Sales, PM, Purchasing, Warehouse, or Finance.

Troubleshooting

Related pages

• Principal Desk2 — Overview
• Principal Desk2 — Learning Path