Navigation and Workspaces

Your dry fruit business system is organised into workspaces. Each workspace is a dedicated area built for a specific team and function. When you log in, you see the workspace that matches your role. This page walks you through every workspace and explains what you will find in each one.

Bizaxl home screen showing available workspaces for a dry fruit business

How Workspaces Work

A workspace is your team’s starting point for the day. Each workspace has:

Number cards at the top: at-a-glance counts that tell you what needs attention right now (orders to receive, invoices to raise, etc.)
Charts: visual trends showing performance over time
Quick Access shortcuts: one-click buttons to the most commonly used features
Organised link sections: grouped lists of every record type, report, and setting in that area

You can customise your personal workspace layout by dragging and dropping elements to suit how you work.

Stock Workspace

Who uses it: Warehouse Manager, Store Keeper, Procurement Officer The Stock workspace is where your team manages everything related to inventory: items in the catalogue, physical movements of stock, and warehouse configuration.

Number Cards at the top of the Stock workspace:

Number Card	What It Shows	Why It Matters
Total Stock Value	The total value of all stock across all warehouses at current rates	Tells you how much capital is tied up in inventory
Total Warehouses	Number of active warehouses in your system	Quick check that all locations are configured
Total Active Items	Number of active products and materials in your catalogue	Reflects the breadth of your product range

Quick Access shortcuts in Stock:

Item
Material Request
Stock Entry
Purchase Receipt
Delivery Note
Stock Ledger
Stock Balance

What you can do from the Stock workspace:

Section	What is here
Items Catalogue	Items, Item Groups, Product Bundles, Brands, Item Attributes
Stock Transactions	Material Requests, Stock Entries, Delivery Notes, Purchase Receipts, Pick Lists
Settings	Warehouses, Units of Measure, Item Variants Settings
Serial No and Batch	Batches, Serial Numbers, Batch Expiry Status
Tools	Stock Reconciliation, Landed Cost Voucher, Quality Inspection
Stock Reports	Stock Ledger, Stock Balance, Stock Ageing, Batch-Wise Balance
Key Reports	Stock Analytics, Item Shortage Report, Sales and Purchase Order Analysis

Buying Workspace

Who uses it: Procurement Officer, Purchase Manager, Accounts Payable The Buying workspace covers everything from raising a Material Request through to paying a supplier.

Dashboard Chart:

Purchase Order Trends: bar chart showing the value of purchase orders placed each month; helps you spot seasonal buying patterns and budget for upcoming procurement

Quick Access shortcuts in Buying:

Item
Material Request
Purchase Order
Purchase Analytics
Purchase Order Analysis

What you can do from the Buying workspace:

Section	What is here
Buying	Material Requests, Purchase Orders, Purchase Invoices, Requests for Quotation, Supplier Quotations
Items and Pricing	Items, Item Prices, Price Lists, Pricing Rules
Supplier	Suppliers, Supplier Groups, Contacts, Addresses
Supplier Scorecard	Scorecard, Variables, Criteria, Standing levels
Key Reports	Purchase Analytics, Purchase Order Analysis, Procurement Tracker, Items to Order and Receive
Other Reports	Item-wise Purchase History, Supplier Quotation Comparison, Purchase Trends

Selling Workspace

Who uses it: Sales Executive, Sales Manager, Dispatch Team The Selling workspace is where your sales team manages customers, orders, and deliveries.

Dashboard Chart:

Sales Order Trends: bar chart showing the value of sales orders confirmed each month; useful for tracking sales growth and seasonal demand

Quick Access shortcuts in Selling:

Item
Sales Order
Sales Analytics
Point of Sale

What you can do from the Selling workspace:

Section	What is here
Selling	Customers, Quotations, Sales Orders, Sales Invoices, Blanket Orders
Items and Pricing	Items, Item Prices, Price Lists, Promotional Schemes, Pricing Rules, Coupon Codes
Settings	Selling Settings, Tax Templates, Customer Groups, Territories
Point of Sale	POS Profiles, POS Opening/Closing Entries, Loyalty Programmes
Key Reports	Sales Analytics, Sales Funnel, Item-wise Sales History, Inactive Customers
Other Reports	Customer Credit Balance, Delivery Trends, Sales Invoice Trends

Receivables Workspace

Who uses it: Accounts Receivable Team, Finance Manager The Receivables workspace gives the accounts team a focused view of everything related to money coming in from customers.

Quick Access shortcuts in Receivables:

Sales Invoice
POS Invoice
Payment Entry
Journal Entry
Accounts Receivable

What you can do from the Receivables workspace:

Section	What is here
Invoicing	Sales Invoices, Customers
Payments	Payment Entries, Payment Requests, Payment Reconciliation
Dunning	Dunning letters, Dunning Types (for overdue accounts)
Reports	Accounts Receivable, Accounts Receivable Summary, Sales Register, Item-wise Sales Register

Payables Workspace

Who uses it: Accounts Payable Team, Finance Manager The Payables workspace is the mirror of Receivables: everything related to money going out to suppliers.

Quick Access shortcuts in Payables:

Purchase Invoice
Payment Entry
Journal Entry
Accounts Payable

What you can do from the Payables workspace:

Section	What is here
Invoicing	Purchase Invoices, Suppliers
Payments	Payment Entries, Journal Entries, Payment Reconciliation
Reports	Accounts Payable, Accounts Payable Summary, Purchase Register, Received Items To Be Billed

Financial Reports Workspace

Who uses it: Finance Manager, Business Owner, Accountant The Financial Reports workspace provides all formal financial statements and performance reports in one place.

What you can do from the Financial Reports workspace:

Section	What is here
Profitability	Gross Profit, Profitability Analysis, Sales Invoice Trends, Purchase Invoice Trends
Financial Statements	Trial Balance, Profit and Loss Statement, Balance Sheet, Cash Flow
Ledgers	General Ledger, Customer Ledger Summary, Supplier Ledger Summary
Other Reports	Payment Period Analysis, Customer Credit Balance, Sales Payment Summary

GST India Workspace

Who uses it: GST Accountant, Accounts Team The GST India workspace brings together every tool and report needed for your monthly GST compliance.

Number Cards at the top of the GST India workspace:

Number Card	What It Shows	Why It Matters
Pending e-Waybills	Number of delivery notes that need an e-Waybill generated	Missing e-Waybills can stop goods at checkposts
Pending e-Invoices	Number of invoices that have not yet been submitted to the IRP portal	Required for B2B invoices above the threshold
Invoice Cancelled, e-Invoice Active	Invoices that have been cancelled in the system but where the e-Invoice has not yet been cancelled on the portal	These need immediate attention to avoid compliance issues

Quick Access shortcuts in GST India:

GST Settings
GSTR-1 Beta
GSTR-3B
Purchase Reconciliation Tool
HSN Code

What you can do from the GST India workspace:

Section	What is here
Sales and Purchase Reports	GSTR-1, GST Sales Register, GST Purchase Register, Itemised Registers
Logs	e-Waybill Log, e-Invoice Log, GST Return Log, GST Inward Supply
Other GST Reports	GSTR-3B Details, GST Balance, HSN-wise Summary, Audit Trail
New Reports	GST Sales/Purchase Register Beta, GST Tax Rate-wise Summary

Manufacturing Workspace

Who uses it: Processing Supervisor, Machine Operator, Production Team The Manufacturing workspace manages your processing operations: cleaning, roasting, grading, and packaging raw dry fruits into finished products.

Quick Access shortcuts in Manufacturing:

BOM (Bill of Materials)
Production Plan
Work Order
Job Card
Plant Floor

What you can do from the Manufacturing workspace:

Section	What is here
Production	Work Orders, Production Plans, Job Cards, Stock Entries, Downtime Entries
Bill of Materials	BOM Creator, BOMs, Workstations, Operations, Routings
Tools	BOM Update Tool, BOM Comparison Tool
Reports	Work Order Summary, Production Analytics, Downtime Analysis, Job Card Summary

Quality Workspace

Who uses it: Quality Inspector, Quality Manager The Quality workspace manages your inspection process for incoming batches and production runs, plus your quality improvement activities.

What you can do from the Quality workspace:

Section	What is here
Goal and Procedure	Quality Goals, Quality Procedures
Feedback	Quality Feedback, Feedback Templates
Meeting	Quality Meetings
Review and Action	Non-Conformances, Quality Reviews, Quality Actions

Helpdesk Workspace

Who uses it: Customer Support Agents, Support Manager The Helpdesk workspace is where customer queries and complaints are received, tracked, and resolved.

What you can do from the Helpdesk workspace:

Section	What is here
Agent Configuration	Agents, Teams
Automation	Notification Settings, Assignment Rules
Channels	Email Accounts (for inbound email-to-ticket)
Ticket Configuration	Ticket Types, Service Level Agreements, General Settings
Reports	Ticket Analytics, Ticket Summary

Accounting Workspace

Who uses it: Accountant, Finance Manager The Accounting workspace provides access to all accounting master records and advanced financial tools.

What you can do from the Accounting workspace:

Section	What is here
Banking	Banks, Bank Accounts, Bank Clearance, Bank Reconciliation
Tax Masters	Sales Tax Templates, Purchase Tax Templates, Item Tax Templates, Tax Rules
Cost Centre and Budgeting	Chart of Cost Centres, Budgets, Accounting Dimensions
Opening and Closing	Opening Invoice Tool, Period Closing Voucher
Payments	Payment Entries, Journal Entries, Mode of Payment

Using the Global Search

You can find any record in the system by pressing Ctrl+K (or Cmd+K on Mac) and typing the name, number, or keyword. The search covers customers, items, invoices, orders, and more.

Shared Platform Resources

For features that apply to all business types - user management, email configuration, workflows, and platform settings - see the Bizaxl Platform guide. For features that are common across all BAS-powered applications - address book, contacts, notes, and communication logs - see the BAS guide.

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How Workspaces Work

Stock Workspace

Buying Workspace

Selling Workspace

Receivables Workspace

Payables Workspace

Financial Reports Workspace

GST India Workspace

Manufacturing Workspace

Quality Workspace

Helpdesk Workspace

Accounting Workspace

Using the Global Search

Shared Platform Resources

​How Workspaces Work

​Stock Workspace

​Buying Workspace

​Selling Workspace

​Receivables Workspace

​Payables Workspace

​Financial Reports Workspace

​GST India Workspace

​Manufacturing Workspace

​Quality Workspace

​Helpdesk Workspace

​Accounting Workspace

​Using the Global Search

​Shared Platform Resources

How Workspaces Work

Stock Workspace

Buying Workspace

Selling Workspace

Receivables Workspace

Payables Workspace

Financial Reports Workspace

GST India Workspace

Manufacturing Workspace

Quality Workspace

Helpdesk Workspace

Accounting Workspace

Using the Global Search

Shared Platform Resources