> ## Documentation Index > Fetch the complete documentation index at: https://docs.bizaxl.com/llms.txt > Use this file to discover all available pages before exploring further. # Navigation and Workspaces > How to navigate your dry fruit business system - a guided tour of every workspace, shortcut, and daily monitoring tool available to your team. 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. Stock workspace showing number cards for total stock value, warehouses, and active items with warehouse-wise stock value chart **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. Buying workspace showing purchase order trends chart and quick access shortcuts for procurement team **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. Selling workspace showing sales order trends chart and shortcuts for the sales team **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. Receivables workspace showing customer invoicing and payment tools **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. Payables workspace showing supplier billing and payment tools **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. Financial Reports workspace showing links to balance sheet, P&L, cash flow, and other statements **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. GST India workspace showing number cards for pending e-waybills and e-invoices **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. Manufacturing workspace showing shortcuts to BOM, Production Plan, Work Order, and Plant Floor **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. Quality workspace showing links to quality inspections, goals, reviews, and non-conformances **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. Helpdesk workspace showing ticket management and support team configuration **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. Accounting workspace showing sections for banking, tax masters, cost centres, and subscription management **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](/bizaxl/introduction). For features that are common across all BAS-powered applications - address book, contacts, notes, and communication logs - see the [BAS guide](/bas/introduction).