The Layout
The screen is divided into three areas:Your Workspaces
Each workspace is a dedicated area for one part of the business. Click a workspace in the sidebar to open it.Stock Workspace
Your starting point for everything related to inventory. Shortcuts available:- Item - open the product catalogue
- Material Request - raise a stock request
- Stock Entry - record a stock movement
- Purchase Receipt - record goods received
- Delivery Note - record goods dispatched
- Stock Ledger - view full stock history
- Stock Balance - check current stock levels
- Dashboard - view inventory charts
- Warehouse-wise Stock Value - see stock value by location
- Total Warehouses
- Total Stock Value
- Total Active Items
Selling Workspace
For managing customer sales outside of the POS counter. Shortcuts available:- Point of Sale - open the POS billing screen
- Item - view products
- Sales Order - create or view customer orders
- Sales Analytics - view sales charts
- Dashboard
- Sales Order Trends
Buying Workspace
For all purchasing and supplier management. Shortcuts available:- Item - view products
- Material Request - view pending requests
- Purchase Order - create or view supplier orders
- Purchase Analytics
- Purchase Order Analysis
- Dashboard
- Purchase Order Trends
Accounting Workspace
For invoices, payments, and financial records. Shortcuts available:- Chart of Accounts - view your account structure
- Sales Invoice - create or view sales bills
- Purchase Invoice - view supplier bills
- Journal Entry - make manual accounting entries
- Payment Entry - record payments in or out
- Accounts Receivable - see what customers owe you
- General Ledger - full financial history
- Trial Balance
- Dashboard
- Total Outgoing Bills
- Total Incoming Bills
- Total Incoming Payment
- Total Outgoing Payment
- Profit and Loss
GST India Workspace
For tax compliance, filing, and e-invoicing. Shortcuts available:- GSTR-1 - prepare monthly sales return
- GSTR-3B - prepare monthly summary return
- Purchase Reconciliation Tool
- GST Settings - configure your GSTIN and rates
- HSN Code - manage product HSN assignments
- India Compliance Account
- Pending e-Waybills
- Pending e-Invoices
- Invoice Cancelled, e-Invoice Active
Point of Sale
The POS screen is a separate full-screen interface, not a workspace. Open it from Selling → Point of Sale or the shortcut on the Selling workspace.
The Top Bar
The top bar gives you quick access to:
Tip: The search bar is the fastest way to navigate. Type any record name (e.g. “purchase order”, “sales invoice”, “customer”) and press Enter.
List Views
When you open a record type (e.g. Purchase Orders), you see a list of all existing records. From the list view you can:- Filter by date, status, supplier, or any field
- Sort by any column (click the column header)
- Search using the search bar at the top
- Create a new record using the New button (top right)
- Export the list to a spreadsheet
- Select multiple records for bulk actions
Form Views
When you open or create a record, you see the form view. Key things to know:- Red asterisk (*) means the field is required - you cannot save without filling it
- Save saves a draft; Submit finalises the record and makes it official
- Submitted records cannot be edited directly - you must cancel and amend, or raise a return document
- Breadcrumbs at the top show where you are (e.g. Stock › Purchase Receipt › PR-0001)
- Timeline at the bottom shows the history of changes, comments, and linked records
Daily Workflow Entry Points
Keyboard Shortcuts & Tips
- Ctrl + K (or Cmd + K on Mac) - open the global search
- Ctrl + S - save the current form
- Escape - close a dialog or go back
- Tab - move between fields in a form
- In list views, press F5 to refresh