> ## 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.
# Getting Around
> Learn the workspace layout, navigation, shortcuts, and daily entry points for Bizaxl Medical Retail.
When you log in to Bizaxl, you land on the home workspace. From here, you can navigate to any part of the system using the sidebar, top bar, or workspace shortcuts.
***
## The Layout
The screen is divided into three areas:
| Area | What It Is |
| ---------------- | ---------------------------------------------------------------- |
| **Left Sidebar** | List of all available workspaces - click to switch between areas |
| **Main Area** | Shortcuts, charts, and quick links for the current workspace |
| **Top Bar** | Search, notifications, help, and your profile menu |
***
## 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
**Dashboard charts:**
* Warehouse-wise Stock Value - see stock value by location
**Number cards (at a glance):**
* 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
**Dashboard charts:**
* 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
**Dashboard charts:**
* 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
**Number cards:**
* Total Outgoing Bills
* Total Incoming Bills
* Total Incoming Payment
* Total Outgoing Payment
**Dashboard charts:**
* 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
**Number cards:**
* 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:
| Icon | What It Does |
| ---------------------- | ------------------------------------------------ |
| **Search bar** | Search for any record, page, or shortcut by name |
| **Bell icon** | View your pending notifications and assignments |
| **Question mark** | Open help documentation |
| **Your name / avatar** | View your profile, change password, or log out |
**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
| Role | Where to Start |
| ------------------------------ | ---------------------------------------------------------------- |
| **Counter Staff / Pharmacist** | Point of Sale → start session → begin billing |
| **Inventory Staff (morning)** | Stock workspace → check pending Material Requests |
| **Purchasing Staff** | Buying workspace → check Purchase Orders pending receipt |
| **Accounts Staff** | Accounting workspace → check outstanding Purchase Invoices |
| **Store Manager** | Home workspace → review Stock Value card and Profit & Loss chart |
***
## 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
***
## Shared Platform Features
Bizaxl Medical Retail is built on the Bizaxl platform (BAS). Many features like user management, email settings, print formats, and permissions are managed at the platform level - not within this product. These are covered in the Bizaxl Platform documentation.