🏠 Dashboard Overview
After logging in, you'll land on the Dashboard — your central control panel for managing your entire business.
🗂️ Application Layout
The application is divided into three main areas:
| Area | Description |
|---|---|
| Left Sidebar | Main navigation menu to access all modules |
| Top Header | Business name, quick actions, notifications, and user profile |
| Main Content | The active module's content area |
🧭 Navigation Menu
The left sidebar is split into sections:
Main Menu
| Menu Item | Description |
|---|---|
| Dashboard | Return to the main overview |
| Invoices | Create and manage invoices |
| Products | Manage products and services |
| Customers | Manage customer information |
| Receivables | Track amounts owed to your business |
| Estimates | Create and send price estimates |
| Delivery Challan | Manage delivery documents |
| Purchase Orders | Track purchase orders |
| Purchase Bills | Manage vendor bills |
| Business Expenses | Record and track business expenses |
Inventory
| Menu Item | Description |
|---|---|
| Dashboard | Inventory summary and overview |
| Items | Manage inventory items |
| Transactions | View inventory movements |
Accounting
| Menu Item | Description |
|---|---|
| Reports | Generate financial and business reports |
:::tip Collapse the Sidebar Click the ☰ hamburger icon in the top-left corner to collapse the sidebar and get more screen space. :::
🔝 Top Header
The header bar is always visible across all pages:
| Element | Description |
|---|---|
| ☰ Menu icon | Toggle/collapse the left sidebar |
| Page title | Shows the name of the current module |
| Business name | Displays your active business (e.g. Demo Business) |
| ➕ Button | Quickly create a new record (invoice, customer, etc.) |
| 🔔 Bell | Notifications and alerts |
| ❓ Help | Access help and support |
| User avatar | Shows your name and role; click to access profile & settings |
📋 Invoice Statuses
When viewing invoices, each invoice has a colour-coded status:
| Status | Colour | Meaning |
|---|---|---|
| Draft | Blue | Invoice created but not yet sent |
| Pending | Orange | Sent and awaiting payment |
| Paid | Green | Fully paid |
| PartiallyPaid | Teal | Part payment received |
| Overdue | Red | Payment deadline has passed |
⚡ Row Actions
For most records (invoices, customers, products, etc.), each row has action buttons:
| Icon | Action |
|---|---|
| 👁 View | Open and view the record details |
| ✏️ Edit | Edit the record |
| ✕ Cancel | Cancel the record |
| 🗑 Delete | Permanently delete the record |
🎯 Next Steps
Now that you're familiar with the layout, explore the key modules:
- Customers — Add and manage your customers
- Products — Set up your product catalog
- Invoices — Start creating invoices
Visit Settings to customize your dashboard experience.
🚀 Next Steps
From the dashboard, you can navigate to:
- Customers - Start managing your customer base
- Products - Build your product catalog
- Invoices - Create your first invoice
Ready to manage customers? Click Next to learn about customer management! 👉