Where every screen lives
Every menu in the system and everything under it: 16 menus, 149 screens.
This list is produced from the application itself each time this manual is built, so it cannot fall behind the menus. If a screen is not here, it is not there.
Note
The menus you personally see depend on your role, so this list is longer than yours. A screen missing from your menu is a permissions question, not a fault.
Home
A single screen — the menu name opens it.
Agent
A single screen — the menu name opens it.
Activities
| Grouped under |
Screen |
| Scheduling |
Tasks & Activities |
| Scheduling |
Opportunities |
Transactions
| Grouped under |
Screen |
| Sales |
Quotes |
| Sales |
Enter Sales Orders |
| Sales |
Credit Control |
| Sales orders |
All Sales Orders |
| Sales orders |
Fulfill Orders |
| Sales orders |
Create Invoices |
| Invoices |
All Invoices |
| Invoices |
Accept Customer Payments |
| Backorders |
Queue |
| Backorders |
Order Fill Rate |
| Receipts & credits |
Customer Payments |
| Receipts & credits |
Credit Memos |
| Receipts & credits |
Record Customer Deposit |
| Receipts & credits |
Customer Deposits |
| Purchases |
Enter Purchase Orders |
| Purchases |
Supplier Scorecard |
| Purchase orders |
All Purchase Orders |
| Purchase orders |
Receive Orders |
| Purchase orders |
Enter Bills |
| Bills |
All Bills |
| Bills |
Pay Bills |
| Paying suppliers |
Supplier Payment Runs |
| Paying suppliers |
Vendor Payments |
| Paying suppliers |
Enter Vendor Credit |
| Paying suppliers |
Vendor Credits |
| Financial |
Make Journal Entries |
| Financial |
Journal Entries |
| Financial |
Item Fulfillments |
| Financial |
Item Receipts |
Lists
| Grouped under |
Screen |
| Relationships |
Customers |
| Relationships |
Vendors |
| Relationships |
Leads |
| Accounting |
Items |
| Accounting |
Chart of Accounts |
| Accounting |
Tax Codes |
| Accounting |
Subsidiaries |
| Item Data |
Completion Worklist |
| Item Data |
Coverage |
| Item Data |
Suggestions |
| Item Data |
Bin Capacities |
| Classification |
Categories |
| Marketing |
Promotions |
| Pricing |
Price Rules |
| Pricing |
Explain a Price |
| Pricing |
Price List |
| Pricing |
Margin Floors |
Warehouse
| Grouped under |
Screen |
| Inbound |
Pre-advice (ASN) |
| Inbound |
Expected Arrivals |
| Inbound |
Put Away |
| Inbound |
Returns |
| Dock management |
Dock Diary |
| Dock management |
Dock Bookings |
| Dock management |
Dock Doors |
| Outbound |
Fulfilment Queue |
| Outbound |
Pick Waves & Tasks |
| Outbound |
Pack Cartons |
| Outbound |
Shipments |
| Despatch |
Pack Station |
| Despatch |
Delivery Runs |
| Despatch |
Phone scanner |
| Stock |
Storage Overview |
| Stock |
Stock by Bin |
| Stock |
Bin Layout |
| Stock |
Holds |
| Stock |
Expiry & Quality |
| Stock |
Count Sheets |
| Stock |
Adjustments |
| Stock |
Batch Traceability |
| Product safety |
Recalls |
| Scanning & labels |
Scanner |
| Scanning & labels |
Scan Log |
| Scanning & labels |
Rack Labels |
Field
| Grouped under |
Screen |
| Field Sales |
Visits |
| Field Sales |
Log Visit / Check In |
| Field Sales |
Returns & Approvals |
| Ordering |
Order for Customer |
Approvals
| Grouped under |
Screen |
| Pending |
Approval Queue |
| Policy |
Approval Limits |
Payroll
| Grouped under |
Screen |
| Processing |
Enter Payslip |
| Processing |
Pay Runs |
| Processing |
People & Salary |
| Processing |
Allowances & Deductions |
| Reference |
Statutory Rates |
| Reference |
Access Log |
Employees
| Grouped under |
Screen |
| HR |
Directory |
| HR |
Positions |
| HR |
Org Chart |
| HR |
Time Off |
Transfers
| Grouped under |
Screen |
| Stock movement |
Move stock |
| Stock movement |
Completed transfers |
| Stock movement |
Stock by location |
Planning
| Grouped under |
Screen |
| Demand |
Replenishment |
| Demand |
Reorder by Location |
| Demand |
At Risk & Expiring |
| Costing |
Standard Costs |
| Costing |
Price Variance |
| Costing |
Landed Costs |
Reports
| Grouped under |
Screen |
| Financial statements |
Profit & Loss |
| Financial statements |
P&L by Department, Brand or Location |
| Financial statements |
Balance Sheet |
| Financial statements |
Cash Flow |
| Financial statements |
Changes in Equity |
| Financial statements |
Trial Balance |
| Financial statements |
General Ledger |
| Financial statements |
Account Ledger |
| Group & budget |
Consolidated |
| Group & budget |
Budget vs Actual |
| Budgets |
Enter Budgets |
| Closing |
Close a Period |
| Tax |
Tax Return |
| Receivables & payables |
A/R Ageing |
| Receivables & payables |
A/P Ageing |
| Receivables & payables |
Dunning — who to chase |
| Receivables & payables |
FX Exposure |
| Inventory |
Inventory Valuation |
| Inventory |
Expiring Lots |
| Inventory |
Reorder Report |
| Sales |
Top Sellers |
| Sales |
Sales Commission |
| Saved searches |
Saved Searches |
| Saved searches |
New Saved Search |
Banking
| Grouped under |
Screen |
| Cash |
Bank Accounts |
| Cash |
Statements & Matching |
| Cash |
Reconcile |
| Cash |
Bill Settlements |
Fixed Assets
| Grouped under |
Screen |
| Register |
Asset Register |
| Register |
Asset Classes |
| Register |
Run Depreciation |
| Leases |
Leases & Schedules |
| Reports |
Register, NBV, Forecast, Disposals |
Setup
| Grouped under |
Screen |
| Migration |
Imported files |
| Migration |
Import centre |
| Company |
Users |
| Company |
Roles |
| Company |
Tax Codes & Rates |
| Company |
Currencies & Rates |
| Plan |
Plan & Licence |
| Structure |
Subsidiaries |
| Customization |
Custom Fields |
| Customization |
Saved Search Admin |
| Audit & governance |
Sign-in Record |
| Audit & governance |
Audit Trail |
| Audit & governance |
Governance |
| System operations |
Audit Search |
| System operations |
Mail Outbox |
| System operations |
Scheduled Jobs |
| System operations |
InvoiceNow Readiness |