Finding your way
The dashboard
Signing in lands on the dashboard: the licence and its state at the top, then today's takings, the week and the month so far, the shelf at cost, what is below reorder or out of stock, what is at risk of expiry, today's top sellers, takings by payment and by seller, and a Needs attention list of reminders and gaps. Each panel is there only for people whose role allows it. g then h brings you back to it from anywhere.
The sidebar
Four groups follow the shop's day:
| Group | Screens |
|---|---|
| Sell | Till, Sales by day |
| Stock | Products, Expiry and quarantine, Purchases |
| Comply | Compliance, Reports, Audit trail |
| Manage | Users |
A group folds and unfolds with a click on its heading. The screen you are on is marked by a pale rail down its left edge and a lit icon; its group opens when you arrive. Screens and groups your role does not allow are simply absent.
On a phone the sidebar tucks away behind the menu button at the top left.
Keyboard chords
Press g and then a letter to jump to a screen. They work from anywhere except inside a text box.
| Chord | Screen |
|---|---|
| g h | Dashboard |
| g t | Till |
| g d | Sales by day |
| g p | Products |
| g s | Expiry and quarantine |
| g r | Purchases |
| g c | Compliance |
| g e | Reports |
| g a | Audit trail |
| g u | Users |
Search
The search box at the top of the sidebar, or Ctrl + K (⌘ + K on a Mac), opens a palette that lists every screen you may open. Type a few letters and press Enter.
Getting back
Every screen below the top level has a bar with a breadcrumb on the left, showing where you are (Stock → Products → Paracetamol 500mg), and a Back button that returns to the screen you came from. Esc does the same when no dialogue is open. The browser's own back button works too.
Rows you can click
In every table, clicking a row opens the thing it describes: a sale opens its receipt and its actions, a product opens its page, a purchase opens the delivery. Buttons inside a row do their own job without opening it. The column headings stay in view as a long table scrolls.
Light and dark
The toggle at the bottom of the sidebar switches between the light and the dark theme. The choice is remembered on that device. A till in a dim shop is easier on the eyes in dark.
Signing in
Every person has their own account. Where to open the system, what happens after too many wrong passwords, and how to sign out.
Roles and what each sees
Five roles, fourteen permissions. What each person can do, why the defaults are drawn where they are, and what changes on screen from one role to the next.