Desktop
The moment a user logs into the system they will be able to see a Home Screen wherein all the Modules and Domains will be listed in the form of cards.
These cards can be classified into four categories, namely:
- Modules: These are all the domain agnostic modules available in BizCentric that are common to all types of businesses. Modules like Human Resources, CRM, Buying, Selling, etc. are put under this category.
- Domains: This is where you can find all domain-specific modules like Education and Manufacturing.
- Places: Places is where you can find features that are not industry-specific and are not required in day-to-day operations of your company. Features like Website, Dashboards, and Marketplace can be found here.
- Administration: Here you can find modules related to your BizCentric setup and administration.
These cards allow better navigation with shortcut items in the drop-down menu. You can customize this drop-down to add or remove links to various DocType for that module.
You can reorder as well as show or hide these module cards.
Module Page
Clicking on any module card will take you to the module page. Here the user can navigate through all the doctypes, reports, and settings associated with a particular module.
Navigating the page
Certain links within these modules may appear grey, indicating that clicking on them will not open a new page. They are marked in this manner because there is a dependent document that must be created beforehand. For instance, you’ll need to generate a Sales Invoice before accessing the sales register. Hovering over any of these links will prompt a pop-up guiding the user to the dependent document.
Moreover, you may notice a color indicator preceding some links. These indicators serve to alert the user if there are any open or urgent documents that require attention.
For example:
- A red indicator indicates the presence of open or overdue tasks.
- Conversely, a blue indicator signifies that there are no open tasks.
- An orange indicator indicates that the report has not been accessed or no document has been created in the corresponding doctype.