How to Navigate and Utilize the Search Bar in SigzenERP
In this tutorial, we'll guide you through the effective use of the search bar in SigzenERP. Learn how to navigate the main page, access various modules, and utilize the search bar to enhance your workflow.
Main Page Navigation
Upon logging in, you'll arrive at the main page, known as the "Disk", where all permitted modules are displayed on the left side.
Clicking on a specific module will direct you to its corresponding workspace, which may contain charts, shortcuts, and link cards.
Accessing Doctypes
Use the provided shortcuts within a workspace to quickly access specific Doctypes, such as a list view of the Customer Doctype.
Alternatively, utilize the search bar by typing in the name or relevant keywords to swiftly locate and access the required information or functionality.
Managing Data in Doctypes
Upon reaching a Doctype, you'll be presented with a list view, allowing you to efficiently manage and interact with the associated data.
For instance, see how to handle the list view of the Supplier Doctype.
Streamlining Workflow
Master these navigation techniques and leverage the search bar to streamline your workflow and enhance productivity within SigzenERP.
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17 окт 2024
