Finding your way around

Overview

Every screen shares the same layout: a top bar with the system’s sections and your details, and a side menu with the screens of the section you are in. The exception is the home dashboard, which uses the full width.

The top bar with the sections and, on the left, the Operations side menu.

The top bar

From left to right:

The logo — takes you to your home screen.
The sections — Home, Operations, Inventory, Commercial, Reports and Admin (with a gear). A section appears only if you have at least one screen in it.
The warehouse selector — the warehouse you are working in. With several, clicking it opens Available Warehouses, with your role under each name and a check on the current one. With just one, only its name shows; if the system has a single warehouse, it does not appear.
The question mark — Help center and Report a problem.
The bell — your in-app notifications.
Your name — your account menu: Profile, My appearance (your colour theme) and Log Out. See Your profile and account security and Appearance.

When you enter a section, the side menu shows its screens grouped by stage of work. The double arrow at the top collapses it to icons only; while collapsed, hovering over it opens it floating over the page. Clicking again pins it open. The preference is saved in that browser, not in your account.

What is in each section

Section	Groups and screens
Home	The home dashboard (no side menu).
Operations	In Progress: My Work, Docks, Visitors, Yard, Special Jobs, Crossdock and Accessorials. Inbound: Drivers (opens the warehouse’s check-in kiosk).
Inventory	Stock: inventory KPIs, stock, adjustments, cycle counts and transfers. Inbound: inbound shipments (ASN) and receipts. Outbound: shipments. Catalogs: products, locations and zones.
Commercial	Customers. Sales: quotes. Receivables: billing, accounts receivable and archive.
Reports	Reports and KPIs.
Admin	Setup: Configuration, Users & access, Visitor settings, SMS / WhatsApp, Document Templates, Accessorial Types and Manage KPIs. At the end, the Tenant group, super admin only: Warehouses, Cargoflow and Appearance.

What you see depends on the modules on in your warehouse and your role. See Modules, permissions and access.

Your home screen

When you click Home or the logo, the system takes you to the first destination that applies:

The home dashboard, if you can read dock reports, yard reports or the driver log (by default, admin and super admin). See The home dashboard.
The dock board, if you can operate docks and the module is on (the supervisor, for example).
The yard map, if you can operate the yard and the module is on.
My Work, if you can see your own jobs and the docks or yard module is on (the worker).
The first screen in your menu, in the order Operations, Inventory, Commercial, Reports and Admin (accounting, for example).

When you sign in

With one warehouse: you go straight in.
With several: you choose one on the selection screen.
A super admin with several warehouses lands on Admin › Warehouses.
Users with the worker role go straight to My Work.
If you forgot your password, use the reset link on the sign-in screen.

Help and reporting a problem

Both question-mark options open the support portal in a new tab, already signed in. Report a problem opens the form with the screen, module and warehouse you were on already noted. On phones the question mark is hidden; use a computer or tablet.

The bell

The red number is how many notifications you have not read (up to "99+"); the list shows the 20 most recent, and mark all as read clears them. Depending on your role and the warehouse settings, you get:

new receipts, receipts captured and awaiting review, and overdue receipts;
new shipments;
lots about to expire;
operational alerts: late shipments, low stock and failed jobs;
visits: your visitor arrived, left, confirmed or will not attend.

Lot notices and operational alerts currently appear without a title. Which alerts go to whom is set in Notifications per warehouse.

On a phone or tablet

Sections appear as swipeable tabs under the top bar.
The side menu opens with the menu button (only on screens that have a side menu).
On narrow screens your name and help are hidden, and the warehouse name is shortened.
The kiosk and My Work are designed for tablets.

Example: a supervisor’s first day

Carlos Ruiz signs in for the first time as a supervisor with two warehouses. He chooses Principal on the selection screen and lands on the dock board, because his role has no report permissions. Under Operations he sees Docks, Visitors, Yard and Special Jobs; under Inventory he sees receipts and shipments but not the Commercial section, which is not his. To move to the North warehouse he clicks the warehouse name in the top bar and chooses North; the system takes him back to his home screen, now in North.

Troubleshooting

A whole section is missing from the top bar.

Your role has no screen in that section, or the module is off in your warehouse.

I open an address someone sent me and it says the page does not exist.

That screen’s module is off in the warehouse you are in. Switch to the right warehouse and try again.

I open a screen and it says I have no access.

Your role lacks that screen’s permission. See Roles and permissions.

A bell notification has no title.

A current limitation of lot notices and operational alerts. Open it from the relevant screen.

The Help link does not open or asks me to sign in.

Reload the page and click it again: the link is prepared when the screen loads and may expire if the page stayed open a long time.

FAQ

What does a problem report include?

Who you are, your customer and warehouse, your modules, your language and the screen you were on. You only describe what you did and what you expected.

Because the collapsed-menu preference is saved per browser, not on your user.