Find your way around the workspace
The dashboard is your starting point, not the complete transaction ledger. The navigation groups station operations, supply, finance and administration. The mobile menu may organize the same work differently.
Reviewed 7 October 2026
Who this is for
All users; visible modules depend on permissions.
Before you begin
Check the selected organization, station and date range before interpreting a number.
1Find the right record
- Use the sidebar on a wide screen or open the menu on a small screen. Select the relevant module rather than relying only on summary cards.
- Use workspace search for a known name or record. Open the result and verify its station and date.
- Apply the page’s station, status and period filters. Clear filters if an expected record disappears. Use pagination or Load more to browse older results.
- Open a row to see the details, supporting references and actions permitted for your role.
You are viewing the correct record in its business context.
2Work through your daily priorities
- Check the dashboard for open shifts, stock levels and items requiring attention.
- Open Inbox for actionable work and Notifications for messages. Read the linked record before acting; marking a notification read does not resolve the underlying issue.
- Use Today’s sales for current activity, and Reports for a defined period. Do not compare totals from different filters.
- Change language or theme using the available controls. Optional action sounds are a preference, not evidence that a transaction succeeded. Look for the saved record or status.
You distinguish a notification, a pending task and a completed operation.
A practical example
A total for all stations will normally differ from a table filtered to one station. Compare the same station, period, transaction status and unit before investigating a discrepancy.
If something goes wrong
A number is shortened to K, M or B
Open the detail, tooltip or export for the precise value where available. Keep the displayed unit with the number.
Nothing happens after Save
Check validation messages and connectivity. Inspect the list before submitting again, especially for payments and deliveries.
Open the relevant screen
Sign in with your own account. Your permissions still apply.
Open the relevant screen →