Navigation & Search

Learn how to navigate the ERPX interface efficiently and find what you need quickly.

The sidebar provides access to all modules and their sub-sections:


📦 Home (Dashboard)
├── 💰 Sales
│   ├── Quotations
│   ├── Sales Orders
│   ├── Delivery Notes
│   ├── Sales Invoices
│   └── Customers
├── 🛒 Purchase
│   ├── Purchase Orders
│   ├── Purchase Receipts
│   ├── Purchase Invoices
│   └── Suppliers
├── 📦 Inventory
│   ├── Items
│   ├── Warehouses
│   ├── Stock Entry
│   └── Stock Reports
├── 📊 Accounting
│   ├── Journal Entry
│   ├── Chart of Accounts
│   ├── Bank Reconciliation
│   └── Financial Reports
├── 👥 HR
│   ├── Employees
│   ├── Attendance
│   ├── Leave
│   └── Payroll
├── 🏭 Manufacturing
│   ├── BOM
│   ├── Work Orders
│   └── Quality
├── 🤝 CRM
│   ├── Leads
│   ├── Opportunities
│   └── Activities
└── ⚙️ Settings

Global Search

Press Ctrl + K (or Cmd + K on Mac) to open the global search bar.

Search Capabilities

Document search — Find any document by ID, name, or content
Navigation — Jump to any page or module
Commands — Execute actions like “New Sales Order”
Recent items — Quick access to recently viewed documents

Search Syntax

Syntax	Example	Description
Plain text	`laptop`	Search everywhere
`in:module`	`in:sales laptop`	Search within a module
`type:doctype`	`type:invoice INV-001`	Search specific document type
`@user`	`@john`	Find user-related items
`#tag`	`#urgent`	Search by tag

Search is powered by Typesense, providing sub-millisecond results even with millions of records.

Breadcrumbs

Breadcrumbs at the top of each page show your current location:


Home > Sales > Sales Orders > SO-2024-001

Click any level to navigate back to that section.

Filters & Views

Quick Filters

Every list view includes quick filters at the top:

Status — Draft, Submitted, Cancelled
Date Range — Today, This Week, This Month, Custom
Owner — Created by / Assigned to

Saved Views

Save frequently used filter combinations as views:

Apply your desired filters
Click Save as View
Name your view (e.g., “My Open Orders”)
Access saved views from the dropdown

Column Customization

Click the column settings icon (gear)
Drag to reorder columns
Toggle columns on/off
Resize column widths
Sort by any column (click header)

Notifications

In-App Notifications

The bell icon shows unread notifications:

Document assignments
Approval requests
System alerts
Mention notifications (@username)

Email Notifications

Configure email notifications in Settings → Notifications:

Daily digest
Real-time alerts for critical events
Weekly summary reports