Module guide
Navigation Setup
Keep the 14-app structure and module landing dashboards aligned with permitted ERP routes. Search and direct links complement the menu. Do not expose a route solely to avoid fixing an underlying permission issue.
How this module fits your work
Keep the 14-app structure and module landing dashboards aligned with permitted ERP routes. Search and direct links complement the menu. Do not expose a route solely to avoid fixing an underlying permission issue.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
01Prepare source records02Complete the activity03Review / approve04Verify the result
Setup & Templates
- Bulk UpdateSettings page · Setup & Templates
- Dashboard SettingsRecord page · Setup & Templates
- Desktop SettingsSettings page · Setup & Templates
- Global Search SettingsSettings page · Setup & Templates
- List View SettingsRecord page · Setup & Templates
- Notification SettingsRecord page · Setup & Templates
- Notification TypeRecord page · Setup & Templates
- System ConsoleSettings page · Setup & Templates
Workspaces, views & desktop configuration
- Custom HTML BlockRecord page · Workspaces, views & desktop configuration
- Desktop IconRecord page · Workspaces, views & desktop configuration
- Desktop LayoutRecord page · Workspaces, views & desktop configuration
- Form TourRecord page · Workspaces, views & desktop configuration
- Kanban BoardRecord page · Workspaces, views & desktop configuration
- List FilterRecord page · Workspaces, views & desktop configuration
- Module OnboardingRecord page · Workspaces, views & desktop configuration
- Onboarding StepRecord page · Workspaces, views & desktop configuration
- Route HistoryRecord page · Workspaces, views & desktop configuration
- Setup WizardDesk page · Workspaces, views & desktop configuration
- Sidebar Item GroupRecord page · Workspaces, views & desktop configuration
- TagRecord page · Workspaces, views & desktop configuration
- Tag LinkRecord page · Workspaces, views & desktop configuration
- WorkspaceRecord page · Workspaces, views & desktop configuration
- Workspace SidebarRecord page · Workspaces, views & desktop configuration
Frequently asked questions
- Why do I see fewer links in ERP?
- The documentation covers installed pages. The live menu hides records, reports and actions your role cannot access.
- Does saving finish the process?
- No. Some records remain drafts until submitted or approved. Related inventory, accounting and external-service actions have their own steps.
- Where do I report an error?
- Use Helpdesk and include the module, record type, operation and error. Do not include passwords or unrelated personal records.