Find a screen or topic

Use the left sidebar first: each area (for example Inventory or Tax) starts with a short overview, then links to steps & every field for the screens that have a dedicated guide.

This table is a quick lookup by screen name.

Each detailed page follows the same pattern:

1. How to add — clicks and order
2. How to edit — what to change
3. How to view — read-only, when the screen supports it
4. Required vs optional fields

Screen	Menu path	Full guide
Login / forgot / reset	(before login)	Login & password reset — all fields
Categories	Master Data → Categories	Categories — steps & every field
Staff	User Management → Staff	Staff — steps & every field
Customers	User Management → Customers	Customers — steps & every field
Items (new)	Master Data → Items	Items — steps & every field
Location	Locations → Location	Location / outlet — steps & every field
Customer groups	User Management → Customer Groups	Customer groups — steps & every field
Tax rates	Tax Management → Tax Rates	Tax rates — steps & every field
Roles	Security → Roles	Roles — steps & every field
Suppliers	Inventory → Suppliers	Suppliers — steps & every field
Tags	Settings → Tags	Tags — steps & every field
Reports	Reports	Reports — workflows & controls (mostly view / export, not creating rows)

New here? Read How to use these guides for symbols and permissions.