---
title: Navigation
description: "> 📍 **Context** > *Kafinea General Interface* --- ## Introduction The Kafinea interface is organized to provide quick access to all ERP functionalities. This page presents the main navigation elements. --- ## 1. The Main Menu The main menu, located…"
url: "https://www.kafinea.com/en/help/kafinea-interface/navigation/"
updated: "2023-11-28"
category: Kafinea interface
---

# Navigation

> 📍 **Context**
> *Kafinea General Interface*

---

## Introduction

The Kafinea interface is organized to provide quick access to all ERP functionalities. This page presents the main navigation elements.

---

## 1. The Main Menu

The main menu, located at the top of the screen, provides access to the major sections of Kafinea:

- **Sales**: customer accounts, contacts, quotes, orders, invoices, payments
- **Purchases**: suppliers, supplier orders, supplier invoices, credits, payments
- **Finance**: bank accounts, transactions, direct debits, accounting
- **Inventory Management**: sites, locations, movements, deliveries, receipts
- **Human Resources**: people, departments, leave, timesheets
- **Customer Support**: tickets, service contracts, FAQ
- **Tools**: documents, templates, forms, import/export
- **Settings**: companies, users, access rights, configuration

Each section expands to display the available modules.

---

## 2. The Search Bar

The global search bar, located at the top of the screen, allows you to quickly find any record across all modules. Enter a name, number, or reference to launch the search.

For more details, see the [Global Search](https://www.kafinea.com/en/documentation/settings/global-search/) page.

---

## 3. Shortcuts

- **Quick Create**: the ***+*** button allows you to quickly create a record in any module without leaving the current page
- **Notifications**: the notification icon displays pending alerts and reminders
- **My Profile**: quick access to your preferences, profile, and logout

---

## 4. Navigation Within Records

Within a module, navigation is organized into three levels:

1. **The List**: overview of all records in the module, with filters and sorting
2. **The Detail Record**: complete view of a record with all its fields and tabs
3. **Tabs**: access to related elements (documents, activities, history…)

> **Good to Know**: You can customize the columns displayed in lists and save your favorite filters for quick access.

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## 5. The Company Selector

In multi-company mode, a selector allows you to switch between the different configured companies. The displayed data is automatically filtered according to the active company.

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## 6. Frequently Asked Questions

**How do I customize my menu?**
 The order and visibility of modules in the menu depend on your role and profile. Contact your administrator to modify the menu organization.

**How do I return to the list from a record?**
 Use the breadcrumb at the top of the page or your browser's back button.

---

## Related references 🔗

- [Lists](https://www.kafinea.com/en/documentation/kafinea-interface/lists/)
- [Records](https://www.kafinea.com/en/documentation/kafinea-interface/records/)
- [Dashboards](https://www.kafinea.com/fr/documentation/interface-kafinea/les-tableaux-de-bord/)