📍 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 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:
- The List: overview of all records in the module, with filters and sorting
- The Detail Record: complete view of a record with all its fields and tabs
- 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.
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.
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.