📍 Background
Kafinea's main interface
Introduction #
The Kafinea interface is designed to provide quick access to all of the ERP's features. This page outlines the main navigation elements.
1. The main menu #
The main menu, located at the top of the screen, provides access to Kafinea’s main sections:
- Sales: customer accounts, contacts, quotes, orders, invoices, payments
- Purchasing: suppliers, supplier orders, supplier invoices, credit memos, payments
- Finance: bank accounts, transactions, direct debits, accounting
- Inventory Management: Sites, Locations, Transfers, Shipments, Receipts
- Human Resources: People, Services, Leave, Timesheets
- Customer support: tickets, service agreements, FAQs
- 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 start the search.
For more details, visit the Global Search page.
3. Shortcuts #
- Quick creation: the + 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 settings, your profile, and logout
4. Navigating through records #
Within a module, navigation is organized into three levels:
- The list: an overview of all records in the module, with filters and sorting options
- record : a complete view of a record, including all its fields and tabs
- Tabs: access to related items (documents, activities, history, etc.)
Good to know: You can customize the columns displayed in the lists and save your favorite filters for quick access.
5. Company Selector #
In multi-company mode, a selector allows you to switch between the different configured companies. The data displayed is automatically filtered based on the active company.
6. Frequently Asked Questions #
How do I customize my menu?
The order and visibility of the modules in the menu depend on your role and profile. Contact your administrator to change the menu layout.
How do I go back to the list from a record
Use the breadcrumb trail at the top of the page or your browser's back button.