Navigation

The navigation menu in XoroERP is designed for quick and intuitive access to all core business modules. Located on the left‑hand side of the interface, this menu serves as your central control panel, enabling you to move seamlessly between different areas of the system.

1. User Profile & Role Information

At the very top of the menu, you’ll find your name and user role (e.g., Admin). This section helps you quickly identify the active user account and its access level. Clicking here may provide options for profile management, password changes, or account settings depending on permissions.

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2. Search Menu

Directly below the profile section is the Search Menu bar. This universal search tool allows you to instantly locate and open any module, record, or feature within XoroERP without manually scrolling through the menu tree.

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3. Module Navigation

The left‑hand navigation is divided into structured module categories, each expandable to reveal its relevant functions:

Module	Purpose
Dashboards	Provides high‑level overviews of business performance, including key metrics, profit & loss summaries, and visual analytics.
Sales	Houses all sales‑related processes such as Estimates, Sales Orders, Shipments, and Invoices.
B2B	Supports business‑to‑business operations and integrations.
Purchase	Manages purchase workflows including Purchase Orders, Vendor Bills, and Item Receipts.
Admin	Administrative tools for system configuration and control.
Utilities	Assorted tools for system management and operational support.
Warehouse	Features for inventory storage, transfers, and warehouse operations.
Inventory	Core inventory management including adjustments, item master data, and tracking.
Manufacturing	Modules for production planning, work orders, and manufacturing resource management.
Accounting	All finance‑related activities such as ledgers, account settings, and reconciliations.
User	User account management, roles, and permissions.
Configuration	System setup and configuration options for customization.
Planning	Modules for demand planning, forecasting, and scheduling.
Reports	Comprehensive reporting tools for data insights and analytics.
Connect Banks	Bank integration for reconciliation and transaction imports.
Apps	Additional applications and extensions for enhanced functionality.

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4. Collapsible Menu

The navigation menu is collapsible, allowing you to maximize screen space for work areas. You can toggle between expanded and collapsed views depending on preference.

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5. Active Module Highlight

The module you are currently in will be highlighted in the menu, making it easy to identify your current workspace.

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Why This Navigation Design Works

• Centralized access: All business functions are accessible from one menu.

• Logical grouping: Modules are arranged in a way that mirrors business workflows.

• Quick search: The search menu eliminates unnecessary clicks.

• Collapsible flexibility: Gives you more workspace when needed.