Find a Screen

Use this page when you know what you want to do but not where it lives in the menu.

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Three ways to find a screen

1. Left sidebar

Expand the topic (e.g. Inventory Management) → tap the screen name. Start with each topic’s Overview in the docs sidebar if you are new to that area.

2. Header Search

1. Tap the Search icon in the top header.
2. Type a keyword — e.g. reports, items, tax, gift card.
3. Pick a result (↑↓ to move, Enter to open, ESC to close).

Results respect your permissions — you only see pages you can open.

3. This lookup table

Jump straight to the full guide for common screens.

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Screen lookup

Screen	Menu path	Full guide
Login	(before login)	Signing in
Forgot / reset password	(before login)	Forgot password
Dashboard	Dashboard	Dashboard overview
Categories	Master Data → Categories	Categories
Items	Master Data → Items	Items
Staff	User Management → Staff	Staff
Customers	User Management → Customers	Customers
Customer Groups	User Management → Customer Groups	Customer groups
Location	Locations → Location	Location
Transactions	Order Management → Transactions	Order transactions
Tax Rates	Tax Management → Tax Rates	Tax rates
Expense Categories	Expense Management → Categories	Expense categories
Expenses	Expense Management → Expenses	Expenses
Roles	Security → Roles	Roles
Quick Actions	Settings → Quick Actions	Quick Actions
Table Planner	Settings → Table Planner	Table Planner
Gift Card Purchases	Guest Services → Gift Card Purchases	Gift cards
Reports	Reports	Reports workflow

For other screens, open the matching topic overview under Getting Started — each lists all guides in that module.

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What full guides contain

Most screen guides follow the same pattern:

1. What it does — purpose of the screen
2. Step-by-step — taps and order
3. Fields / table columns — when relevant
4. FAQs — common mistakes

Reports and dashboards are mostly view and export, not creating rows.

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Related

• How to use this guide
• Navigation and sidebar
• Access denied