Find your way around: sidebar, search, lists and forms

OLY ERP looks the same everywhere: a sidebar on the left, a search bar at the top, lists of documents, and forms for one document. Once you know these parts, you can work in any area of the system.

Steps

Use the sidebar and workspaces

1. After you log in, look at the sidebar on the left. It shows the workspaces you can use, for example Selling, Buying, Stock, Accounting, Manufacturing, HR, Payroll and Projects.
2. Click a workspace. It shows shortcuts, links to documents and links to reports for that area.
3. You only see the workspaces your roles allow. If you miss one you need, ask your system admin.

Use the search bar

1. Click the search bar at the top that says Search or type a command, or press Ctrl+G.
2. Type what you want, for example Sales Invoice, Item or Stock Balance.
3. Pick a result: a list (for example Sales Invoice List), New Sales Invoice, or a report.
4. You can also type a document number, for example SINV-2026-00012, to open that document.

Work with a list

A list shows many documents of one type, for example all Sales Invoices.

1. Click Filter to show only some documents, for example Customer equals Bole Supermarket or Status equals Unpaid.
2. Click the sort button to sort by another field, for example Posting Date, newest first.
3. To change the columns, click the settings button on the list (List Settings) or switch to Report view and use Pick Columns.
4. Click a row to open that document.
5. Click + Add Sales Invoice (the button name changes with the list) to make a new one.

Work with a form

A form shows one document. Fields with a red star are mandatory.

1. Fill in the fields. Tables (for example Items) have Add Row to add lines.
2. Click Save (or press Ctrl+S).
3. On saved documents, the Create button makes the next document from this one. For example, from a Sales Order, Create > Delivery Note copies the customer and items for you.

Notifications and your user menu

• The bell icon at the top shows notifications, for example when someone assigns a document to you or mentions you in a comment.
• Your picture or initials at the top right open the user menu. Use My Settings to change your name, language or password. Use Log out to log out.

Good to know

• Lists remember your last filters. If a list looks empty, check for an old filter and clear it.
• Use the browser's back button or the breadcrumb at the top to go back to the list.
• What you can see and do depends on your roles. A missing button usually means you do not have the role for it.
• Press Ctrl+G from any screen. It is the fastest way to move around.

Related

• Draft, submit, cancel and amend documents
• Print, email and export documents and lists
• Roles: who can do what
• Glossary