Finding your way around

Every screen in Customry One is laid out the same way, so once you know one, you know them all.

The rail

The slim bar down the left has one icon for each area of Customry One:

Area	What’s in it
Home	Your own board of widgets. See Home.
Customers	Customer accounts, with their addresses, contacts, prices, sales, invoices and history.
Sales	Enquiries, quotes and orders.
Despatch	To despatch, the work waiting to go, and Deliveries.
Invoicing	To invoice, Invoices, Proformas and the Finance export.
Purchasing	Reorder, Requisitions, Purchase orders and Goods in.
Products	Products, stock and Price lists.
Suppliers	Supplier accounts and their purchase orders.
Administration	Settings and lists for your company. Only people who manage them see it.

You only see the areas and pages your permissions allow. If something a colleague uses is missing for you, ask your administrator.

The page list

When an area has more than one page, a panel next to the rail lists them. You can keep it pinned open, or collapse it so it opens when you select the area’s icon and closes once you pick a page.

The header and account menu

Along the top you’ll find where you are, then on the right the ? button and your account menu.

• ? opens the help article for the page you’re on, in a new tab. Pages without an article of their own open the help home page.
• The account menu has your Profile, Help (the help home page) and Sign out.

Pages

Each page has a header with its title and the actions for that page, such as Save or Confirm order. One button is filled in colour: that’s the main thing to do next. Other actions are often under More.

Lists keep their headings in view as you scroll, and long records are split into tabs. A sale, for example, has Details, Lines, Revisions and History tabs.

Unsaved changes

If you try to leave a page with changes you haven’t saved, Customry One asks first, so you don’t lose work by accident.

When someone else changed it first

If a colleague saves a record while you’re editing it, Customry One won’t let your save overwrite theirs. You’re told someone else changed it, so you can reload, see their changes and make yours again.

On a phone or tablet

On a narrow screen the rail becomes a bar along the bottom with the main areas, and a More button for the rest. Each area’s pages open from the bottom of the screen.