Find your way around InventaHQ
Learn what each part of the menu does, and where to find search, alerts and your profile.
The menu down the left side takes you to each part of InventaHQ. You only see the parts your user level allows.
The menu
| Menu | What it's for |
|---|---|
| Dashboard | Stock value, open orders, incoming stock, sales trend and anything that needs attention. |
| Contacts | Your customers and suppliers. |
| Products | Stock items, non-stock items, services and kits, with stock levels. Stock adjustments and stock movements are here too. |
| Purchases | Purchase orders and receiving stock. |
| Sales | Quotes and sales orders, picking, packing and shipping. |
| Transfers | Moving stock between locations or bins. |
| Reports | Stock, sales, purchase and contact reports. |
| Audit Log | Who changed what, and when. |
| Settings | Business details, locations, tax, users, email, security and integrations. |
| Xero | What has and hasn't been sent to Xero (when Xero is connected). |
The dashboard
The dashboard shows:
- Total Stock Value
- Open Sales Orders
- Incoming Stock (POs)
- your fulfilment rate
- a six-month Sales Trend
Needs Attention lists late orders and products below their minimum stock level. Click one to open it. You can filter the dashboard to one location.
Search
Use the search box at the top of every page to find a contact, product or order by name, SKU or number.
- Press / to jump to the search box.
- Use the arrow keys to move through results.
- Press Enter to open one, or Esc to close.
Alerts and what's new
Click the bell at the top to see alerts, such as low stock and late orders. New features also appear here. See See what's new in InventaHQ.
Your profile
Click your name at the top right, then Profile. See Update your profile and photo.
Order actions
On any saved sales order, purchase order or transfer, click Actions at the top to edit, print, email, clone, add attachments, see the order history or cancel.