The sidebar on the left is the main way to move around the OPS Manager. This guide explains how it is organized and how to get to any area.
Top-level links
At the top of the sidebar you will find direct links to:
- Dashboard — your home screen with widgets.
- Calendar — your schedule and events.
- Email Inbox — your messages.
Grouped sections
Below those, features are organized into collapsible sections. Click a section heading to expand or collapse it. The sections include:
- CRM — Leads, Accounts, Contacts, Deals.
- Sales — Quotes, Invoices, Contracts.
- Service Delivery — Projects, Tasks, Tickets, Work Orders, Dispatch Board, My Schedule.
- Inventory — Products, Stock Overview, Purchase Orders, Stock Adjustments, Suppliers.
- Fulfillment — Dashboard, Orders, Picking, Packing, Shipping.
- Accounting — Finance Dashboard, Chart of Accounts, Journal Entries, Bank Accounts, Job Costing, Accounts Payable, Approvals, AR Aging, Fiscal Periods.
- Tax Management — Dashboard, Tax Reports, Returns & Filing, Nexus Management, Exemption Certificates.
- HR — Employees, Leave, Attendance, Payroll, Performance.
- Reports and System (including Settings).
Open an area
- Find the section that contains what you need and click its heading to expand it.
- Click the item you want (for example, Contacts).
- The item opens in the main area, and the active item is highlighted in the sidebar.
Tip: You only see the sections and items your role allows. If something is missing, your administrator may need to grant access.
To find a specific record quickly instead of browsing, see Search across the platform.