How to Use the Contextual Sidebar Menu

The left-hand sidebar menu is the primary method for navigating the application. What options are available from this menu are dependent on the selected location. For more information on how to change location please see How to navigate between different locations.

The contextual menu includes a section for each tier in the current location hierarchy so that you are able to navigate between pages in all locations of the branch of the hierarchy relevant to your selected location, without having to transition between locations first.

The options available under each section are contextual to the respective tier. Some options, Databoard for instance, are available at all tiers, while others, like Products, are only available where relevant, at the Organization tier is this case.

Some options, indicated by an arrow icon to the right of the option title, open a submenu offering further options relevant to that subsection. Clicking on the Customers menu option for example, will both navigate to the Customers page and open the submenu providing access to the Branches and Unit Prices pages.

For an extensive list of the options available at each tier, please refer to the list below. Which options are available depends upon the user role and associated privileges assigned to your account. Should an option you require not appear on your contextual sidebar menu, please contact your account administrator to request your role be updated. Should you require further assistance please Technical support.