Before you begin
The search box
The search box in the top bar, and the find box on your home, look through the records your kind of business looks things up in. The box says what it can find: "Search tenants, units, listings…" for a landlord, "Search patients, receipts…" for a clinic. A click opens that one record, not a general list.
| You type | You find |
|---|---|
| A customer's name or phone | Their file: a tenant's statement, a patient's chart, a family page |
| A receipt or invoice number | The sale |
| A product name, barcode or code | The product, e.g. KES 120.00 · 12 in stock · 6001 |
| A load number, BOL or consignee | The load |
| A ticket, lead or project | The ticket, the lead in the CRM, the project |
Students, guests, tenants, listings, waybills, tickets for travel and the bus, suppliers, staff and vehicles are found the same way.
Above the records the search also lists Screens (type "payroll" or "tanks") and Settings, each with where it lives. See Finding a setting by name under Settings. You only see what you may open: a cashier sees customers and products, not tenants or company settings.