Navigation Overview

Learn how to navigate the Numera interface

The Numera interface is designed for efficiency. The main navigation is located on the left side of the screen and provides access to all modules.

The navigation is organized into logical groups:

  • Dashboard - Your home screen with key metrics and shortcuts
  • Sales - Orders, deliveries, invoices, and customers
  • Purchasing - Purchase orders, receiving, and suppliers
  • Inventory - Stock, movements, transfers, and counts
  • Accounting - Chart of accounts, journals, and VAT
  • Payroll - Employees and payroll processing
  • Assets - Fixed asset management
  • Banking - Bank accounts, statements, and payments
  • Reports - Dashboards and report generation
  • Administration - Settings and user management

Quick Actions

The top navigation bar provides quick access to common actions:

  • Quick Create (+) - Create new documents quickly
  • Search - Global search across all modules
  • Notifications - View alerts and pending tasks
  • User Menu - Access your profile and settings

Keyboard Shortcuts

Speed up your workflow with these keyboard shortcuts:

ShortcutAction
Ctrl + KOpen global search
Ctrl + NCreate new document (context-aware)
Ctrl + SSave current document
EscClose modal / Cancel action
?Show keyboard shortcuts help

Working with List Views

Most modules display data in list views with common features:

  • Sorting - Click column headers to sort
  • Filtering - Use the filter icon to narrow results
  • Search - Type to search within the current list
  • Pagination - Navigate through pages of results
  • Bulk Actions - Select multiple items for batch operations

Document Views

When viewing individual documents (orders, invoices, etc.), you'll see:

  • Header - Key document information and status
  • Tabs - Organized sections (Details, Lines, History, etc.)
  • Action Bar - Available actions for the document
  • Timeline - History of changes and related documents

Breadcrumbs at the top of each page show your current location and allow quick navigation back to parent sections. Click any breadcrumb to jump directly to that level.