A tour of your ERP

How the screen is laid out, the fastest way to reach anything, and the one idea — draft, submitted, cancelled — that explains most of what the system does.

The working screen, and the page for your customers

Your ERP answers on one address but shows two very different pages depending on how the address ends, and knowing which one you are looking at saves a lot of confusion.

	The working screen	The page for customers
Address ends with	…nezmaro.com/app	…nezmaro.com (nothing after it)
Looks like	A full working screen: a list of business areas down the side, a search bar across the top, lists and forms in the middle	A plain page with little more than My Account and a newsletter box
Meant for	You and your staff — all real work happens here	Your customers and suppliers, if you later choose to let them look up their own orders and invoices

Nearly everyone who reports that the system “looks empty” is on the customer page by accident. If what you are looking at has no list down the side, add /app to the end of the address and press Enter.

The working screen: the Home page, the business areas down the side, the search bar across the top.

Bookmark the address with /app on the end, and ask every new colleague to do the same on their first day. It removes the most common source of confusion in the whole system.

The list down the left

The system is grouped by area of the business, and clicking an area shows its shortcuts, its reports and its charts. You are not expected to use them all — most companies live in three or four.

Area	What you will find there
Accounting	Sales and purchase invoices, payments, your list of account categories, and the financial reports
Buying	Suppliers, purchase orders, and records of goods received
Selling	Customers, quotations, sales orders, price lists and sales figures
Stock	The things you buy and sell, your warehouses, stock movements, and what you currently hold
Assets	Equipment and property the company owns, and their upkeep over time
Manufacturing	What each product is made of, production orders and planning
Quality	Inspections, quality targets, and records of things that failed a check
Projects	Projects, tasks, hours worked, and whether a project made money
Support	Complaints and requests from customers, and how quickly they were handled
Users	The people who may sign in, and what each of them is allowed to see
Website	Public web pages, blog posts and enquiry forms
CRM	People who might buy from you and the deals in progress — everything before someone becomes a customer
Tools	Notes, to-do lists, files and the email inbox

What each person sees depends on what they are allowed to do. A warehouse clerk with stock permissions only sees a much shorter list than you do — that is the system working correctly, not a fault.

The search bar is the real way to get around

The bar across the top reaches anything in the system in a couple of seconds, which is why experienced users barely touch the list on the side.

Press Ctrl+G from anywhere, or click the bar at the top that reads Search or type a command.
Start typing what you want. Suggestions appear underneath as you type.
Pick one of them:
- A kind of record — Sales Invoice, Item, Customer — opens the list of all of them, or choose New to create one.
- A particular record — an invoice number, a customer name, a product code — opens it directly.
- A report — Accounts Receivable, Stock Balance — runs it.
- A setting — Company, Print Settings — opens it to be changed.

Typing into the search bar: records, reports and settings all appear as you type.

If you cannot find something, do not hunt through the menus — type its English name into the search bar. The system searches by name, so a reasonable guess usually lands.

Lists and forms

Every kind of record behaves the same way, which is why learning one screen teaches you all the others.

A list shows every record of one kind — all your sales invoices, for example. From here you filter, sort, and act on several rows at once.
A form opens when you click one row. It shows that single record, its fields and its lines, and the buttons that act on it.

To see one customer's invoices, for instance: search for Sales Invoice to open the list, then use the filter row above it to add a filter on Customer and pick the name. A filter you use often can be saved from there and reopened with one click.

Draft, submitted, cancelled — learn this one first

If you understand nothing else about this system, understand this. Every record that touches your money or your stock — invoices, orders, delivery notes, stock movements, payments — passes through three states, and the state decides what the record is allowed to do.

State	What it means	Can you edit it?	Effect on stock and accounts
Draft	Saved, but not official yet — a working copy	Yes, freely	None at all
Submitted	Official and locked	No — only a few harmless fields	Full: stock moves and the accounting entries are made
Cancelled	Reversed, but kept on the record	No	Reversed — the entries are undone

The same record as a draft and after it was submitted: the status label and the available buttons both change.

The buttons that move a record between states

Save (Ctrl+S) keeps it as a draft. Nothing has happened to your stock or your accounts. Save freely and often; a half-finished invoice sitting as a draft harms nothing.
Submit makes it official. This is the moment stock actually moves and the accounting entries are actually made. Read the record once more before you press it.
Cancel reverses an official record. It stays in the list, marked cancelled, and its effect on stock and accounts is undone.
Amend appears after cancelling. It opens a fresh, editable copy of the same record, which you correct and submit again.

Nothing you type reaches your accounts or your stock until you press Submit. This cuts both ways: an invoice left as a draft does not exist as far as your books are concerned, and a wrong figure you have already submitted is now a real accounting entry that has to be cancelled and re-issued rather than quietly edited.

Correcting a record you have already submitted

You cannot edit an official record, and you should not delete it. This is the correct route, and it takes under a minute.

Open the record. The status at the top reads Submitted.
Click Cancel and confirm. The status changes to Cancelled and its effect on your stock and accounts is reversed.
Click Amend. A copy opens as a new draft, with a name based on the old one — ACC-SINV-0007 becomes ACC-SINV-0007-1.
Fix what was wrong, then press Submit on the corrected copy.

Cancelling cannot be undone — there is no button that turns a cancelled record back into an official one. If the record was correct after all, amend it and submit the copy unchanged.

Why the cancelled copy stays in the list

The cancelled record stays visible on purpose. Accounting rules — and any auditor or tax inspector — require that a document which once existed cannot silently disappear. The trail shows what was issued, that it was reversed, and what replaced it. Deleting mistakes instead of cancelling them is exactly what an audit looks for.

Comments, attachments and history

Every record carries its own file of notes and documents, which saves a great deal of searching through email later.

Comments, at the bottom of the form — write why a discount was given, or what the customer agreed on the phone. Type @ followed by a colleague's name to notify them. The comment stays attached to the record permanently.
Attachments, in the side panel of the form — the signed purchase order, the delivery photo, the bank transfer receipt. The file lives with the record instead of in somebody's downloads folder.
History — the system records who created, changed, submitted or cancelled the record, and when. Nobody can edit that trail.

The notification bell

The bell in the top corner collects what needs your attention: comments that mention you, records handed to you, and anything shared with you. Handing work over is the useful part — from any record you can assign it to a colleague, and it appears in their bell and their to-do list instead of in a chat message that gets lost.

Keyboard basics

Three shortcuts cover most of the day.

Keys	What it does
`Ctrl+G`	Jump to the search bar from anywhere
`Ctrl+S`	Save the record you are on, as a draft
`Esc`	Close the box that is open, or the search suggestions

In lists and in the lines of an invoice, the Tab key moves from field to field, which is far faster than reaching for the mouse on a twenty-line invoice.

Ctrl+S only ever saves a draft. No keyboard shortcut can make a record official by accident — that always takes a deliberate click on Submit.

Where to go next

With the layout and the three states clear, the selling chapter follows one real order from quotation through to a paid invoice — and what you learn there applies, under different names, to buying and stock as well.