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Find your way around

Get to know the dashboard, the module rail and menu, search, the organisation switcher, the apps grid and shortcuts.

1Start from the dashboard

The dashboard opens with Business overview: sales today, what customers owe you, active leads, cash in and out, your tasks, top debtors and low stock. Use New invoice or Record payment to jump straight into everyday tasks, and Customize to make the dashboard your own.

Scalar360 screen: Start from the dashboard — Numbered outlines show what to click, in order.

2Open a module from the rail

The dark rail on the left lists every module you can use — hover an icon to see its name. Pick one, such as Sales & Invoicing, and its menu opens next to the rail with all of its pages.

Scalar360 screen: Open a module from the rail — Numbered outlines show what to click, in order.

3Search for anything

Click the magnifying glass at the top, or press Ctrl + K (⌘ K on a Mac). Type a name or number to find invoices, customers, items, leads, settings and pages.

Scalar360 screen: Search for anything — Numbered outlines show what to click, in order.

4Switch between organisations

If you run more than one business, click the company name at the top to move between them. Choose Create organisation to add another one.

Scalar360 screen: Switch between organisations — Numbered outlines show what to click, in order.

5Open other Scalar360 apps

The grid icon at the top right opens Scalar360 apps — ERP, CRM, Drive and Mail — so you can move between them without signing in again.

Scalar360 screen: Open other Scalar360 apps — Numbered outlines show what to click, in order.

6Use shortcuts

The Shortcuts button in the top bar is on every page. Use it to create an invoice, add a lead or customer, record a payment, open search or change the theme from any page.

Scalar360 screen: Use shortcuts — Numbered outlines show what to click, in order.

Customise your dashboardBuild dashboards that fit how you work: switch the period, move and resize widgets, add new ones and undo mistakes.Company details & brandingKeep your business, GST and bank details up to date, and choose how your invoices look.Invite users and set roles & permissionsBring your team into Scalar360 and control exactly what each person can see and do.

Still stuck? Contact our support team — or start a free trial to try this in your own company.