🧭 Section 2
Finding your way around
The screen has three parts: the menu on the left, the top bar, and the work area in the middle.
Every module: Dashboard, CRM, Contacts, Sales, Purchases, Products, Accounting, Stock, Expenses, Reports and Settings. Click a heading to open its sub-menu.
The button in the top bar. Lets you add a sale, purchase, product, quotation, customer or expense from any screen.
Switch the screen language, and see alerts such as payment reminders and new online store orders.
Shows your Company ID (quote it when contacting support), last login, password reset and log out.
The dashboard
The dashboard shows today's and this period's sales, purchases, dues, expenses, charts and stock alerts. Use the location and date filters at the top to change what it shows.
You're looking at a report when a new customer calls. Instead of leaving the page, click ⚡ Quick Add › Add Customer, type the name and number, and save. You stay on the report.
Most lists have a search box, filters, and buttons to export to Excel/CSV/PDF or print. You can also show or hide columns.
Not using ZaleBee yet?
Try everything in this guide free for 30 days.