How to view the screen and basic operations
This guide explains the screen layout of ERPNext and the basic operations of each area. It covers everything from the left-hand menu (11 categories), the top bar, the work area, and how to use the list and detail screens.
What you will learn from this article
The ERPNext screen, regardless of the task, consists of four elements: the top bar, the left-hand menu, the central work area, and the breadcrumb trail. This article explains the role of each and its basic operation.
- What is in each of the four areas?
- Basic operation of the list screen and detail screen
- Frequently used shortcut keys
- Behavior when opened on a smartphone
ERPNext screen configuration
The ERPNext administration screen is divided into the following four areas:
| Area | Role |
|---|---|
| Top Bar | Search Bar, Help, Notifications, User Menu |
| Left-hand menu | Business categories: 11-level hierarchical menu. Entry point to full screen. |
| Central Work Area | Displays the currently selected workspace, list, and detail screens |
| Breadcrumb Trail | Displays your current level. You can return to the previous screen. |
Top bar
This is a bar that is always displayed at the top of the screen.
- Search Bar: Enter screen name, invoice number, etc. to perform a cross-search (shortcut:
Ctrl + G) - "?" button: Opens the manual article corresponding to the currently open screen in a new tab.
- Notification Bell: Check notifications and mentions addressed to you.
- User Icon: Personal Settings, Theme Switching, Logout
Tip: The "?" button will automatically open the manual corresponding to each screen. For unregistered screens, it will jump to the manual's TOP page.
Left-hand menu (11-category hierarchy)
This is an 11-tier menu listing business categories from top to bottom. Clicking a category will open the corresponding workspace.
| Tier | Category | Main Screen/Workbench |
|---|---|---|
| 1 | Home | Order Progress Board / Purchasing Hub / Manufacturing Order Workbench / Accounting Workbench / Item Master / Shipping Schedule List |
| 2 | Sales (Marketing) | POS/CRM Hub/Sales Funnel/Quote Creation/Individual Order Entry/Order Hub/Order Progress Board |
| 3 | Purchasing | Purchase Requisition (General/Raw Materials) / Purchase Requisition List / Approval Hub / Order Workbench / Purchase Order Creation / Material Requirements Planning (MRP) Shortfall List / Supplier Management |
| 4 | Outsourcing | Input outsourcing performance |
| 5 | Manufacturing | Manufacturing Order Workbench / Manufacturing Orders / Equipment Scheduler / Equipment Hub / Actual Entry (Tablet / PC) / Manufacturing Trace |
| 6 | Quality | Inspection reports, non-conformance management, etc. (displayed according to implementation) |
| 7 | Inventory | Inventory inquiry by item / Inventory adjustment / Inventory management / Mobile physical count |
| 8 | Logistics | Shipping and Delivery Linked View (Displayed depending on implementation) |
| 9 | Assets | Fixed Assets and Depreciation Management (Displayed depending on implementation) |
| 10 | Accounting | Accounting Workbench / Journal Entry Drilldown / MoneyForward Integration Hub |
| 11 | Master Settings | Item Master / Bill of Materials Workbench / Approval Workflow Settings / Print Format Builder / Permission Management / Backup |
Note: The categories displayed are filtered based on administrator settings and assigned roles. If not all categories are displayed, you may be missing some roles.
Open/Close Menu
You can open and close sub-items using the arrows to the left of each category. Closing categories you don't use will improve the layout.
Workspace (Work Area)
The screen that opens when you click a category is your workspace. Shortcuts, lists, graphs, report cards, and more are all consolidated on one screen.
Workspace Customization
- Click "Edit" in the upper right corner of the screen.
- Add/rearrange shortcut card graphs
- Click "Save"
Note: The administrator may have set up a company-wide template. To prevent your personal changes from being lost, please select "Save as personal settings" when you first edit.
Basic Operations
List screen
This screen displays all the invoices together.
- Create New: Click the "+ Add" button in the upper right corner.
- Refine: Specify conditions in the filter panel on the left.
- Sort: Click the column header.
- Batch Action: Select multiple items using the checkboxes → Execute the action at the top.
Details screen
This is the screen for editing a single invoice.
- keep:
Ctrl + SOr the "Save" button - Submission (confirmed):
Ctrl + EnterOr the "Submit" button - Cancellation: "Cancel" button (cancels a submitted slip)
- Comments: You can use the comments section at the bottom of the screen for communication within the team.
Breadcrumb trail
Breadcrumb trail at the top of the screen (Example:ホーム › 購買 › 発注書 › PO-00123 You can return to the previous level from there. This step is omitted on smartphones.
Frequently Used Shortcut Keys
| Shortcuts | Operations |
|---|---|
Ctrl + S | Save |
Ctrl + Enter | Submission (confirmed) |
Ctrl + G | Place the cursor in the search bar |
Alt + ← | Return to previous page |
Esc Close the dialog box | |
/ | Place the cursor in the filter field of the list |
For a more detailed list of shortcuts, see Keyboard Shortcuts Please refer to the following.
Use on smartphones
When you access it from your smartphone, it will automatically/mobile-home The screen will switch, and a smartphone-specific screen will be displayed.
- On-site screens, such as those for entering performance data (on a tablet), also work on smartphones.
- The workbench screen for PCs is best viewed using a PC browser.
- Manually
/app/...You can also access the PC version (some functions are limited).
FAQ
Q: Some categories are not displayed in the left-hand menu.
You do not have the necessary role to access the screens included in that category. Please request that your administrator grant you the role.
Q: Clicking the "?" button opens a different manual article.
Detailed URL of the screen (Example:/app/purchase-order/PO-00123 ) rather than the parent screen (/app/purchase-order The corresponding article will open. For detailed instructions on how to use that screen, please refer to the relevant section in the parent article.
Q: The browser's back button isn't working.
Alt + ←Use the button or return to the previous level using the breadcrumb trail. ERPNext has a unique screen transition mechanism and may not perfectly match your browser history.
Q: I want to change the order of my workspaces.
The workspace order is determined by the administrator. Individual rearrangement is not possible. A practical approach is to add shortcuts to frequently used screens in your home workspace.
Next Steps
Once you understand the screen layout, How to use search and filter Now let's move on to mastering the search bar and list filters. Keyboard Shortcuts See also.