Find your way around

The left menu

The menu on the left lists the areas you can use, such as Sales, Purchase, Inventory, Finance and HR. Groups open and close when you select them, and the group that holds the page you are on opens by itself.

You only see what your role allows and what your company’s plan includes. If a menu item you expect is missing, see Roles and what you can see.

The top bar

• Alerts (bell). A red number appears when something needs attention. It shows only the alerts you are allowed to see.
  • Reorder alerts: how many items are out of stock, below the minimum, or at the reorder point. Select View reorder alerts to open the list.
  • Expiry alerts: how many batches are expired, expiring soon, or quarantined or recalled. Select View batches and expiry to open them.
• Branch. If you can work in more than one branch, the current branch is shown here and you can switch it.
• Help. Opens the help menu (below).
• Your picture. Shows your email, company, branch and role, and the Sign out command.

Help menu

• User guide is this site. The menu entry is marked “coming soon” until it is linked.
• Keyboard shortcuts: press D to switch between light and dark mode, and / to jump to the search bar.
• Report a problem opens an email to support@getorlan.com. Say which screen you were on and what you expected to happen. A screenshot helps.

Tables

Most lists are tables. You can sort by selecting a column heading, change the page size at the bottom, and open a record by selecting its row.