Docs Getting Started Dashboard & Navigation

Dashboard & Navigation

A guided tour of the Fateh ERP dashboard and how to navigate every module.

The Dashboard at a glance

yourcompany.fateherp.com
Fateh ERP Dashboard — live business snapshot
Fateh ERP Dashboard — live business snapshot

When you log in you always land on the Dashboard. Everything you need is accessible from here.

Dashboard summary cards

The row of cards at the top gives you an instant financial snapshot:

CardWhat it shows
Total ReceivableMoney owed to you by customers (unpaid invoices)
Total PayableMoney you owe suppliers (unpaid purchase invoices)
This Month SalesTotal invoiced revenue in the current calendar month
This Month PurchasesTotal bills received from suppliers this month
YTD Net ProfitRevenue minus expenses since the start of the financial year
yourcompany.fateherp.com
Dashboard showing live data across all modules
Dashboard showing live data across all modules

Left navigation menu

The left sidebar is the main menu. It's organised into modules. Click any group label to expand it:

Menu SectionWhat's inside
SellingCustomers, Quotations, Sales Invoices, Sales Orders, Payments Received
BuyingSuppliers, Purchase Invoices, Purchase Orders, Supplier Payments
StockItems, Warehouses, Stock Ledger, Stock Balance
AccountsChart of Accounts, Journal Entry, General Ledger, Trial Balance
POSPoint of Sale, POS Sessions, POS Reports
ReportsFinancial reports, Tax summaries, Sales analysis
SettingsCompany setup, Users, Taxes, Number series, Print formats

Using the search bar

The search bar at the top of the sidebar lets you find any module instantly. Start typing the name — for example type "inv" and you'll see Sales Invoice, Purchase Invoice appear. Click to navigate directly.

Quick keyboard shortcuts

KeyAction
Ctrl + /Focus the search bar
Alt + NCreate a new document in the current module
Ctrl + SSave the current document
EscapeClose the current dialog or dropdown
You can also access any page by typing its name into the top search bar. This works even for settings pages deep in the menus.