Overview

The Commercial Overview is the entry page of the Commercial area. It serves as a central navigation hub and displays all commercial functions as clickable tiles. From here, a single click takes you to the individual work areas – from proposals and offers, through web orders, to invoicing, price catalogs and accounting management.

1. Navigation

The overview opens automatically when you select the Commercial area in the main menu. It forms the starting point for all further functions of this area.

2. Navigation Menu with Tiles

At the center of the page are the tiles, grouped by category. Each tile represents a subpage of the Commercial area and consists of an icon and the name of the respective function.

Layout

• The tiles are grouped into named, colour-coded categories: Sales, Billing and Bookkeeping.
• Each category appears as a separate block. Its header shows a coloured square and the category name in capital letters, followed by the associated tiles as a list.
• The categories are placed side by side and wrap onto several rows on smaller screens.
• A category in which no tile is available to you is not displayed.
• Clicking a tile opens the associated function.

Available Functions

Depending on permissions and enabled modules, the following tiles can be displayed, among others:

Note: Which tiles actually appear depends on your role, the activated modules and the selected group (see Section 3). Only functions you are allowed to access are displayed.

3. Visibility of the Tiles

The displayed tiles are automatically filtered based on several criteria. This way, you only see the functions that are relevant and authorized for you.

Role-Dependent Display

Access to the individual functions is bound to your user role:

• Proposals, Trading and Invoices are available to superadministrators, administrators and dispatchers, among others.
• WebOrders are visible to dispatchers as well as to users with web order permission.
• WebOrder settings is visible only to users with the WebOrder Admin role.
• Price Catalogs, Bookkeeping Income Accounts, Bookkeeping VAT Sales Tax and Invoice Mandates are reserved for administrators (and superadministrators).

Module-Dependent Display

Some tiles only appear if the associated module is activated for your company:

• Proposals requires the Proposals module.
• Trading requires the Trading module.
• WebOrders and WebOrder settings require the Web Orders module.
• Invoices, Bookkeeping Income Accounts and Bookkeeping VAT Sales Tax require the Invoicing module.
• Price Catalogs require the Price Catalog module.
• Invoice Mandates require the Invoicing Mandates module.

Group-Dependent Display

Visibility is additionally influenced by the currently selected group. When you switch the active group, the tile grid is automatically recalculated and adapted to the permissions of the new group – reloading the page is not required.

4. Marking Pages as a Favorite

Each tile contains a star icon with which you can add the respective function to your personal favorites or remove it from them.

How to Mark a Favorite

1. Click the star icon of a tile.
2. The star is displayed as filled – the page is now saved as a favorite.
3. Clicking again removes the page from the favorites; the star is shown empty again.

Clicking the star icon does not trigger any navigation – you remain on the overview. The favorites are assigned to your user account and are retained across sessions.

5. Notes

• The Commercial Overview itself contains no data, but serves exclusively for navigation and the management of your favorites.
• The tile grid adapts dynamically to your permissions, the activated modules and the selected group. It is therefore possible that different users see different tiles.