TechFusion TechFusion POS is organised the same way on every screen. Once you know these four areas you can find anything.
The sidebar (left)
The black menu on the left lists everything you are allowed to use. Click a section, such as Products, to open its pages (List Products, Add Product, Import Products…).
- Search menu… at the top of the sidebar finds any page by name. Type "price" to jump to Update Price, or "return" to find List Sell Return.
- What you see depends on your role. If a page is missing, your admin may not have given you permission. See Roles and permissions.
- On a phone, open the sidebar with the ☰ button.
The top bar
| Button | What it does |
|---|---|
| ⊕ | Quick-add a contact, product, expense or other record |
| Calculator | A simple calculator |
| POS | Opens the sales screen |
| Today's profit | Shows today's sales, costs and profit |
| Date | Today's date for your business |
| Alerts | Notifications: low stock, payments due and system messages |
| Your name | Profile, change password and sign out |
The dashboard (Home)
The dashboard shows your sales, purchases, amounts due and expenses for a date range, plus charts and lists of payments that need attention. Use Filter by date and the location box to change what it shows. See Understanding the dashboard.
Lists, filters and exports
Most pages (sales, products, purchases, contacts) are lists with the same tools:
- Filters above the list narrow it by date, location, customer, status and more.
- Search in the top-right of the list finds records instantly.
- Export CSV / Excel / PDF / Print and Column visibility are above every list. See Exporting your data.
- Actions on each row lets you view, edit, print, pay or delete that record.
Tip: Need help on any page? Open Knowledge Base in the sidebar and search for the page name.
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