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Navigate with the left sidebar

What the left sidebar shows, how its Main and Operation sections are grouped, how to open a module, and why a section you expect may be missing.

Updated 20 September 2026

Use the left sidebar to move around Kuver Books. It stays on the left of every screen. Whatever you are doing, you can reach another module in one click without losing your place.

What the sidebar shows

At the top is the name of the branch you are working in. Check it before you record anything: a sales invoice or a stock adjustment belongs to the branch shown there.

Below the branch name are the modules and sections that your user role allows. Two people in the same business can see different lists.

The Main group

The Main group holds the modules used in daily work:

  • Dashboard: the screen that shows activity, alerts and key figures.
  • Inventory: products, stock levels, units, attributes, adjustments and transfers.
  • Purchase: suppliers, purchase orders, goods received notes, purchase bills and debit notes.
  • Sales: customers, sales orders, sales invoices, payments and credit notes.

The Operation group

The Operation group holds money, reports and setup:

  • Finance: bank accounts, payables, receivables and transfers between accounts.
  • Reports: reporting across inventory, sales, purchase and finance.
  • Configuration: company details, users and roles, invoice templates, tax terms, warehouses and opening balances.

Open a section

  1. Find the module in the sidebar, for example Inventory.
  2. Click it. The item is highlighted to show it is open. If it has sub-sections, they open below it.
  3. Work in the main content area on the right. It now shows the module you chose. The sidebar and the top bar stay where they are.

Click another item at any time to switch. Saved work stays when you move between modules. An unsaved form is not kept, so save or cancel before you leave a form.

A module you expect is not there

If a module or a sub-section is missing from your sidebar, your role does not include it. Ask the person who manages your account. They set access under Configuration, then User roles and permissions.

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