V8 - Introduction to main menus and display area

Upon logging in to SOS Inventory, the user is directed to the Home landing page. It contains an area displaying a message from the SOS team that includes important dates such as the latest release, links to beta versions available for testing and previewing their functionality, reminders, and a link for contacting the Support team.

The interface has three main areas of interest: the Task bar, Operations menu, and the Page display area.

Each area combines functionality with making SOS Inventory easy to learn and use. Please note that the operations and features accessible to an individual user are dependent on the privileges granted to that user by a company administrator.

Task bar

In the upper right area of the screen is the Task bar. Its icons represent a set of menus and functions:

Company. Displays your company name and houses your company and plan settings, data tools, and many functional lists for enhancing your SOS operations and experience.

User. Shows your display name and provides user-specific functions such as settings, profile, task list, and an option to logout.

notifications Notifications. Allows users to see if any notifications have been sent to them and provides access to viewing past notifications or add new ones.

search Global search. Allows for extended search of objects throughout SOS Inventory. The Global search page provides specific information on refining global searches in SOS Inventory. 

add Quick add. Opens a new transaction, item, customer, or vendor, allowing the user to bypass navigating to its list page first.

check Sync. Gives a user full control over synchronization between SOS Inventory and QuickBooks Online.

print Print. Opens a print window to print or make a PDF of the current display area.

settings Settings. A menu for all settings used within SOS Inventory. Includes transaction, operations, sync, portal, and integration settings.

help  Help. Provides a wealth of resources to assist SOS Inventory users. 

Operations menu

The Operations menu is frequently used in daily operations. It allows the user to access the lists containing all existing transaction records, as well as the page for selecting and running reports.

Dashboard. Shows the status of orders and other transactions, the most recent sync date, and the transactions sent and to be sent to QuickBooks Online. Most buttons, when clicked, will take you to the associated list.

Calendar. A configurable calendar that can be used to keep track of due dates pertaining to tasks and transactions, as well as lot expiration dates.

Purchasing. Contains links to lists for Vendors, Purchase orders, Item receipts, Returns to vendors, and the Reorder list.

Production. Contains links to Builds, Processes (process transactions), Jobs, and Work orders lists.

Inventory. Contains links to Items, Adjustments, Transfers, Serial inventory, and Lots lists.

Sales. Contains links to Customers, Estimates, Sales orders, Invoices, and Sales receipts lists. SOS Inventory customers who are enrolled in the SOS Pay credit card processing program will also be able to access the Payments list.

Fulfillment. Contains links to Pick tickets and Shipments lists.

More Transactions. Contains links to Returns, RMAs (return merchandise authorizations), Rentals, and Rental returns lists.

Reports. Links to a one-stop page for all reports available in SOS Inventory.

Quick links. Configurable shortcut list for most-used pages.

Operations menu toggle. Located at the bottom of the Operations menu, this toggle allows you to contract the menu to display icons only (keyboard_double_arrow_left) or to expand it to the menu’s regular width (keyboard_double_arrow_right). If the Operations menu toggle is contracted to display icons only, the width of the page display area expands, allowing more space for viewing columns of data on lists.

Page display area

The Page display area is the main section of the screen and is used for displaying lists of transactions, items, customers, vendors, and other data records.