A quick tour of your dashboard
Goal: Get comfortable finding your way around Paldo BOS in a couple of minutes.
Paldo Home
Section titled “Paldo Home”When you sign in you land on Paldo Home — your starting point. It has Quick actions (New Invoice, Customers, Items, Payments) and Explore cards grouped into Sales, Buying, Stock, and Accounting.
The sidebar
Section titled “The sidebar”The sidebar groups everything by area: Selling, CRM, Buying, Stock, Manufacturing, Accounting, Assets, HR, and Payroll. What you see depends on your plan.
Search — the fastest way around
Section titled “Search — the fastest way around”Press Ctrl + G (or click the search bar) and start typing to jump to any screen, open a record, or create something new. When in doubt, search.
The top bar
Section titled “The top bar”The bell shows notifications, the avatar (top-right) opens your profile and logout, and Help links to this documentation.
You’re done when…
Section titled “You’re done when…”You can get from Paldo Home to any task using the sidebar or search.