The software follows a consistent approach for both adding and editing data. Whether you're creating a new purchase, sale, or lead, the interface and behavior remain similar across all modules.

Data Entry Window Types

• Data entry screens may open as fullscreen windows or sliding side panels from the left or right.
• Fullscreen windows can be dragged using the top title bar — useful on large screens or tablets.

Buttons and Actions

• Save: Adds a new entry or updates the existing one.
• Cancel: Closes the window without saving changes.
• Reset: (If available) Clears all input fields in the form.
• These buttons are always found in the bottom-right corner of the window.

Common Input Types

• Input: Any box where the user types or selects values.
• Dropdown: An input that opens a predefined list of options.
  • Typing is not allowed directly.
  • If the option list allows user-defined values, a Create New link will appear inside the dropdown to add a custom option.
• Required Fields:
  • Marked with a red border on the left.
  • Also highlighted with yellow background to attract attention.
• Read-only Inputs: Have a grey background and cannot be edited.
• Checkbox: A small square that toggles a checkmark on click.
• Radio Button: A circular option that toggles a dot on selection.
• Helper Icon: A green circular icon with a question mark. Clicking it shows contextual help for that section.

Tabs and Sections

• For large forms, inputs are grouped into tabs to simplify navigation.
• Each tab reveals a specific section of the form, like Transaction, Photos, Documents etc.

Input Grids

• Sections that resemble tables, but allow user input, are called input grids or grids.
• Each row may include:
  • A green plus icon to add a new row.
  • A red delete icon to remove an existing row.

Working with Module Lists

• All data entry modules (like Purchase, Sales, Promotions) start by showing a list of existing entries.
• These list pages typically offer an Add New button on the top-right of the header bar.
• Each item in the list includes Edit and Delete icons for quick access.