Desktop 2.0

Introduced in version 12

Home Page

New Desktop

We have replaced the icons from the previous desk and added module cards. These cards, based on their scope and relevance are categorized into 4 major categories:

  • Modules: These are all the domain agnostic modules available in ERPNext that are common to all types of businesses. Modules like Human Resources, CRM, Buying, Selling, etc. are put under this category.
  • Domains: This is where you can find all domain-specific modules like Education and Manufacturing. You can learn more about all industry-specific modules here.
  • Places: Places is where you can find features that are not industry-specific and are not required in day to day operations of your company. Features like Website, Dashboards, and Marketplace can be found here.
  • Administration: Here you can find modules related to your ERPNext setup and administration.

These cards allow better navigation with shortcut items in the dropdown menu. You can customize this dropdown to add or remove links to various doctype for that module.

Desktop Dropdown

You can reorder as well as show or hide these module cards.

Drag and Drop

Module Page

Clicking on any module card will take you to the module page. Here the user can navigate through all the doctypes, reports, and settings associated with a particular module.

For example, here is how the Accounting module page looks like.

Accounts Module

Some links of these modules may be marked grey, clicking on these links won't open any new page. They are marked so because there is a dependent document that needs to be created first. For example, you will need to build a Sales Invoice before accessing the sales register. Hovering on any of these links will show a pop-up guiding the user to the dependent document.

Muted Link in Module Page

You shall also notice a color indicator before some of the links. These indicators are used to inform the user if there are any open or urgent documents that need to be looked at.

Color Indicators

The red indicator in the above example indicated that there are open or overdue tasks in the list. Accordingly, a blue indicator would mean that there are no open tasks. An orange indicator means that the report has not been accessed or no document is created in the corresponding doctype.