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Navigating the App

Once you're signed in, Vruksha presents a consistent dashboard shell: a header across the top, a navigation menu down the left, and your content in the middle. Master these few patterns and you can find your way around any module.

The application shell​

The header and left menu stay put as you move between modules, so navigation actions and your account are always one click away. The header does not appear on the sign-in, sign-up, and password pages — those are public screens.

The common header​

The header runs across the top of every authenticated page and contains four things:

  • Logo (left). Click it from anywhere to return to your Dashboard.
  • Global Search (center). Find any record across modules. Click the search box or press the / shortcut to open it. Type at least a couple of characters and results appear, grouped by module (Stocks, Projects, Units, Parties, Sales, and so on). Each result shows its prefixed ID (for example SO-00123) and a human-friendly label. Use the arrow keys to move through results, Enter to open the selected one, and Esc to close. Search respects your permissions — you'll never see results from modules you can't access.
  • Notifications. Your alerts and messages. See Getting Help for details.
  • Profile menu (right). Shows your name, email, role, and organization. From here you can open My Profile, jump to Organization settings (if permitted), and Log out.

The left navigation menu​

The left menu lists the module groups. Some are single links (like Dashboard or Parties); others expand into sub-items (like Sales, which contains Leads, Quotations, Sales Orders, and Sales Invoices).

Why don't I see every menu item? The menu is permission-aware. An item only appears if your role grants access to it; a group only appears if you can reach at least one item inside it. If a colleague sees a menu you don't, it's a difference in roles, not a bug. See the Roles Overview and the RBAC matrix.

Your personal My Profile is always available under Settings, regardless of role.

List pages​

Most modules open to a list page — a table of records such as all your projects, units, or sales orders. List pages share a common toolkit:

  • Columns show the key fields for each record, often with status badges.
  • Quick filters sit above the table: a search box, plus dropdowns to narrow by status, type, or other attributes.
  • Sorting is available on most columns — click a header to sort.
  • Pagination controls let you page through large result sets.
  • Row actions (view, edit, and more) appear per row, subject to your permissions.
  • Selection lets you tick multiple rows for bulk actions where supported.

Detail pages​

Clicking a record opens its detail page, where you'll find the full information for that item — often organized into tabs (for example, a stock's overview, area, seller details, payments, and history). Detail pages are also where status changes, timelines, and related records live.

Forms​

Creating or editing a record opens a form. A few things to expect:

  • Validation runs on submit. Vruksha doesn't nag you while you type — it checks your entries when you click Save. If something's wrong, the first invalid field is highlighted in red with a short message beneath it.
  • The Save button shows progress. It disables and shows a spinner while saving, so you won't accidentally submit twice.
  • Required fields are marked. Conditional fields may appear or disappear based on your earlier choices (for example, choosing a "Company" party reveals stakeholder fields).

Soft-delete behavior​

Vruksha never hard-deletes your records. When you delete something, it's soft-deleted — hidden from normal views but retained in the database with a deletion timestamp. This means:

  • Deletions are recoverable and fully audited (who deleted what, and when).
  • Some deletes are blocked to protect your data. For example, you can't delete a party that's used on a sales order, or a stock parcel that's already allocated to a project. You'll see a clear message explaining what's blocking the deletion.

Because of this, the numbers you see always reflect active records, and history is never silently lost. Learn where to review that history in Getting Help.

What's next​

You now know how to move around. If you haven't yet, set up your access in Signing Up, or read the Roles Overview to understand what those menus and buttons let you do.