Side menu and favorites
How the left-hand menu is organized, what its counters and padlocks mean, why a link may be missing and how to pin the ones you use most to the top with Favorites
The side menu is the column on the left that takes you to every screen in Sattotal. On a computer it is always visible; on a phone or tablet you open it with the ☰ button in the header, and it closes by itself when you pick a screen. Besides taking you to each section, it uses counters to tell you what is waiting for you, and it lets you move the links you use most into a section of your own, «Favorites», in whatever order you like.
Grouped by task
Links are split into four sections: Workflow, Sales, Management and System. Support sits below all of them.
Pending counters
A red number next to a link tells you how many things are waiting there: unread messages, quotes with no reply, repairs ready for pickup, alerts, RMAs that need attention, items and services created from the POS that still need completing, or QR sign-ups waiting to be validated.
Padlock on paid modules
On the Free plan, the modules it does not include (such as the POS, Invoicing, the Sales Dashboard or the Daily Report) show a padlock. Clicking them opens the plan upgrade window instead of the screen.
Your favorites, right at the top
Star the links you use most and they move to the «Favorites» section, above all the others. You order them by dragging, and they are saved to your account.
The menu sections
Workflow
The shop's day-to-day: Dashboard, Daily Report, Board, Repairs, Email Messages, WhatsApp Messages, Quotes, Deliveries and History.
Sales
Everything to do with selling and stock: Sales Dashboard, POS, Invoicing, Delivery notes, Quotes (the sales ones), Items / Parts, Services, Suppliers, Stock warehouses and Stock movements.
Management
The business records: Customers, Devices, RMA and Device warehouses.
System
Alerts, Plans and Settings. Only the organization's administrators can open Plans and Settings. Below the sections is Support, to write to the Sattotal team.
Why can't I see a link?
Not every member sees the same menu, and that is not a bug. A link does not appear when: an administrator has removed your access to that module (Roles and permissions); the module is not available in your organization's country (POS, Invoicing and Sales Dashboard); it has been turned off in Settings (for example, the POS or Invoicing), or WhatsApp is not enabled. The Board only appears on wide screens, such as a computer's: it does not show on phones or tablets.
Favorites: your links right at the top
If you mostly use a handful of screens every day (say, Repairs, Customers and the POS), you can move them into a section of your own, «Favorites», which comes first, above Workflow. That way you don't have to hunt for them in their section.
Click the star
Hover over the link and click the star that appears on its right. On phones and tablets the star is always visible, slightly fainter.
It moves to Favorites
The link appears in the «Favorites» section at the very top and no longer shows in its usual section: it is not duplicated. New favorites are added at the end.
Drag to reorder
Drag each favorite by the ⋮⋮ handle that appears on its left and drop it wherever you want. With the keyboard: Tab to the handle, press Space, move it with the up and down arrow keys and press Space again to drop it (Escape cancels).
Remove the star to put it back
Click a favorite's filled star and the link goes back to its section, exactly where it was. If you remove them all, the «Favorites» section disappears.
Preview — side menu with Favorites
Favorites
Workflow
- Drag handle
- Remove from favorites
- Add to favorites
Saved to your account
Your favorites and their order are saved to your user, not to the browser: you'll see them the same on your computer, phone and tablet, and also if you install Sattotal as an app. Each team member has their own; adding or removing a favorite doesn't change anyone else's menu.
They work just like in their section
A link in Favorites keeps its pending counters and its padlock, and it is highlighted in the same way when you are on that screen.
If a favorite stops being available
If you lose access to a module, or it gets turned off, its link also disappears from Favorites. It isn't lost: it stays saved and returns to its place in Favorites as soon as it is available again.
Two links with the same name
There are two «Quotes»: repair quotes, in Workflow, and sales quotes, in Sales. If both are in Favorites, each one shows the name of its section after it («Quotes · Workflow» and «Quotes · Sales») so you can tell them apart.
Not the same as favorite customers
The star in the side menu has nothing to do with the one on a customer. Marking a customer as a favorite is done in Customers and is used to filter the list; menu favorites only change the order of the links.
What you can't do
You can't rename links, hide the ones you don't use or create links of your own. What each team member sees is decided by an administrator through module permissions (Roles and permissions).