Navigate ERPNext
After login you land on the Home workspace. The interface is consistent across all of ERPNext — once you know it, you know your way around.
The top bar
| Element | What it does |
|---|---|
| Search (Ctrl+G / Cmd+K) | Jump to any record, list or report by name |
| Notifications (bell) | New comments, assignments, system alerts |
| Help (?) | Keyboard shortcuts and contextual help |
| Your avatar | User menu, settings, log out |
The left sidebar
Lists Workspaces — each module's landing page (Accounting, Selling, Buying, Stock, …). Click one to see its shortcuts, charts and recent records. Pin frequently-used Workspaces to keep them at the top.
Three views every record has
| View | What you see |
|---|---|
| List | A table of all records with filters and bulk actions |
| Form | One record at a time, with every field |
| Report | Grouped, totaled view for analysis and export |
Switch via the toolbar at the top right of any list.
Finding things fast
- Search bar — press Ctrl+G (Cmd+K on Mac). Type any name. The dropdown finds records, lists, reports and settings.
- List filters — on any list, click the filter field at the top and filter by status, date, customer, etc.
- Recent items — each Workspace shows the records you touched recently.
Keyboard shortcuts
| Key | Action |
|---|---|
Ctrl+G |
Open search |
Ctrl+S |
Save current record |
Esc |
Close dialog |
? |
Show all shortcuts on the current page |
Your personal settings
Set your preferred language, timezone and default landing page via avatar menu → My Settings. Each user's preference is independent.
Last updated 2 days ago
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