Understanding the Software Layout

This section provides a visual and functional overview of the layout used throughout the software. Understanding these interface components will help you navigate easily and recognize commonly used terms in this manual.

Key Interface Components

• Sidebar:
  Located on the left side, the sidebar offers access to all major modules like Purchase, Sales, CRM, Marketing, Admin, and Reporting. On smaller screens or when unpinned, it collapses to save space.
• Pin Icon (Sidebar Toggle):
  Found in the sidebar header, the Pin icon allows you to toggle the sidebar's pin status:
  • If pinned, the sidebar remains open at all times.
  • If unpinned, the sidebar collapses and can be reopened using the menu icon (☰) on the top-left corner of the header bar.
• Sidebar Header:
  Displays the current dealership name just below the DealerSiP logo. If you have access to multiple dealerships, clicking the dealership name allows you to switch between them.
• Frequently Used Section:
  Displays shortcuts to modules you use most often. These appear in both the sidebar (under "Frequent") and the main area of the Home screen.
• Header Bar:
  The bar at the top of page that contains software logo and page caption, known as the Header Bar, includes:
  • The page caption (e.g., "Home") indicating the active module
  • The notification bell and user dropdown menu
• Notification Bell:
  Clicking the bell icon opens your notifications panel. A red blinking dot appears when new notifications are available.
• User Dropdown Menu:
  Located on the far right of the header bar, this menu includes:
  • User Settings
  • Link to the Support Center for managing tickets
  • Software Version Number and Release Timestamp
  • And other user specific options.