Taking the Guided Tour

Both screens come with a short guided tour that points at the real buttons.

• The first time you open Sales → Orders, the tour starts on its own and walks you through the status rail, the filter drawer and opening an order.
• The first time you open an order, a second tour covers the line table, how saving works and where the edit history lives.
• The first time you open Book order, a tour covers the source rail, the credited salesman and the line table.
• Sales → Invoices has its own tour covering the status rail, the filters and the direct invoice button.

To replay any of them, click Show me how:

• On the two list screens it sits in the toolbar above the table, on the right.
• On an order's page, and on Book order, it sits at the top right of the screen.

Use Next and Back to move through the steps, or Skip to close it. Once you have finished or skipped a tour it will not start by itself again — but Show me how is always there.

Each person sees the tour for themselves. A colleague dismissing it does not hide it from you.

Next: Tips and FAQ.