Help Center

Finding your way around — menu, search and reports

The basic techniques for navigating Sapera and producing reports.

Once you know the few basic techniques, you can find most things yourself.

The menu

The menu gives access to every area — products, customers, sales, purchasing, accounting and setup. The areas are grouped logically, so you can quickly jump between tasks.

Search

Use search to quickly find products, customers, orders and documents instead of scrolling through lists. It is often the fastest way forward.

Reports and Excel

In most places you can produce reports from your data. Every report can also be produced as Excel, so you can work on the figures further or send them to your accountant.

See quick tips in General (quickguides).

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