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Documentation Index

Fetch the complete documentation index at: https://docs.arcuserp.com/llms.txt

Use this file to discover all available pages before exploring further.

The left sidebar is the main navigation for Arcus. It contains modules such as Dashboard, Accounts, Orders, Invoices, Products, Inventory, Warehouse, Fulfillment, Shipments, Purchasing, Manufacturing, Returns, Serial Numbers, Accounting, Documents, Analytics, Communications, Integrations, Support, Organization, and Settings.

Arcus left sidebar with Dashboard selected and module links for Accounts, Orders, Invoices, Products, Inventory, Warehouse, Fulfillment, Shipments, Purchasing, Manufacturing, Returns, Accounting, Support, and Organization

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Module Groups

  • Sales work: Orders, Invoices, Accounts, Returns, Communications, and customer-facing documents.
  • Product and warehouse work: Products, Inventory, Warehouse, Serial Numbers, Fulfillment, Shipments, and Manufacturing.
  • Purchasing and finance: Purchasing, AP, AR, Journal Entries, Chart of Accounts, Bank Reconciliation, and Financial Reports.
  • Administration: Organization, Settings, users, roles, integrations, tax, printing, documents, and automation.
  • Help: Support opens the Help Center and operational guidance.
Sidebar visibility is not a security promise by itself. The server still enforces entity, role, permission, and location access when pages load or actions run.

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Top Bar

The top bar shows the current entity, environment, global search, messages, notifications, and user menu. In sandbox, the environment banner helps users confirm they are not changing production data.

Arcus top bar with sandbox banner, entity selector, and global search field for orders, products, and accounts

Use the search field in the top bar to find orders, products, and accounts quickly. The keyboard hint in the field shows the shortcut for opening search without reaching for the mouse.

Use search when you know the target If you already know an order number, account name, SKU, product title, or invoice reference, search is faster than opening a module and filtering the list manually.

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List Pages

Most modules begin with a list page. Lists usually include search, filters, status tabs, sortable columns, pagination, row actions, and a create button. The same habits apply across Orders, Products, Accounts, Purchasing, Accounting, Returns, and Fulfillment.

  • Use search for exact names, IDs, SKUs, order numbers, and account names.
  • Use tabs for status-driven work queues.
  • Use filters for date range, location, channel, type, payment status, or fulfillment state.
  • Click a row to open the detail page.
  • Use row actions for quick work only when you are sure you have the correct record.

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Detail Pages

Detail pages hold the full record. They usually include a summary, tabs, document links, activity, related records, and actions that change based on status and permissions.

  • Orders: line items, payments, invoices, fulfillment, shipments, notes, and documents.
  • Accounts: overview, addresses, contacts, payment methods, documents, transactions, and communications.
  • Products: overview, inventory, pricing, shipping, serials, kit components, and purchasing details.
  • AP and accounting: bills, checks, credits, journal entries, bank reconciliation, and reports.

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When Navigation Looks Different

  • Missing page: ask an admin to review role permissions and entity membership.
  • Missing data: check the selected entity, location, status tab, date range, and search filters.
  • Action disabled: check record status, required setup, permissions, approval rules, and accounting-period controls.
  • Wrong environment: confirm sandbox or production before creating, editing, fulfilling, posting, or paying records.

Welcome to Arcus ERP

A quick orientation to the Arcus workspace.

Quick Start Guide

Set up the basics and complete your first operational loop.

Settings Overview

Understand the admin surfaces, settings groups, and workflow impact areas.

User Management

Invite users, manage entity access, roles, permissions, location restrictions, PINs, and MFA reset workflows.

Support Home

Open the related Arcus guide.