Left Sidebar
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.
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.
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.
Global Search
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.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.
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.
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.
Related Articles
Welcome to Arcus ERP
A quick orientation to the Arcus workspace.
Quick Start Guide
Set up the basics and complete your first operational loop.
First Day in Arcus
Confirm environment, learn navigation, find records, and practice safely.
Common Statuses Across Arcus
Understand common order, payment, fulfillment, return, purchasing, accounting, and connector statuses.
Common Error Messages and What To Do
Understand blocked actions, disabled buttons, missing setup, connector errors, and escalation paths.
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.

