Explore the home screen and bottom navigation

Learn where to find transactions, customers, products, statistics, and team settings in the mobile app.

About 3 minutes Updated September 13, 2026

In this guide

Use the home screen
Open transaction history
Find customers and suppliers
Review products and stock
Find More and settings

1. Start from Home

Home gives you a quick view of the team and the actions you use most often. Use it as the starting point for a new sale, purchase, or customer lookup.

The summary cards use the current team and date range. Switch teams first if you manage more than one workspace.

SalesDocks English home screen with the bottom navigation highlighted — Use the bottom navigation to move between the main areas of the app.

2. Open transaction history

Tap Transactions to review sales, purchases, returns, and payments recorded in the current team.

Use the filters and search field to narrow the list. Open a transaction to see its items, balance, payments, and document actions.

SalesDocks English transaction history screen — Transaction history brings sales, purchases, and payments together.

3. Find customers and suppliers

Open Customers to review sales customers and purchase suppliers in one place, including their receivable and payable balances.

Use search and filters to find an account, or tap Add customer to register a new customer or supplier.

SalesDocks English customer list showing realistic customer and supplier balances — Review customer balances or tap Add Customer to register a new account.

4. Review products and stock

Open Products to review each item's purchase price, selling price, and current stock.

Tap a product for its details and stock history, or tap Add product to create a new item.

SalesDocks English product list showing purchase prices, selling prices, and stock — Review product prices and stock or tap Add Product to create a new item.

5. Find More and settings

Open More for customers, products, statistics, team management, and app settings.

Team-level settings, including payment accounts and members, apply to everyone who uses the team. Personal display preferences apply only to your account.