App navigation

This guide follows the Zami app left sidebar order, then Account and Settings from the account menu.

Sidebar order

1. Dashboard
2. Suppliers
3. Purchases
4. Production — Recipes, Reports, History
5. Products — Inventory, History
6. Customers — Pricing, Quotes, Discounts
7. Sales
8. Delivery — Runs
9. Analytics — Reports
10. Tools: Marketing, Documents
11. Account and Settings

What controls what you see

Permissions

Pages need a view permission to appear. Create, edit, delete, and special actions need matching permissions. Missing buttons usually mean your role lacks that permission. Some routes show a Not authorized screen instead of redirecting.

Modules

Missing a required module shows a plan upsell screen rather than the page.

Offline mode

Only Dashboard, Products, Customers, and Sales stay available offline (plus product/customer view and sales view/create/edit). Other nav items hide. Child links under Products are also hidden offline even though Products itself stays open.

Phone

Create and edit forms for most entities redirect back to the list on phone (ReadOnly wrapper). Preview of safety forms is an exception and works on mobile.

How to

Open a page from the sidebar (desktop)

1. Use the left sidebar. Top section is main areas; Tools is Marketing and Documents.
2. Click a parent item (for example Products) to open that page.
3. If it has children, the submenu expands — click a child (for example Inventory) to go there.
4. The active page is highlighted in white.

Open a page on phone

1. Tap the hamburger button in the bottom bar.
2. Tap a section or child link. The menu closes and the page opens.
3. Use the bell for Notifications and your avatar for Account (hidden while offline).

Open Account or Settings

1. On desktop, click your avatar (top right) to open the account menu.
2. Choose Account, or Settings if your role can access settings.
3. On phone, open the menu, then tap the avatar (Account) or bell (Notifications).

Use global search

1. On desktop (online only), use the search field in the top bar.
2. Search is not shown while offline.

Switch company or sign out

1. Desktop: company switcher and sign-out live near the sidebar footer and account menu.
2. Phone: open the menu — company switcher (online) and Logout are at the bottom.

Apply an app update

1. When a new version is ready, a banner appears in the sidebar (desktop).
2. Click it to update.