Contents x
    R365 Navigation
    • 14 Oct 2024
    • 5 Minutes to read
    • Print
    • Dark
      Light
    • PDF
    Contents

    R365 Navigation

    • Updated on 14 Oct 2024
    • 5 Minutes to read
    • Print
    • Dark
      Light
    • PDF
    Article summary

    This article covers navigating R365. Currently, R365 has both the standard system navigation as well as the classic navigation experience. Dependent on which R365 products are enabled for an organization, users may have access to both experiences and are able to move between each module as needed.

    User permissions will determine which applications, pages, and actions that an individual has access to.

    R365 System Navigation

    The following modules use the standard R365 experience:

    • Operations (Smart Ops)

    • Workforce

    Navigation in the standard R365 experience is concentrated in the left navigation menu. However, there are some functions in the top ribbon.

    Left Navigation Menu


    Button/Field

    Description

    1

    Category

    A category dropdown. Category options will vary depending on the application selected.

    Categories can be expanded or collapsed by clicking the category name. Beneath each category is a dropdown list of all associated pages that users can open.

    Categories without dropdowns are standalone features that open when clicked, like R365 Intelligence.

    2

    Page

    Pages that can be accessed within each category. From these pages, users can view grids that list existing records, open, view, and manage said records, and complete R365 actions.

    Pages with an open tab icon beside them will open in a new tab, likely in the classic experience of R365.

    Top Ribbon

    The top ribbon is located at the top of the screen. From this top ribbon, users can open and close the left navigation menu, view notifications, get R365 help, and access their user menu.


    Button/Field

    Description

    1

    Show/Hide Left Navigation Menu

    Shows or hides the left navigation menu.

    2

    Notifications

    Opens the user’s notifications. When opened, users can view their read and/or unread notifications. From here, users can also access and adjust their notification settings.

    3

    Help Menu

    Links to videos, articles, or guided walkthroughs related to the current page that users can access for help.

    In the updated R365 experience, each help menu is unique to each page, and the content in the help menu is determined by the page that is currently open.  

    Ex: On the Inventory Counts page, users will see videos, article links, and walkthroughs related to inventory counts. On the Forms page, users will see content related to forms.

    Videos will open in a mini-player on screen. Articles will open in a new tab. Walkthroughs will begin on the page.

    4

    User Menu

    The user menu gives users access to do the following:

    • Open their user info

    • Access user preferences

    • Change R365 password

    • Open R365 Marketplace

    • Access the integration options

    • Log out

    Grid Application Switcher (Beta Feature)

    Beta

    The grid application switcher is in beta. Please contact your CSM to learn more.

    The application switcher in the top ribbon of the the R365 updated experience allows users to switch between R365 applications. This can be accessed from the grid icon at the top of the page.

    When clicked, there will be a dropdown of the R365 applications. The applications are sorted into those that the organization has available to access and the additional apps available for purchase. From this grid menu, users can click any available application to switch to the application (e.g. moving from Smart Ops to Workforce).

    Left Rail Application Switcher (Beta Feature)

    Beta

    The left rail application switcher is in beta. Please contact your CSM to learn more.

    The left rail application switcher is located on the left side of the page and allows users to switch between R365 applications while in the Workforce or Operations applications. The left rail will list all R365 applications that the user has access to.

    The left rail application switcher remains open and accessible on the side of the page for more efficient application switching. To switch to a different application, click the desired app from the list. Dependent on the app selected, the page will reload, or a new tab will open.

    When the More Apps option is clicked, users will see additional R366 apps available for purchase.

    R365 Classic Navigation

    The following modules currently exist in the R365 Classic experience:

    • Accounting

    • Franchising

    • Classic Manager Log

    • Catering

    R365 classic navigation can be broken into the following two sections: the top ribbon and the left navigation menu.

    Top Ribbon

    The top ribbon is located at the top of the page. From the options in the top ribbon, users can create new records as well as access notifications, R365 help, and the user menu. Users can access the dropdown menu for each top ribbon option by hovering over the option.

    Field

    Dropdown Options

    Description

    1

    Organization Logo

    The organization’s logo uploaded to the instance by the account admin.

    2

    Vendor

    Enables users to create records related to vendors, including the following:  

    • Invoices (Accounts Payable)

    • Credit Memos (Accounts Payable)

    • Manual Payments (AP Payments)

    • New Vendors

    • Mass Invoice Entry

    • Import AP Transaction

    • Upload File

    3

    Account

    Enables users to create records related to accounts, including the following:

    • Journal Entry

    • Payroll Journal Entry

    • Budget

    • New Account

    • New GL Type

    • Import Journal Entry

    • Mass DSS

    • Payroll Connect

    • Fiscal Year

    • Fiscal Assets

    4

    Customer

    Enables users to create records related to customers and sales, including the following:

    • Invoices (Accounts Receivable)

    • Credit Memos (Accounts Receivable)

    • Customer Payments (AR Payments)

    • House Accounts

    • New Customer

    • New Sales Item

    5

    Banking

    Enables users to create records or acquire activity related to banking, including the following:

    • Withdrawal

    • Transfer

    • Deposit

    • Reconciliation

    • Get Bank Activity

    • New Bank Account

    • New Bank

    6

    Mgr Log

    Enables users with the classic manager log to create items related to the manager log, including the following:

    • Tasks

    • Notes

    • Alerts

    • Log Categories

    • Task List Setup

    • Add to Document Library

    • Use Manual Task List

    • New! Log Entry

    This opens the manager log book in Smart Operations.

    7

    Payroll

    Enables users to create payroll journal entries and connect a new payroll provider.

    8

    Franchising

    Enables users to create a new franchise contact.

    9

    Catering

    Enables users with the catering module to access the catering settings and create new catering items, including the following:

    • New Event

    • New Site

    • New Room

    • New Menu

    • New Item

    • Catering Settings

    10

    Administration

    This tab is only available to users with administration permissions and enables users to do the following:

    • Access the Setup Assistant

    • Create a new beginning balance

    • Create a new payment term

    • Create a new fiscal year

    • Open the Import tool

    • Radar imports

    • Access the Users and Security page

    • Manage Location Groups

    • Repoll DSS’s (Daily Sales Summary)

    11

    Notifications

    Opens the user’s notifications. When opened, users can view their read and/or unread notifications. From here, users can also access and adjust their notification settings.

    12

    Help

    Displays help options. Users can open the support center, access R365 Academy videos, and view the most recent product release updates.

    13

    User Menu

    Enables users to do the following:

    • View their user info

    • Access use preferences

    • Open the R365 Marketplace

    • Change their password

    • Log out

    • Set the current page as their default page


    Left Navigation Menu

    The left navigation menu gives users access to the application selector, grids, and pages available to the user within the current application.


    Button/Field

    Description

    1

    Application Selector

    Allows users to switch between applications. Applications with a new tab icon will open in a new tab, and those without will change in the same window. Switching to a new app in the same window will change the left navigation options.

    2

    Category

    A category dropdown. These will vary dependent on the application selected.

    Categories can be expanded or collapsed by clicking the category name. Beneath each category is a list of associated pages that users can open.

    3

    Page

    Pages that can be accessed within each category. From these pages, users can view grids that show existing records, open, view, and manager said records, run reports, and upload documents.

    Was this article helpful?
    What's Next