Find your way around Biosphere

The sidebar lists your workflow pages, with Scout and Configure pinned at the bottom. Configure swaps the sidebar for your settings until you go back.

Use the sidebar

• Your workflow pages are at the top: Inbox, Catalog, Contacts, Inventory, Sales orders, Purchasing, Projects and Reporting. You see the sections selected in Modules.
• Inventory has its own pages: Levels, Inventory items, Summary and Recipes. Select Inventory to open Levels and show its pages. The arrow beside it shows or hides those pages without leaving the page you are on.
• Purchasing groups Purchase orders, To receive and Received. Sales orders opens directly from the sidebar. Projects opens All projects and expands All projects, Project coverage and Delivery items. Its arrow expands or collapses those pages without navigating.
• Reporting groups Financials, Inventory value and Project financials. Reports require access to their underlying records. Review tag counts in Configure → Tags and Project assignments in Projects → Project coverage.
• To keep a page visible while its section is closed, point at it and select the pin icon. Select the pin again to unpin it.
• Search or ask… at the top opens search. See Search pages and run commands.
• Your business name at the top opens the company menu. See Use the company menu and change the theme.

Open Configure and go back

1. Select Configure at the bottom of the sidebar. The sidebar changes to Configure’s pages and General opens.
2. To go back, select the arrow beside Configure at the top of the sidebar. You return to the page you were on. In search, the same command is Back to app.

General opens business settings and expands Team, Modules, Knowledge and Locations. Advanced expands Background jobs and Audit log without opening a page. The arrow beside a group shows or hides its children; selecting an available child opens it. Knowledge is always available. Locations appears when Catalog is selected in Modules. Background jobs is available for every business.

Configure also lists Tags, Payments, Sources, Connections, AI connections and Help when available. Payments expands into Overview, History and Configuration. Sources lists issuing systems and their remembered field choices. Connections contains Files, Email and provider connections. Agent activity sits beneath AI connections.

Read help

Select Help in Configure or in the company menu to browse and search these articles. See Get help.

Collapse or resize the sidebar

• Select Collapse sidebar, the panel icon at the top, to shrink the sidebar to icons. Select Expand sidebar to bring it back.
• In the collapsed sidebar, point at an icon to see its name. A section such as Inventory opens its pages in a small menu.
• Drag the sidebar’s right edge to make it wider, from 240 up to 480 pixels. With the edge focused, the Left and Right arrow keys resize it; Enter or a double-click restores the standard width.

Work with lists and details

Selecting a row in a list such as Contacts or Background jobs opens its details on the right. Select Expand to full page to open the record on its own page, or Close details to close it. Drag the left edge of the details to resize them. The page address keeps the open record, so Back, reload and shared links return to it.

Select an editable property to change it in place. Clicking away or pressing Enter saves it; Saved appears once the change is confirmed. Esc cancels the current edit. New records open a compact composer: add optional properties as needed and use Cmd-Enter or Ctrl-Enter to create the record.

Use the column configuration button at the top right of a table to choose its columns. Record lists also let you reorder them. Choices are saved in this browser for your account and business. See Choose table columns.

Use Biosphere on a phone

On a narrow screen the sidebar becomes a menu. Tap the menu icon at the top left to open it, then tap a page; the menu closes. Tap your business name in the top bar for the company menu, or the search icon for search.

What to know

• The sidebar’s width, whether it is collapsed, your pins and your theme are saved in this browser only.
• A hidden section still opens from a saved address or record link. Choose Configure, then General → Modules to show it in the sidebar again.