Getting Started
App Navigation Guide
Learn your way around the Kelola app. Understand the main menu, navigation patterns, and where to find every feature.
On This Page
- What You’ll Learn
- Main Navigation Structure
- Home Screen Quick Actions
- Home Dashboard
- What You See
- Actions Available
- Products Section
- Product List View
- Product Actions
- Quick Actions from Home Screen
- History Section
- Search & Filter
- Transaction Types
- More Section (Account)
- Menu Items
- Feature-Specific Navigation
- Stock Management Pages
- Report Pages
- Web vs. Mobile Navigation
- Mobile App (iOS/Android)
- Tablet App (Android Tablet)
- Web Version (web.kelola.co)
- Navigation Best Practices
- For Speed
- For Accuracy
- Common Navigation Patterns
- Troubleshooting Navigation
- ”I can’t find a feature”
- ”The screen looks different”
- ”Navigation is slow”
What You’ll Learn
After reading this guide, you’ll know:
- The main sections of the Kelola app
- How to navigate between features
- Where to find specific functions
- Keyboard shortcuts (web version)
Main Navigation Structure
Kelola uses a bottom navigation bar with 4 main sections for quick access to core features:
| Icon | Section | Purpose |
|---|---|---|
| 🏠 Home | Dashboard | Overview of today’s activity, quick actions, and reports |
| 📦 Products | Inventory | Manage products, categories, and view stock levels |
| 📋 History | Transactions | View and search all transaction records |
| ☰ More | Settings | Profile, subscription, staff, and additional features |
Home Screen Quick Actions
The Home screen provides quick access buttons to common operations:
- Stock In - Record inventory purchases from suppliers
- Stock Out - Record sales or inventory usage
- Audit - Perform stock counts and adjustments
- Staff - Manage team members (owner only)
- Expenses - Record business expenditures
- Contacts - Manage customers and suppliers
- Transfer - Transfer stock between locations
Home Dashboard
Your business command center.
What You See
- Today’s Summary: Sales count, revenue, items sold
- Low Stock Alerts: Products running low
- Recent Activity: Latest transactions
- Quick Actions: Shortcuts to common tasks
Actions Available
- Tap any metric for detailed view
- Pull down to refresh data
- Tap alerts to take action
Products Section
Manage your entire product catalog.
Product List View
- Search bar: Find products instantly
- Filter options: By category, stock level, status
- Sort options: Name, price, stock quantity
- Grid/List toggle: Change display mode
Product Actions
Tap any product to:
- View/edit details
- Check transaction history
- Adjust stock
- Share product info
Quick Actions from Home Screen
Access common operations directly from the Home screen:
| Action | Icon | Use When… |
|---|---|---|
| Stock In | 📥 | Receiving inventory from suppliers |
| Stock Out | 📤 | Making a sale or using inventory |
| Audit | 🔍 | Counting physical inventory |
| Transfer | 🔄 | Moving stock between locations |
| Staff | 👥 | Managing team members (owner only) |
| Expenses | 💸 | Recording business spending |
| Contacts | 👤 | Managing customers and suppliers |
💡 Pro Tip: The available actions depend on your role and permissions. Staff members may see fewer options based on their access level.
History Section
Complete transaction log and search.
Search & Filter
- Search by: Product name, customer, transaction ID
- Filter by: Date range, transaction type, staff member
- Sort by: Date, amount, product name
Transaction Types
| Type | Icon | Description |
|---|---|---|
| Stock In | 📥 | Inventory received |
| Stock Out | 📤 | Sales or usage |
| Stock Audit | 🔍 | Inventory adjustments |
| Expense | 💸 | Business expenses |
| Transfer | 🔄 | Between businesses |
More Section (Account)
Access settings, additional features, and business management.
Menu Items
Business Settings
- Switch Business: Change between multiple businesses or create a new one
- Business Profile: Edit business name, logo, and currency
- Staff Management: Invite and manage team members (owner only)
- Subscription: View your current plan and upgrade options
Additional Features
- Computer Version: Access Kelola via web browser (web.kelola.co)
- Online Catalog: Create and share digital product catalogs (subscription required)
- Print Barcode: Generate and print barcode labels for products
- POS (Point of Sale): Quick sales mode with cart interface (tablet optimized, landscape only)
Settings
- Product Categories: Manage product categories
- Expense Categories: Manage expense categories
- Language: Change app language (15+ languages supported)
- Payment Methods: Configure payment methods for transactions
- Subscription Management: Manage web-based subscriptions (if applicable)
Support & Info
- Tutorial: Access help documentation at help.kelola.co
- Email: Contact support via email
- Terms of Service: View terms and conditions
- Privacy Policy: View privacy policy
- Feedback: Submit suggestions or feedback
Feature-Specific Navigation
Stock Management Pages
When in Stock In/Out/Audit:
- Left panel: Product catalog (search & select)
- Right panel: Selected items
- Bottom bar: Summary and submit button
Report Pages
- Date selector: Choose report period
- Chart view: Visual data representation
- Table view: Detailed numbers
- Export button: Download as PDF/Excel
Web vs. Mobile Navigation
Mobile App (iOS/Android)
- Bottom tab navigation with 4 main sections
- Pull-to-refresh on scrollable screens
- Tap and hold for additional options
- Swipe gestures for navigation
Tablet App (Android Tablet)
- Adaptive layout with master-detail panels
- Two-column view for History, Products, and other sections
- POS mode runs in landscape only
- Compact UI scaling for better use of screen space
- Printer selection uses bottom sheet interface
Web Version (web.kelola.co)
- Access via any modern web browser
- Optimized for desktop and laptop use
- Larger workspace for managing inventory
- Same features as mobile app
Note: Keyboard shortcuts are not currently available in the web version.
Navigation Best Practices
For Speed
- Use the search bar — fastest way to find products
- Use quick actions from the Home screen for common tasks
- Save frequently used filters in History for quick access
For Accuracy
- Check the header title — confirms where you are
- Review summary before submitting — prevents errors
- Use breadcrumbs — understand your navigation path
Common Navigation Patterns
Finding a Product:
Home → Products → Search → Tap Product
Recording a Sale:
Home → Stock Out → Select Products → Submit
Checking Reports:
Home → View Reports → Select Report Type → Set Date Range
Inviting Staff:
More → Staff → Invite → Enter Phone Number
Adding Expense:
Home → Expenses → Add ExpenseTroubleshooting Navigation
”I can’t find a feature”
- Check your permissions — some features require owner/admin access
- Look in Account → More — additional options
- Use search — works across most sections
”The screen looks different”
- You might be on a different plan — some features are premium
- Check your role — staff see simplified interfaces
- Update the app — you might be on an old version
”Navigation is slow”
- Check your internet connection
- Close and reopen the app
- Clear cache in Account → Settings → Clear Cache
