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

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)

Kelola uses a bottom navigation bar for quick access to core features:

IconSectionPurpose
🏠 HomeDashboardOverview of today’s activity
📦 ProductsInventoryManage products and view stock
AddQuick ActionsFast access to common tasks
📋 HistoryTransactionsView and search all records
👤 AccountSettingsProfile, subscription, more options

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

The “Add” Button (Quick Actions)

The + button in the center opens a quick-action menu:

ActionUse When…
Stock InReceiving inventory from suppliers
Stock OutMaking a sale or using inventory
Stock AuditCounting physical inventory
Add ProductCreating a new product entry
Add ExpenseRecording business spending

💡 Pro Tip: This menu is context-aware. It shows actions based on your permissions and recent activity.


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

TypeIconDescription
Stock In📥Inventory received
Stock Out📤Sales or usage
Stock Audit🔍Inventory adjustments
Expense💸Business expenses
Transfer🔄Between businesses

Account Section

Settings and business management.

Business Settings

  • Switch Business: Change between multiple businesses
  • Business Profile: Edit business info, logo, currency
  • Staff Management: Invite and manage team members
  • Subscription: View and upgrade your plan

Preferences

  • Language: Change app language
  • Notifications: Configure alerts
  • Printing: Set up receipt printers
  • Payment Methods: Manage payment types

Support & Info

  • Help Center: Access this documentation
  • Contact Us: Get support
  • About: App version and legal info

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
  • Swipe gestures between tabs
  • Pull-to-refresh
  • Tap and hold for quick actions

Web Version (web.kelola.co)

  • Left sidebar navigation
  • Keyboard shortcuts available
  • Hover tooltips
  • Larger workspace for stock operations

Keyboard Shortcuts (Web)

ShortcutAction
Ctrl + KQuick search
Ctrl + /Show shortcuts
EscClose modal/back
Ctrl + EnterSubmit form
Ctrl + 1-5Jump to main sections

For Speed

  1. Use the search bar — fastest way to find products
  2. Learn keyboard shortcuts (web) — save time
  3. Pin frequently used filters — one-tap access

For Accuracy

  1. Check the header title — confirms where you are
  2. Review summary before submitting — prevents errors
  3. Use breadcrumbs — understand your navigation path

Common Navigation Patterns

Finding a Product:
Home → Products → Search → Tap Product

Recording a Sale:
Tap + Button → Stock Out → Select Products → Submit

Checking Reports:
Account → Reports → Select Report Type → Set Date Range

Inviting Staff:
Account → Staff Management → Invite → Enter Email

Troubleshooting 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
  • Check your internet connection
  • Close and reopen the app
  • Clear cache in Account → Settings → Clear Cache