Finding your way around

The shell

┌─ Sidebar ───────────┬─ Top bar ─────────────────────────────────────────────────────────┐
│ Zudo Works          │ Shop name   [ Search …  ]   [Normal|Edit|Design|Workflow]  🔔 ? ☾ 👤 │
│                     ├────────────────────────────────────────────────────────────────────┤
│ Dashboard           │ Trial banner · usage banner · workspace tabs                       │
│ MASTERS             │ Breadcrumb › Page                                                   │
│  Items     [F][R]   │                                                                      │
│ STOCK               │   Page content (the only part that scrolls)                        │
│  Movements [F][R]   │                                                                      │
│  Balances  [F][R]   │                                                                      │
│ SALES …             │                                                                      │
│ PURCHASING …        │                                                                      │
│ PRODUCTION …        │                                                                      │
│ (your sections)     │                                                                      │
│ ADMIN               │                                                                      │
│  Users · Settings   │                                                                      │
│ ⟨ Collapse          │                                                                      │
└─────────────────────┴────────────────────────────────────────────────────────────────────┘

Sidebar. Groups by module. Hover a module link to reveal [F] Form (the custom forms linked to that module, plus "New form…") and [R] Report (opens the module page with its saved reports). Collapse it to icons with the button at the bottom; on tablets it collapses by itself, on phones it becomes a drawer behind the ☰ button. Custom forms and dashboards that an owner "placed" appear here under the chosen group or a custom group.
Top bar. Workspace name, global search (/), the view-mode switch, notifications, help (?), theme toggle and your avatar menu (theme, density, What's new, support, feedback, profile photo, sign out).
Banners. Trial days left ("Free Startup Trial: 173 days left"), usage warnings at 80 % and 100 %, grace period, cancellation.
Workspace tabs. Open several records (jobs, orders, items) as tabs and switch between them.
Breadcrumb. Click a crumb to jump up; the dropdown on a crumb lists sibling pages.
Content area. The only scrolling region. Long pages have an "On this page" scroll-spy.

View modes

The switch in the top bar changes which controls the UI shows — never the data.

Mode	Who sees it	What it adds
Normal	everyone	The product as is.
Edit	`settings.manage`	Pencils beside built-in sections (rename, icon, description); the home dashboard customise bar; journey editing.
Design	`forms.design` or `dashboards.manage`	Form / Report buttons always visible; designers one click away.
Workflow	`workflows.manage`	A Workflows button on list pages and in the top bar.

The chosen mode is remembered per browser. Edit and Workflow mode show only what can be changed: record tables (items, orders, form records …) step aside for a card that says records are hidden, with a Back to Normal button; lists of the structure itself (reports, workflows, schedules, imports) stay. Design mode keeps the data in view.

Search and the command palette

/ focuses the search box; Ctrl/⌘ K opens the command palette: pages, actions, and recently opened records.
G then a letter jumps: G D dashboard, G I items, G W work orders, G M movements, G U users, G S settings. N presses the page's New button; Ctrl/⌘ S saves the open form; ? shows the shortcut cheat-sheet. See Appendix C.

Tables

Every list page uses the same table: click a header to sort (Shift-click for a second key), Filter rows with conditions (and/or), Columns to show, hide, reorder, pin and resize, Views to save a filter+column set for yourself or the team (and make one the default), Export to CSV, Excel or PDF (visible columns, current order), select rows for bulk actions, expand a row for details, edit a status inline, and switch some lists to Kanban, calendar, tree, timeline or heatmap views. On phones rows become cards with swipe actions.

Help on every page

Press ? in the top bar: a one-line purpose, the page's FAQs, common tasks and a guided tour (dashboard, items, jobs, movements, users, settings). What's new in the avatar menu lists recent releases. The feedback tab on the right edge sends a bug report or idea with a screenshot and the page context to the Zudo team.

Last updated 2026-11-03