Welcome to the DIVACS application navigation guide. This documentation will help you understand how to efficiently navigate through the DIVACS platform, switch between different views, and access various features.
Customer and Vendor Tabs
Why Customer and Vendor Views are Separated
DIVACS organizes your data into two distinct views: Customer and Vendor. This separation exists because:
Different Data Sets: Customer and vendor data require different analysis approaches and metrics
Distinct Workflows: The processes for managing customers versus vendors involve different stakeholders and business logic
Specialized Features: Each view offers tools and analytics specifically designed for that relationship type
Clear Focus: Separating views helps users concentrate on relevant data without distraction
How to Switch Between Customer and Vendor Views
The Customer/Vendor toggle is located in the top navigation bar and is easily accessible from any page:
Location: Top navigation bar, to the left of the search functionality
Toggle Options:
Customer: View all customer-related data, analytics, and tools
Vendor: Access vendor-specific information and management features
Switching: Simply click on "Customer" or "Vendor" to switch between views
Automatic Refresh: When switching views, the application automatically refreshes data and redirects you to the dashboard to ensure you see the most relevant information
Company Switching
How to Switch Companies
If you have access to multiple companies, you can easily switch between them:
Company Selector: Located in the top-right area of the navigation bar
Current Company: Displays the name of the currently selected company
Switching Process:
Click on the company name to open the dropdown
Select the desired company from the list
The application will automatically refresh and load data for the selected company
What Happens When You Switch Companies
When switching companies, DIVACS ensures data integrity by:
Clearing all cached data from the previous company
Resetting all store states and user selections
Redirecting to the dashboard with fresh data
Updating all permissions and access controls for the new company context
Search Functionality
Global Search Features
DIVACS provides a powerful global search that helps you quickly find:
Menu Items: Search for specific features and pages by name or function
Customers: Find customers by name, email, contact person, or details
Vendors: Locate vendors using similar search criteria
Real-time Results: Search results appear as you type with intelligent filtering
How to Use Search
Location: Search bar in the top navigation, easily recognizable by the search icon
Search Process:
Click on the search bar or use the keyboard shortcut
Type your search term (minimum 1 character)
View real-time results categorized by type
Click on any result to navigate directly to that item or page
Search Categories
Search results are organized into three main categories:
Menu Items: Application features and pages (limited to 5 results)
Customers: Customer records (limited to 10 results)
Vendors: Vendor records (limited to 10 results)
This navigation system is designed to provide efficient access to all DIVACS features while maintaining a clear separation between customer and vendor data management workflows.