Introduction to Guides in Koble
In the Koble platform, guides are a powerful tool designed to help users navigate processes, learn new tasks, and ensure consistency across operations. Whether you’re handling routine tasks or learning something new, guides offer step-by-step instructions directly within the platform.
Why Guides Matter
Not all tasks within Koble are performed daily, and team members may occasionally need to step into roles they’re unfamiliar with. To address these challenges, Koble ERP offers guides that walk users through processes in real-time, ensuring tasks are completed correctly and efficiently.
Accessing Guides
Guides can be found on the right-hand toolbar of the Koble interface. There are different types of guides available, such as:
- Guides: For specific tasks like processing a proposal or creating a new customer.
- Scenarios: Link to informational videos and content to help explain concepts.
Guides are sorted by functional areas such as sales, expense, and inventory. You can also utilize the search function to quickly find a guide relevant to your task. For instance, typing in “new” might show guides for creating a new customer, new product, or new vendor.
Using a Guide
Once you select a guide, it will appear on the right-hand side of the screen and walk you through each step of the process. Guides provide clear instructions, with indicators to highlight required fields. Descriptions below each step help users understand the context and requirements.
For example, when creating a new customer, the guide will instruct you to set a category, enter contact information, and complete any additional settings required for that task. As you complete each step, the guide will automatically advance to the next one, ensuring you don’t miss anything.
Some tasks may involve navigating through different tabs within the entity you’re working on. The guide will direct you to the relevant tab and place focus on the specific section that requires attention.
The Benefits of Guides
- Ease of Use: Guides allow users to complete tasks without needing to refer to external documentation.
- Consistency: By following the steps in a guide, users can ensure tasks are performed consistently across the organization.
- Learning Tool: Guides serve as both a learning resource for new employees and a reference tool for seasoned users handling less frequent tasks.
Continued Development
Guides are continuously being expanded and improved as the Koble platform evolves. They cover a wide range of entities and processes, helping users manage their company operations efficiently.
Look at the article Using Guides in Koble to get started.