Navigate product documentation

How each process works in Navigate, step by step. No sign-in needed.

🚀 Getting started

🧭 Finding your way

The menu, the search, the dashboard and the shortcuts.

📱 Navigate on your phone

Install Navigate like an app, log visits and take orders without a connection, and get notifications on your phone.

🧾 Sales

Quotations, orders, deliveries, invoices, credit notes, down payments, prices and promotions.

🚚 Van sales

Vans as virtual warehouses: loading, the van POS, the end-of-day count and reconciliation, returns and van reports.

🛒 Point of sale

Selling at the counter, sessions, holding sales and closing the till.

👥 Customers & receipts

Customers, groups, statements, receiving payments and allocating them to invoices.

🎯 CRM

Leads, opportunities and quoting a lead until it becomes a customer.

💬 Customer experience

Feedback forms, links and QR codes, CSAT and NPS; complaints and product issues as tickets; warranty; campaigns by SMS, email and WhatsApp.

🤝 SACCO & cooperative

Members, stages and groups; shares, deposits and savings; M-Pesa paybill and bank collections; loans with guarantors, approvals and schedules; withdrawals and the SACCO reports.

📦 Purchasing

Requisitions, purchase orders, goods received, supplier invoices, returns and supplier payments.

🏭 Suppliers

Suppliers, groups, contacts and statements.

🚢 Imports & landed costs

Imports, goods in transit, landed costs, provisions, costing and release.

🗃️ Inventory

Products, stock movements, transfers, stock counts and serial numbers.

💳 Expenses

Recording expenses paid now or later, expense items and attachments.

🧑‍💼 Staff requests

Advances, expense claims, petty cash requests, travel and per diem, approvals and clearance.

💵 Petty cash

Funds, the cashier, treasury payments, cash counts, staff balances and payroll recovery.

📒 Accounting

Journals, the general ledger, reconciliation, financial statements, VAT, budgets and year-end.

🏦 Treasury & banking

Bank, cash and M-Pesa accounts, transfers, bank statements and reconciliation.

📜 Letters of credit

Import LCs: application and approval, opening with margin and charges, amendments, documents and discrepancies, acceptance, settlement in full or as a loan, closing and reports.

🏢 Fixed assets

Asset classes, capitalization, depreciation, transfers, revaluation and disposal.

🚜 Lease & rentals

Equipment hire, vehicle rental and property leases: rental assets, agreements, dispatch and return, meters, billing, deposits and profitability.

📦 Dispatch

Delivery routes and runs, the pick list, the driver’s phone view and proof of delivery.

🚛 Freight & shipments

Rate cards, booking shipments, waybills, tracking, proof of delivery and billing freight.

🚚 Fleet management

Vehicles and mobile equipment: the register, drivers, allocations and trips, fuel, maintenance and work orders, tyres, incidents, insurance, compliance and cost per km.

🏭 Production

Raw materials, bills of materials, production orders and costing; planning what to make and buy, work centres and quality inspections.

📐 Projects

Projects, phases, budgets, timesheets and project costs.

Projects

🏗️ Construction contracts

Contracts with clients and subcontractors: bills of quantities, variations, progress certificates, retention and the advance.

🔧 Service & workshop

Service jobs, units, parts and labour, customer approval and delivery.

💰 Payroll (confidential)

Pay profiles, variables and overtime, runs, payslips, loans, reports and statutory rates - for the owner and Payroll Admins.

🧑‍🤝‍🧑 People (HR)

Employees, leave, attendance, training and your own profile.

📊 Reports & analytics

The dashboard, the reports catalogue, analysis, drill-down and exports.

🛍️ Marketplace & key suppliers

Selling on the Navigate Marketplace and ordering from key suppliers.

⚙️ Administration & settings

Users, roles and permissions, company settings, the chart of accounts, branding and the audit trail.