PVsell menus are the most common commands you use every time you are in PVsell. With the help of the menus you access the main PVsell sections and control the basic PVsell options.
The permanent PVsell menus (in other words, the menus you can interact with from any page in PVsell) can be divided into the Main Menu, the Help Menu, and the Account Menu.
Let's take a closer look at the menus in PVsell.
1. Main Menu
The main menu is where you can quickly navigate to frequently accessed areas and actions. Click the 'hamburger' button to unfold the main menu if you need to see it in its expanded state.
1.1. Dashboard
The dashboard is your starting point for diving into PVsell. Every time you log in to PVsell, you can see your dashboard, and, first of all, our "Welcome" window.
More details about your Dashboard: What does the Dashboard show me?
Click the "Dashboard" icon to return you to your dashboard from any other page.
1.2. Customers
Clicking the "Customers" tab will open the sub-tabs for you to choose from:
- All Customers (to access and interact with your list of customers)
- Add New Customer (to create a new customer in your PVsell account)
Learn more about working with Customers in PVsell:
1.3. Projects
Click this icon to interact with your list of projects, or to add a new project – which is the most commonly accessed action in PVsell. Similarly to the "Customers" tab, clicking the "Projects" tab also opens the two sub-tabs first:
- All Projects
- Add New Project
Details about managing your Projects in PVsell:
1.4. Library
Access your PVsell library with a single click on the "Libraries" tab to interact with your libraries of Consumption Profiles, PV systems, Time of Use Timings, Bill templates, and Batteries.
Explore the Libraries section to learn more.
2. Help Menu
View important PVsell announcements, access useful resources, get personalised help, and have your say in PVsell's evolution (make your suggestion and/or vote for features suggested by other PVsell users) using the "Help" Menu.
Learn more details related to this menu here: How to get help in PVsell.
3. Account Menu
Access settings and details on your PVsell account. Click on your company's name in the top rightmost corner of any page in PVsell to open the Account menu.
Learn more here: Configuration and Accounts in PVsell.
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