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๐Ÿ“‹ Main Menu โ€‹

What is the Main Menu? โ€‹

The home page is the starting point for every user in the OpticCount system. It was designed to be clear, simple and intuitive, allowing every employee to start a count or identify an item with a single button press.

Page Structure โ€‹

  • ๐Ÿ” Header (Top Bar)
    • OpticCount logo (clicking it always returns to the home page).
    • Hamburger button โ˜ฐ (top right) โ€“ opens the Sidebar with all management pages and settings.
    • Username/Avatar (top left) โ€“ clicking opens a menu with:
      • Language Selection โ€“ Hebrew, English, Arabic, Russian. The interface adjusts direction (RTL/LTR) automatically.
      • Logout.
  • ๐ŸŸฆ Main Action Cards โ€“ displayed in the center of the screen:
    • Start Count ๐Ÿงพ
      • For starting an inventory count.
      • If there is only one store โ€“ the count page opens immediately.
      • If there are multiple stores โ€“ a dialog appears: "Select Store for Count".
    • Identify Item ๐Ÿ”
      • Allows searching for an item by barcode, item code, or product name.
      • You can update item details or add it to the catalog.
  • ๐ŸŽฏ Floating Button โ€“ Onboarding (FAB) (for new users)
    • A small round button in the corner of the screen leading to the onboarding checklist.
    • Hidden automatically after completing all steps or after manual dismissal.

When you click the hamburger button โ˜ฐ โ€“ a sidebar opens with a list of all management pages and settings:

  • ๐Ÿ  Home
  • ๐Ÿ“Š Overview
  • ๐Ÿงพ Recent Inventory Counts
  • ๐Ÿ“‹ Orders (appears when Wix eCommerce or Bina ERP integration is configured)
  • ๐Ÿ“‘ Item Catalog
  • ๐Ÿ’ณ License & Purchases
  • ๐Ÿ“ Locations
  • ๐Ÿช Branches
  • ๐Ÿ‘ฅ Users
  • ๐Ÿ”„ Borrowers & Loans
  • ๐Ÿ”Œ Integrations
  • ๐Ÿข Company Details

Behavior by User Type โ€‹

  • ๐Ÿ‘‘ Main user (Manager) โ€“ sees all management pages in the sidebar.
  • ๐Ÿ‘ฅ Sub-manager (Branch Manager) โ€“ sees the home page and some management pages, only those relevant to the branches they manage.
  • ๐Ÿ‘ท Employee user โ€“ sees only the home page (Start Count, Identify Item) and generally does not see the full management sidebar.

๐Ÿ” "Identify Item" Button โ€“ Details โ€‹

  • Allows users to check information about a specific item, whether or not it exists in the catalog.
  • Recommended for example when pricing products โ€“ scan an item and see its current price for applying price stickers. Also useful for checking current inventory of an item or viewing item data fields.
  • After clicking, a search dialog appears where you can enter an item code, barcode, or product name.
  • If the item is found in the catalog, a detailed screen is displayed with all relevant data:
    • Item name
    • Category
    • Price (if set)
    • Warehouse location
    • Quantity counted so far
    • And more...
  • You can update item details and save changes, so future counts are based on the new data.
  • In addition, a history table is displayed showing:
    • How many times the item was previously counted.
    • Which stores counted the item and on which dates.

Preventing Duplicates โ€‹

To prevent duplicate user accounts, the system enforces the following rule:

  • You cannot create two accounts with the same phone number.

If a user tries to register with a number that already exists, a warning appears and they are asked to login instead of registering again.

Edge Cases & Troubleshooting โ€‹

  1. User tries to access the management page without permission
    • If an employee tries to reach the management page (e.g., via a direct link), the system blocks the action and returns them to the main menu.
  2. User did not select a store during counting
    • If the business has more than one store but the user did not select a store, the system does not allow them to continue until they select an appropriate store.
  3. User clicks "Identify Item" and enters a code not in the catalog
    • The system displays a message that the item was not found, and offers:
      • To choose a similar item from a list of similar items.
      • To add the item to the catalog, according to system permissions.

Summary โ€‹

The home page is designed to remain simple and clear: count or identify an item. All advanced tools are centralized in the Sidebar, which gives managers access to all management pages and hides them from regular users. This maintains a smooth user experience for employees, alongside full control for managers.