Select the application icon on the Main DeliPal Dashboard (e.g., the Sales app) to view the interface:

Each app has a menu at the top of the page:

Each menu item shows the list of functionality that is provided by the app. More about it will be described in the chapters devoted to every app.

The Search field is located at the top of each app:

In the example above, we can see that the filter 'My Quotations' is already applied.

Clicking on the “x” next to the filter will delete it, so all the records present in the database will be displayed without filtering.

If we start to type symbols inside of a search bar, the drop-down options will appear:

It allows us to search by different fields inside of the record.

Filters 

are useful to find data much easier. 

For example, let’s try to find the records for a specific month. We can do this by clicking on the Filters button > Create Date, then we will pick our desired month (f.e. October) > all the filtered Sale orders from October will then appear.

Group By

Records based on certain factors will be grouped. 

As an example, if we try to group sales records by Salesperson, we will see who created which Sales Order, nicely grouped. 

Favorites 

To save our current search combination, we can mark it as a favorite. 

To do so, we can click on the Favorites button > Save current search.

Next, we have the option to use this filter by default or to make it available to all users. We need to choose a name for the filter, and then click the “Save” button. 

Now, we can always access it easily from "Favorites".

Custom Filters 

We can apply custom filters for faster search. To use it we need to select the field which will be set for filtering.

For example, to search by Abandoned Carts or by Customer, follow these steps:

Access Filters > Add Custom Filter, and choose your preferred variable to filter by (in the example variable is “Abandoned Cart”)

While using filters and groupping there can be more then one condition used.

To go through the data more efficiently, we can display the same data through multiple views, such as Kanban, Calendar, Pivot or Graph.

Kanban View

While using the Kanban View, we can drag and drop the records as we desire. 

For example, moving a task from one stage to another in the Project app:

Calendar View

The Calendar View allows us to see records for a specific selected date. For example, let's see how the list of Sale Orders will be displayed at the Calendar view:

Pivot View

The Pivot View is used to see different points of our data as a chart.

We can also add different measure types, by selecting the “+” button on the left side.

Graph View

The Graph View allows us to see our data through multiple types of graphs, such as Bar Chart, Line Chart and Pie Chart. 

Form View

If we click on the Sale Order from the list - we will see the form view of the Sale Order. 

The Form view is a structured interface displaying detailed information about a specific record, allowing users to input, view, and edit data:

Here, on the top of the form view, we can use the tools that are destined for managing the document flow, displayed as buttons:

These are various buttons present at the document (form view) that facilitate certain actions. Different types of documents will have different Smart Buttons:

For example:

In a Sales document, by clicking on the “Customer Preview” Smart Button, we can observe how the customer will see that certain Sales Order.

Next to every form view (of the quotation, order, user, task, contact etc.) there always will be a chatter.

Let's check the example of actions with different records within the Sales app.

First view that will be opened after we enter the Sales app is the list of Quotations. 

Here each quotation may be opened as a separate document or we can pick a few quatations, or all of them to perform some actions:

If at least one record is selected from the list the "Action" and "Print" buttons will appear at the top of the screen.  

The records in the Database hold a great amount of data, from basic contact information, to more complex (for example, Accounting or Inventory information).

Sometimes we need to export data from DeliPal into Excel tables - to proceed with some further actions.

From the Main Dashboard, let’s choose a module. 

For testing purposes, we’ll use the Contacts module.

Open the Contacts module and switch to List View:

You can find the button on the right side of the screen.

Now, we have a more detailed overview of our records.

Select the checkbox next to a Contact’s name. Go to the Action button and choose what Action you wish to perform on the contacts you just selected.

We’ll click Export, to go through some of the Export options. A menu with more options will appear.

Next, we must select our file type, between XLSX and CSV. This time let’s select CSV

We will also notice the option "I want to update data". Select the checkbox if you’d like to import your data back into the system, after the export. This will make your file import-compatible.

These fields appear automatically, based on the module you export data from. However, any fields can be deleted or added.

Click the "+" sign next to a record (on the left side), to add it to the export. 

Now, all your data is neatly organized into a table that you can access and modify at any time.

How to import records into a module?

From the Main Dashboard, let’s choose an application. 

For testing purposes, we’ll use the Contacts module.

Open the Contacts module and switch to List View:

At the top part of the screen use "Favorites" option to import records:

We will be redirected to a new page where we can import our compatible file, that contains your data.

To upload, click on the Upload File button, then choose your file. 

If your file is import-compatible, your data will load successfully.

The columns in your table will appear under the File Column section.

Once your file is uploaded:

If DeliPal can’t find a pecific field, it will ask you to choose it from under the field section.

You can use the first row from your file as a header by selecting the following option: 

If everything is set up correctly, we can click on the Test button. 

Odoo will verify if your data will be updated correctly, by showing the message: 

Finally, to import your data, click on the Import button. 

A message should pop up in the upper right of your screen, confirming the import. 

Now your records are imported successfully.