What is the Pavilion navigation menu?
The navigation menu is the row of tabs at the top of Pavilion.
Use it to open different areas of the system without returning to the Home page.
B2C navigation tabs
The B2C app is typically used for customer-facing sales and retail workflows. The tabs available in your navigation menu may vary based on customization, but common tabs include:
Home: View Pavilion dashboards and summary reporting. This page may show sales activity, order totals, profit information, and other high-level metrics your team uses to monitor business performance.
Vendors: Access vendor records, including vendor names, contact details, and related purchasing or inventory activity.
Customers: Search for customer records and view customer details, including contact information and related activity.
Inventory: Search for inventory items, review item details, and manage item records.
Jobs: View and manage job records, such as repairs, service work, or custom work.
Special Orders: Manage items ordered specifically for a customer. Special order records help track the customer request, vendor/item details, order status, payment information, and follow-up.
Layaways: Manage items being held for a customer while payments are made over time.
Sales: View and manage sales records.
Receipts: View receipt records and related transaction details.
Analytics: Review dashboard-style reporting and business performance data.
B2B navigation tabs
The B2B app is typically used for business-to-business workflows. Common B2B tabs include:
Memos: View and manage memo records.
Invoices: View and manage invoice records.
Reports: View saved reports and access reporting data.
Additional tools and navigation options
App Launcher
Use the App Launcher to open additional Pavilion or Salesforce apps that may not appear in your main navigation menu.
Select the App Launcher icon in the upper-left corner.
Search for the app or tool you need.
Select the app or tool from the results.
Utility Bar
The Pavilion Utility Bar is a persistent toolbar located at the bottom of your Pavilion screen. It gives users quick access to tools without leaving the current page.
POS
Pavilion's Point-of-Sale (POS) window is conveniently located within the Utility Bar for easy access from any page. POS is located at the bottom right corner of the Utility Bar.
Tag Printer
Use Tag Printer to print item tags or labels for inventory. Pavilion's Tag Printer is located in the Utility Bar at the bottom-right corner, next to the POS window.
Extra Tabs
In Pavilion, some tabs are hidden to de-clutter the user interface. For steps on how to access the hidden tabs, read How to view hidden tabs.
Stores
The Store tab in Pavilion is used for managing store-related information. It allows users to view and organize details specific to their stores, such as store locations, contact information, and other relevant data.
Sync Management
The Sync Management tool in Pavilion facilitates the synchronization of data between different websites and services. It enables users to configure and manage data integration, ensuring that information from various sources remains up to date and consistent.
Product Groups
Product Groups let you bundle related product variants, such as different sizes, metals, or gemstone types, into a single parent record.
Inventory Counts
The Inventory Counts in Pavilion help you check and update the actual quantity of items in your store. You can run full or partial counts anytime to keep your stock levels accurate.