Navigation Sidebar

Choose which sections appear in the navigation bar, pin the ones used most often, and reorder them to match your store's workflow.

The navigation bar runs along the bottom of the In-Store App screen. You can pin the sections your staff use most so they are always visible, and move less-used sections into a folder that opens on demand. Changes take effect immediately — there is no Save step.

This page covers how to open the Navigation Bar settings, pin and unpin items, reorder them, and reset everything back to the defaults.

Opening Navigation Bar Settings

  1. Open Settings (tap the gear icon in the sidebar).
  2. Scroll to the Customization section.
  3. Tap Navigation Bar — subtitle reads Customize navigation items and order.

The Navigation Bar settings page opens, showing the full list of navigation items and a description: Customize which items appear in the navigation bar. Minimum 3 items must be pinned.

The navigation item list

Each item appears as a row showing:

ElementDescription
Drag handle (≡)Long-press and drag to reorder the item
IconThe icon used for this section in the navigation bar
NameThe section name as it appears in the nav bar
State labelPinned (shown in accent colour) or In Folder (shown in muted colour)
Toggle switchTurn on to pin the item; turn off to move it to the folder

Pinned vs. In Folder

Pinned items appear directly in the bottom navigation bar. Tapping them navigates immediately to that section.

In Folder items are hidden from the main nav bar and placed in a folder. Staff access them by tapping the More button (folder icon) in the nav bar, which opens a popup drawer above the bar. The drawer shows all folder items as icon-and-label tiles arranged in a grid; tapping any tile navigates to that section and closes the drawer.

Pinning and unpinning items

Tap the toggle switch on any item row to change its state:

  • Toggle on → item becomes Pinned and appears in the navigation bar.
  • Toggle off → item moves to In Folder and is accessible via the More button.

A minimum of 3 items must be pinned at all times. If you try to unpin an item that would bring the count below 3, a snackbar appears:

Cannot unpin: Minimum 3 items must be pinned

The toggle reverts and the item remains pinned.

The Quick Access item is only shown in this list when at least one Quick Access tile has been configured. If no Quick Access tiles exist, the item is hidden automatically. See Quick Access Tiles to add tiles.

Reordering items

Long-press the drag handle (≡) on any row and drag it to the desired position. The navigation bar and folder drawer update immediately to reflect the new order.

Default navigation items

The table below shows all available navigation items and their default state.

ItemDefault state
HomePinned
Quick AccessPinned (only shown when Quick Access tiles are configured)
CartsPinned
ProductsPinned
OrdersIn Folder
CustomersIn Folder
PromotionsIn Folder
InventoryIn Folder
Pick ListsIn Folder
Purchase OrdersIn Folder
ReportsIn Folder
SettingsIn Folder

Resetting to defaults

To restore all items to their default pinned states and order:

  1. Tap the reset icon button in the top-right corner of the page.
  2. A confirmation dialog appears:
    • Title: Reset to Defaults
    • Message: Are you sure you want to reset navigation items to default settings?
    • Cancel — dismisses without changes.
    • Reset — restores all items to their default state and order immediately.

How changes are saved

Navigation Bar settings are saved to the device immediately whenever you change a toggle or reorder an item. There is no Save button and no Discard option — every change takes effect straight away.

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