Navigating the New Sidebar Menu

Created by Kylah Brown, Modified on Wed, 1 Apr at 12:56 PM by Kylah Brown

Navigation Guide

Navigating the New Sidebar Menu

Before you begin:

You must be logged into your Hashio account. Ensure you are logged in under the correct facility. The sidebar menu is visible on all pages of the platform.

What is the Sidebar Menu?

The sidebar menu is the primary navigation tool in Hashio. It provides quick access to every module on the platform, from Production and Cultivation to Fulfillment, Procurement, and beyond. The updated sidebar features collapsible dropdown menus that stay open until you close them, a user profile section showing your login details, and a new Changelog feature for tracking platform updates.

Step 1 Understanding Your Profile Section

At the top of the sidebar, you will see your user profile information. This section displays:

Your name (the logged-in user)
Your account email address
Your role (e.g., Administrator, Manager, Staff)
The facility you are currently logged into

? Tip: Always verify you are logged in under the correct facility before starting your work. Your role determines which features and permissions you have access to across the platform.

Step 2 Navigating the Main Modules

The sidebar organizes Hashio into several main modules. Click on any module name to expand its dropdown menu and reveal sub-pages.

Module	Sub-Pages	Description
Dashboard	—	Your main landing page with an overview of operations.
Production	Batches, Products, Vault, Issues	Manage production batches (pre-filtered to production), product catalog, vault inventory, and production issues.
Cultivation	Batches, Plants, Plant Groups, Harvests, Issues	Manage cultivation batches (pre-filtered to cultivation), individual plants, plant groups, harvests, and cultivation issues.
Labs	—	Access lab testing and results.
Fulfillment	Orders, Manifests, Delivery	Manage sales orders, shipping manifests, and delivery tracking.
Procurement	Purchase Orders, Vendors, Incoming Transfers	Create and manage purchase orders, vendor records, and incoming inventory transfers.

? Tip: The Batches page appears under both Production and Cultivation. These are the same batch pages you are familiar with, just pre-filtered to show only production or cultivation batches respectively.

Step 3 CRM Module

The CRM (Customer Relationship Management) module will allow you to manage customer and contact information directly within Hashio.

When available, the CRM module will include:

Dashboard — An overview of your CRM activity
Customers — Manage customer accounts
Contacts — Manage individual contact records

Step 4 Using the Tools Section

Below the main modules, you will find the Tools section. These tools help you automate workflows, track activity, and generate reports.

Tool	Sub-Pages	Description
Automation	Workflows, Base Recipes*	Create and manage automated workflows and base recipes.
Activity	Board, Worklogs	View a board of recent activity and access detailed worklogs.
Reports	Workforce Activity, Production, Yields, Inventory, Sales, Harvest, Propagation, COGS, Product Forecast	Generate and view reports across all areas of your operation.

The Reports section also includes a Legacy area with access to Reports V1 for historical reporting needs.

Step 5 Accessing the Admin Section

At the bottom of the sidebar, you will find the Admin section with facility management and support resources:

My Facility — View and manage your facility settings, including Metrc & Biotrack settings, licenses, user settings and configuration options.
Changelog — A new feature that houses all changes made on the platform, providing a running log of updates, fixes, and new features.
Help Center — Opens the Hashio Help Center (external link) where you can access the full knowledge base, submit support tickets, and find additional resources.

? Tip: Check the Changelog regularly to stay up to date on the latest platform changes and new features.

Related Guides

Guide to the Hashio Dashboard (Coming Soon)
Guide to Facility Settings in Hashio (Coming Soon)
Guide to Using Workflows in Hashio (Coming Soon)
Guide to Creating a New Product in Hashio (Coming Soon)
Guide to Production Batches in Hashio (Coming Soon)
Guide to Cultivation Batches in Hashio (Coming Soon)