> For the complete documentation index, see [llms.txt](https://docs.phocassoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.phocassoftware.com/user-documentation-home.md). # User documentation home Welcome to the Phocas user documentation site. Whether you're just starting with Phocas, looking for advanced options, or want to keep up with the latest changes, this is the place for you. **New here?** Head straight to the [Basics space](https://docs.phocassoftware.com/basics/) and read our getting started pages. **Know what you need?** Use the search box at the top to find content fast or click a link below to jump straight to a module space and browse its pages. ***

			Cover image
Analytics	Analytics		Documentation-GitBook-Analytics-tile.jpg
Flex Modes	Flex Modes		flexmodes_doco_image1.png.avif
Sales Insights	Sales Insights		Sales-Insights-tile.png
Financial Statements	Financial Statements		Documentation-GitBook-Financial-Statements-tile.jpg
Budgets & Forecasts	Budgets & Forecasts		Documentation-GitBook-Budgets-Forescasts-tile.jpg
Rebates	Rebates		Documentation-GitBook-Rebates-tile.jpg
CRM	CRM	TO DO Description	Documentation-GitBook-CRM-tile.jpg
Administration	Administration		Documentation-GitBook-Admin-tile.jpg

*** Want to know what's new? [Read our release notes](/other-information/release-notes.md) Can’t find what you are looking for? [Raise a Customer Support Desk request](https://portal.usepylon.com/phocas/login) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters: ``` GET https://docs.phocassoftware.com/user-documentation-home.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `build a script that syncs our docs to a CMS` lets GitBook tailor the answer to that use case. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.