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Most functionality in Kodiak can be accessed through either the Main Toolbar or Menu 

Main Toolbar

The main toolbar contains the following sectionsections.

New Items

 New Client Order

This toobar button opens a Client Order entry window as seen below.

 New Market Order 

 New Trade Report 

...

 New Fund Order

Views

Client Order View

The Client Orders view shows a list of all Client Orders that the user has access to.

The icon will show a number in the lower right corner Image Addedto show the number of Client Orders which are in the Assigned workflow status.

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Market Order View

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Trades View

Trade Report View

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