System Navigation

So far we have looked at the main functions driven from the toolbar. In this section we shall cover some of the basic functionality, starting with the main screen view and searching. Fig. 11 shows that by clicking on the field headers highlighted in yellow you will not only change your search criteria (highlighted in red) but also “sort” the column into alphabetical/numeric order.

Fig. 11
The screen is split into two distinctive areas. The upper area shows the results of your search and the lower half allows you to restrict the results by setting combinations of search criteria - “Filter View By” (highlighted in red).
(See Fig. 12)

Fig. 12
The next screen shot show how you can use the navigation buttons to move through the records in the main screen. (See Fig.13 & 14 highlighted in red)

Go To First Record

Go To Previous

Go To Next

Go To Last

Fig. 13

Fig. 14
The “More” drop down menu (highlighted in red, Fig. 15) can also be opened by either using the “More” button (highlighted in green, Fig. 15) at the bottom of the screen or by selecting an individual purchase order/requisition and then clicking once with the right mouse button.
The menu is split into two sections – the top section takes you to further information about that order, whereas the bottom section contains a list of processing options (these can also be accessed by the icons on the main screen)

The series of screens below (Fig. 16) illustrate the level of detail that can be put into raising a Purchase Order or Purchase Requisition. During your evaluation you may wish to experiment in this area – raising a Purchase Order or Purchase Requisition and following the processes through. (See notes after screen shot for description)

Fig. 16

The “+ Add” button (Fig .16 - highlighted blue) is used to start the process of raising a Purchase Order or Requisition. The Order Header screen opens – this screen contains information that will be used on the first page of a Purchase Order (See second screen shot).
Clicking on “Purchase Order Number” (highlighted in red) will bring up the Purchase Order Number Generation screen – where you can set prefixes to order numbers or the way in which the number is generated (the default is “Automatic” – See third screen shot).
The person filling out the Purchase Order or Requisition can have limits imposed on the order value and the same principle also applies to the person approving the Purchase Order. (See Fig 17, below – Shows the “Authorised Personnel” table in the System Configuration)
Through the use of the “More” drop-down menu's (highlighted purple – See second and fourth screen shots) you will be able to add and view the “line items” (stock items, non-stock, services etc.) that make up the purchase order (See fifth screen shot).

Fig. 17

Fig. 18 shows examples of standard “Landscape & Portrait” Purchase Order formats. Through the Reporting section, you are able to create your own customised versions, adding things such as company logos etc.

 

Fig. 18

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