TrueERP wiki - User contributions [en]

7 Columns

2011-11-24T20:33:51Z

Gibbo:

'''Customise Lists and Sorting Columns'''

Do you know how to '''Sort Columns '''in the list by alpha-numeric ascending or descending order?

*'''Click''' on any report or list column header and a '''Hand Symbol''' will sort the column by ascending or descending order.
*'''Click '''the header again to change back.

 Do you know how to '''Move Columns''' around and place them where you want?

*'''Left Click '''and '''Hold''' on any report or list column header and '''Drag''' it to the new desired position,  then simply release the mouse.
*This will move the whole column to the new position. this is called '''Click''' and '''Drag.'''

 Do you know how to '''Customise''' your lists to display the columns you wish to view?

*'''Select''' the list or report that you wish to customise '''E.g.''' Slect S'''ales in the main menu .'''
*'''Select  ''''''Customer List''' button and the '''Main Grid S'''creen appears for customers. Ther are similar grids for all of the lists in ERP..
*The features and functionality of this area are '''Global''' and apply to all reports. The information available in reports and lists  may vary  however the principal is the same.
*Click on the '''Customise''' button at the bottom left of the list.
*You can now choose whether you '''Customise''' the list for just the '''User''' (person logged in) or '''Globally''' by selecting the tab at the bottom left '''User''' or '''Global''' which determines who sees the changes.
*On the '''Main Grid''' screen select or de-select the columns that you want to show on the List/Report, by '''Ticking''' or '''Unticking'''. The boxes ticked will be visible and the unticked boxes will not be visible on the List/Report. '''N.B.''' Ticked columns will appear at the top of the lists and the unticked below. 
*To '''Edit''' the header label/name on the columns, click on '''Customise''', double click the label in the '''Main Grid''' and simply type in the preferred label/name.
*To turn off the grid lines, click on '''Customise''', and untick the '''Enable Grid Lines''' box on the right. Tick again to Enable Grid Lines

'''How to add new columns to the list'''

*To '''Add''' your own customised column to a list/report, click on '''Customise button'''
*Then click on the '''New''' button in the '''Custom Column''' box.
*Then '''Type''' in the name for the new column and click '''OK'''. This will then take you back to the main customising list screen. The new column just added will appear in the list and the '''Formula Screen''' will be available to enter a Formula if required, a mathematical formula can now be entered in this column.
*Right click in the '''Column Formula''' field and mathematical options and a list of Columns will appear. You can now build the formula using existing columns and mathematics.
*You can also choose how to display the column by simply choosing a format from the '''Display Format''' field.

'''How to make a custom report'''

Within the main '''Customise List''' screen you also have the '''Custom Report''' Tab. This tab allows you to '''Rename''' the report you are creating so that the '''Default''' report is untouched.  All the changes made will be on the '''New''' report and '''Not''' on the '''Default''' report. 

*Select the '''Report Selector Tab''' to move this unique report to another '''Module''' on the '''Report Selector'''.
*'''N.B.''' If you only name the report and choose not to place it in any other '''Module''', the report will only be visible in the '''My Reports''' area of the report selector and this area is protected by your user name and password. I.e.. other people cannot see the reports that are unique to you.
*After you have named the report and placed it in other visible areas (if desired) click the '''Create Custom Report''' button to activate.
*After creating any changes you require, click '''Ok''' to '''Save''' changes.

6 Find A Product

2011-11-24T20:10:21Z

Gibbo:

'''Product List'''

 Do you know how to quickly find a Product in a list using the '''Search Column''' and '''Search Text''' fields?

'''To find and access a product'''

*Click on the '''Inventory''' module button on the '''Main Screen'''.
*Select the '''Express Product List''' button, which will bring up a full list of your products.
*Make sure your search field is set to the '''Product Name''' column and start typing in the search field the name of the product required. As you type the name will become highlighted.
*At any time simply '''Double Click''' on a product to view the '''Product Details'''.
*Keep in mind as you search, your options with the '''"F5", "F6"''' and '''"F7"''' functionality

5 Products List

2011-11-24T20:02:00Z

Gibbo:

'''Product List'''

Do you know how to open the '''Express Product List''' ?

*To open the '''Express Product List'''
*Go to the '''Inventory''' Module and click on the '''Express Product List''' button.

The '''Product List''' differs from the '''Express Product List''' located in the '''Inventory''' module. '''The Product List''' re-calculates the stock quantities, average stock values and updates department holdings etc as you open the list. This is to ensure that you get the most up to date and current information.

'''The Express Product List''' is a simple list of products with stock quantities etc  and as no calculations are required it opens a lot faster..

The '''Product List''' has more functionality, but less speed, while the '''Express Product List''' is designed for speed but with less functionality.

From the express product list you can open a product by double clicking on it. This will open the full product card complete with stock quantities, available stock and the full product history.

You can open the full product list from here too. Siimply click the '''Product''' button on the right hand side at the top of the product list and the product list will open.

5 Products List

2011-11-24T19:37:47Z

Gibbo:

'''Product List'''

Do you know how to open the '''Express Product List''' ?

*To open the '''Express Product List''' go to the '''Inventory''' Module and click on the '''Express Product List''' button.

The '''Product List''' differs from the '''Express Product List''' located in the '''Inventory''' module. '''The Product List''' re-calculates the stock quantities, average stock values and updates department holdings etc as you open the list. This is to ensure that you get the most up to date and current information.

*'''The Express Product List''' is a simple list of products with no calculations required.
*The '''Product List''' has more functionality, but less speed, while the '''Express Product List''' is designed for speed but with less functionality.

4 Customise Main Screen

2011-11-24T19:36:55Z

Gibbo:

'''ERP Main Screen'''

Do you know how to fully customize the ERP Main Screen for your individual needs? Although, you will need to have the appropriate access levels to do this. Check with your administrator.

. '''How to customise the main screen in True ERP'''

Open the Main Screen in ERP

Select the '''Customise Tab''' at the bottom of the screen.

On the upper Left of the screen you will find '''Select menu category'''

On the upper Right of the screen you will find '''Select Page to Customise''' drop down menu list.  (This list displays the buttons already loaded onto the selected page).

Within both of the above you will also have a drop down menu available to select from.

'''To add a button to your selected page'''

'''Highlight '''the button in the left of the screen and then click on the single-arrow forward key (>), or 'Drag and Drop' the button using your left mouse click. If you want to add all, eg. all the Appointment buttons from the select menu category to the selected page,

'''choose '''Appointments from the drop down menu 

'''Click '''the double-arrow forward key to add these buttons to the selected page.

Note: This principal works the same in reverse i.e. right to left You can move the position of any 'Selected Button' by highlighting the button and use the Up or Down Hand Buttons to place in position desired.

'''To add a new page'''

Click on the Add tab,

then in the name of the new page, then press OK. The page will automatically load into the 'Select page to Customise', ready for your button selection. To delete a page click on the Delete button and this will remove a page, if the page contains buttons a prompt will appear confirming if you wish to delete.

Now the Main Menu has been customised you can copy this to different employees.

'''Copy to different employees'''

Select the 'Copy To.....' tab at top of screen

Click on the drop down menu to select employee

Then click OK

Your Main Menu Screen will now include all your customised selection tabs and buttons. Note: A vertical scroll bar will appear when the number of tabs (on the left hand side of the main screen) in the list does not fit on screen, this enables you to put as many tabs as you like and still have easy access to them all.

'''N.B.''' To revert back to the default '''Main Screen''' menu go into Customise and select the '''Default''' button found at the botton of the screen. The main menu will consist of the original ERP default settings. The newly created selected pages will no longer exist if the default button is selected.

2 Windows Top Menu

2011-11-24T19:09:09Z

Gibbo:

'''Windows Top Menu'''

 Do you know how to access all of the functions from the windows top menu?

'''The File Menu''' is the text based menu running across the top of the '''ERP Screen.'''

'''E.g. File, Accounts, Appointments, Banking, Employee........etc'''

This is similair to the'''Function''' or M'''odule''' buttons down the left hand side of the '''ERP Main Menu Window.'''

A single click on the '''File Menu''', on any desired function or module, will produce a D'''rop Down Menu''' of choices avalable within that function or module. This will produce the FULL RANGE of options for that function or module. In the main menu window there are a limited number of the options available due to the space available on the menu.

It is useful to use the Top Menu for selecting options as you can open several modiules from here without closing down an item to get access to the Main Menu Window.

'''N.B.''' The ERP Screen can be defined as is the entire screen view of the ERP Suite, with the File menu, Top Tool Bar and Main Menu Window. The ERP Main Menu Window is the moveable section inside the ERP Screen and the Top Tool Bar is the buttons below the file menu and above the Main Menu Window

23 Load Values

2011-11-15T21:46:03Z

Gibbo:

'''Load Values'''

How do you load values back into the grid?

One advantage of the attribute grid is the ability to import individual prices for each product in the grid as a single block.

'''How to load values'''

*Select '''Inventory tab'''
*Select '''Products Attributes '''Button
*'''Double click '''the desired product group
*Select '''Import_Values '''tab
*Select the'''Import Type '''(Cost or Price)
*Select the '''Type '''(Inc or Ex) Open a your spreadsheet where you entered the values to be loaded
*Select the '''entire grid '''within the spreadsheet,
*'''Right click and Copy'''
*Select the top left field of the grid in the Import Values screen.
*right click and Paste
*Select '''Update''' button

22 Importing Prices

2011-11-15T21:39:52Z

Gibbo:

'''Importing Prices'''

Can you import individual prices?

One advantage of the attribute grid is the ability to import individual prices for each product in the grid as a single block.

'''How to import prices'''

*Select '''Inventory tab'''
*Select '''Products Attributes '''Button
*'''Double click''' the desired product group
*Select '''Import_Values '''tab
*Select the '''entire grid,'''
*'''Right mouse click '''and copy Open a spreadsheet and paste You can add the values you want to import within the spreadsheet. When finished you are ready to Load_Values<LinkId=1198>

21 Sub Contract

2011-11-15T21:33:02Z

Gibbo:

'''Sub Product'''

Where do you set up Sub Products in POS?

Within POS you can configure a button to display the attribute grid for any Linked Product group. You do this using the Sub Product function in Other Functions when configuring the keypad

'''How to configure the grid in POS'''

*Select '''POS''' from the top menu
*Select '''File'''
*Select '''Customise Pos'''
*Select a free button that you want to use for the grid
*Select '''Other Functions radio button''' Scroll down 
*Select '''Sub Product''' This will display a list of Product Attributes
*Select the '''Product Attribute Group required'''
*Adjust the button colour, label etc as desired
*Select'''Save & Close '''button
*Selecting the button now opens the grid.

20 POS

2011-11-15T21:24:07Z

Gibbo:

'''POS'''

Can you display the grid in POS?

Within POS you can configure a button to display the attribute grid for any Linked Product group. 

You do this using the Sub_Product<LinkId=1196> function in Other Functions when configuring the keypad

20 POS

2011-11-15T21:21:00Z

Gibbo:

19 In Stock Report

2011-11-15T21:17:52Z

Gibbo:

'''In-Stock Report'''

Where do you find the In-Stock Report?

When purchsing stock of Linked Products (ie. Products linked by attributes) you can view the In-Stock report which displays your stock in an easy to read grid rather than a list.

'''How to view the Finished Grid'''

*Select '''Inventory tab'''
*Select'''Products Attributes '''Button
*'''Double click '''the desired product group
*Select '''In-Stock report '''tab
*If the grid is not displayed as you expected you can change the layout by changing the X_&_Y_Axis<LinkId=1187>

18 Individual Products

2011-11-15T21:14:44Z

Gibbo:

'''Individual Products'''

Can individual product cards be changed?

Even though products created in Product Attributes are "Linked" they are still individual products with their own product cards. These cards can be modified individually as required allowing each product to have its own re-order points, supplier codes etc.

'''How to view individual product cards'''

*Select '''Inventory Tab'''
*Select '''Product List '''Button Scroll to or search for the required product. You will see that each product in the group is listed as a unique product and from the Product List view appears no different to any other product.
*Select the '''product you wish to change'''. 
*Edit details as per Creating_a_Product<LinkId=425>

18 Individual Products

2011-11-15T21:14:14Z

Gibbo:

'''Individual Products'''

Can individual product cards be changed?

Even though products created in Product Attributes are "Linked" they are still individual products with their own product cards. These cards can be modified individually as required allowing each product to have its own re-order points, supplier codes etc.

'''How to view individual product cards'''

Select '''Inventory Tab'''

Select '''Product List '''Button Scroll to or search for the required product. You will see that each product in the group is listed as a unique product and from the Product List view appears no different to any other product.

Select the '''product you wish to change'''. 

Edit details as per Creating_a_Product<LinkId=425>

17 Buying and Selling

2011-11-15T21:05:05Z

Gibbo:

'''Buying and Selling'''

What transactions will display the Grid?

Having created a group of linked products in Product_Attributes<LinkId=1178> with a Finished_Grid<LinkId=1191> to display the attributes, ERP will display that grid every time you buy or sell products from this group.

 

'''How to see the grid in a transaction'''

*Select '''Purchases Tab'''
*Select '''Purchase Button'''
*Select a '''Supplier'''
*'''Select a product with attributes from the drop down list'''.
*''Note: The product list will display every product created for the group. Choosing any product from the group will result in the grid being displayed so the specific product selected does not have to be one that you want to purchase. The actual selection is done in the grid.''
*Enter into the grid the '''quantity required '''for each combination of attributes
*Select '''Create''' button
*A new line will be created on the purchase order for each unique product as per the grid
*'''Save'''

 

Don't forget that Quotes, Sales Orders and Invoices all use the grid in the same way as purchases.

17 Buying and Selling

2011-11-15T21:04:17Z

Gibbo:

'''Buying and Selling'''

What transactions will display the Grid?

Having created a group of linked products in Product_Attributes<LinkId=1178> with a Finished_Grid<LinkId=1191> to display the attributes, ERP will display that grid every time you buy or sell products from this group.

'''How to see the grid in a transaction'''

Select '''Purchases Tab'''

Select '''Purchase Button'''

Select a '''Supplier'''

'''Select a product with attributes from the drop down list'''.

Note: The product list will display every product created for the group. Choosing any product from the group will result in the grid being displayed so the specific product selected does not have to be one that you want to purchase. The actual selection is done in the grid.

Enter into the grid the '''quantity required '''for each combination of attributes

Select '''Create''' button

A new line will be created on the purchase order for each unique product as per the grid

'''Save'''

Don't forget that Quotes, Sales Orders and Invoices all use the grid in the same way as purchases.

16 Finished Grid

2011-11-15T21:01:13Z

Gibbo:

'''Finished Grid'''

When is a grid finished?

After copying the details from your Product_Template'''<LinkId=1190>''' you will be taken to the In-Stock report which displays the finished grid.  (Don't forget, at this point, the In-Stock report will show zero products because no products have yet been purchased yet.)

If the grid is not displayed as you expected you can change the layout by changing the X_&_Y_Axis<LinkId=1187>

'''How to view the Finished Grid'''

Select'''Inventory tab'''

Select '''Products Attributes '''Button

Select '''NEW''' button and proceed as per New_Attribute or double click an existing product group

Select '''In-Stock report '''tab

15 Product Template

2011-11-15T20:55:32Z

Gibbo:

'''Product Template'''

What is a Product Template?

When creating a product you must populate the product card. For a "Linked Product", that is one created through Product Attributes, you can populate the product card for just one product in the group and then copy those details to all of the products in the group. This product becomes the Product Template for the group.

'''How to populate details from a product template'''

*Select '''Inventory tab'''
*Select '''Products Attributes '''Button
*Select '''NEW''' button Enter details as per New_Attribute<LinkId=1180>
*Select '''Next''' to create the Products
*Select the '''Select All check box'''
*Select '''Create Selected Products '''button - you will see a progress bar as the products are created.
*Select '''Next''' button when the progress bar has finished
*'''Select any unwanted_products<LinkId=1189> for removal'''
*select'''Next''' You will now be in the Populate Details Screen
*'''Select a product '''to be the Template in the drop down list
*Select Show Details - this will open the product card Enter details as per a new product - '''Save when finished'''
*Select the '''Select All check box '''on the l'''eft''' to select all products
*Select the '''Select All check box '''on the '''right '''to copy data in all fields or select fields individually if required
*Select '''Copy Details '''button Select Next - you will now see the product grid

14 Removing Selections

2011-11-15T20:48:22Z

Gibbo:

'''Removing Selections'''

How do you remove matrix products that you don't order?

After defining your product attributes'''<LinkId=1178>''' and adding values and descriptions you must create the products. Creating the products creates a unique product for each combination of attributes. This means if your Tshirt product has three attributes each with five potential values you will create one hundred and twenty five products (5x5x5=125).

Of course you may not want to sell all of these combinations. eg. There may be limited market for XXL Tshirts in a short length and in dayglow orange so you can remove this product from the list in the Linked Products screen.

'''How to Remove a Selection'''

*Select '''Inventory tab'''
*Select '''Products Attributes '''Button
*Select '''NEW''' button
*Enter details as per New_Attribute<LinkId=1180>
*Select '''Next''' to create the Products
*Select the '''Select All''' check box
*Select '''Create Selected Products '''button - you will see a progress bar as the products are created.
*Select '''Next''' button when the progress bar has finished You will now be in the Linked Products screen
*'''Scroll down''' and select any products that are not wanted
*Select the '''red X in the top left corner '''- the product will now change colour indicating that it will be deleted.
*Continue to select any other unwanted products. When all unwanted products have been flagged for deletion select '''Next button'''

13 Descriptions

2011-11-15T20:37:57Z

Gibbo:

'''Descriptions'''

Where does the Product Description come from?

When you create products from the Attributes area, the description of the individual products is made up of the Group Description and the unique combination of Values for this product.

To keep the product name at a managable length ERP will use the values' abbreviations which should be limited 2 or 3 characters in length. eg.

A product in the Tshirt group with colour Orange, Size Extra Large and Length Short might have a name '''TshirtOraXLShe'''  The description on the other hand will show the full description of the product and its values.

12 Switching X

2011-11-15T20:35:10Z

Gibbo:

'''Switching X & Y'''

Can you switch the '''X & Y Axis'''?

The first attribute entered for a product will be the Y Axis or vertical axis by default. The second attribute entered will be the X Axis or horizontal axis.

The X & Y Axis are important because they define how the product attributes are displayed in a grid. These should be the two attributes most often selected in an order. Ideally the attribute with the least number of values should be the Y Axis as a horizontal table is easier to read than a vertical one, unless there are so many values that they won't fit on screen.

The '''X & Y Axis''' can be changed at any time by reselecting them from the drop down list of attributes in the Product Attribute screen

'''  How to change the X & Y Axis'''

*Select '''Inventory tab'''
*Select '''Product Attributes button'''
*Select the '''product group '''to be changed
*Select the desired Y Axis from the '''drop down l''''''ist'''
*Select the desired X Axis fro the '''drop down list'''
*'''Save   '''

21 F9

2011-11-15T05:24:34Z

Gibbo:

'''F9'''

How do you display '''Serial Numbers''' that are currently in ERP

Open up an invoice Select a client Select the product to be sold and enter the number to be sold A box will appear Allocate Serial Numbers click into the white screen and Press F9 on the keyboard A list of serial numbers will appear

Select which numbers you need to allocate and these will auto load into the second box Double click to Select one item Hold Down shift/Ctrl and select multiple and Press Ctrl+Enter to Allocate Hold down Alt and Press A for Auto Select and Press Ctrl+Enter to Allocate

21 F9

2011-11-15T05:15:45Z

Gibbo:

'''F9'''

How do you display '''Serial Numbers''' that are currently in ERP

Open up an invoice Select a client Select the product to be sold and enter the number to be sold A box will appear Allocate Serial Numbers click into the white screen and Press F9 on the keyboard A list of serial numbers will appear

Select which numbers you need to allocate and these will auto load into the second box Double click to Select one item Hold Down shift/Ctrl and select multiple and Press CTRL+ENTER to Allocate Hold down ALT and Press A for Auto Select and Press CTRL+ENTER to Allocate