User guide

19CL–Customer Lookup HP–Home Page PIN–Personal Identification Number VI–Visual Invoice
HOME PAGE ELEMENTS
1 Drop Down Bar Display
Designed for mouse navigation, this area provides access to various
system operations, such as setup, configuration, and licensing utilities.
2 Title Bar Display
Shows the currently selected system function along with the current time
and date as set by the computer’s clock.
3 Operation Tabs
PP
PP
P
roductionroduction
roductionroduction
roduction—Order processing functions (default).
RR
RR
R
oo
oo
o
uteute
uteute
ute—Route management utility.
AA
AA
A
/R/R
/R/R
/R—Accounts Receivable utility.
RR
RR
R
eportseports
eportseports
eports—Management reporting.
SS
SS
S
ystemystem
ystemystem
ystem—Operational utilities.
4 Production Menu Buttons
Quick [1]Quick [1]
Quick [1]Quick [1]
Quick [1]—Receive without price and describe, prints claim check.
Detail [2]Detail [2]
Detail [2]Detail [2]
Detail [2]—Receive with price and describe, prints invoice.
Rack [3]Rack [3]
Rack [3]Rack [3]
Rack [3]—Assign completed orders to a storage location.
Pickup [4]Pickup [4]
Pickup [4]Pickup [4]
Pickup [4]—Customer order pickup, prints pick list.
Quote [5]Quote [5]
Quote [5]Quote [5]
Quote [5]—Order pricing with order completion optional.
MerMer
MerMer
Mer
chandise [6]chandise [6]
chandise [6]chandise [6]
chandise [6]—Sell merchandise items directly.
Process Steps [7]Process Steps [7]
Process Steps [7]Process Steps [7]
Process Steps [7]—Log orders to definable workflow step.
5 Function Buttons
Search [F2]Search [F2]
Search [F2]Search [F2]
Search [F2]—Order search function.
Menu [F3]Menu [F3]
Menu [F3]Menu [F3]
Menu [F3]—A collection of lesser used but important functions.
Home [F4]Home [F4]
Home [F4]Home [F4]
Home [F4]—Return to
HPHP
HPHP
HP
..
..
.
TT
TT
T
ime Clock [F10]ime Clock [F10]
ime Clock [F10]ime Clock [F10]
ime Clock [F10]—Employee clock-in/out.
6 View Selection Buttons
AA
AA
A
lerler
lerler
ler
tsts
tsts
ts—Selects the default Alerts and Production Commitment view.
TT
TT
T
rara
rara
ra
nn
nn
n
sactionssactions
sactionssactions
sactions—Selects a list of the 25 most recent transactions.
PrPr
PrPr
Pr
oo
oo
o
cc
cc
c
essess
essess
ess—Selects a graphic order process view.
SS
SS
S
uu
uu
u
mmarmmar
mmarmmar
mmar
yy
yy
y—Selects a sales summary view.
GG
GG
G
raphsraphs
raphsraphs
raphs—Selects statistical graphs.