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Introducing the User Interface
The User Interface is divided into 3 main parts:
The Work Area
This is the main area of the User Interface where most of the entering and viewing of data is done.
The Explorer is a navigation map that organizes the data and functionality of your system in a logical fashion.
The Shortcut Bar
The Shortcut bar (see below) is a convenient way to either find or create a record or document in a single click.
Mouse over the button which represents the task you want to perform and you will be presented with the choice of ‘Find’ or ‘New’. Click on whichever is appropriate. In some cases there is only a single option, such as the calendar.
The Shortcut bar can be scrolled left and right by clicking on the arrows at either end. This is useful if the window size does not allow all the buttons to be displayed at once.
All the functionality available via the Shortcut bar can also be accessed via the Explorer.
How to use the User Interface
As an example, to find a Customer’s Sales Order Document, navigate to Sales→Sales Orders using the Explorer.
Then selecting ‘List all’ in the Work Area, which will display the full sales orders list in the Work Area.
Once a Sales Order has been picked, it can be:
- ‘Bookmarked’ using the star icon and the Sales Order will appear on the Explorer for future reference. This is a very useful feature if you are working on a particular sales order and want to avoid searching for it again.
- Once the task is done, you can go ahead and remove the bookmark by hovering over the document name in the Explorer, and ticking the red cross icon that will appear next to it.
Customizing the User Interface
Use ‘Roles’ to tailor the system interface to suit the user. See Working with Roles.
For example, a person in HR only need to see Timesheets and Expenses shortcuts. Customize their interface accordingly via their Role. This is good for enhanced security.