Codeman: Setting up the links on the Home page

2009-08-14T21:07:20Z

Setting up the links on the Home page

← Older revision		Revision as of 16:07, 14 August 2009
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	==Home Screen==		==Home Screen==

	The ''Home Screen'' is the starting point for [[ITrack Enterprise]]. On the ''Home Screen'' you see the ''Main Menu'', a list of open windows, pending jobs, and other valuable information. The ''Main Menu'' is the command center of your inventory system. All of the different screens in [[ITrack Pro]] are available in the ''Main Menu'', located on the left side of the screen. ''ITrack Enterprise'' is different from other inventory management systems because it allows you to open multiple screens. This allows you to easily toggle back and forth between screens, saving you time. Below the ''Main Menu'' you will see an [[Open Windows list]]. Every time you open a new screen from the ''Main Menu'', it will show up in the [[Open Windows list]]. This will show you which screens you have open. You can easily switch to an open screen by clicking it in the list.		The ''Home Screen'' is the starting point for [[ITrack/Enterprise\|ITrack Enterprise]]. On the ''Home Screen'' you see the ''Main Menu'', a list of open windows, pending jobs, and other valuable information. The ''Main Menu'' is the command center of your inventory system. All of the different screens in [[ITrack/Pro\|ITrack Pro]] are available in the ''Main Menu'', located on the left side of the screen. ''ITrack Enterprise'' is different from other inventory management systems because it allows you to open multiple screens. This allows you to easily toggle back and forth between screens, saving you time. Below the ''Main Menu'' you will see an ''Open Windows list''. Every time you open a new screen from the ''Main Menu'', it will show up in the ''Open Windows'' list. This will show you which screens you have open. You can easily switch to an open screen by clicking it in the list.


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	You can also select whether you want to view all Quotes and Invoices that you have created, or all that have been created across the organization. You are able to select a data range and to view Closed and Expired Quotes. (Note: The invoice selection allows you to view Closed and Open Invoices.. There is no status of ''Expired'' for Invoices.)		You can also select whether you want to view all Quotes and Invoices that you have created, or all that have been created across the organization. You are able to select a data range and to view Closed and Expired Quotes. (Note: The invoice selection allows you to view Closed and Open Invoices.. There is no status of ''Expired'' for Invoices.)

Codeman: Enterprise Home Screen (For Enterprise User Guide)

2009-07-20T21:24:32Z

Enterprise Home Screen (For Enterprise User Guide)

New page

==Home Screen==

The ''Home Screen'' is the starting point for [[ITrack Enterprise]]. On the ''Home Screen'' you see the ''Main Menu'', a list of open windows, pending jobs, and other valuable information. The ''Main Menu'' is the command center of your inventory system. All of the different screens in [[ITrack Pro]] are available in the ''Main Menu'', located on the left side of the screen. ''ITrack Enterprise'' is different from other inventory management systems because it allows you to open multiple screens. This allows you to easily toggle back and forth between screens, saving you time. Below the ''Main Menu'' you will see an [[Open Windows list]]. Every time you open a new screen from the ''Main Menu'', it will show up in the [[Open Windows list]]. This will show you which screens you have open. You can easily switch to an open screen by clicking it in the list.

[[Image:1.1 Home wiki.png|thumb|center|700px]]

==Sales Orders==

[[Image:1.2 Home SO.png|thumb|center|650px]]

The ''Sales Orders'' tab allows you to easily view a variety of quotes or invoices your company has created. You can choose to see quotes, invoices or both quotes and invoices using the document menu in the bottom left of the ''Home Screen''.

[[Image:1.2.2 Home SO.png|thumb|center]]

You can also select whether you want to view all Quotes and Invoices that you have created, or all that have been created across the organization. You are able to select a data range and to view Closed and Expired Quotes. (Note: The invoice selection allows you to view Closed and Open Invoices.. There is no status of ''Expired'' for Invoices.)

[[Image:1.2.3 Home SO.png|thumb|center|650px]]

==Work Orders==
The ''Work Order tab'' on the ''Home screen'' functions much the same way that the ''Sales Order screen'' does.

[[Image:1.3 Home WO.png|thumb|center|650px]]

You can select the Type, Date Range, and Show Closed options using the menus to the left of the display panel in the ''Work Order'' tab.

[[Image:1.3.2 Home WO.png|thumb|center]]

==Purchase Orders==

[[Image:1.4 Home PO.png|thumb|center|650px]]

The ''Purchase Orders'' tab functions very similarly to the ''Work Orders'' and ''Sales Orders'' tabs, with the exception of the items available to select in the list menu. This includes all of the standard options of '''User''' and '''Date Range''', but also includes: '''Show Done Receiving''' and '''Show Prices Finalized''' buttons (Which will be covered in greater detail in the ''Purchase Orders'' Section).

[[Image:1.4.1 Home PO.png|thumb|center]]

==Transfer Orders==
The ''Transfer Orders'' tab shows the orders that are related to inventory that is being moved internally from one location to another. And includes a '''Show Done Receiving''' button in the in the menu options.

[[Image:1.5 Home TO.png|thumb|center|650px]]

[[Category:ITrack/Enterprise]]

ITrack/Enterprise/Home Screen - Revision history

Codeman: Setting up the links on the Home page

Codeman: Enterprise Home Screen (For Enterprise User Guide)