Layout

Layout

Previous Top Next

The main ordering screen is like most of the screens on the SoftBooking system: organised with a list of all the purchase orders on the main part of the screen to the right and with a sidebar to the left, which is where the main functions on the screen can be completed. In addition to this main ordering screen, each order also has a file where all the ordering details are stored.

Ordering main screen

The main ordering screen is simply a list of all the purchase orders old, outstanding and unordered the salon has made. To open a purchase order double click on the order you wish to see. This will open up the selected purchase order. You can also right click your mouse over the main list of purchase orders, this gives you the following options: print preview – this shows the list in a printable format; autofit – this re-aligns the columns; expand groups; collapse groups; open in Excel; open in XML; select all; refresh. The list of ordering on the screen can also easily be sorted and filtered to best suit the user:

Sorting

You can sort the list of ordering by any of the column headings on the screen, for example, date or status. To sort press your left mouse button once on the column you wish the list to be sorted by, this will sort the column into alphabetical order, numbers will show first. To see the purchase orders in reverse order simply press your left mouse button once to put it in alphabetical order and then a second time to see it in reverse order.

Filtering

The filtering function allows you to show or hide purchase order from the main list so if for example you only wished to see complete purchase orders on the list, you would use the filter function to filter out, those purchase orders that are ordered and saved. To do this you press the small arrow on the column heading of the data you wish to filter by, a dropdown list will appear in which all data is shown. So using the complete purchase order example you would click on the arrow next to the column titled status and select 'complete'. To remove a filter, that is to say, to restore all ordering to the list you can simply press the X which will appear at the bottom of the ordering list in a grey box.

The sidebar

The sidebar is split into seven separate menus, which are titled:

General options

The general options menu has the following options: Add new purchase, Edit purchase and Delete purchase. If you wish to add a new purchase order to the system, click the left mouse button on the Add new purchase text line, this will open a blank purchase order. To open an existing purchase order highlight the purchase order you wish to see, by single clicking on the name with the left mouse button, then pressing the Edit purchase text line, this will open the purchase order.

Search

The search box allows you to search for purchase order from the main list. To search simply type in the purchase order date in the search box, then press the search button, the main screen will display a list of all purchase order meeting the search criteria. To clear the search and restore all purchase orders to the main grid simply press the clear button.

Grid options

The grid options menu, which is common on almost all screens on the system and allows the following tasks to be completed: print preview – this shows the data in a printable format; autofit – this realigns the data columns; show customize – this brings up a list that allows you to customize the information displayed on the main screen, so if for example you wished to view the purchase order ship to address on the main grid, you would click on the show customize text line, this will bring up a box with all the fields of information stored about purchase orders, to add ship to address, find ship to from the list and single click and hold the left mouse button, then drag the cost price box up to the main grid column headings, when you see to green arrows, release your mouse button, the new column will be added, to remove a column from the main grid again single click and hold the left mouse button on the column heading you wish to remove, drag this down to the show customize box and release the mouse; hide customize – this just hides the customize box; open in Excel – this allows the data to be exported into Microsoft Excel; open in XML – this allows the data to be exported into an XML format; select all – this selects all the customers on the main grid and final refresh, which refreshes or updates the information on the main grid.

Filter by

This menu allows you to view purchase orders filtered by paid or non paid.

Show list by

This menu is allows you to change the view of the main data. Show all – clear groups, just shows the data in normal format. By date; By supplier, this shows the products grouped by supplier.

Sort by

The sort by menu simply gives you options on how you wish the main list of products to be displayed.

Purchase colour code

Purchase orders are displayed in the main list in three different colours: complete ones are white; on order are in red and saved ones in yellow.