Layout

Layout

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The main supplier screen is like most of the screens on the SoftBooking system: organised with a list of all the suppliers 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 supplier screen, each supplier also has a file where all the supplier details are stored.

Supplier main screen

The main supplier screen is simply a list of all the suppliers the salon offers. To open a supplier file double click on the supplier you wish to see. This will open up the selected supplier file. You can also right click your mouse over the main list of suppliers 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 suppliers on the screen can also easily be sorted and filtered to best suit the user:

Sorting

You can sort the list of suppliers by any of the column headings on the screen, for example, duration or price. 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 suppliers 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 suppliers from the main list so if for example you only wished to see suppliers on the list which receive orders by email, you would use the filter function to filter out, those suppliers without email ordering. 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 email example, suppose there are some suppliers with no email order and some with email ordering, the dropdown list will show email, display and print, click on email, the supplier list will show only suppliers with email ordering.

The sidebar

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

General options

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

Search

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

Grid options

The grid options menu 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 supplier cost price 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 supplier, to add cost price, find cost price 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.