Layout

Layout

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Sorting

You can sort the list of treatments by any of the column heading on the screen, for example, name 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 treatments 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 treatments from the main list so if for example you only wished to see treatments on the list which have a discount, you would use the filter function to filter out, those treatments without a discount. 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 discount example, suppose there are some treatments with no discount and some with 10% discounts, the dropdown list will just show 10%, if you click on this, the treatment list will show only treatments with a 10% discount. If though there are treatments with no discounts, with 5% discounts and with 10% discounts and you wish to see all treatments with discounts regardless of % value, you would need to do a custom filter. A custom filter simply enables you to filter data within a range, or to include or exclude certain data. To do a custom filter you would again simply click on the small arrow on the title line of the column you wish to filter, then select custom from the dropdown menu. A new screen will open, from this screen you can choose a variety of options, so using the discount example, to see the treatments with both 5% and 10% discounts you would choose 'is greater than' from the first box by clicking on the arrow and picking it from the dropdown menu, then type '4' in the second box, then click on the 'and' button, then in the third box select 'is less than', and type 11 in the fourth box. Alternatively you could select 'equals' in the first box and type '5' in the second box, then selecting 'and' button and 'equals' in the third box and typing '10' in the fourth box.

To remove a filter, that is to say, to restore all treatments to the list you can simply press the X which will appear at the bottom of the product list in a grey box.

The Sidebar

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

General Options

The general options menu has the following options: Add new treatment; Deactivate treatment; Delete treatment. If you wish to add a new treatment to the system click the left mouse button on the Add new treatment text line, this will open a blank treatment file. Treatment which are no longer sold in the salon should be deactivated, this means they will no longer be bookable, while all the information about the treatment and the history of the treatment will be retained on the system, treatment with a sales history cannot be deleted but can be deactivated. To delete a treatment file, highlight the treatment you wish to delete and click on the Delete treatment text line, you will be asked to confirm you wish to delete the client.

Search

The search box allows you to search for treatment from the main list; it is normally the quickest way to retrieve a treatment file. To search simply type in the treatment name in the search box, then press the search button, the main screen will display a list of all treatments meeting the search criteria. To clear the search and restore all treatments 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 group heading - if you select this option a bar will appear above the main grid, you can drag any column heading into this bar, the data on the main grid will then be grouped by the column heading you have dragged into the top bar; 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 product 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 product, 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 clients on the main grid and final refresh, which refreshes or updates the information on the main grid.

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 treatment group, this splits the data so it is shown first by treatment group then by treatment.

Sort by

The final menu is sort by; this simply gives you options on how you wish the main list of treatments to be displayed.