General

• The Flourish icon (circled in purple) can be right clicked to open the application in a new window
• The section circled in blue will show the current use as well as the current time for that user
• The Gray Search bar will search all entities (circled in red)
• The Main menu (circled in white)
  • The Main Menu with icons can be right clicked and opened in new tab/window this will open to the page connected to it, or the first menu option
  • The submenu icons with a ‘+’ will open a popup window

Search

Prefixes can be used to search only for a specific entity, it is any part of the entity name followed by a ‘:’, E.G. for products any could be used ‘p:’, ‘prod:’ etc.

Icons

Grid

These are the first set of icon directly below the menu list (circled in green) and will open a grid pop up; in order they are Customers, Suppliers, Products

Other

These are the last set of icon directly on the bottom of the screen (circled in pink)

Time Clock

Icon – Clock
Punching In and Out
Allows uses to punch in and out for work, and has links for a personalized ‘Weekly Report’ and ‘Schedule’.

Managing User Punches
Allows a manager to correct, view and edit employee punches, in a addition the ‘Problem Days’ button will show days where punches might have issues such as being incomplete.

Profile

Icon – Person with Shield
Opens the profile window where you can edit things about the system that pertain to your user.
Default Tenant – The tenant you user will start in when first logging in
Home Screen – The first screen your user will start at, also adds a Home icon to the left Menu
Person Name – The name used in the system for data records
PIN – The PIN a user can use to login from a kiosk
Storage Location – The default location that sales will be taken from.
Time Zone – The time zone that will be used for your user

Submit Bug

Icon – Bug/Ladybug
Will take a rough screen shot and then open the Submit Bug window that will allow the submission of a bug. When you fill in all the information click the Submit button, after that you may want to refresh the page.
Title – A quick description of the problem
Urgency – How urgent the issue is from annoying to cannot work
What Were You Doing? – This is a more detailed description of what you were doing before and at the time of the error
What Happened? – All the things that you noticed happening.
What Was Supposed to Happen? – What you believe should have happened, or what you expected to happen.

Feature Request

Icon – Star
Will open the Feature Request window that will allow the submission of a feature request, this is locked under the “Feature Request” action. When you fill in all the information click the Submit button.
Title – A quick description of the problem
Urgency – How urgent the issue is from annoying to cannot work
What Would You Like to See Added to the Product? – This is a more detailed description of what you want done.
What Benefit Does the Feature Requested Provide? – Why Do You Want It? What is the use of this feature?