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Menus and Links
Overview The Main Menu is used to access the Home , Sales, Purchasing, Production, Warehouse and Reports pages.  On the home page, you will be able to review scheduled activities for the day and task assigned to you or your team.  ...
Lists
Overview The lists are the jumping-off points to all the records in the software.  You can access any of the lists using the Open Full List drop-down menu, on the left side of your screen. Full Lists A Full List provides direct access to...
List Columns
Overview The Column  Section lets you add and remove what columns are shown on the current screen. Modifying a Column To modify your  Lists Column click on the Gear icon on the Child List on the desired record (Sales Order, Ship Do...
List Filters
Overview  The Filter  List option section allows you to filter list results and only view the information that's critical to you, by setting the parameters for what information is shown.  To modify your Filter Lists, click on t...
Searching for Records
Overview Some lists of values can be very long and cumbersome to find and select. To make selecting values easier, use the Search feature. On each Full List there is a search bar that is used for text searches. Using the Search Listing Once you...
Details Page
Overview A Details page is a landing page for an Entity or Document, for example Customers  and Sales Orders  have Details pages. You can access the Details pages Using the Lists or Recent Records on the side menu. Details Page Th...
Editors
Overview In order to add new or edit existing records we use Editors . The major Entities and Transactions have their own Editors while " Child" entities have   Pop-Up editors, accessed from its " Parent's " Details p...
Tabs
Overview Tabs act as the major source of navigation within Details pages. Tabs are found on the bottom half of the page and the available tabs will vary depending on which Details Page you are working on. The Tabs have the same general options a...