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Tabbed Docking

Similar to Internet Explorer or Google Chrome, the application supports a tabbed layout so you can view windows as tabs instead of separate windows.

tabbed-docking-1

tabbed-docking-2

Application Theme

The Application Theme allows users to change the application's skin/layout to their preference. Enabling themes may consume more system resources.

application-theme-1

application-theme-2

Show Chart

View | Show Chart

This function displays sales and purchase price history data in chart form.

  1. Open Sales or Purchase Price History via Sales | Print Sales Price History or Purchase | Print Purchase Price History.

  2. Highlight the data in the grids.

    show-chart-step-2

  3. Click on View | Show Chart.

  4. A dialog prompts three chart types (Bar Chart, Line Chart, Pie Chart). See the screenshot below.

    show-chart-step-4

Data transform into the chart depends on the data highlighted in the Sales/Purchase Price History grid.

Sales Price History (Shift+Ctrl+S)

View | Sales Price History...

This function provides a quick check of an item's sales price history while creating sales, purchase, or stock documents.

Shift + Ctrl + S

  1. As long as you have highlighted the item code (e.g., in Maintain Stock Item or while creating sales/purchase documents).

  2. Press Shift + Ctrl + S to open the Sales Price History for the item.

    sales-ph-step-2

  3. Insert a Company Name column to compare the sales price history by company.

    sales-ph-step-3

  4. Set the latest number of records to be displayed for each sales document type (QT, SO, DO, IV, CS, CN, DN).

    sales-ph-step-4

  5. Click on Sales to exclude the sales document types.

    sales-ph-step-5

Sales Price History is always enabled to quickly view the price history for customers.

Purchase Price History (Shift+Ctrl+P)

View | Purchase Price History...

This function provides a quick check of an item's purchase price history while creating sales, purchase, or stock documents.

Shift + Ctrl + P

  1. As long as you have highlighted the item code (e.g., in Maintain Stock Item or while creating sales/purchase documents).

  2. Press Shift + Ctrl + P to open the Purchase Price History for the item.

    purchase-ph-step-2

  3. Insert a Company Name column to compare purchase price history by company.

    purchase-ph-step-3

  4. Set the latest number of records to be display for each purchase document types (PQ, PO, GR, PI, CP, SC, SD).

    purchase-ph-step-4

  5. Click on Purchase to exclude the purchase document types.

    purchase-ph-step-5

Purchase Price History is always enabled to quickly view price history for suppliers.

Available Stock Balance (Ctrl+F11)

View | Available Stock Balance...

This function provides a quick check of stock status while creating sales, purchase, or stock documents.

Ctrl+F11

  1. As long as you have highlighted the item code (e.g., in Maintain Stock Item or while creating sales/purchase documents).

  2. Press Ctrl+F11 - Available Stock Balance....

    stock-bal-step-2

Stock Card Qty By Location

  1. The Stock Card Qty By Location tab shows the stock status summarized by location and batch.

  2. See the screenshot below.

    stock-card-qty-2

    Column NameExplanation
    LocationStock qty balances group by location.
    BatchStock qty balances group by batch.
    S.O.QtyOutstanding SO Qty (Back Order).
    P.O.QtyOutstanding PO Qty (Back Order).
    J.O.QtyOutstanding JO Qty (Job Order Outstanding).
    QtyOn hand Qty.
    Avail.QtyFuture Qty.
    Exp.DateBatch expiry date.

Back Order Detail

  1. To check the S.O.Qty, P.O.Qty and J.O.Qty in detail.

  2. Click on Back Order Detail tab. See the screenshot below.

    back-order-detail

Alternative Stock Item

  1. Click on the Alternative Stock Item tab to check the alternative item code.

  2. See the screenshot below.

    alternative-stock-item

Available Stock Balance is always enabled to quickly view stock status.

Price Tag (Ctrl+T)

View | Price Tag...

This function quickly displays the price tag settings for an item.

Ctrl + T

  1. As long you are highlight the item code, eg. at Maintain Stock Item or during the sales/purchase documents creation.

  2. Press Ctrl + T to check the Price Tag... for the item.

    price-tag

Price Tag is always enabled to quickly view price tag information for the item.

Stock Item Picture

View | Stock Item Picture

This function displays the picture of the selected stock item.

  1. As long you are highlight the item code, eg. at Maintain Stock Item or during the sales/purchase documents creation.

  2. Click on View | Stock Item Picture.

    stock-item-price

Stock Item Picture always turns-on to quickly view the picture of the stock item.

Stock Item Search (F9)

View | Stock Item Search

This function is to quickly search for the items by entering a keyword. It is easy to apply the item found into the sales/purchase/stock documents.

stock-item-search

F9

  1. Enter a keyword to search for items.

    stock-item-search-step-1

  2. You can highlight multiple items.

    stock-item-search-step-2

  3. Drag and drop the highlighted items into the invoice detail grid.

    stock-item-search-step-3

  4. The items will be inserted into the invoice detail grid. See the screenshot below.

    stock-item-search-step-4

Item Search is always enabled to help find items when creating documents.

Advance Search (Ctrl+F)

Edit | Find

This function finds records by selected field(s) and parameters.

Ctrl + F

advance-search

Field NameProperties
Display FieldsFields to be displayed on the result screen.
Tick ButtonSelect all.
Cross ButtonUnselect all.
Plus ButtonAdd Condition
Minus ButtonRemove Selected Condition
Match any of the followingIs OR condition. Find ANY Match Value on the Selected Condition.
Match all of the followingIs an AND condition. Find ALL Match Value on the Selected Condition.
FieldsAvailable Field(s) can Search for.
OperatorType of Search.
Check BoxSelected Conditions which need to run/execute.
Value 1Parameter 1 or What to Value to Find.
Value 2Parameter 2 or What to Value to find and only Available for Operators between and not between.
SearchApply or Search the Value.
ClearTo Clear All Conditions(Default Action) or All Value.
Case SensitiveTick if you want to find the value is Case Sensitive.