As with the Sales/Purchase Ledger, this release brings a new interface to the product maintenance procedures within Invoicer.
The first change is to the menu options available – an ACTION button has been added which, when selected, lists the options available in more detail than can be shown on the individual buttons (you can select the action from here also). In addition a CLOSE button has been added, wherever you are in the option selecting this will abandon the current process and return you directly to the menu.
The second change applying to product maintenance is that when you are prompted for the product code to process, IF the product code is displayed on screen, you will be prompted within the input for that option rather than a pop-up at the bottom of the screen. All the usual <F4-Select> options continue to be available. If the product code is not shown on screen then a pop-up at the bottom of the screen is shown for you to select the product.
The third change gives you a utilities panel on the right of the screen. The Utilities panel allows you to see:
q Web – link to the website for the product (if recorded against the product record).
q Mail – potentially could launch your email client pre-set with the supplier email address (if recorded against the product record).
q Word – show existing Microsoft Word documents created against this product and allow amendment / print of these documents and the creation of new ones.
q Image – shows any image linked to the product record.
q Links – opens a ‘Windows Explorer’ folder for this product. Within this folder you may have files such as excel spreadsheets, PDF files, etc. If right-click and choose NEW then various options will be available depending on the software installed on the pc.
q Map – could link to a map website showing the location of the supplier if the supplier post recorded on this record but more likely to be disabled.
q Zoom – transfers to the ledger enquiry option for the product file
q Memo – adds / updates the memo recorded against the product
See the Installation Notes for the Sales Ledger Improvements above. Once enabled then the changes apply for the Sales Ledger, Purchase Ledger, Invoicer and Payroll automatically.
Article ID: 338
Created On: Wed, Jun 13, 2012 at 3:02 PM
Last Updated On: Mon, Jun 12, 2023 at 7:53 PM
Online URL: https://kb.datafile.co.uk/article/improvements-to-product-maintenance-338.html