Setting up the Start up Screen

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Startup Screen is one of the most commonly used areas. Familiarisation is  key to quick access to all that you want to see

Setting up the Start up Screen (V106)

1
Startup Adding Pages
0.49

Organizing your Start Up screen will greatly enhance its usability and simplifies management. Consolidate your sales shortcuts onto a dedicated sales page and your NL shortcuts on another page.

2
EX.01 - Add a Page
4:42

Add a Page to Start Up

3
EX.02 - Move Tile to a Page
1:56

Clean up your icons by moving a tile from one page to another. 

4
EX.03 - Move many tiles simultaneously
2:21

Move several tiles to a new page simultaneously. No need to do it one by one.

5
EX.04 - Navigating between pages
4:06

Navigating between pages is a straightforward and easy process. Let me show you how.

Adding An Action

1
Adding action
0:52

Set-up quick-access shortcuts for adding new documents or objects, grid views, wizards, and settings on the startup screen.

2
EX.01 - Add a tile to create something new
2:21

Discover how to add a tile to create something new such as a new completed contact or a New Sales Invoice

3
EX. 02 - Add a grid view
3:05

The grid views you use most, set shortcuts for them. 

4
EX. 03 - Add a utility / wizard
2:26

 

Setup various utilities, procedures, import/export options, objects, settings, tools, as shortcut tiles. For instance, effortlessly start tasks such as "Pay Due Purchase Invoices" without the need to recall their location within the system.

Adding Reports

1
Adding Reports
1:56

Include your preferred Desktop reports in the Start Up

2
EX.01 - Add a report to Start Up
2:04

Discover how to add your favourite reports to the Start-Up pages e.g. Customer Aged Analysis report or Supplier Aged Analysis.

Adding GIS Layouts

1
Adding GIS Layouts
0:39

What is a GIS Layout and how do I add it to my Start Up?

2
EX.01 - Add a GIS layout to the Start Up
1:56

Add the "Trader's HQ and Sites" GIS layout as a tile to Start Up

Adding Evercam Cameras

1
Adding Evercam Cameras (Live CCTV)
0:25

Would you like to monitor weighbridge activity or POS cash transactions? Integrating cameras into the Startup provides you with a real-time view.

2
Ex.01 Add Live CCTV to Start Up
1:44

Display a live view of each of your Evercam cameras on the startup.

Other Methods of adding tiles

1
Other Methods of adding tiles
0:32

Alternative methods of adding tiles for views, procedures, reports, GIS, cameras, and additional features.

2
EX.01 Add a grid view (from Search on Start Up, from Insight Explorer, from open grid view)
4:01

Create a Startup tile for a grid view using one of these three options:

  • Use the Start Up search function to locate the grid view.
  • Access it through Insight Explorer.
  • Directly from the grid view itself.
3
EX.02 Add a Report to Start Up (From Report Desktop)
1:34

Another method of adding a Desktop report to Start Up

4
EX.03 Add a GIS layout to Start Up (From GIS Desktop)
1:15

Here's an alternative method for including a GIS layout in the Startup, such as "Nearest Customers".

5
EX.04 Add an Evercam Camera (from Evercam)
1:07

Another method of adding a camera to the Start Up

6
EX.05 Add utilities and wizards to Start Up
2:23

Add additional utilities, such as:

  • Stock Reorder Wizard
  • POS Options
  • Settings
  • NL Extracts

Groups

1
Groups
0:28

Learn how to create groups, assign names to them, relocate tiles into these groups, and remove them as needed.

2
EX.01 Creating Groups on Pages
4:51

Optimize the Start Up's potential by organising groups on your pages. This significantly improves the cleanliness and user-friendliness of your startup.

3
EX.02 Moving Tile to Group on another page
2:04

Procedure for relocating a tile to a group on a different page.

4
EX.03 Remove a group
1:56

To remove a group from the Start Up Page, follow these steps.

Customising Tiles

1
Customising Tiles
0:57

Personalizing the appearance of your start up tiles is a simple yet effective way to tailor your workspace to your own preferences.

2
EX.01 Summarise : Total value of outstanding orders
3:54

Calculate the total value of sales orders without opening the sales order grid view.

3
Ex.02 Colours and Icons
3:19

Personalise the tiles to reflect your individual style by adding colours and icons.

4
EX.03 Show tile summary as a Gauge
7:05

Display summary information in the form of a colourful gauge.

5
EX.04 Adding emojis to tile names 😀
4:38

Incorporate an emoji into the tile name using unicode-table.com 😀

6
Ex.05 View Parameters
7:20

Introducing an exceptional enhancement for Tree-Type Grid Views: Additional Filters for Streamlined Navigation

  • Products: Filter by Product Groups (Include Subgroups)
  • NL Extracts: Filter by NL Extract, Department
  • Batches: Filter by Product Groups

Searching

1
Searching
0:43

A highly useful tool for locating what you need. You don't have to know where to search, just what you're looking for.

2
EX.01 Using Start Up as a search tool
3:12

Use the search function to locate settings, create a new document or customer or contact, and explore other system features.

Load from File / Save to File

1
Load from File / Save to File
0:40

Discover how to transfer a Start Up configuration from one company to another.

2
Ex.01 Save to File / Load from File
4:19

Learn how to export your Start Up configuration for easy import into another company.

Copy Layout

1
Copy Layout
0:39

Duplicate a Start Up Layout from one user to another, all within the same company.

2
EX.01 Copy Start Up Layout
3:17

Discover the process of duplicating the Start Up screen of one user to another. Be mindful of potential pitfalls.

Review

1
Review of all topics covered
1:47

Now, let's go through a reminder of all the subjects covered in this course.

Presentation

“Download the slides for this course so you can double check the screenshots and further information. It’s a good material to follow the course.”

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Setting up the Start up Screen
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