Setting up the Start up Screen
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)
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.
Add a Page to Start Up
Clean up your icons by moving a tile from one page to another.
Move several tiles to a new page simultaneously. No need to do it one by one.
Navigating between pages is a straightforward and easy process. Let me show you how.
Adding An Action
Set-up quick-access shortcuts for adding new documents or objects, grid views, wizards, and settings on the startup screen.
Discover how to add a tile to create something new such as a new completed contact or a New Sales Invoice
The grid views you use most, set shortcuts for them.
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.
Include your preferred Desktop reports in the Start Up
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
What is a GIS Layout and how do I add it to my Start Up?
Add the "Trader's HQ and Sites" GIS layout as a tile to Start Up
Adding Evercam Cameras
Would you like to monitor weighbridge activity or POS cash transactions? Integrating cameras into the Startup provides you with a real-time view.
Display a live view of each of your Evercam cameras on the startup.
Other Methods of adding tiles
Alternative methods of adding tiles for views, procedures, reports, GIS, cameras, and additional features.
- Use the Start Up search function to locate the grid view.
- Access it through Insight Explorer.
- Directly from the grid view itself.
Another method of adding a Desktop report to Start Up
Here's an alternative method for including a GIS layout in the Startup, such as "Nearest Customers".
Another method of adding a camera to the Start Up
- Stock Reorder Wizard
- POS Options
- NL Extracts
Learn how to create groups, assign names to them, relocate tiles into these groups, and remove them as needed.
Optimize the Start Up's potential by organising groups on your pages. This significantly improves the cleanliness and user-friendliness of your startup.
Procedure for relocating a tile to a group on a different page.
To remove a group from the Start Up Page, follow these steps.
Personalizing the appearance of your start up tiles is a simple yet effective way to tailor your workspace to your own preferences.
Calculate the total value of sales orders without opening the sales order grid view.
Personalise the tiles to reflect your individual style by adding colours and icons.
Display summary information in the form of a colourful gauge.
Incorporate an emoji into the tile name using unicode-table.com 😀
- Products: Filter by Product Groups (Include Subgroups)
- NL Extracts: Filter by NL Extract, Department
- Batches: Filter by Product Groups
A highly useful tool for locating what you need. You don't have to know where to search, just what you're looking for.
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
Discover how to transfer a Start Up configuration from one company to another.
Learn how to export your Start Up configuration for easy import into another company.
Duplicate a Start Up Layout from one user to another, all within the same company.
Discover the process of duplicating the Start Up screen of one user to another. Be mindful of potential pitfalls.
Now, let's go through a reminder of all the subjects covered in this course.
“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.”