General Functions in WMSmart

Save and Close

Once you are done with filling in information, you must save the references by clicking on the   button. This button allows saving the record that is currently on the screen.   

If some fields were not filled correctly, a message screen will appear stating that some fields contain invalid data, and must be corrected before saving.

Close

All screens will be closed by clicking on the  button.

By clicking on the  button, you can exit without saving the changes you made on the screen.

A message will appear asking the user to confirm closing without saving. Press Yes to confirm closing without saving or No to cancel the operation and leave the screen open.

Print Grid

Allows printing a page. 

Delivery Options

There are 2 delivery options:

1. First Screen Option

2. Second Screen Option 

This window allows choosing how the report will be delivered.

Print Report

 

When you choose printing the report, select the Printer Name from the drop-down list. Write the number of copies you want to print in the Number of Copies field. 

 

Check the "Preview report before printing" checkbox in order to display the report before printing.

 

After you have completed configuring this window, click OK to confirm or click Cancel to cancel the delivery options configuration.

Print  the report by clicking on the  button.

 

The window will display the report preview.

Send by Email

When you choose sending the report by Email, the following window will appear:

In the Subject field, enter the subject of the Email you wish to send.

In the Send As section, designate the type of document you wish to send (i.e., PDF).

Check the "Preview report before sending" checkbox to display the report before sending.

After you have completed configuring this window, click OK to confirm or click Cancel to cancel the delivery options configuration.

To send the report, click on the  button, and your Email software will open. Enter the contact Email address that you wish to send Email to.

OK Button

Press OK to confirm the action.

Cancel Button

Press Cancel to cancel the window and the action.

Labels Print Button

The Labels Print button allows generating Labels reports for Work Orders, On-Hand Inventory Items and Items from the Catalog.

Group By Button 

The Group By button is used to customize the user's preferred view.

Clicking on the Group By button will display a blank row between the button and the inventory column headings. Drag and drop any column heading to this space.

or

The inventory will be sorted hierarchically (e.g. Item No., Item Code, Description) according to the selected order.

Refresh Button 

Allows updating the database and reflecting changes you have made in your current session without restarting the program.

Search By Box

Item Search

Allows searching by a specific entity (Item Code, Description, Manufacturer).

 

 

Enter the first letter and click .

 

A list view of all items starting with the entered letter will appear in the table.   

 

 

You can also view the list of items by clicking on the drop-down arrow .

 

If you want to clean the Search box, click on the  button.

 

Contact search

Allows searching contacts by four criteria: Name, Contact Email, Contact Name, and Manager Name.

 

Enter the necessary criteria and choose the search type: Similar To or Exact Match.

 

 

A list view of all contacts starting with the entered letter will appear in the table.

 

If you want to clean the Search box, click on the  button.

 

Additional Tab

 

Allows the user to add the specific fields necessary for a client.

 

 

For adding additional fields, press the Add button. 

 

The Add/Edit UDF window will open.

 

 

The Add/Edit UDF window contains: Field name, Field data type, and Field value.

 

In the Field name field, the user may change the name.

 

 

Field data type field contains 3 options: Text, Numeric, and Date.

 

Choose one of the options.

 

 

Field value will change in compliance with Field data type option.

 

For example:

 

 

When new field is created, click OK.

 

A new field will be added.

 

 

The Edit and Remove buttons allows editing and removing new fields.

 

Calculator Icon

Clicking on the Windows calculator icon will open a calculator. Use it in the same way as in Windows Applications.