Contents - Index

Editing or Adding Data

All data entry forms are set up in a similar fashion.  When adding or entering data the following applies on all forms:

1.  When the "Add" button is clicked all but the Cancel buttons are disabled. And all fields are cleared.  When compulsory information has been entered the "Save" button activates.

2. When the "Edit" button is clicked all but the "Save" and "Cancel" buttons are disabled and the required fields are active for editing.  In certain forms (for example the stock management edit form) fields such as the Stock Code cannot be edited as they are used by other parts of the software to link data.

3.  You cannot exit a form if in add or edit mode. If you need to click save or cancel first.

4.  Move from field to field using the Tab key. Do not use the Enter key. The fields are set up so that pressing the tab key takes you to the next.

5.  You cannot enter anything in certain fields.  Such fields are displayed because they can be used to search for records.  The data in them is generated by the system and is used to link tables or to create unique keys that decrease the chance of user errors.  For example invoice numbers.  You can enter the first number in the company set up, but after that the system generates new invoice numbers.

6.  Many forms have data grids on them.  These provide a view of several records at once.

7.  When you click on the "Add" or "Edit" buttons another form will pop up. If certain fields have the correct codes entered into them the  "Save" button becomes active.  Then the status bar displays "Browsing data".  If you are interrupted check there for the current status of the form.  You don't have to bother with any of this on the POS form

8.  Click the "Cancel" button if you make a mistake.  This returns the fields to their previous contents if you are editing them, or to the current record if you were adding data.

9.  Certain fields have a button beside them with a magnifying glass in it.  Use this to select a key code from a list of records.  When you are adding a new record, or editing, you may select a code to display in the relevant field.

10. Most forms include at least one search panel.  Use this to search for key fields such as stock codes, customer accounts, invoices, and suppliers.