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Database Dreams
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#Post#: 64--------------------------------------------------
User Manual
By: Michael Date: May 7, 2019, 1:21 pm
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This project is being kept as simple as posible, I am using
electrical data as I am a qualified electrician but it will be
able to be used by all trades men.
All screens will have a control tip help system with information
as to that controls usage and any helpful information I think
may help it can be turned on and of in the preferences so it
would be able to be used for training.
Both the customer and suppliers have been update from those in
DD's simple home accounts
the only differences are the email, website, notes And for the
suppliers A contact field.
You can view stored websites should one be entered.
You can open your default email client so you can send the
selected records an email using the entered email address
As you will see there is button by each field which you use for
the above.
I have also added a auto dialer so you can contact
suppliers/customers directly from the system you will need this
setup to be able to make use of this feature.
All other features work as in DD's Simple Home Accounts
This project will include complete control tip information so
should you Need information as to what a button or box does just
hover over it for a short message that should aid you
[img width=434
height=400]
HTML https://databasedreams.createaforum.com/gallery/databasedreams/1-190720144128-1382310.png[/img]
[img width=450
height=365]
HTML https://databasedreams.createaforum.com/gallery/databasedreams/1-190720144130-152622.png[/img]
[img width=385
height=450]
HTML https://databasedreams.createaforum.com/gallery/databasedreams/1-190720144128-1441303.png[/img]
#Post#: 65--------------------------------------------------
Preferences
By: Michael Date: May 12, 2019, 11:02 am
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Preferences is where you can set how your program responds to
you and the data you add.
Owners Information
I have given the letterhead generator as many option as I can as
I think it important for you to be able to create an image you
feel is more you, I may be adding additional option further down
the road once I have reports built.
At present you can set the following:
[list type=decimal]
[li]Letterhead Type: Defult: Use settings as on display, No
Letterhead: You have a printed letterhead on your paper, Company
Picture: You can add a picture which will then be used this will
have it's own settings as to the size and location of said
picture "Will be added when reports are available"[/li]
[li]Alignment: You can left, center or right Align The company
Letterhead[/li]
[li]Font: you can select the font you like for your letterhead
"You will be able to create a new list of fonts should you use
your own"[/li]
[/list]
[list]
[li]Company Name, Address Lines And Contact Lines[/li]
[/list]
[list type=decimal]
[li]Size: Select the size you wish for each Contact Info Part
"Please note you may find some fonts do not change size this
depend on the font system settings as some have upper and lower
size limits[/li]
[li]Bold, Italic And UnderLine: Click the box for each part of
the address you wish this will then put a tick in the box
showing it has been set[/li]
[li]Colour: To change the colour Double click any of the colour
fields this will then display the colour picker where you can
select the colour for that part of the address. "Tip: Once you
select the first colour add that colour to the custom colours
you will be able to use it to set the other two parts of the
address the same colour"[/li]
[/list]
[img width=600
height=412]
HTML https://databasedreams.createaforum.com/gallery/databasedreams/1-190720144129-1451756.png[/img]
#Post#: 68--------------------------------------------------
Re:WorkOrders
By: Michael Date: May 18, 2019, 6:32 am
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Workorders Are simpler than they look to use they have been
baised around:
[list type=decimal]
[li]Client Calls to enquire about works and requests somebody be
sent to do an estimate, a work order is created for that
estimate and report printed for engineer to take and fill out
with a short description, List of parts and maybe a small
drawing to show a basic layout[/li]
[li]Note: You can create a work order though the estimates
screen without creaating a work order to carry out the estimate
view the estimates section for more information [/li]
[li]NOTE: the date and other related items in the Start Date for
job While the client is on the phone then you should agree a
date and time for the Estimate to be carried out you can check
the availablity of all employees by clicking the "Open Diary At
This date" Button, if there is no date the current date is used
Review the diary section for information as to the diary useage.
HTML https://databasedreams.createaforum.com/works-manager/user-manual-43/msg71/#msg71[/li]
[li]The engneer returns to the office with their paperwork
brings up the workorder as on the estimate Works Docket now the
estimate can be created, Use the create estimate button at the
top of the screen once used this is greyed out and cannot be
reused for that work order[/li]
[li]If the client Approves then the estimate is maked as
appoved, you can then from the estimate screen create a new work
Order for the approved estimate this links the new workorder and
estimate together[/li]
[li]I will cover additions to works here[/li]
[/list]
[img width=600
height=438]
HTML https://databasedreams.createaforum.com/gallery/databasedreams/1-190720144130-1512008.png[/img]
There are two types of addition one where you need to create a
new estimate to cover the new works requested and one where the
works are only minor and can be delt with on site
The top list on the screen below shows only approved and
additions estimates and there amount is added to the work orders
additions charge.
the bottom list is a simple add date short descrition of works
and the cost parts and labour
I will cover the below in more detail as the system is futher
developed
[img width=600
height=450]
HTML https://databasedreams.createaforum.com/gallery/databasedreams/1-190720144849-1531016.png[/img]
Note The colours in the #used these are:
[img width=600
height=438]
HTML https://databasedreams.createaforum.com/gallery/databasedreams/1-190720144129-1461346.png[/img]
#Post#: 69--------------------------------------------------
Re: Estimating
By: Michael Date: May 18, 2019, 6:40 am
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Please note these screens may change in small ways and other
toolbar options will be added.
Details will be added shortly
[attach=1]
[attach=2]
[attach=3]
#Post#: 70--------------------------------------------------
Re: Parts
By: Michael Date: May 18, 2019, 7:09 am
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I will add details soon
[img width=600
height=363]
HTML https://databasedreams.createaforum.com/gallery/databasedreams/1-190720144129-1481682.png[/img]
#Post#: 71--------------------------------------------------
Works Diary
By: Michael Date: May 23, 2019, 3:06 pm
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[attach=1]
[attach=2]
#Post#: 73--------------------------------------------------
Stocktake
By: Michael Date: June 4, 2019, 3:34 pm
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These screens are now complete and should not alter unless
errors are found while further testing is carried out.
Usage details will be added soon.
[img width=600
height=395]
HTML https://databasedreams.createaforum.com/gallery/databasedreams/1-190720145444-155116.png[/img]
[img width=600
height=331]
HTML https://databasedreams.createaforum.com/gallery/databasedreams/1-190720145444-156752.png[/img]
[img width=600
height=378]
HTML https://databasedreams.createaforum.com/gallery/databasedreams/1-190720145443-1541569.png[/img]
#Post#: 74--------------------------------------------------
Stock Inwards
By: Michael Date: June 5, 2019, 11:43 am
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Another item finished subject to testing and final checks
I will had the how to info soon
[img width=600
height=300]
HTML https://databasedreams.createaforum.com/gallery/databasedreams/1-190720150425-157307.png[/img]
[attach=1]
#Post#: 75--------------------------------------------------
Purchase Orders
By: Michael Date: June 7, 2019, 9:16 am
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The screen below still has some coding to be added
[img width=600
height=456]
HTML https://databasedreams.createaforum.com/gallery/databasedreams/1-190720150426-1591989.png[/img]
The first thing you may notice about the screen below is that 2
items are coloured red this has been done to show items not in
the suppliers product List to order these item you should create
a new purchase Order with a supplIer who has these items in
their product list
All the below information will be available in each controls
tips
[list type=decimal]
[li]PRODUCT: should you wish to view that products entry double
click the product name to open the product edit screen.[/li]
[li]UNITS: These indecate what that item is expected to be
delivered like I.E. A Drum of 100 meters of cable would be
displayed as Drum (100), You can add or edit units on the
products screen.[/li]
[li]ORDER: This is the reorder level for that product Should the
In Stock be less than that you could while adding items for a
workorder also add stock items, This can only be edited on the
products edit screen[/li]
[li]ADD: this is the only field on this screen that you can
edit, to move from one product to the next you can use the
up/down arrows, Add the number of items you require for that
product View TICK BUTTON: for more information[/li]
[li]ESTIMATED: This is the total amount required for a given
Work Order at the point of creating the purchase order, this
amount may change should you be requested to carry out
additional works Should you need to order more products after
creating a purchase order you can use this screen with a new
purchase order but it will not allow you you to edit one from
this screen. please view the work order topic or estimate topic
for more information[/li]
[li]ADDED: This shows the total amount added for all Purchase
Orders related to the assigned work order [/li]
[li]LAST ORDER: this is the date a purchase order was created
for that product to view this information double click the
field[/li]
[li]IN STOCK:[/li]
[li]TICK BUTTON:[/li]
[/list]
[img width=600
height=409]
HTML https://databasedreams.createaforum.com/gallery/databasedreams/1-190720150426-1601896.png[/img]
#Post#: 76--------------------------------------------------
Invoicing
By: Michael Date: June 15, 2019, 2:34 pm
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Version 1 updates will be made to this object as the system is
developed further.
[attach=1]
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