Having successfully logged in, the home page and main menu will be displayed.
There are nine main menu buttons. Details of each of the different menu items are the subject of a different chapter in this manual.
Note that the exact configuration of the menus depends on both the licensing on the account and your own user rights in the account.
| Home | Reports and the Getting Started Wizard |
| Items | "Items" include everything that can be included in orders: materials, worktime, machine time, subcontract costs and "other". |
| Partners | Customers, suppliers etc. Also own addresses such as stock locations. |
| Sales | Sales order, sales offers, projects, direct sales, sales forecasts, PRM |
| Purchase | Purchase orders, supplier quotations. |
| Warehouse | Shipping orders, receiving orders, customer returns, material transfer, material traceability, storage bays. |
| Production | Work orders, work hours, work cells, routing, scheduling. |
| Invoicing | Sales invoicing, sales invoice payment, purchase invoicing, purchase invoice payment, advance payments, periodic invoicing, bookkeeping connection. |
| Admin | System setup parameters, user management, report log. |
| Logout | Closes the user session. |
| Docs | Opens help text in a new window. |
| Support | Link to the Manu Online ticketing system. |
Using the menus
There are two levels of menu available in the system. The top level is along the top of the screen and the second level can be accessed by an expandable dashboard element at the left of the screen.
Upon clicking a main menu, the "Home" section of that menu will appear, plus a list of collapsed side menus on the left. The home section displays a number of lists and action buttons that are the most commonly used and relevant in that menu area.
Clicking one of the side menus will expand the dashboard for that menu. It will display a list of the relevant orders.
For instance, clicking the sales orders side menu in the sales main menu will open the sales order dashboard which displays the number of sales orders with their status. In the main section of the screen there is a list of sales orders. This list can be filtered by entering data to the criteria boxes at the top of the screen and pressing "Retrieve". The number of records in the list can be restricted by clicking one of the status values in the left panel dashboard.
An existing order can be selected by clicking an arrow in the list or by entering a known order number to the box on the dashboard. A new order can be created by clicking the green "+" button, top left on the blue bar.
The different tabs divide the listings by order status, but there is also one tab for All. The numbers on the tab show the total number of orders of that status. The left number is the number of orders created by yourself, the right number is the number created by all users. Note that your user permissions may restrict you to all view your own orders.
Reports related to sales orders are available in the dropdown list in the dashboard. Upon selecting a report, a popup opens which displays the selection criteria for the report and allows the report to be either opened in a new window or ordered as an email attachment.
Opening a form
Selecting a sales order with the arrow button will open the sales order.
To return to the main menu, click one of the main menu buttons. The main menu can be expanded or collapsed on the side. (Shown collapsed in the above image.)
The buttons available on the order’s menu will vary depending on the status of the order.
Selecting a customer via the customer name will open a new window (popup) showing the relevant partner card. To return to the main menu close the window from the window’s top right [X] button after saving any changes made.
Entering data to a form
There are a number of different screen elements used when entering data to a form.
Taking a report from a form
Reports can be taken from a form by selecting the report from the dropdown list. This will open the PDF report in a new window.
In case you want to email a report, mark the "envelope" check box next to the report list before selecting the report. This will cause a pop-up dialogue to open where it is possible to select the report destination and language. Pressing the OK button will cause the report to be submitted for processing and sending to the recipient. The status of report processing can be checked from the report log (found in the side menu of the Admin page).
Note that like all emails, there is no guarantee that the email will reach its destination.
Concepts behind order status
Orders can have a number of different statuses, the most common being "Under construction" and "Active".
When a new order is created its status is "Under Construction". At this stage data can be entered to the order without much regard to the sequence of entering, or the logical integrity of the data. The data can be saved in the server but the system in general will not take any further action on an order that has the status of "Under construction".
At some point the user needs to "activate" the order. This process will in general do the following:
- Check the order for data integrity and completion. For instance, it will check if the minimum address and item information has been entered.
- Allocate the next system number to the order, if it does not already have one.
- Enter the order line data to the system’s material planning system.
- Change the order status to "Active".
- Limit the ability of the user to change data in the order without creating a new version.
Depending on the type of order, the order can have other statuses such as "Complete" or "Part delivered". These are specific to the type of order and explained in the relevant chapter in this manual.
The menu button bar on the order will vary depending on the status of the order.