en:podrecznik:modus:okno_glowne [Podręcznik Modus, Meso]

Ta strona jest tylko do odczytu. Możesz wyświetlić źródła tej strony ale nie możesz ich zmienić.
\\ **>> Go to: [[en:podrecznik:modus:rozpoczecie_pracy|START THE WORK WITH MODUS SYSTEM]]**\\
**>> Go to: [[en:podrecznik:start|GUIDEBOOK FOR THE USER]]**\\

====== Main window of the program ======
 
After logging in, a main window appears. User selects one of the modules. By choosing one of the module from the left panel, the main elements are shown. It is significant to familiarize with them in order to use the program efficiently. [look at Screen 1].
++++ Screen 1: Main window of the program  |
{{::podrecznik:start:okno_glowne.png|Ekran 1: Okno główne programu}}
++++

===== Top status bar =====

It consists of five parts, and each of them provides a different piece of information. They relate to:

  - a name of the data base that is currently used by a user (chosen at the time of signing in),
  - a name of the workstation on which the user is signed in, 
  - a name of a currently signed in user,
  - a name of the warehouse, where the user user currently works,
  - a date, upon which all documents in the program are filled in. By default, it is consistent with a date that is in the bottom status bar.

 ++++ Screen 2: Top status bar|
{{:podrecznik:start:gorny_pasek_stanu.png|Ekran 2: Górny pasek stanu}}
++++

===== Bottom status bar =====
It is also divided into four parts. They consist of the following pieces of information: 
  - a current date and hour, (consistent with the operational system),
  - a number of the program's license, 
  - a name of the program and its version,
  - a producer of the program.
 ++++ Screen 3: Bottom status bar|
{{:podrecznik:start:dolny_pasek_stanu.png|Ekran 3: Dolny pasek stanu}}
++++

===== Menu of modules =====
It allows you for a smooth movement between the modules of the program. Icons symbolize the modules.


===== Toolbar =====
It constitutes a basis for communication between a user and the program. It enables you for performing specific operations. Icons symbolize the respective tools. 

Toolbars that belong to the basic elements of the graphic user's interface facilitate the use of program. In the Modus program they are located in four different places. The main toolbar, appropriate for every module, is  displayed below the top status bar. Moreover, every details panel has its own bar that comprises a set of tools. Every window of the list type has its own set of tools located on the bar below its title. Sometimes, in the windows of the form type, there are tabs that are equipped with the necessary tools. Enumerated types of toolbars are different according to a layout and a type of icons. But their handling is the same in each case. Description of the usage is presented on the example of the main bar of the module. It is built from the series of icons, that symbolize different operations. 


There, you can differentiate several groups of buttons. Usually, there are three groups. First group that is located on the left side of the page comprises the tools necessary for working with module, such as: add, edit, clone, or delete a listing. Second group includes a set of additional operations, such as: print, confirm, value, stock-taking, etc. The third group that is located on the right side of the toolbar in every module, consists of two tools: a list and a view. As mentioned before, each icon stands for a different operation. In order to perform an operation, e.g: Add, it is necessary to press the button "Confirm". Consequently, the entered data will be saved in the w base. If you use a button Delete, the data will not be saved.

** Operations preformed in the program can be divided into two types:**

  * standard operations - occur in all modules,
  * non-standard operations - specific for some modules.

To facilitate handling of the program, under each symbol there is a name of its function. Moreover, after selecting a particular icon, a short description of its functioning is displayed. It is an additional simplification in the use of tools. 

==== Standard operations ====

In the toolbar, a user can see icon, to which specific operations are ascribed. The core functions that are in most modules and in card indexes consist of:

**Functions that are on the left side of the toolbar:**
  * adding of a new element,
  * edition of an existing element,
  * adding of a new element by cloning the existing one,
  * deleting of the existing listing,
  * printing of a document,
**Function that are on the right side of the toolbar:**
  * refreshing a view,
  * printing of the list,
  * export of data,
  * creating of a personalized view,
++++ Screen: Standard operations|
{{:podrecznik:start:operacje_standardowe.png|Ekran: operacje_standardowe.png}}
++++
Four standard operations are also available in the context menu: add, edit, clone, delete.

=== Add ===

A tool of adding is also available in modules:
Contractors, Orders (From receivers, To suppliers), Warehouse (Inventory balances, Deliveries, Releases, Assortment), Sales (Documents), Logistics (Planning, Fleet vehicles, Routes), Finances (Settling of accounts, Documents, Foreign currencies, C/B Registries)

Furthermore, this operation is available also in some panels that include additional information in modules, such as:
Warehouses (Assortment), Logistics (Planning), Finances (Settlement of accounts, Foreign currencies, C/B Registries)

It occurs also in the main menu, in the function group: Firm, Index cards. A tool Add occurs also in the windows of the list type that are appropriate for the particular modules and display lists or forms. This tool serves for creation of new records and listings in the data base. After selecting the icon, the window is displayed, where a specific element should be chosen from the list, choose one of the options or fill in the values in appropriate fields. After completing the values, it is necessary to confirm them in order to add a listing to the base. Furthermore, this command is available in the context menu, (after clicking on right mouse button).

++++ Screen 4: Standard operation Add|
{{:podrecznik:start:dodaj.png|Ekran 4: Operacja standardowa Dodaj}}
++++

=== Edit ===


The second set of the standard tools in the Modus program is a function Edit. Its localization in respective windows of the program is always the same. It is the next button after the adding tool, unless it does not exist in the specific bar. This tool allows for modification of the records in the data base - the window, where you should modify specific data is displayed. Remember about confirmation of the changes. 

To make changes in the record, choose it from the list and use the icon Edit or double click on the chosen record.

Edition can be also made by using a context menu. To do it, right-click on the record, that you want to edit and choose "Edit the record".

++++ Screen 5: Standard operation Edit|
{{:podrecznik:start:edytuj.png|Ekran 5: Operacja standardowa Edytuj}}
++++

<note important>Edition of documents is possible only if they are not confirmed.</note>

=== Clone ===

Another standard tool is Clone. Most often it is on the toolbar of the Edition of the record. It allows for copying and adding the listing with identical values, like the previously selected. Running it displays the same window like the tool Add. The user can make changes of the chosen values. However, in some cases it has got restricted possibilities of modification. some values cannot be changed. Then, a creation of a new listing is necessary - Add. Remember to confirm the operation. Only then, a new listing will be added to the base. 

Cloning can be also performed by using the context menu. To do it, right-click on the record that you want to clone and choose "Clone a record" 

++++ Screen 6: Standard operation Clone|
{{:podrecznik:start:klonuj.png|Ekran 6: Operacja standardowa Klonuj}}
++++

=== Delete ===


The tool Delete has an opposite function of Add. It is located on the left side of the toolbar. It allows for deleting outdated, or incorrect listings and items on the lists. Before deleting a record from the base, the program asks the user for confirmation of an operation. The aim is to save the data from an accidental canceling.

This function is also available from the context program.
++++ Screen 7: Standard operation Delete|
{{:podrecznik:start:usun.png|Ekran 7: Operacja standardowa Usuń}}
++++
<note important> Deletion of documents is possible only if they are not related with other documents.</note>

=== Printing of a document and a list ===

In the program, there are two common tools that allow for printing documents: **Print a document** and **Print a List**. There are other two tools, that are described in the non-standard operations, because they are adequate only for single modules. The operation of document's printing and the list proceed almost identically. However, when the user is going to print the document, after choosing the item from the list and after pressing the icon Print, a preview of the printout is displayed. The program will automatically entitle the printout on the basis of the chosen document's type.

In case of printing the list, there is possibility of entitling it, or including the information related with the main data in the printout. When the user is going to print out the list, the program will display a window, that allows for entering adequate values. By using the list in the details panel (that consists only the information related with the data from the main list) a person works on the program can only entitle the printout.


It is not necessary to enter the title, in order to go to the preview window. If only information of relations is printed out, then the program automatically gives the list a title. By clicking on the button "**Confirm**", a preview window of printout is displayed, that gives the user the same set of tools, just as in the case of the **Print** procedure.

If the details panel is unrolled, then during the printing of the main window's list, the query about printing out the relations (the data from the "Details" panel) will appear.

**Printing out of a document, an items list, a report, or a serial number has got the same set of preview tools in each case. they include:**

  * the first one - switches a preview into the first of the documents for printing, pierwszy z dokumentów do wydrukowania
  * the previous one - switches a preview into the previous document,
  * the next one - switches a preview into the next document in order,
  * the last one - switches a preview into the last of documents that have to be printed out
  * a magnifier - allows for zooming in or out a preview of the document. It can have one of the values: 25,50,75,100,150,200. 

It also has additional options, such as: 
    * adjust to the width - it sets the document's zoom in such a way to conform to the width of the preview window,
    * a whole page - it sets the document's zoom to occupy the biggest area of the preview window,
    * two pages - it sets the zoom in such a way to allow two documents to be seen on the screen.
    * export of data from the printout - it allow for saving the data from the printout in one of the five formats: *.frp,*.txt,*.rtf,*.htm,*.csv. therefore, the data can be used in other programs.

    * print - it prints out a document \ a list
    * close - it closes the preview window and returns to the main window of the program
++++ Screen 8: Print buttons|
{{:podrecznik:start:drukuj.png|Ekran 8: Przyciski Drukuj}}
++++
++++ Screen 9: Options of the list's printout|
{{:podrecznik:start:wydruk_listy.png|Ekran 8: Opcje wydruku listy}}
++++
++++ Screen 10: Functions of the printout's preview|
{{:podrecznik:start:drukowanie2a.png|Ekran 9: Funkcje podglądu wydruku}}
++++
=== Refresh ===
The tool Refresh updates the view by loading again the information from the data base. The function is particularly useful when many users work on the program.

===Export===

The tool enables for export of data to the following formats:
  * TXT
  * HTML
  * XLS
  * XML


=== View ===

The tool View allows the user for defining the view of the program's grit. The program has a  function of memorizing:

  * visible columns,
  * an order of columns,
  * a width of columns,
  * a direction of sorting the chosen column,
  * a color of rows,
  * a color of the frame.

More information on this topic you can find [[en:podrecznik:modus:lista#Dostosowywanie widoku|here]].

++++ Screen 11: View|
{{:podrecznik:start:widok2.png|Ekran 10: Widok}}
++++

==== Non-standard operations ====


Non-standard operations consist of the tools specific for the respective modules. The following procedures belong to them:
  * stock-taking (Warehouse-Balances)- starts off the warehouse stock-taking
  * finish the stock-taking (stock-taking window) - finishes up the stock-taking of the warehouse
  * confirm - confirms a document in the form of draft
  * prices (Warehouse-Deliveries) - displays a window of establishing a price of the document
  * sale (Warehouse-Issues) - displays a window of creating an invoice on the basis of the external release document
  * receipt (Sale-Documents - it activates printing of the receipt
  * payment (Finances)- payment of the cash into the chosen account
  * payout (Finances) - payout of the cash from the chosen account

===== Search panel =====
It allows for sorting and searching the chosen items on the list. Depending on the module on which the user works, it has got an individual list of categories. It is available in all the modules except for the Calendar.  More about the search panel you can find [[..modus:lista|here (Search engine F3)]].
++++ Screen 11: Search panel|
{{:podrecznik:start:panel_wyszukiwania1.png|Ekran 11: Panel wyszukiwania}}
++++

===== Filters panel =====
It simplifies searching of specific items on the list. More about filters you can find [[podrecznik:modus:lista#Wyszukiwarka F3|here]].
++++ Screen 12: Filters panel |
{{:podrecznik:start:panel_filtrow_1.png|Ekran 12: Panel filtrów }}
++++
++++ Screen 13: Personal filter |
{{:podrecznik:start:filtr_wlasny.png|Ekran 13: Filtr własny }}
++++

===== The main list of module =====
It shows the information that is located in the data base of the company. It is displayed after running a specific module. It constitutes the most significant part of the program and presents different information, depending on the activated module [look at Screen 14, no. 1]. More about lists you can find [[en:podrecznik:modus:lista|here]]. 
++++ Screen 14: Main list of module |
{{:podrecznik:start:glowna_lista.png|Ekran 14: Główna lista modułu }}
++++


=====  Details panel =====
It is available in every module except for the Calendar. It includes additional information related to the chosen item. This information is categorized into subject tabs. A details panel is has its own bar with tools [look at the Screen 14, no. 2].



===== Hiding buttons =====
They enable for hiding unnecessary panels in a given situation (Modules menu, details panel). It allows for displaying the main view of the module on the whole screen.

The main window of the program consists of the constant elements, such as: the main menu, the top status bar, the modules menu, the search panel,the bottom status bar, which configuration is not related with the module, in which the user actually works. Remained elements, such as: the toolbar, the filters panel, the main list, the panel with the additional information related to the modules. The set of tools, the composition of the panel with the additional information, or categories of searching are different in respective modules. It does not include only the basic tools, essential for using each module. Every module consists of additional tools, that simplify making operations in the modules [look at Screen 14, no. 3].


**>> Return to: [[en:podrecznik:start|USER GUIDE]]**