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This page contains information on how to use the Vision Warehousing application,
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navigate your way around,
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perform searches, and important keys and fields you should know about.
Please read further to learn more.
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On this page:
| Table of Contents |
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The Application
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When you open the application
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, at first the main screen
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will look like the
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image below.
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Screen Layout
Let’s have a quick look into each option and functionalities given here:
Vision Icon
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(Top left
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corner)
Vision options
Click the V icon
Provides the option to
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Top Menu Group
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.
Support Options
You are able to create support tickets directly from the application and view existing tickets.
This takes you to the web portal for the ticket system
| Tip |
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There is a MAJOR benefit to using the application to log a support ticket, it shows us where you are in the system and what you were doing at the time of logging along with providing us with a screenshot. |
Main Menu Group (Top)
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Navigation Options (Right
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side)
The Navigation bar situated on the right side of the screen will allow you to perform
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quick searches for important data. If you can’t find the navigation bar, then go to the Warehousing icon and click the ‘Show Navigation Bar’ in the ‘Search Options’.
In the navigation bar, the items are listed in groups of Processing, Stock, Customers, Invoicing, Maintenance, and System Data.
To expand the group double-click on each group. The items are shown in the order of frequent usage. At the bottom of the list are the Admin and Configuration items which are rarely used
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When you click an item you will see the search grid, where you can enter details, see the Navigation tab for further details on how to search.
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Bottom (not shown)
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.
Search Filter Options
Click each item to view the Filter Options specific to it. Key in any information into any of the fields, then click the ‘Search’ button to view the results. The results grid will show at the bottom of the screen
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| title | Navigation |
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The navigation and filter options sit on top of each other on the right-hand side of the screen, these are quick searches and are used to access data quickly as well as being used within forms to provide results for entries into the form.
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On the Navigation Panel, simply click on the category you wish to search.
The panel will switch to the Filter Options showing the available filter fields for your search.
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You may also be directed to the filter options directly from a F11 or F12 search request from a form, the example shows the purchase order form.
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The filter options will provide you with the fields you can use to search.
At this point, you could simply hit search (which is the same as the F11 option in a form) and it will provide you with the first 500 results only.
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. Just open by double-clicking on the result.
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The results grid is specific to the screen which provided the search result, so if you are searching for products within an order and leave the order the result grid will remain but will not be of any further use as the order is closed now. So it is best to maintain a clean desktop and close the result grids often.
| Info |
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If you pressed the Search button, without entering any value in the Filter Option fields, then you will be presented with all the records related to the item you selected on Navigation bar. For example, If you clicked Pre-Advice in the Navigation bar, and clicked the Search button, the result grid will show all the pre-advice saved in the system. The more fields you fill in the Filter bar, the more specific will be the result. |
Results of Search
Only appears when you search for a record using the filter options. When you provide the value in the filter options input fields, then a list of records will appear at the bottom of the screen. If you have one result, along with the grid, the record also opens. When there are multiple results, you have to click the one you’re looking for to open the record.
Example - In the Navigation bar, we clicked Pre-Advice under the Processing group. In the Filter option when provided Customer Code, the result grid displayed all the Pre-Advice belongs to the given customer.
In Form Search Options
Important Keys
Key | Purpose |
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 | Search all results. |
 | Open the search navigation and wait for input and manual search button being activated. |
You can give input in the selection fields of any form using the filter options. For that place your cursor in the field, and click F11. This will direct you to all the available records in the system for the Customer. The result grid will provide the first 500 results.
If not using F11, you can enter into the filter panel, either
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Simple text entry or using a drop-down option.
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Using wild characters in text fields to provide a larger result.
| Tip |
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Wild characters in searching are the * and ? keys, for example BLU* will return anything beginning with BLU *BLU will return anything with BLU at the end. using * on both sides of BLU will return anything with BLU within the text. Using the ? means any single character e.g. Glen Morang?? is any character in each of the ? |
Click the search button, which will reveal the
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result grid at the bottom
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Otherwise, you will have to use the search results to select the result you want to view, this usually opens the maintenance form.
Not all results have the ability to open a further page, e.g. Stock results just show the stock results as there is no further click through but a customer would open the customer maintenance forms.
| Info |
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Once you have finished with the results be sure to clean up and close the results by pressing the X on the top right corner |
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If you do not clean up you will end up with results minimized in the corner and each time another will be added to it, so remember to clean it up.
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of grid. |
Field Colours
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Highlighted Area | Example | Explanation |
Dark Yellow |  | This field is read-only and cannot be changed. |
Orange |  | This is a lookup field, if you use the F11, and F12 keys you will be presented with the options. Generally, this means that there are many options to choose from. |
White |  | This is an open field and can be modified. |
White with Downwards Arrow |  | This is an open field that has options available. The dropdown will show the options and dropdowns are usually only added when the number of options is small. |
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Text in Red |
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| title | Important Keys |
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Key
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Purpose
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Search all results
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| This field is mandatory on the form. This will slowly be added to all forms which are renewed from 2023 onwards. |
