How to use the Vision Warehousing application, navigating your way around, performing searches, and important keys and fields you should know about.
When you open the application for the first time, this main screen looks like the above.
Screen Layout | Explanation |
|---|---|
Vision Icon, top left hand corner | Offers the option to exit the application, select search options, create and view support tickets and application information.  |
Top Menu Group | We have grouped all the items into specific groups to make things easier and the groups are in a workflow sequence so that everything needed to perform a particular function are in the same area.  |
Right Side | This is called the navigation bar and it allows you to perform QUICK searches for information in the data. The items shown all the time are the ones that are used on a frequent basis and the ones at the bottom of the list are the Admin and Configuration items which are rarely used, so to save space these are minimised. 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.  |
Bottom (not shown) | When your quick search results in more than one record are being returned, it will show a grid at the bottom of the screen with the results.  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. |
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.
 | 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. |
| 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. |
| 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. Otherwise, you can enter into the filter panel, either
Wild characters in searching are the * and ? keys, for example BLU* will return anything beginning with BLU
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, will reveal the results page at the bottom |
| The results panel appears after each search however if there is only a single result from your search then this will automatically be displayed. 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. 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 |
| 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. |
Highligthed 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,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. |
Key | Purpose |
|---|---|
 | Search all results |
 | Open the search navigation and wait for input and manual search button being activated |