button. General Functions in WMSmart
Save and Close
Once you are done with filling in
information, you must save the references by clicking
on the button. This button allows saving the record that is
currently on the screen.
If some fields were not filled correctly, a message screen will appear stating that some fields contain invalid data, and must be corrected before saving.
Close
All screens will be closed by
clicking on the button.
By
clicking on the button, you
can exit without saving the changes you made on the screen.
A message will appear asking the user to confirm closing without saving. Press Yes to confirm closing without saving or No to cancel the operation and leave the screen open.
Allows printing a page.
Delivery Options
There are 2 delivery options:
1. First Screen Option
2. Second Screen Option
This window allows choosing how the report will be delivered.
Print Report
When you choose printing the report, select the Printer Name from the drop-down list. Write the number of copies you want to print in the Number of Copies field.
Check the "Preview report before printing" checkbox in order to display the report before printing.
After you have completed configuring this window, click
OK to confirm or click Cancel to cancel
the delivery options configuration.
Print the report by clicking on
the 
button.
The window will display the report preview.
Send by Email
When you choose sending the report by Email, the following window will appear:
In the Subject field, enter the subject of the Email you wish to send.
In the Send As section, designate the type of document you wish to send (i.e., PDF).
Check the "Preview report before sending" checkbox to display the report before sending.
After you have completed
configuring this window, click OK to confirm or
click Cancel to cancel the delivery options configuration.
To send the report, click on the 
button, and
your Email software will open. Enter the contact Email address that you
wish to send Email to.
OK Button
Press OK to confirm the action.
Cancel Button
Press Cancel to cancel the window and the action.
Labels Print Button
The Labels Print button allows generating Labels reports for Work Orders, On-Hand Inventory Items and Items from the Catalog.
Group By Button
The Group By button is used to
customize the user's preferred view.
Clicking on the Group By
button will display a blank row between the button and the inventory column
headings. Drag and drop any column heading to this
space.
or
The inventory will be sorted hierarchically
(e.g. Item No., Item Code, Description) according to the selected
order.
Refresh Button
Allows updating the database and reflecting changes you have made in your current session without restarting the program.
Search By Box
Item Search
Allows searching by a specific entity (Item Code, Description, Manufacturer).
Enter the first letter and
click 
.
A list view of all items starting with the entered letter will appear in the table.
You can also view the list
of items by clicking on the drop-down arrow 
.
If you want to clean the Search box, click on the 
button.
Contact search
Allows searching contacts by four criteria: Name, Contact Email, Contact Name, and Manager Name.
Enter the necessary criteria and choose the search type: Similar To or Exact Match.
A list view of all contacts starting with the entered letter will appear in the table.
If you want to clean the Search box, click on the button.
Allows the user to add the specific fields necessary for a client.
For adding additional fields, press the Add
The Add/Edit UDF window will open.
The Add/Edit UDF window contains: Field name, Field data type, and Field value.
In the Field name field, the user may change the name.
Field data type field contains 3 options: Text, Numeric, and Date.
Choose one of the options.
Field value will change in compliance with Field data type option.
For example:
When new field is created, click OK.
A new field will be added.
The Edit and Remove buttons allows editing and removing new fields.
Calculator Icon
Clicking on the Windows calculator icon will open a calculator. Use it in the same way as in Windows Applications.
