Right click navigation

Among the functionalities of Tiny ERP, one of them is particularly interesting. It is about the right click. This functionality allows many actions on the different fields.

For example, from an order form, by right clicking on the field partner, you can do some actions on the specified partner, like illustrated it the following screen capture:

This functionality doesn't only apply to the partners, it is possible to execute actions on all the fields of the ERP: from a product ask the future stock, from a salesman ask its planning, from a user ask his cases in progress, etc.

Now let us detail the available actions list.

The default values

The default values allow to save time during the entry, when specifying once and for all which value you wish to see appearing in a field. In Tiny ERP, the default values can be conditional and depend on the value of other fields. For example, the default value for the order delivery mode can depend on the partner.

The entry of the “to define the defect” menu allows to add, modify or remove a default value.

Add a default value

To add a default value, you have to right-click on the field which you wish to fix. Then choose the 'define the default value " option.

A new window such as shown below is opened.

The window thus opened tells you that you will use the value 1 as default value for the field Shop of the order form, and ask you whether you want to specify the new default value only for you, or for all the users of the system.

By checking the Partner_ID field, you can also indicate that this default value is valid only for the selected partner. In that case, the field Shop is automatically filled when you create a new order for this partner. This system is very practical for simply encode the preferences of the different customers and suppliers.

When several rules of default value apply, the most precise is selected. The rule only concerning one user is more precise than a rule concerning all the users, and the rule containing a condition on a form field is more precise than those applying whatever the form content.

To modify a default value, you have to put a new default value, with the same application conditions as the default value that you wish to change. To remove a default value, you have to specify an empty content as default value.

The actions

The action menu has the same effect as pressing the action icon for a resource having the same type as the selected field, it means that the action menu displays the available actions list, related to the selected resource (defined by the mouse cursor).

In the case of a right-click on the partner field in an order form, Tiny ERP displays a window such as the one below, proposing the list of actions available for the selected partner.

Reports

The report menu has the same effect as pressing the print icon for a resource having the same type as the selected field, it means that the report menu displays the reports list, or prints the report if there is only one. This report applies to the value of the field selected by the mouse.

In the case of a right-click on the partner field in an order form, Tiny ERP displays the reports as shown below.

Put in relation

The rest of the menu contains the entries allowing to put in relation the selected resource with other resources.

To come back to our example regarding the order form, the last four elements of the menu allow to respectively open:

the list of invoices not paid by the partner
the list of cases concerning the module sales opportunities (commercial or support opportunities)
the list of purchase orders placed to the partner
the list of sales orders placed by the partner.

The new opened windows are of list type.

Examples of use

Analyzing a salesman's operations

To test this functionality, open an order form since the menu: Sales > Sales order. In the second tab, point the mouse on the field 'salesman' who designs the commercial person in charge of this order. Right-click and choose: ... Tasks. Tiny ERP then opens automatically the tasks in progress for this commercial.

Click now on the print icon, then you obtain the planning of this commercial. In only two clicks of mouse, you moved from the order form to the tasks list assigned to this order responsible and then to his planning.

Analyzing a product

A frequent use of the right-click functionalities is the detailed analysis of a product when entering a sale order. When you type the first line of the quote, select a product. The products list already gives you the price and stock availablility information. Real and virtual quantities for thes stock availability.

To obtain more information about the product, simply right-click on this field product and select: Reports. You then obtain the choice between different reports which contextually apply to the selected product:

Future stock: a graph of the availabilities in the time,
Cost Structure: detail of the costs at the alternate suppliers, the raw materials and the routing
Product Locations: gives the location of the product in the different warehouses.