Icons Defined

Icons defined

Icons defined

The system has various icons which allow one to understand what the button function will do.

Name

Icon

Display

Name

Definition

Print Menu drop down

print_menu.png

This defines our print drop down, which includes both, the printing and exporting button functions. When printing or exporting, you leave a footprint behind, which is why we selected this image to illustrate this

Process or Complete

process_arrow.png

Processing of any document into the system where it will allocate ledger and document numbers.  This can be used in various places to show a complete of that stage.

Stock

stock.png

This icon shows stock and can be linked to inventory enquires

Search or Find

find.png

This button allows you to search. It can also indicate the presence of another window for more advanced searching 

Manage tasks

jobmanage.png

The manage tasks icon indicates that the user needs to further manage this document. Examples include job costing or Bill of Materials (BOM)

Workflow

worflow.png

Allows one to bring up the workflow window to drag and drop tasks

Menu list expand

expand.png

The menu indicates that there are multiple other functions below this. When you click on the small downward arrow, it will open up more functions

Reminder create

reminder.png

Create a reminder for a task

Budget, Retentions

budget.png

Used for Budgets, progress invoices and retentions

Upload or Import

cloudupload.png

Indicates to upload a file to a database and in some cases import

Branches

branch.png

The branches icon shows that you can link branches to this area

Target

target.png

Setting up targets against a customer or supplier

Alerts

alert.png

Set up an alert against an area in the system

Contact

vcf_card.png

Create a sales lead, view a contact or import a VCF card

Approval option menu

approval.png

This icon indicates that there is an approval required or next step

Note header line

addnote.png

Adding a header line or note on a document

View a document

magnifier.png

Viewing the document or information

Serial number

serialno.png

View, import or add a serial number

Create a template

arrow_repeat

Create or convert to a template

Image view

image.png

View an image

Next Action

lightning.png

This indicates an action that will happen when the button is pushed

Warehouse

warehouse.png

An item is linked to a warehouse and min or max levels can be updated

Supplier

icon-suppliers.png

Shows something is linked to suppliers

Costs

cost.png

Indicates that a cost function is available

Change

cog_edit.png

When active allows one to change the value of the processed document

Close document

page_white_code_red.png

This icon indicates that one is closing the document

Support log

support.png

Create a support log

Sales lead

funnel.png

Create a sales lead

Status

status.png

Check the status of the printing and email

Barcode

 

barcode.png

Indicates that a barcode can be used

Percentage job invoice

percentage.png

Used in Job costing to indicate a percentage job invoice

Statistics

 

stats.png

An indicator to run statistics

Task to do

 

task.png

Requires a task for a user to do, can be used in reminders

Memo Notes

 

 

Memo note - there is no memo entered

Pen and writing - there is a memo note entered

Paging and No Paging

image.png

image.png

  

This is used to remove paging to read 1 of 2 for example and to have a list of all invoices or any customer or supplier documents you are paging through. 

 

It is better used for viewing data or just paging through data in case you want to view it in alphabetical order

 

If processing data, it is better done in 100 or you better not remove the paging so you can process your data fast. 

If you remove the paging and try to process this may cause the system to be slow

 

Due Date Colours

In various areas of the system, there are colour codes indicating over due or future dated transactions.

Or this can be an icon

 

Icon

Details 

Past 30 days from Due date based on current date 

Before 30 days from due date based on current date 

Past 7 days from the Due date based on current date 

Due date is on today’s date 

Future 7 days from current date to due date 

Anything after 7 days up to 30 days in the future 

After 30 days in the future 

  

Colour 

Colour 

Details 

 

Black

Past 30 days from Due date based on current date 

 

Red

Before 30 days from due date based on current date 

 

Yellow tag 

Past 7 days from the Due date based on current date 

 

Blue 

Due date is on today’s date 

 

Green 

Future 7 days from current date to due date 

 

Purple 

Anything after 7 days up to 30 days in the future 

 

Grey 

After 30 days in the future 

 Indicated on the grid with due circle colours

 

Debtors / Customers Setup

When searching in the Debtors / Customer setup, the grid will display items with icons

 

Icon

Details 

Customer Debtor is active

Customer is marked as a Head Office

The legal tick box is on where you are engaged with the client in a legal action

Client is put on hold

Credit limit is ticked and enforced

intercompany.png

Customer is marked as an intercompany client

interest.png

Customer is marked for interest charging

Customer / Debtor is inactive

This is a prospect

www_page.png

The customer has a web address entered, clicking on this icon will open up a new window to the url

 

Creditors / Suppliers Setup

When searching in the Creditors / Supplier setup, the grid will display items with icons

Icon

Details 

Supplier is active

headoffice_cm.png

The supplier is marked as a head office

Clearing or Forwarding Agent

Enforce Credit Limit

intercompany.png

The supplier is marked as an intercompany supplier

interest.png

The supplier is activated to charge interest

On Hold

Supplier is inactive

  

Invoice grid icons

Invoice grid displays the type of invoice is shown in the search grid

The following icons appear on sales documents

 

Icon

Details 

circleBlue.png

 Recurring Invoice

quote.png

 Part invoice ticked but not processed as Proforma Invoice

invoice.png

 Proforma Invoice

circleRed.png

 On Hold

creditnote.png

 Is Open (an invoice which was reopened)

circleGreen.png

 Preparation

 

 

There are two status columns

image.png

Sales Document Line items icons

The following icons appear on sales documents

 

Icon

Details 

special.png

Item is on special linked to a deal (Only shows in quotes)

ship_rfq.png

RFQ and Drop Ship ticks are both activated

rfq.png

  RFQ is active

ship.png

  Drop Ship is active

dollar_red.png

  Item has a line discount on it

sad_red.png

  Item is selling below cost value

circleGreen.png

  Line item OK

alert_utility.png

 No stock

 

There are two status columns

LS = Line Status (this column only shows if the item does not have stock, there is no other icon status)

Status = Line status of item

image.png

Sale Leads Icons

The sales leads icons are based on the stages of the sales lead

 

Icon

Details 

Stage0 - Account Management

Stage1 - New Lead

Stage2 - Identify and Qualify

Stage3 - Analyse, Influence and Develop

Stage4 - Proposal and Tender

Stage5 - Negotiate and Win

 

Purchase Document item line icons

Purchase documents icons

The following icons appear on purchase documents

 

Icon

Details 

percentage_red.png

  Item has a line discount

job_ctc.png

 Line has Job CTC (Cost to Company) activated

job_sc.png

 Line has Job SC (Scope Creep) activated

circleGreen.png

  Line item OK

 

 

image.png

Supplier Invoice Line Status

The supplier invoice and purchase order lines status

 

 Green Circle = Standard lines on Supplier invoice and purchase order

Red percentage = A percentage has been put against a line

Red Gear and Dollar = CTC (Cost To Company) tick allocated to line

Blue Gear and Dollar = SC (Scope Creep) tick allocated to line

Supplier Payment Status Icons

The icons are based on the supplier payment status

 

Inventory Setup Icons

When searching in the inventory setup, the grid will display items with icons

 

Icon

Details 

Inventory item is active

The item is marked as a Unit of Measure

ruler_blue.png

The item is a Unit of Measure with Sales and Purchases UOM selected

The item is flagged as a serialised item

batch_tracking.png

The item is flagged as batch tracking

The item is marked as a bill of materials

tags.png

The item is marked for Tag Tracking (RFID Tags)

bom_build.png

The item is marked as a bill of materials and serial number tracking

The item is marked as a kit

wastage.png

The item is a wastage item

family_tree.png

The item has a family tree structure

The item is inactive

labstat_wip1.png

The item is on an active lab test

labstat_wip2.png

The item is on multiple lab tests

serial.png

The item is a fixed asset item

  

Stock Request Status Icons

The stock request icons in Stores allows the user to see at which stage the stock request is at in the stores.

  

  

Icon

Details 

Print Picking Slip

Start Picking

Collection Ready

Confirm Quantity

Partially Completed

Completed

 

Cashbook Allocation Colours

In the cashbook when selecting allocate, the system will show the allocation type

 

Icon

Details 

No allocation has been applied to this cash book line

The system was unable to allocate this line

Line allocated - Match Payments

Allocate Oldest amounts i.e. documents

A balance remains on the cash book amount e.g. not all the money on the cash book has been allocated

Manual allocation have been carried out on this cash book line. If Blue, Green or Yellow lines are manually allocated the button will change to purple

 Indicated on the grid with due circle colours

 

Colour 

Colour 

Details 

            

Red

Unable to auto allocate

            

Blue 

Matched a payment amount with payment invoice

            

Green 

Allocated oldest to newest

            

Purple 

Manual allocation applied

            

Grey 

No allocations applied

            

Yellow

Partially allocated

 Match payments tick box which is on by default –

This will try and match an exact payment with an exact invoice amount. 

If not it will try and match a payment with invoices to balance exact.  (will work if all allocations are up to date) meaning payment matches exactly the invoices outstanding and makes the balance equal zero.

 Allocate oldest – (not everyone will use this option)  so it is set as off by default

                After the first run of trying to allocate the first option, what ever is left can auto allocate oldest to newest (similar to our currently allocate all button)

 The Flag indicator will then allow the user to go into that transaction and then fix the allocation manually

 

Job Costing Status Icons

Job costing has various job status icons to define where the job is

 

Icon

Details 

Not started job

Start job - Items on the job are active and been managed

Job has been forced to start without any lines been managed

Started job which has been reopened

Ready for invoice has been set for job

Invoice is created and in preparation status

Final invoice is created and in preparation status

Job costing grid

 

Job Line Status Indicators

Job Costing > Activity > Manage Job

Icon

 

Details 

Not Started

No lines allocated or no marked is complete

In Progress

Line managed - Budget is greater than Actual

Qty Reached

The line quantity balance has reached the budget versus actual and is equal

Qty Exceeded

The line quantity has exceeded the Budget versus actual

Is Complete

Marked with tick box completed

Status of line, colours

Not Started No lines allocated or no marked is complete RED
In Progress Line managed GREEN
Qty Reached Means the line quantity balance has reached the budget versus actual Blue with a tick
Qty Exceed Means that the line quantity has exceeded the Budget versus actual BLACK
Completed Marked with tick box completed Black tick

Job lines Item Status

Icons for Manage job lines and Job Lines

Icon

Details 

stock_item.png

Stock Item

service.png

Service Item

custom.png

Custom Item

fixed_asset.png

Fixed Asset

The item is marked as a Unit of Measure

The item is flagged as a serialised item

The item is marked as a bill of materials

The item is marked as a bill of materials and serial number tracking

The item is marked as a kit

wastage.png

The item is a wastage item

Icon indicates what type of item line it is

image.png

Time Log Icons

When searching in the Time logs, the grid will display items with icons

 

Icon

Details

clock_orange.png

Non Billable - clock orange

clock_blue.png

Time Log - clock blue

clock_purple.png

Add to Job - clock purple

invoice.png

Locked for Invoice - Invoice

lock_red.png

Archived / Closed / Completed - Lock red

jobmanage_red.png

Add to Job and Added to Job are ticked - Manage job red

 

 

 

User Icon

Change the User Icon

image.png

In any module at the top right of your screen, you will see your user icon.

Click the drop-down arrow

At the bottom click "Change User Icon"

image.png

Select an item from the drop-down menu

Click Save and Close

image.png

Lab Samples Search Icons defined

Search icons defined for Sample Status

Icon Status Detail

circleCustom.png

 Requested

lab_received.png

 Received

lab_wip.png

 In Progress

check-mark.png

 Completed

page_red.png

 Cancelled

page_delete.png

 Closed

Icons are based on the sample status

image.png

Lab Tests search Icons defined

Icons defined for test progress

Icon Detail

circleBlue.png

 Created

lab_start.png

 Started

lab_wip.png

 In Progress

lab_test_done.png

 Test Done

lab_checked.png

 Checked

lab_retest.png

 Retest

lab_cert.png

 Certificate Issued

lab_publish.png

 Published

page_red.png

 Cancelled

page_close.png

 Closed

lab_open.png

 Re-Opened

 

Test icons are managed by the status of the test

image.png

Inventory Lab Status Icons

These icons inform the user whether a test sample was submitted to the lab.

No Icon No test has been done on this item

labstat_wip1.png

 One active test submitted

labstat_wip2.png

 Two active tests submitted

labstat_wip3.png

 Three active tests submitted

labstat_6m.png

 Test completed within 6 months

labstat_1yr.png

 Test completed greater than 6 months but less than a year

labstat_old.png

 Test completed more than 1 year ago

Icons do not automatically update when searching the grid.

Icons are updated as follows:

  1. When editing a stock item and saving
  2. Manually running the function to update test icons
  3. Setup an automatic task to update icons every day

image.png

Manually update the icons through Functions menu

This will update all items with the icon

image.png