This section presents general information about OLOTech Web software.
The software interface is divided in three (3) parts:
Header section
Company name: Your company name and possibly an hyperlink to your company homepage, as defined in the preferences.
Software version: The current software version.
Current user: The user that is currently connected. On a shared computer, make sure your username appears. Invalid user can cause item access problems and information saved with the wrong account identification.
Log out: Use this function to quit safely the software. On shared computers, it is a good habit to use this feature.
Language translation: Use this feature to translate your current page. All new pages will be automatically translated.
Support contact: OLOTech technical support email.
Help: This file.
The left section contains all the software navigation.
The main section is the workable section of the screen. It contains the core information, inputs and tools used by the software.
The navigation within the software is made with the left side menu. Most of the time, the menu is separated in two section: a specific module menu that will allow you to access all the features of the current module (for example all products-related features) and a main navigation menu that allows you to browse from section to section.
Unless you access the list, administration or alerter section, the first page loaded will be a search page.
The catalog does not contain a specific module menu. It contains only the main section navigation.
A remote user who only has access to the catalog does not see any menu.
OLOTech Web software includes multiple search screens.
Search string (Enter text): Enter a free text to be searched in all the related information. Using this field can results in lengthy searches.
Exact match: Used in conjunction with the search string, it reduces the length of the search for the exact word(s). The search string must be exactly like the information entered, spaces included.
Inactive: This checkbox indicates if the search should be performed on active or on inactive entities. When your expected results does not show, make sure that this box is correctly set.
Search: Press this button to trigger the search.
Clear: This button will clear all your search parameters.
Some search fields accept wildcards. Refer to the different modules to know whose fields accept them.
?: This wildcard represent one character. For example, searching for “a?b?” will return “abcd”, “afch” but not “abbcd”.
*: This wildcard represent more than one character. For example, searching for “abc*” will return “abc”, “abcd”, “abcde”, but not “aabcd”
Entering number information generate the fastest searches. For other searches, the most information is entered, the faster the search is performed.
When the search is complete, the list of results appears below the search parameters. You can select the line and use the navigation menu, or click on the hyperlink (underlined) information to go to the relevant information (ex.: a company name will link to a company).
When the search feature is opened from a lookup button, clicking on a result line will return the result to the calling page.
Some parameters might be impossible to change in popup searches. This means that this information must be selected and will not affect your research.
On a selection, if you are in the view screen of an element, you will have access to a browsing bar. This bar will allow you change from one result to another. You can use the first, previous, next and last arrows or you can enter the record number you want to jump to and press the Go! button.
Throughout the software, when there is a list of results or items, you can select the item line if there is a green arrow at the left end of the line.
Those arrows can be of two different types:
Right pointing arrow: This arrow allows you to select the line, without showing you additional information.
Bottom right pointing arrow: This arrow allows you to select the line, and display additional information, generally below the results or item list. It is also identified with a black question mark.
At various places in the software, you will see the familiar 3 button image functions.
-The first button (the eye or camera – when disabled) allow you to view the image.
- The second button (the pen) will allow you to upload a new image or change an existing image.
- The last button (the red X) allows you to delete an image.
The lookup features allow you to quickly search for a code or name. It opens another window that allows you to search and select the code. Click on a result line to return the result code or number to the calling page.
The history link, located at the top of each entity, near the navigator, allows you to see every manipulation made to the current entity, as well as the users who made them and the date and time of the modification.
It is possible to attach a note to every entity. Note can contains text as well as an attached document. You can filter the attached documents by type with the drop down list in the note header.
This feature allows to create a new note, or to attach a file to an entity. You must enter some text for the note. Optionally, you can add an attachment by using the browse button. If you enter an attachment, select its type from the proposed list.
This feature allows you to extract an existing file attachment. When an attachment is extracted, it can no longer be deleted or extracted until you (the extraction user) cancel the extraction or you replace the attachment.
This ensures that only one user makes modification to an attachment at a time.
This feature frees the attachment to allow its deletion or modification by another user. This function makes no modification to the attachment, whatsoever.
Use this function to upload a new attachment, replacing the current attachment. This will override any mention of the existing attachment, even on other entities.
Use this function to remove permanently a note. If the note attachment is checked out, the note cannot be deleted. Make sure that the extraction user cancels his extraction.
The OLOTech Web software license include an unlimited user accounts. To create, modify or revoke an account, read the Administration: User section.
Found set
A found set is defined as a list of results, as returned by a search, import or analysis function.
Selection
A selection is defined as the current entity.
Active
An entity is defined as active when it is still included in production, importation, reports and so on. You access this property by editing an entity.
Inactive
An entity is defined as inactive when his useful life has ended: when it is archived. It is no longer included in importation, production and reports. You access this property by editing an entity. If you want to perform a search on inactive entities, make sure you identify your search as inactive.
The OLOTech Web software is packed with original system information, but it still requires custom changes. Do not hesitate to contact OLOTech for help.
To activate the warehousing, go the preference menu under the administration.
Once activated, you can create your warehouses in the list menu.
While it may be tempting to create a huge array of warehouses, some warehousing utilisation correspond actually to one warehouse with multiple bins.
When your customers all pick the items from the same source, it's generally a good indication that only one warehouse is needed. If you are unsure how to set your warehouses, do not hesitate to contact OLOTech or your OLOTech vendor.