General

• The ERP manual
• Access & authorization
• Search
• Tables
• Filters
• Exports
• Imports
• Notes
• Can't login
• Create New Entry
• Releases

The ERP manual

The ERP includes an overlay that provides users with relevant information. 

This overlay acts as a contextual guide, offering step-by-step directions, tips, and explanations, relevant to the task or module currently being accessed. 

Designed to enhance user experience and reduce the learning curve, the overlay ensures that users can quickly understand what elements within the ERP mean and complete their work efficiently without needing to consult external manuals or other support resources.

If no documents are available for the current section of the ERP, pages, tagged as general info will be loaded.

Use

The ERP manual can be accessed through the "Help" button in the menu, or by opening it through the shortcuts menu.

The manual overlay can also by accessed by pressing the "F1" key.

When opening the manual, pages, relevant to your current location within the ERP are loaded first, but searching through the manual's pages is possible.

Once a page is selected, it appears on the right side. With the page loaded, additional buttons appear in the upper right corner of the page. "Open in new window", which allows you to reopen current page in a new browser window and "Export to PDF", which exports the current page to a PDF file and downloads it automatically.

Once the overlay load, all sections within the ERP are listed on the left. These "books" can be opened to display chapters that pertain to separate ERP sections.

The manual list is composed in a similar way to the actual menu to make finding relevant information easier.

Sharing documents

The ERP manual is designed for easy access with only the url. If you receive an url, like erp.link.com/?help=true&page=117, then the overlay will open as soon as the page loads and display the page, corresponding to the given page number.

Access & authorization

Users are mainly granted access through permissions, roles (groups of permissions) or with specific authorizations.

Permissions

Users are granted access primarily through permissions.

Permissions control access of most aspects of the ERP system, which include what pages can be visited, what types of entries can be viewed / deleted / created, which links are displayed in the menu...

Regular permissions provide complete access, while permissions with the "authorized" suffix grant limited access only to authorized content.

Main types of permissions, that exist for each table, are Create, View, Update, Delete, and Menu.

Roles

Roles are primarily used to group permissions, that are often assigned together under a single name to ease access management.

They can also be used in an informational manner, to essentially "tag"  a user as  for example, an employee or a shop customer. Roles can be assigned directly onto users or to their active work positions, defined within the HR module.

Search

The two icons above navigation in menu are used for quicker navigation through the ERP and for globally searching through it's data.

GoTo menu

Clicking the running man button opens up an overlay, where you can search through available pages to find where you want to go quicker. This overlay can also be opened by pressing the " CTRL + K " shortcut.

Global search

Clicking the magnifying glass button opens up the global search overlay, where you can search for items by document numbers, names, ... This overlay can also be opened by pressing  the " CTRL + S " shortcut.

Users can customize their global search overlay by clicking the "cog" icon under the search box.

Clicking this icon opens up a list of available search results. Each of these can be added to the user's global search panel by clicking on them. Users can also remove all result sections at once by clicking the "Clear all" button.

TIP: Selected search result sections always show only data that the user is permitted to see. If some of the sections remain empty during search, it could be that there are no results that match your search. If the sections are always empty, that meas that you do not have the proper permissions to view those entries.

Tables

This is one of the main page types of the ERP.

Most tables look somewhat different from the one pictured below, but the core functions such as filtering and searching are identical.

The table view consists of the toolbar at the top, the actual table of entries underneath it, and another toolbar at the bottom of the page.

The top toolbar

The top toolbar allows users to search through entries in a given table and filter them by any of the available fields. 

Next to the table name, lies a set of buttons. Clicking on the cog icon opens the toolbar and displays a wide array of available filters, while the three dots button next to the cog shows a list of related tables for quicker navigating. Aside from those two, there are more buttons, specific to certain tables.

TIP: The circled number, displayed next to the cog icon denotes how many filters are active. If there are none, the number is not show.

On the other side lies the search widget, that allows for searching in table by keyword. Usually, only searching ba keyword is available, but occasionally there are other search types present.

Next to the search, a set of orange action buttons is displayed. For some of this buttons users will need special permisisions. 

	One such is the create button, which redirects you to the creation form, where you can create new entries for the table, where you pressed the plus button.
	The import button allows importing of data from external sources into the EPR.
	The Export button can be used to export the data (as per your configuration) to an excel file, saved to your computer.
	The print button appears when you have selected one or more rows in the table. It allows you to bulk print all of the selected entries at once.
	The delete button appears when you have selected one or more rows in the table. It allows you to bulk delete all of the selected entries at once. However, entries cannot be deleted if the have existing connections to other items in the ERP, as those could depend on this one to properly function.

Available fields

This section's primary function is the customization of the actual table. 

The checked fields are displayed as table columns, while the unchecked fields are hidden. Users can personalise the way they see the table by checking and unchecking fields and refreshing the page afterwards.

The available fields can also be searched through, as there are quite many of them on some tables.

Table of entries

Table of entries (rows) is the main part of this view, it's where all the data, filtered or not, is displayed.

The table consists of columns that you have selected in the top toolbar, along with permanent additional columns '+' at the start and 'Actions' at the end.

The '+' column has a plus button, that can be clicked to expand a details section for their row, which can contain a quick overview of an entry's information.

The actions column can contain several button with varying functions, depending on the button, but most commonly at least the edit button ( ) is present.

Most columns are filled with plain text information, but some contain buttons, text fields or other widgets, used for quickly editing a row. Most tables in the ERP differ in this regard.

By checking a row, you are selecting it. You can bulk edit all selected rows at once (by clicking the icon next to the column name), but most of the time, this is not advisable, since sometimes information is written in a certain way for a reason and changing it can cause errors.

You can sort a table by most fields, but only by a single field at a time. To apply sorting, simply click on the column name and the arrow that appears next to or underneath it will indicate if you are sorting in an ascending or a descending order. To switch between these two, just click on the column name again.

To reset any sorting, open the top toolbar and press the 'Reset sort' button on the right side of the screen.

The bottom toolbar

The bottom toolbar is used to control how many items to show and to control pagination. It spans accross the bottom of the screen.

• On the left side of the the toolbar lies an informational textbox, that tells you, which entries you are viewing on the current page and how many there are of all entries. 

• Next to the textbox is a select, that lets you choose, how many items per page you are viewing.

• And on the right side of the screen lies the pagination widget for switching backwards or forwards through pages.

Filters

The filters section, above a table, allows user's to apply custom filtering to the table.

Filters for every field can be accessed by pressing the  icon next to the field's name.

Fields without the filter icon cannot be filtered by.

Types of available filters

There are several types of filters available in the filter section. 

Most common among these are:

Yes/No filter	Filter's value is either true or false.
Date filter	Field's value is a date range between date 1 and date 2.
Text filter	Field value is equal to given value.
Select filter	Select a value from a provided list.

To apply the filters, press the "Apply" button, which reloads your page and filters table rows. You can remove all applied filters at once by pressing the "Clear" button, or one at a time by pressing the "x" in the top right corner of the filter fields.

NOTE: The table filters, that you set for yourself, will only be set on the computer you set them on, if you don't save it. 

Saving set filters

When you create a customized table view, you can choose to save your current configuration (the filters you have set and the columns you have set as visible).

To save an existing configuration, just give it a name and press the "+" button, and the configuration will be saved, available for use anywhere you log in. To apply an existing saved filter, just click on it's name.

TIP: If a saved filter is currently applied, that saved filter will show a check mark and will be colored green. 

Setting saved filter as default

You can set any saved filter as default, by clicking it's "star" icon.  When a filter is set as default, it is instantly applied, when you visit it's table page. To unset a default filter, click it's "star" icon again.

There can be only one default filter set at a time. The current default filter has a colored star instead of a grey one. 

Editing saved filters

You can only edit a saved filter's name. This can be done by clicking the "pen" icon that appears next to saved filter's name.

Sharing saved filters

To share a saved filter, press the "arrow right" button. This displays a popup, where you select the user you want to share the saved filter with. You share the filter by pressing the "share" button. The shared filter will be visible after a page reload. 

Removing saved filters

Saved filters can be removed by clicking the "trash" icon. A confirmation dialog is displayed, and after confirming, the saved filter is deleted.

There is a "Reset table filters and sort" button under the list of saved filter sets. By pressing this button, you remove all filters and any column sorting, done by clicking column headers in the tables. 

Exports

Most tables in the ERP offer the option to export rows, currently shown in the table, to a formatted excel file.

This is done by clicking the export button with the Excel file icon. During export generating, the button displays a loading animation. Once finished, the exported excel file is automatically  downloaded onto your computer. The exported file is always named by the formula exported-table-name_today's-date-and-time_random-number.xlsx

Export is affected by filters that the user has set. If no filters are applied, all rows in the table will be exported, but if any filters are set, only the rows that fit those filters will be exported into excel.

Example: Export of countries that are members of united nations and the european union.

Special purpose exports

On certain tables, special, formatted exports are available alongside the default export. Here, a list of available exports is shown in a tooltip. These exports are present for a specific purpose and are usually unaffected by set filters or selected visible columns.

Imports

Importing is currently only available on certain tables (eg. Products ).

1. On pressing the "Import" button, a form is shown, in the "Upload file" step, that expects file, of type excel or csv, with the required data, sorted into columns. 

2. After uploading a suitable file, the form moves to the "Prepare Import" step and displays all rows from the file.

Here, we can map every column in the file to a column in the ERP table. All required columns are marked with a red asterisk (*). The checkboxes on the left allow us to only select some rows or remove certain rows, that we do not want to import.

3. Once you are done, click "Import" and the selected rows will be imported into the table. After successful import, you can review changes and close the form. 

Notes

Notes are used for communication between people in different departments and for communication between customers and production management.

Users can add notes on entries in ERP by adding comments in the "Comments" section on update pages. To add a new comment/note, type it into the text field and press enter to post it. 

You can preview your note before posting it, and if you need help with how to format your note, you can press the help link, which will redirect you to the Marked.org help page, where you can see examples of how to formulate text inside your note with markup.

Notes, added in the ERP, are by default set to private, unless otherwise specified:

• When the only section is Comments, you can only add comments with private visibility (only visible within the ERP) .

• When the section is split into Public comments and Private comments, you can add private and public comments.

Once posted, the public note is visible and everyone can add a reply. The note's author has additional options, such as editing its content and deleting the note.

He can also press the create ticket link to create a new ticket within our support's Freshdesk application. Once a ticket is created, the create ticket link is replaced by the link to the created ticket (eg: Ticket #42).

Can't login

Having trouble logging in?

Below are listed a few troubleshooting steps that you can do on your own.

1. Check your password and email spelling

Sometimes we type and without knowing press the wrong key. Make sure that you the credentials you have inputted, are spelled correctly.

Make sure that your Caps Lock is not turned on, as the site's passwords are case-sensitive.

2. Reset your password

Issues with login could be caused by a password problem. You can reset your password on your own by clicking the link under the login form and inputting your email. Further instructions will be sent to the email address, you inputted.

If an ERP account with the email address you provided exists, you will receive a password reset instructions email. If the email does not appear in your Inbox, please check your Spam folder as well.

2. Try logging in with google

If logging in with your email and  (new) password doesn't work, you can try to log in with your google account, by clicking the "Sign in with Google" button under the login form.

Make sure you are logged in with your google account. If an account with your google email address exists, you will get logged in.

3. Contact the ERP development team

If all else fails, contact the Web team via email web@dewesoft.com or by phone.

Create New Entry

This example uses the Create new product form.

A new entry (or a new table row) can be added by navigating to the "create new" form, accessible by pressing the "+" button in the top right of the page ( if the button is present ).

This takes you to the "Create new" form page. 

Releases

The ERP system is continuously being improved, new features and bug fixes are being implemented. When an new version of the ERP is ready (one that includes implemented features and/or important corrections), the development team releases it to "production", updating the liver version of the page. When this happens, a pop-up appears in the middle of any ERP page, currently open.

When the "new release pop-up" appears, you can either choose to "Refresh now", which refreshes your current page, or you can "Continue and refresh later". The second option is available for cases when forms or other information is already filled out and refreshing the page would mean losing all of it.

Currently, after a new release, every tab has to be refreshed separately. This is designed for cases when multiple important forms are being edited at once.