Using the program via drop-down menus

Main Help / General / Index

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At the top of the view, there is a horizontal bar that opens up several functionalities.

THE PROGRAM OPENS IN THE WORKSPACE/DASHBOARD VIEW

The main window can be accessed from the haulbag logo and the WORKSPACE menu header.

The Blue Texts windows contain links to the data processing window in question (drill down into the data).

The function buttons are like "Search".

Picklist boxes with "˅" list opening on the right side".

The squares in the main window can be edited from the "gear" on the right side, from the editing window that opens. The content and order of the tiles can be moved to the desired order. Widgets are "dragged" from the grid list to the dotted boxes in the window or vice versa. Finally, Saving from the image of the "floppy disk" in the upper right corner of the screen.

TOPIC AREAS AND MAIN HEADINGS OF THE INSTRUCTIONS IN THE DROP-DOWN MENU

• Workspace
• Dashboard – displays information about the user
• Status
• Messages
• Measures
• Open orders
• Open purchase orders
• Action board
  • Information on open procedures
• Measures
  • Search for all measures.
• Project
  • Search view for projects. Projects can be searched by Name, Principal, Status, From, End, and Deadline.
• New project
  • Establish a new project and provide basic information for the project: Name, Person in charge, Cost center, Status, Description, Start, Deadline and Additional information
• Hours
  • Search view for project hours. The search fields are Project, Responsible person, From, End, Status

New hours are entered through a project action. For example: Workspace-Projects search. Let's open the project and save the hours from the blue link New Action.

• Users
• A list of users and user contact information.
• Company board
• Open the Sales pipeline view. The view includes an "overview" of sales functions, Leads, Contacts, meetings, requests for quotations, contract negotiations

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The following drop-down menus and actions are provided with separate instructions

GETTING STARTED

• Dashboard/Dashboard

SALES

• Customers
• Orders
• Dispatch
• Invoices
• Measures

INVENTORY / PURCHASES

• Purchases
• Inventory/Products
• Colors
• Prices

ECONOMY

• Projects
• Statistics
• Cashflow

MAINTENANCE

• WebShops
• Settings
• Admin

USER SUPPORT

With the help of the ticket system, by email at support@haulbag.fi .

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