Return to user
documentation index

After launching application, you should see the login page with at least 2 fields:

• Login: the login of user to connect. It can also be the e-mail of the user.
• Password: the password of user to connect.

Homepage

Once logged in, you will see the homepage. It contains menu bars (one horizontal and one vertical) along with additional information in the centre:

• A box reminding you of your login account and the date of your last access.
• A box displaying statistics related to all activated modules.
• A box showing the ‘tasks’ table (which contains information about tasks to be completed and those that are overdue), summarised by a weather widget.

In the lower section, there may be other information boxes. The list of these depends on the boxes activated via the menu Home -> Setup -> Boxes.

Using the menus

Each menu in the horizontal bar corresponds to a specific module. When a module is activated, its associated menu appears in the horizontal menu bar. The menu entry for a module will not be visible until the module has been activated. To learn how to activate a module, please refer to the First_setup page.

To use a module, click on its corresponding menu item; this will display a vertical menu that allows you to perform various tasks related to that module.

For instance, to list the products in stock (a function offered by the Products and Stock modules), click on the Products / Services menu:

Accessing the product module

Once you select an item from the top menu, a left-hand menu will appear featuring various tasks related to the activated module.

For example, here is the lateral menu you will see after selecting the Products / Services menu:

Lateral menu of the Product module

Please note that the organisation of the menus is determined by the menu manager you have configured in Home -> Setup -> Menus.

Objects

Objects serve as a generic term for records managed by the application. Examples of these objects include customers, suppliers, invoices, orders, proposals, agenda events, and users.

Each object is managed by a SolutionsInc module, and depending on which modules you have enabled, some objects may or may not be visible in the application. SolutionsInc follows a consistent approach for managing all modules and objects. Consequently, for each object, you will find a menu entry to Create (labelled “New Object”) and a menu entry to List all objects (labelled “List”). By clicking on an object from the list, you can view all its properties, which are organised across several tabs. A Modify button will be visible for users with the appropriate permissions to edit the object.

For instance, here is a view of the left menu to manage third parties, along with the card for a selected third-party (click to enlarge):

Third Party Card

Additionally, in the list view (accessed by clicking the “List” menu in the vertical menus), a status symbol will appear in the last column of the object list. This symbol indicates the object’s status within the workflow and varies according to the object’s state as defined in the module setup. The current definitions and symbols for object statuses (using the default theme “eldy”) are as follows:

• Draft Status: Object is not yet validated (White color; no action can be taken on the object).
• Validated Status: Object has been validated, and some actions are now expected (Yellow color).
• Advanced Status: Some actions have been taken on the object, but further actions are still required (Partially yellow color).
• Processed, Active, or Enabled Status: No particular action is expected for the object any longer, although events may still occur (Green color; signifies that everything is currently satisfactory).
• Cancelled Status: No specific actions can occur for this object (White with a Cross; white signifies “no action can be taken,” while the cross denotes “not anymore”).
• Error Status: This status indicates that there is a critical problem to resolve for the object (Red color signifies an error).

It is important to note that while the meanings of the statuses remain consistent across different themes, the colour codes may vary (for example, one theme might opt for “orange” instead of “white crossed” for the cancelled symbol).

Features

Each feature is provided by a module. All modules are documented in the module documentation. For a complete list of modules and their documentation, see the following pages:

• The list of standard modules is defined in page Category:List_of_Modules
• The list of external modules (add-ons not provided by default) is set in the complementary modules page Category:Complementary_modules

Search

Whenever you have access to a search field, the search is executed across various parameters, including reference numbers, customer references, descriptions, third-party information, and notes. The search functionality also supports the use of operators such as “>” (greater than) and “<” (less than).

For example, if you want to find all bills with a total amount between 100 and 1000, you can use the following search query: >100 <1000 This will return results that match the criteria specified. Keep in mind that there may be additional operators and filtering options available, depending on the specific search field and context within the application.