Interfaces
dsGST uses a small set of common screens to take input and deliver output. Learn them once and every new screen you open will feel familiar.
Which Screen Am I On?
| If the screen has… | It is a… | Used for |
|---|---|---|
A list on the left, a locked form on the right and Add New / Edit / Delete buttons | Data Entry Screen | Masters — accounts, items, manufacturers, users |
| A document header (party, series, number, date) above a grid of item rows | Transaction Screen | Sales, purchases, returns, notes, transfers |
Filters at the top, Generate and a grid of results | Report Screen | Ledgers, outstanding, summaries, lists |
A dialog that appears when you press Print on a report | Print Dialog | Preview, print, e-mail or export a report |
Two near-identical halves with Load buttons and arrow buttons | Left-Right Marker | Changing one field for many records at once |
Habits That Work Everywhere
- Background colour shows the mode. Grey is display only. Yellow, pink and cyan mean you are adding, repeating or editing. A pink print dialog means it will print on paper. Colour guides appear on each page.
- Nothing changes until you start an action. Data panels open locked. Press
Add NeworEditto unlock them, andSaveorDropto finish. - Enter works like Tab on data entry forms, so you can fill a form without touching the mouse.
- Buttons appear according to your permissions. If a button is missing or greyed out, check User Permissions before assuming something is broken.
- Double-click opens the record. In a list, double-click opens it for editing. In a report grid, double-click opens the bill, ledger or item behind the row.
- A small
?in the top-right corner opens help. Where a screen has a help topic, the Help Link takes you straight to its page. - Print is always the same dialog. Every report prints, e-mails or exports through the Print Dialog.
In This Section
- Data Entry — master data like accounts, items and manufacturers
- Transaction Screen — sales, purchases and other documents with item rows
- Report Screen — filters, report grid and action buttons
- Print Dialog — preview, print, e-mail or export a report
- Left-Right Marker — change one field for many records at once
- Help Link (?) — open the help page for the screen you are on