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Almyta Control System allows you to customize fields, messages, logos, and labels to better suit your business’s specific needs. For example, you can delete a field that doesn’t apply to your business, rename an existing field to better describe the information that you want to record, or import your business’s logo to print on reports and orders.
For added convenience, Almyta Control System allows you to create and save several different workstation configurations. For example, if the same terminal is used for several different tasks, you can create three different customizations for tasks A, B, and C. Then, simply change the workstation configuration to either A, B, or C and Almyta Control System will automatically display the custom fields and messages that you want.
Your workstation configuration indicates whether you are working with the original fields and messages that came with Almyta Control System or if you have created your own custom settings. When installed, Almyta Control System offers two configuration options:
· Original (U.S. English)
· My Language (Queen’s English)
The “Original” setting is the
system default. The field names and
messages found in this setting cannot be changed. After customizing, if you should need to refer to the manual or
contact Almyta for support, it is useful to switch back to the “Original”
setting. All customized features will
revert to their original appearance, making it easier for you to communicate
with a support person or to relate what you see on your screen to what is
pictured in the manual. However, once
your problem is solved, you can simply switch to the “My Language” setting to
see all your customizations again.
Changing Your Workstation Configuration
1. Under “System” on the main menu, select “Administrative Tools,” then “Options.”
2. Click on the “Workstation” tab.
3. In the workstation configuration field, select “My Language.”
4. Click “Apply.” You will need to refresh any screens you had open when you made this change in order for the change to take effect.
5. If you would like to save more than one set of customizations, after steps 1 and 2, click the Pencil icon next to the configuration field and enter the name of a new configuration.
6. Any customizations that you make will be saved as part of the configuration in which you are currently working.
Adding New Fields
1. Open the screen on which you would like to add a field.
2. Under “System” on the main menu, select “Administrative Tools,” then “Show All Screen Fields,”
OR,
3. Use the “Click here to see all fields” option if it is visible on the screen.
4. Any fields that can be added to the screen will appear. Please note: Not all screens have room to add fields.
5. Right click in the new field to customize it.
6. Double click in the new field to create a lookup list for it.
The next time you open the screen, fields that you did not customize will once again be hidden.
Customizing Existing Fields
1. Make sure you have your workstation configuration set to the configuration under which you would like the customizations to appear (either “My Language” or a configuration that you have created).
2. Right click in the field that you would like to customize and select “Customize Field.”
3. Enter the new field name.
4. Use the check boxes to select the properties that you want the new field to have.
§ Enabled—fields that are not enabled cannot have data entered into them; they are read only. Once a field has been disabled, it cannot be reactivated or customized in any way.
§ Visible—controls whether or not the field appears on the screen.
§ Locked—similar to disabled in that a locked field cannot be typed in; however, a field that is locked can be unlocked and used again.
§ Mandatory—setting a field as mandatory forces the user to enter data into it. In order to save a record, the user must complete all mandatory fields.
5. Click “OK.”
With the exception of fields that have been disabled, customized fields can be reset to the default at any time by right clicking on the field, selecting “Customize Field,” and clicking “Remove This Field Customization.”
The text of any pop-up box containing a number in the title bar (i.e., error messages, confirmation messages, etc.) can be edited to better conform to your system.
1. Under “System” on the main menu, select “System Related Lists,” then “Custom Messages.”
2. From the dropdown list, select the workstation configuration that you would like the custom messages to be saved under (for example, “Queen’s English,” “Bob’s settings,” etc.).
3. Choose a message ID number from the dropdown box. The original text of the message will be displayed in the read-only text boxes.
4. Enter the new message and explanation in the type-to text boxes.
5. Click “Exit.” Your changes will be saved automatically.
Figure 16.1 Message Customization Screen
Almyta Control System allows you to customize your reports by importing different logos to be used on different reports and orders. For example, you can set up your system so that your company’s logo is printed on most reports but your customer’s logo is printed on shipping orders and your supplier’s logo is printed on purchase orders.
First you need to import the logos that you want to use:
1. Under “System” on the main menu, select “System Related Lists,” then “Custom Logos.”
2. Assign a name to the logo you are importing.
3. Copy and paste the logo from your source to the blank box provided. The logos that you store in this list will be available in the “Logos” dropdown boxes found throughout the system regardless of the workstation configuration that you’re using.
Now you need to designate where you want each logo to be used:
1. Either click “Logo Usage” on the “Logo Import” screen,
OR,
2. Under “System” on the main menu, select “Administrative Tools,” then click “Options.”
3. Click the “Logos” tab.
4. Select the logo that you want used for each of the reports listed. If you opt to use the logo defined in either the customer’s or the supplier’s records, proceed to step 5.
§ If you selected “Use the logo defined in the customer’s records,” select “Shipping” on the main menu, then click “Customers/Contacts.” On the “More” tab, use the “Logos” dropdown box to select the logo that you would like used on this customer’s records.
§ If you selected “Use the logo defined in the supplier’s records,” select “Purchasing” on the main menu, then click “Supplier.” On the “More” tab, use the “Logos” dropdown box to select the logo that you would like used on this supplier’s records.