01 · Concepts common to all screens

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Nearly every menu option opens a maintenance screen with the same structure. Once you understand one, you understand them all. This chapter explains that shared structure; subsequent chapters add only what is specific to each screen.

1. Maintenance-screen structure

A typical maintenance screen has two main tabs:

Lista tab

Displays a grid containing all records in the table (customers, items, invoices and so on). From here you can:

• Sort by any column by selecting its heading.
• Group, filter and rearrange columns (DevExpress grid features).
• Search for text in the grid.
• Double-click a row to open its Ficha.

Saving the grid layout

You can customise the grid (visible columns, order, width, sorting and grouping) and save it for future use. These shortcuts, and their equivalent buttons above the grid, control it:

Save scope (the dialog's «Permiso» field). When saving or resetting, the dialog lets you choose who is affected by the change:

By default, the layout is saved only for your user, so you can adjust your grid without affecting anyone else. Choose Grupo or Todos only when you want to impose the same view on more people; remember that Todos overwrites every user's layout and is available only to an administrator.

Ficha tab

Displays the details of one record, with all its fields arranged in sub-tabs (Datos principales, Más datos and so on). This is where an individual record is created, viewed and edited.

Some screens also have a Perfil tab (visible only to administrators) for configuring columns, captions and the screen's behaviour by user/profile.

2. Record navigator

At the bottom or side of the screen is a navigation bar containing the standard buttons. Their actions are always the same:

Additional buttons appear for items and documents:

Navigator shortcuts work when the maintenance screen has focus. Grabar has two equivalent shortcuts: [F12] (the navigator's Grabar registro button) and [Alt]+[G] (the Grabar action button; see below).

Changing the line view with F1

On the Líneas tab of compatible documents, [F1] no longer opens help: it changes how items, SKUs and sizes are entered and viewed. Each press advances to the next mode and returns to the first after completing the cycle. The tab indicates the active mode.

The cycle depends on the document:

[F1] acts only while you are on Líneas and it is pressed without [Ctrl], [Alt] or [Mayús]. It does not change quantities by itself: it rearranges the same information to make entry and review easier. On sales invoices it is disabled while item creation from within the invoice is enabled. Sesiones de compra retain their own operation.

Floating item / SKU photograph

[Ctrl]+[F] opens a floating window containing the gallery of the active item or SKU. If you switch tabs, documents or lines, the window follows the selected record and retrieves all its images.

From this window you can:

• Browse several photographs with Anterior / Siguiente and check their position in the counter.
• View the photograph at 300, 600 or real resolution.
• Añadir an image to the selected item or SKU/colour level, replace the current image and mark the predeterminada image.
• Remove or rotate the selected image.
• Download photographs from the server if the installation has downloads configured under the Fotos parameter category.

An SKU without its own photograph continues to display the main image inherited from the nearest level. Marking a photograph as the default retains this compatibility in receipts, enquiries, reports and stock balances.

Photographs are stored in the folder configured in appDirFotos. In multi-workstation installations, this should be a shared network path so that everyone sees the same images.

Item data search (Ctrl+E)

[Ctrl]+[E] opens the advanced item and SKU search from any application window: a quick enquiry screen for locating references by any data without leaving your current task.

Search for size “M”: each row is an SKU, with its colour, stock and warehouses.

Search criteria:

• Buscar por — the field to search: all fields, item code, SKU, description, size, colour, barcode, family, supplier, supplier reference, season, warehouse, attributes and properties, basic colour or palette proximity (finds colours similar to the specified colour).
• Coincidencia — contains, starts with, equals, ends with or does not contain, with an option for case sensitivity.
• Estado — active only, all or inactive only.
• Existencias — any stock, with stock or without stock.
• Máximo de filas — result limit (500 / 2,000 / 5,000).

You can combine additional filters in the grid's filter row above the results and save the combination as a profile (Perfiles... button) to repeat common searches.

From the results:

• F12 or double-click — opens the selected item record.
• Añadir a Documento de Trabajo... context menu — adds the SKU to a Documento de Trabajo.
• Ocultar criterios — collapses the filter area to show more rows.
• Esc — closes the window and returns focus to the previous screen.

3. Action buttons

Independently of the navigator, screens generally display three main action buttons. The underlined letter is the button's mnemonic ([Alt] plus that letter):

• Grabar ([Alt]+[G]) — saves changes to the record being edited.
• Cancelar ([Alt]+[C]) — discards unsaved changes and returns to the previous state.
• Salir ([Alt]+[S]) — closes the screen tab.

4. Workflow: creating, modifying and deleting

Creating a new record:

1. Press Insertar registro, [Insert] (or the + create button).
2. Complete the fields on the Ficha. Required fields are normally marked or validated when saving.
3. Press Grabar.

Modifying an existing record:

1. Find it on the Lista and open it on the Ficha (double-click).
2. Optionally, as this step can be omitted, press Editar registro or F2.
3. Change what is needed and press Grabar or F12.

Deleting a record:

1. Select the record.
2. Press Eliminar registro and confirm, or [Ctrl]+[Supr].

Many tables are not actually deleted; instead they are deactivated with an Activo (S/N) flag. This retains history and the integrity of old documents. When this flag exists, prefer it to deletion.

5. Searches

Screens provide two ways to search:

• Buscar BBDD — searches the whole database for the value entered in Texto a buscar. Useful for finding a record not loaded on the current page.
• Buscar Grid — searches only within data already loaded in the grid.

[Ctrl]+[A]: menu shortcut that opens the Artículos screen (just as [Ctrl]+[P] opens Proveedores and [Ctrl]+[K] opens Clientes). Every maintenance screen has its own menu shortcut; they are shown in each menu chapter and summarised under Menu shortcuts.

6. Exporting to Excel and printing

• Most lists allow the current grid contents to be exported to Excel (using the filters and visible columns at that moment).
• Documents (invoices, delivery notes, orders and so on) and reports generate printable previews (FastReport), from which they can be printed or exported to PDF.

7. Menu shortcuts

Every option on the menu bar has a keyboard shortcut that opens that screen directly from anywhere. These shortcuts are also shown alongside each option in subsequent chapters.

Archivo

Compras

Ventas Mayor

Caja

Almacén

Otros

8. Audit fields

Every record automatically stores who created or last modified it, and when (creation/modification time and user). You do not complete these fields: the application manages them automatically. They are useful for traceability and support.

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