File - Command Window

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Command Interface

Command Window Interface

The small edit box at the top of the command window can be used to type in command phrases that the system can identify and act upon. The typing of commands into this section is purely optional and is intended for use when you are more familiar and comfortable with the system and wish to speed-up certain operations such as opening a specific customer (e.g. curm435 opens the customer whose URN is "RM435") or creating a new sales order (so.new). Help on using the command window can be found in on the Command Window Commands page.

CRM Management

Pressing the [F4] key in the Command Window toggles the Today Summary List pane on and off.
CRM Manager's viewing and notification area can be found towards the top of the Command Window.

View Today

As part of Khaos Control's contact management facilities the View Today button button will summarise various sections of the system where they are relevant to you as a user.

Single-clicking on any of the items on the today summary list will take you to the section of the system to which the item is linked.

Pressing F4 toggles the Today Summary List pane on and off.

Email Manager

Pressing the the email button button opens the [ Email Manager | List ] screen, from where you can view and release pending emails, etc. You can also open this screen by typing EMAIL into the Command Window interface.

Contacts

Pressing the Telephone button opens [ CRM Manager | Contacts ] screen, allowing you to locate existing contacts by entering their name, telephone, email, etc. You can also open this screen by typing TEL into the Command Window interface.

Document Notifications

Pressing the Document Notification button unread or no notifications or Document Notification button with read notifications button will open the Document Notifications drop-down, allowing you to view messages sent by other users, load associated documents (such as sales orders or company records) using the Green Folder Lookup button or mark the notification as complete using the Mark document notification as complete button.

Reminders

The message panel that CRM Manager displays in the Command Window as a reminder that an appointment/meeting is due.
Whenever appointments or actions are entered into the system using the contact management screen (see CRM Manager "How Tos"), the system will generate reminder panels that appear in the contact management section of the command window. Panel titles for overdue actions and imminent reminders are displayed in red.

By default, the first reminder occurs 2 hours before the item is due, with a second reminder 30 mins before the item is due. However, these time intervals and other settings (e.g. whether items should also be displayed shortly after logging into Khaos Control on the day the item is due) can be configured in the [ System Values | Contact Manager | CRM ].

Notes:

  1. Reminder panels have a close The icon used for the "hide panel" button is a white cross on a red background. button in their top right corner. Once this is pressed, the reminder will be hidden.
  2. Entering the word REMIND into the command window and pressing  Enter causes any hidden reminders that are still current to be re-displayed.

Multiple Reminders

If more than three reminder panels are used then a scrollbar will be created so that you can scroll-down to view the additional panels. When there are multiple reminders the "Dismiss All" button can be used to clear all panels.

Window List

Window List

Overview

The window list acts as a manager of all the currently open windows within the system. A window is a container for a section of the application such as the sales order or accounts screens; other terms that describe a window (terms which are used within this user guide) are screen and form. Please remember that these three terms (screen, form and window) are interchangeable.

Window List as a Menu

The window list arranges sections of the application in a hierarchical view comprising of three main branches: "Purchasing", "Sales" & "Others". Any of the entries found under these sections can be clicked on to open a screen of that type, thereby using the window list as a menu system for opening forms, which is an alternative to using the main menu buttons described below.

Window List as a Screen Manager

Although the window list can be used as a menu, that is not its primary use. The purpose of the window list is to allow you to quickly move between currently open sections of the program. For example, you could open a customer form and load one of your existing customers, then create a sales order from the customer form and, whilst editing the sales order, double-click on a stock item to view the stock properties; at this point the window list would have the three windows that you had opened listed in red, under the various sections to which they belong. These red entries can then be used to quickly switch focus from one screen to another, by double-clicking on them. Therefore you could switch back to the customer form that you originally opened and then back to the sales order that is still being edited, without having to reload data or move windows around to find the screen that you are interested in.

Right-Click Menu - Close Form(s)

If used on an open window (i.e. an entry in red) then this option will close that single screen down. If used on a section, such as "stock", then this option will close all open windows of that type. For example, if the "stock" section was selected then all currently open stock screens would be closed together.

Right-Click Menu - Font & Colour

Right-click on most of the above sections the command window to change the default font face, font size, font colour and the command window's background colour. You can change the command window's "skin" from the "Main screen's "Options" menu.


Stock Storage Box

Stock Storage Box

The Stock Storage Box is used for temporarily storing stock items via drag and drop from multiple screens, for more information see Stock Storage Box for more information.

Info Box

Dynamic Panel


The Info Box provides users with dynamic data, based on the record they are currently (or were last) focused upon. The panel can be fully configured to display as much, or as little, information as required and can also be disabled for systems that do not wish to use this feature.

For more information see Info Box


Stock Type Drilldown

Stock Type Drilldown

The section above the buttons lists all of the stock types defined within the system. To open the [ Stock| List ] screen filtered on the level 2 stock type, click on the level 1 stock type and then click on the level 2 stock type. Click on this section while entering a new sales / purchase order to open a filtered stock list, from which you can select items and put them onto the order.

For more information see System Data - Stock Types.

Menu and Application Buttons

Menu & Application Buttons

Overview

The buttons in the bottom section of the Command Window are used to open screens within Khaos Control. Allowing the cursor to hover over a button will display the screen name. Clicking a button will open the relevant screen.

The buttons displayed are determined by the user permissions setting for the logged-in user, and may include:

Purchasing

the khaki Su menu button is used to open a new Supplier screen Supplier
the khaki Po menu button is used to open a new Purchase Order screen Purchase Order
the khaki Dn menu button is used to open a new Delivery Note screen Delivery Note
the khaki Sr menu button is used to open a new Supplier Return screen Supplier Return
the khaki Pi menu button is used to open a new Purchase Invoice screen Purchase Invoice
the Pr menu button is used to open the Purchase Manager screen Purchase Manager

Sales

the blue Cu menu button is used to open a new Customer screen Customer
the blue So menu button is used to open a new Sales Order Sales Order
the blue Si menu button is used to open a new Sales Invoice screen Sales Invoice Manager
the blue Pm menu button is used to open a new Promotion screen Promotions
the blue Ro menu button is used to open a new Repeat Orders screen Repeat Orders / Call List
the blue Re menu button is used to open a new Returns screen Customer Returns

General

the mauve Sk menu button is used to open a new Stock screen Stock
the mauve Sd menu button is used to open a new System Data screen System Data
the red Ac menu button is used to open a new Accounts screen Accounts
the mauve Ss menu button is used to open a new Sales Summary screen Sales Summary
the red Cm menu button is used to open a new Contact Manager screen CRM Manager

Application Buttons

the red cross icon is an application button that is used to close all screens and exit Khaos Control Exit Khaos Control
the red slash across open windows icon is an applications button that is used to close all screens Close all open windows
the horizontal double-headed arrow icon is an application button that is used to toggle the command window between the left and right-hand sides of the screen Move Command Window from left to right
the printer icon is an application button used to open the Data Query window (sometimes referred to as the Report Generator) Opens the report generator

See Also

Visit KhaosWikiX at http://wiki.keystonesupport.net/wiki_kcx/ to see the following:

Contact the Khaos Team