Navigation¶

This section can be used as a guide for users on how to navigate through the ShopEdge System main application.

Menu Bar¶

The menu bar is located at the top of the system screen when the system is opened. The menu bar consists of functions for both the entire system as a whole and for the individual modules of the system.

Main Menu Functions¶

The main menu functions relate to the entire system as a whole and consist of File, Edit, View, Window, and Help menus.

The File menu provides options such as:

New: ability to open new entries in the system
Copy to New: ability to copy information to a new entry
Save: ability to save
Save and New: ability to save and open a new entry
Save and Close: ability to save and have the entry close
Save All: ability to save all unsaved open screens
Export to Excel: ability to export data to an excel wordsheet
Export to Xml: ability to export data to an Xml file
Import from Xml: ability to import data from an Xml file
Print: ability to print
Print Copies: ability to print copies
Print Preview: ability to view before printing
Send as Email Attachment: ability to send entry as an email attachment
Test Email Settings: ability to test sending an email
Change Password: ability to change a login password
Setup: ability to select specific settings for different modules in the system
Clear User Settings: ability to clear all user settings
Logout: ability to logout of the ShopEdge Application
Exit: ability to exit and close the ShopEdge Application

The Edit menu provides options such as:

Add New: ability to add a new row to entries in the system where applicable
Discard Changes: ability to discard unwanted changes when editing entries in the system
Delete: ability to delete where applicable in the system
Find: ability to search the system

The View menu provides options such as:

Show Navigation Pane: ability to view or not view the navigation pane
Show: ability to display more details on certain screens where applicable
Expand All: ability to expand rows
Colapse All: ability to colapse rows
Show/Hide Columns: ability to show or hide columns on screens in the system
Reset Saved Settings: ability to reset saved settings in the system
View Change Audit: ability to view changes made to entries in the system where applicable
Refresh: ability to refresh screens in the system to view data that has been updated

The Window menu provides options such as:

Close All Windows: ability to close all open windows in the system

The Help menu provides options such as:

Documentation: ability to view the online ShopEdge documentation for guidance
About: ability to learn more about the system

Module Menu Functions¶

For most of the modules in the system, there are menu functions that become available when certain screens are open. Menu functions appear for modules such as Production, Customers, Shipping, Purchasing, Invoicing, A/R, A/P, Proposals, Equipment, Tooling, General Ledger, and APQP.

Under the Production menu the options that appear are:

Scheduler Settings: ability to select specific settings when the Master Production Schedule screen is open
Replanning: ability to replan releases/jobs when the Master Production Schedule screen is open
Holidays: ability to schedule holidays when the Master Production Schedule screen is open
Changeovers: ability to view changeovers on the schedule when the Master Production Schedule screen is open
Freeze/Unfreeze Jobs: ability to freeze and/or unfreeze jobs on the schedule when the Master Production Schedule screen is open
Reset All Alerts: ability to reset all alerts on the Master Production Schedule screen
Job Filter: ability to filters job that are scheduled on the Master Production Schedule screen
Zoom: ability to zoom by hour, day, or week on the Master Production Schedule screen
Insert Job: ability to insert a job on the Master Production Schedule screen
Reactivate Tag: ability to reactivate a tag on the Master Production Schedule screen
Print Tags Listing: ability to print tags listing
Save All: ability to save all changes to any Production screens

Under the Customer menu the options that appear are:

Move Releases: ability to move releases
Customer Price Revision: ability to create a customer price revision when the Orders screen is open

Under the Shipping menu the options that appear are:

Ship this P/S: ability to ship a packing slip after it has been created
Re-open this P/S: ability to re-open a a packing slip
ASN Details: ability to view ASN details
Re-send ASN: ability to re-send ASN
Re-send Inventory Report: ability to re-send an inventory report
Cancel ASN: ability to cancel ASN
Assign to Packing Slip: ability to assign a serial number from the Shipping Inventory screen to a packing slip
Remove from Packing Slip: ability to remove an assigned serial number from a packing slip on the Shipping Inventory screen
Move to Operation: ability to move a serial number from the Shipping Inventory screen to an operation
Move to Packing Slip: ability to move a serial number to a packing slip
Adjust Qty @ Processor: ability to adjust the quantity at processor on the Processor Transactions screen

Under the Purchasing menu the options that appear are:

Print: ability to print the Delivery Schedule, Purchase Order, Contract Pricing, or Q/A Inspection
Receive this P/O: ability to receive a purchase order
P/O Version History: ability to view the version history of a purchase order
Send Requirements: ability to send purchase order requirements
Replan Materials: ability to replan materials on the Material Requirements screen
Replan Materials by Vendor: ability to replan materials by vendor on the Material Requirements screen
Show Comparison: ability to show comparisons between materials on the Material Requirements screen

Under the Invoicing menu the options that appear are:

Post Invoice: ability to post an invoice that is non-invoiced
Create Invoice: ability to create an incoive from the Non-invoiced Packing Slips lookup screen
Add P/S: ability to add an item from an invoice to a packing slip
Signed Invoice: ability to make an invoiced signed
Obtain Signed Invoice: ability to submit a signed invoice for certification

Under the A/R menu the options that appear are:

Adjust Invoice: ability to adjust on invoice on the A/R Accounts screen
Void Payment: ability to void a payment on the A/R Customer Payment detail screen
Print Statement: ability to print invoices/statements
Send Email Notifications: ability to send email notifications when applicable
View Signed Invoice: ability to view an invoiced that has been signed
Obtain Signed Invoice: ability to submit a signed invoice for certification

Under the A/P menu the options that appear are:

Adjust Invoice: ability to adjust an invoice on the Open A/P detail screen
Void Cheque: ability to void a cheque
Print Payments: ability to print payments on the Payments screen
Print Statement: ability to print a statement on the Open A/P detail screen
Import Invoice: ability to import an invoice from a computer on the Voucher Entry detail screen
Signed Invoice: ability to sign an invoice on the Voucher Entry detail screen

Under the Proposal menu the option that appears is:

Create Manufacture Routing: ability to create a manufacture routing from the Proposal detail screen

Under the Equipment menu the options that appear are:

Report Time: ability to report equipment time
Remove Equipment Item: ability to remove equipment items
Create Purchase Orders: ability to create a purchase order on the MRO Items screen,

Under the Tooling menu the option that appears is:

Create Purchase Order: ability to create a purchase order on the MRO Items screen

Under the General Ledger menu the options that appear are:

Export Chart of Accounts: ability to export chart of accounts
Export Trial Balance: ability to export trial balance
Export G/L Transactions: ability to export g/l transactions
Modify Account: ability to modify a G/L Account from the G/L Transactions detail screen and from the Chart of Accounts screen

Under the APQP menu the options that appear are:

Create New Revision: ability to create a new revision for a planned job
Change Job Number: ability to change a job number on the Planned Job screen
Flag all tasks reviewed: ability to flag all current tasks as reviewed
Project Dashboard: ability to view the project dashboard for a specific planned job
Show Job Navigator: ability to view job navigator

Icon Menu¶

The icon menu is located below the menu functions. The icons that are available for users are:

New: ability to create new entries

Save: ability to save open screens and entries

Save All: ability to save all open screens and entries at once

Print: ability to print paperwork

Print Preview: ability to view paperwork before printing

Add New: ability to add a new row on entries

Discard Changes: ability to discard changes made to entries

Delete: ability to delete a row from entries

Refresh: ability to refresh screens in the system

View Change Audit: ability to view change audit

Navigation Pane¶

The navigation pane is located to the left of the ShopEdge System screen and allows users to navigate through the different modules.

Note

Users can pin the navigation pane to the left side of the screen by clicking the pin button, or they can exit the navigation pane altogether.

Show More Buttons¶

To view more buttons on the navigation pane simply click on the arrow menu and select the Show More Buttons option.

Show Fewer Buttons¶

To view fewer buttons on the navigation pane simple click on the arrow menu and select the Show Fewer Buttons option.

Add or Remove Buttons¶

To add or remove buttons from the navigation pane, simply click on the arrow menu and select the Add or Remove Buttons option.

Users can select or de-select buttons of their choice.

Viewing Modules¶

Modules in the system are located on the left side of the ShopEdge System screen under the navigation pane.

Each modules contains different sections in which users can navigate to in order to perform certain actions.

Under the A/P module, the sections that appear are:

A/P Search: allows users to locate invoices, cheques, vendor payments, payments, and packing slips
Accounts:
Cheque Batch Lookup
Closed Invoices
Non-Invoiced Packing Slips
Open Invoices
Open Payables
Payments
Reporting Services Reports
Uncashed Cheques
Vendor Payment Batch Lookup

Under the A/R modules, the sections that appear are:

A/R Search
Accounts
Cash Receipts
Open Receivables
Payment Lookup
Reporting Services Reports
SAT Upload

Under the Admin module, the sections that appear are:

Admin
Barcodes
Company
Data Import
Email Templates
Employees
Event Subscriptions
Payment Terms
Print Address Labels
Printed Forms
Reporting Services Reports
Security
User Default Forms

Under the Customers module, the sections that appear are:

Admin
Container Chargers
Customer Price Revisions
Customers
EDI Receipts
Import Customer Orders
Item Pricing
Market Types
Order
Releases
Reporting Services Reports

Under the Equipment module, the sections that appear are:

Admin
Approval Groups
Equipment Items
Import MRO Items
Maintenance Lookup
Manage Work Order Requests
MRO Items
Open Work Orders
Reporting Services Reports
Timecard Entry
Timecard Listing
Work Order Request
Work Order Request Approval

Under the General Ledger module, the sections that appear are:

Admin
Chart of Accounts
Control Accounts
Currencies
Current Fiscal Year
Financial Reports
Fiscal Year Budget
G/L Account Reconciliation
Journal Entries
Reporting Services Reports
Year-End Rollover

Under the Inventory module, the sections that appear are:

Cycle Counts
Locations
Reporting Services Reports

Under the Invoicing module, the sections that appear are:

Extra Charges
Invoiced Items
Non-Invoiced Packing Slips
Pending Invoices
Reporting Services Reports

Under the Production module, the sections that appear are:

Active Jobs
Admin
Capacity Planning
Completed Jobs
Containers
Engineering Level Management
Manufacture Routings
Master Production Schedule
Operator Schedule
Plant Operations
Production Inventory
Production Targets
R/M Inventory
R/M Inventory Listing
Reporting Services Reports
Sales Forecasts
Shift Availability
Std Cost Lookup
Timecards
Visual Checks
Workcenter Monitor
Workcenter Schedule
Workcenters

Under the Proposals module, the sections that appear are:

Admin
Jobs
Open Work Orders
Proposals

Under the Purchasing module, the sections that appear are:

Admin
Capital Request Approvals
Capital Requests
Closed Purchase Orders
Item Types
Items on Order
Material Requirements
P/O Receipts
Pending Receipts
Purchase Order Approvals
Purchase Orders
Purchased Items
Purchasing Search
Receiving
Reporting Services Reports
Request for Quotations
Spending Approval Groups
Spending Groups
Steel Receiving
Vendor Pricing

Under the Q/A module, the sections that appear are:

Active Heats
Admin
Dock Audit Lookup
Dock Audit Management
Gauge Listing
Held Purchased Tags
Held Tags
Manufactured Item Tag Lookup
Material Specs
Pending Heats
PPAP
Purchased Item Tag Lookup
Quality Inspection Lookup
Quality Inspection Review
Quality Inspection Template Lookup
Quality Reject Transactions
Quality Rejects
Quality Requests
Quality Schedule
Quality Timecards
R/M Tag Listing
Reporting Services Reports
Standard Processing Times
Vendor Returns

Under the Shipping module, the sections that appear are:

Admin
Container Receiving
Delivery Schedules
Inventory
Inventory Transfer Receiving
Kanbans
Packing Slips
Processor Transactions
Reporting Services Reports
Shipments
Shipped Items
Shipped Packing Slips
Shipping Requirements
Transfer Order Lookup

Under the Tooling module, the sections that appear are:

Admin
Approval Groups
Improt MRO Items
Maintenance Lookup
Manage Work Order Requests
MRO Items
Open Work Orders
Planned Maintenance
Reporting Services Reports
Timecard Entry
Tooling Items
Timecard Listing
Tooling Requests
Work Order Requests
Work Order Request Approval

Under the Vendors module, the sections that appear are:

Admin
EDI Receipts
Import Vendor Packing Slips
Vendors

Re-sequencing Module Icons¶

Users have the ability to re-sequence module icons in the system.

Simply click and drag an icon in the module of your choice and move it up or down until a black line appears.

Once the black line appears, un-click the icon.

Creating Favourites¶

If users wish to create a module with the most used sections from other modules, simply right-click on the icon(s) and select Add to Favourites.

The system will create a new module called Favourites where the icon(s) will be added for ease of access.

Note

Users can also remove a module from Favourites by right-clicking on the module they wish to remove and selecting Remove from Favourites.

Lookup Screens¶

Lookup screen can be found throughout the ShopEdge System when navigation through the different modules.

Filtering¶

Filtering can be done on most lookup screens in the system.

Users can filter lookup screens by using the available drop-down menus and textboxes located at the top of each lookup screen.

The Filter button can then be clicked to filter the search.

The Reset button can be used to clear the selected search filters for the lookup screen.

Columns¶

Columns can be re-arranged or re-sized on all lookup screens in the system.

To re-arrange a column, simply click and drag to the location of your choice within the grid.

To re-size a column, simply click on the left or right side and drag to make the column smaller or larger.

Sorting¶

Columns can be sorted on each lookup screen by double-clicking on a column heading.

Field Chooser¶

The field chooser allows user to select or de-select column headings to appear on lookup screens.

To view the field chooser, click on the images/navigation/fieldchooser.jpg button.

The Field Chooser window will appear where users can select or de-select column headings.

Building Queries¶

On most lookup screens in the ShopEdge system users are able to create queries in order to help with further searching.

To create a new query, click on the images/navigation/editbutton.jpg button under the Query section of a lookup screen.

The Query Editor window will open. Click on the images/navigation/saveasnew.jpg button and the New Query window will appear.

Enter in the Name and Descriptiom, and whether or not the query is public. Click on the images/navigation/okbutton.jpg button on the New Query window and then again on the Query Editer window.

The new query will be created and can be viewed in the drop-down menu under the Query section.

Selection Windows¶

Selection windows appear when users add data to new and/or existing screens in the system.

Filters¶

Selection windows contain a filter section which makes it easier to search for data.

Users can filter selection windows by using the available drop-down menus and textboxes located at the top of each selection window.

The Filter button can then be clicked to filter the search.

The Reset button can be used to clear the selected search filters for the selection window.

Note

Sometimes there may be another search filter option on selection windows that may further the detail of your search. These vary depending on the particular selection window that is opened.

Selecting Rows¶

Selection windows give users the option to select rows using three possible methods.

The first way is to highlight the row(s) by selecting with your mouse and then clicking the images/navigation/okbutton.jpg button.

The second way is to double-click on the row(s) you wish to add.

The last way is to select the checkbox of the row(s) you wish to add where applicable and then clicking the images/navigation/okbutton.jpg button.

Re-arranging Open System Screens¶

When there are muiltple screens opened at one time in the ShopEdge System, users have the ability to re-arrange them based on personal prefereance.

To do so, simply click on the screen tab that you wish to re-arrange and drag it to the location of your choice, then release the screen.

Creating New Entries¶

There are two ways to create new entries in the ShopEdge system.

The first way is to navigate to File and select the New option. From there, select the new entry you wish to open.

The second way is to navigate to the images/navigation/newbutton.jpg button and select the new entry you wish to open.

Adding to Existing Entries¶

Users have the ability to add to exiting entries where applicable.

To do so, open an existing entry and make the necessary changes.

One the necessary changes have been made, make sure to save before exiting the screen.

Emailing Items¶

ShopEdge provides the option for users to email documents/paperwork where applicable, for example a Packing Slip or an Invoice.

To do so, open the screen you wish to email items from and navigate to File > Send as Email Attachment... and select the document/paperwork you wish to send.

The Send Email Attachments window will appear. Select the Export format and the Contact(s). Then, click on the images/navigation/okbutton.jpg button.

../_images/sendemailattachmentswindow.jpg

Your email will open with the selected document/paperwork to send. Users can complete the email and send it.

The selected document/paperwork will be emailed.

Navigation¶

Menu Bar¶

Main Menu Functions¶

Module Menu Functions¶

Icon Menu¶

Navigation Pane¶

Show More Buttons¶

Show Fewer Buttons¶

Navigation Pane Options¶

Add or Remove Buttons¶

Viewing Modules¶

Re-sequencing Module Icons¶

Creating Favourites¶

Lookup Screens¶

Filtering¶

Columns¶

Sorting¶

Field Chooser¶

Building Queries¶

Selection Windows¶

Filters¶

Selecting Rows¶

Re-arranging Open System Screens¶

Creating New Entries¶

Adding to Existing Entries¶

Emailing Items¶