Inquiries Palette

Inquiries Palette Overview

The SapphireOne Inquiries Palette Inquiries provides a very quick and easy way to jump into a particular Inquiries screen. The major tables are all covered in the Inquiry palette. The design of the Inquiries palate enables the user to click on any one of the Inquiries and gives the SapphireOne user access to have an unlimited number of Inquiries screens open simultaneously, as well as still being able to access the main toolbar menus. Once the SapphireOne user becomes familiar with using the palate in conjunction with the main toolbar menus, the SapphireOne user may have, for example, 50 screens open simultaneously and the screens will all be listed under the Finder menu under mode. This allows the SapphireOne user to quickly hop from one screen to the other or if the SapphireOne user has a very large real estate screen, simply tile them and click on one or the other. This functionality simplifies the SapphireOne user’s experience allowing them to have a copious number of screens open simultaneously and are able to multitask multiple functions within each screen. These are listed starting with Accounts mode so that the major table within Accounts mode being Client, Vendors, General Ledger and then the major tables within the Inventory mode being Inventory, Inventory Locations, Matrix, etc.

Some more examples include Account, Inventory and Time transaction inquiries, which all provide a convenient grouping of transactions for the selected group. The user will find these inquiries very useful when looking for un-posted transactions as they list all Transactions. The last five items from Transactions through to History Payroll are for the viewing of historical items. 

Inquiries contains 30 screens and they are as follows: 

ClientsVendors, General LedgerInventoryInventory LocationsMatrixSerial BatchPrice BookJob ProjectsManifestImporterDocumentsDocument ManagerPasswordsTracking NotesContactsActionsCalendarEmployeesResourcesAssets, Account Transactions, Inventory Transactions, Time Transactions, History Account Transactions, History Audit lines, History Bank Reconciliations, History Inventory Transactions, History Sales Lines and History Payroll/HR. 



Users should be aware that any items or transactions opened using the Palette will be locked to other users on the network. Those users will be allowed read only privileges and will be unable to modify the data entry item currently opened by using the Palette options. 

Shortcut Alternate Access / Article Link
Clients Accounts / Receivables / Clients
Vendors Accounts / Payables / Vendors
General Ledger Accounts / General Ledger / General Ledger
Inventory Inventory / Inventory / Inventory
Inventory Locations Inventory / Inventory / Inventory Locations
Matrix Inventory / Inventory / Matrix
Serial Batch Inventory / Inventory / Serial/Batch
Price Book Inventory / Inventory / Price Book | Job Projects / Inventory / Price Book
Job Project Job Projects / Job Projects / Job Project
Manifest Inventory / Manager / Manifest
Importer Inventory / Manager / Importer
Documents Workbook / General / Documents
Document Manager Workbook / General / Document Manager
Passwords Assets / Assets / Passwords
Tracking Notes Workbook / General / Tracking Notes
Contacts Workbook / General / Contacts
Actions Workbook / General / Actions
Calendar Workbook / General / Calendar
Employee Payroll/HR / Administration / Employee
Resources Job Projects / Resources / Resource
Asset Assets / Assets / Asset Inquiry
Account Transactions Accounts / Payables / Transactions
Inventory Transactions Inventory / Purchases / Transactions
Time Transactions Job Projects / Resources / Transactions
History Account Transactions Accounts / History / Transactions
History Audit Lines Accounts / History / Audit Lines
History Bank Reconciliation Accounts / History / Bank Reconciliation
History Inventory Transactions Inventory / History / Transactions
History Sales Lines Inventory / History / Sales Lines
History Payroll Payroll/HR / History / History Payroll

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.enerate

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