Inquiries Palette - Revolutionise Your Inquiry Process

Inquiries Palette Overview

The SapphireOne Inquiries Palette Inquiries provides convenient access to all primary Inquiry screens as well as facilitating multi screen access to an unlimited amount of inquiry screens simultaneously. This is possible whilst maintaining access to the primary toolbar menus. This facility therefore enables appreciable benefits for workflow and multi-tasking.

The SapphireOne user may for example have fifty screens open simultaneously. In that scenario the screens will all be accessible using the Explorer / Finder toolbar menu. This allows the SapphireOne user to quickly navigate from one screen to another. If the SapphireOne user has substantial monitor area to utilise, the screens can be tiled adjacent to one another.

Screens are grouped starting with Accounts mode and inclusive of Client, Vendor, General Ledger and then followed by the Inventory mode group which is inclusive of Inventory, Inventory Locations, Matrix, etc.

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

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
ClientsAccounts / Receivables / Clients
VendorsAccounts / Payables / Vendors
General LedgerAccounts / General Ledger / General Ledger
InventoryInventory / Inventory / Inventory
Inventory LocationsInventory / Inventory / Inventory Locations
MatrixInventory / Inventory / Matrix
Serial BatchInventory / Inventory / Serial/Batch
Price BookInventory / Inventory / Price Book | Job Projects / Inventory / Price Book
Job ProjectJob Projects / Job Projects / Job Project
ManifestInventory / Manager / Manifest
ImporterInventory / Manager / Importer
DocumentsWorkbook / General / Documents
Document ManagerWorkbook / General / Document Manager
PasswordsAssets / Assets / Passwords
Tracking NotesWorkbook / General / Tracking Notes
ContactsWorkbook / General / Contacts
ActionsWorkbook / General / Actions
CalendarWorkbook / General / Calendar
EmployeePayroll/HR / Administration / Employee
ResourcesJob Projects / Resources / Resource
AssetAssets / Assets / Asset Inquiry
Account TransactionsAccounts / Payables / Transactions
Inventory TransactionsInventory / Purchases / Transactions
Time TransactionsJob Projects / Resources / Transactions
History Account Transactions Accounts / History / Transactions
History Audit LinesAccounts / History / Audit Lines
History Bank ReconciliationAccounts / History / Bank Reconciliation
History Inventory TransactionsInventory / History / Transactions
History Sales LinesInventory / History / Sales Lines
History PayrollPayroll/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.

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