| Help Page | Home Page |
|---|---|
| Type | Menu Item |
| Topics | Overview |
| See Also | Home_Page Contacts, Orders, Reminders |
The Home page is the the first page that is presented to you when you access BusiPro and give you easy access to the main sections that you will be using.
Navigating to the Home Page
This page can be navigated to by clicking on the Home option on the main navigation menu at the very top of BusiPro.
Items Displayed on the Home Page
Below are the sections that are accessible to you when you are on the Home Page.
Search Bar
The search bar show you the current page you are on, as an example 'Home' for the Home Page. Located in the centre of the bar are the search boxes that allow you to directly search for the following:
Company Code
Order Number
Invoice Number
Transaction Code
Outstanding Communication Reminders
This area may well be empty when you read this but if you did have any outstanding communication reminders, which are past due, then they will be displayed here in a big read button so you can't miss them.
Navigation Tab
This tab displays a number of choices that will allow you to quickly navigate to other areas of BusiPro.
You should see a number of coloured boxed that displays the name of the area followed by a search option. If we just focus on Companies as an example, the name Companies is also a link to the Companies tab as well as the description of the box you are seeing. There is then a search option below this that allows you to search, which in this example is by company name.
Your list of options
Companies - on clicking the title it takes you to the Companies tab and the search box below allows you to search Companies by Company Name.
Contacts - on clicking the title it takes you to the Contacts tab and the search box below allows you to search Contacts by Contact Name.
Orders - on clicking the title it takes you to the Orders tab and the search box below allows you to search Orders by Customer Ref.
Order Lines - on clicking the title it takes you to the Order Lines tab and the search box below allows you to search Order Lines by Item Description.
Addresses - on clicking the title it takes you to the Addresses tab and the search box below allows you to search Addresses by Address Detail
Items - on clicking the title it takes you to the Items tab and the search box below allows you to search Items by Item Description.
Articles - on clicking the title it takes you to the Articles tab and the search box below allows you to search Articles by Service ID.
Reps - on clicking the title it takes you to the Reps tab and the search box below allows you to search Reps by Rep Name.