Part 4 of our "Admin Panel Tutorial Series" covering the basics of how to use the admin panel as well as some more advanced topics and workflow tips and tricks.
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In this video we cover:
00:00 Error and warning colour coding
01:40 Custom colour 'stickers' for organisation
03:03 Details views introduction
03:32 Entity name and unique record identifier
04:53 Navigating the list from the detail view
05:48 Create new button
06:10 Action buttons
09:00 Print and email buttons
11:00 Common fields
11:56 Status/stage tags
In this system, color coding is used to signify errors and warnings across both list views and detail views. Key highlights include:
Yellow indicates a warning.
Red signals an error.
You can see this color coding in the list view, but to get the specifics of an error or warning, you must drill down into the detail view. For example, a record might show a warning for an open balance or an error if conflicting default addresses are set. These issues need to be addressed to clear the warning or error.
The system also features a customizable color-tagging system, inspired by physical colored stickers used in many businesses. This allows users to color-code records, such as customers or items, for easy organization and tracking. The color coding can be seen in both list and detail views, and is adaptable for various entities in the system, such as customers, items, or any other records.
Detail views (also referred to as drill-down views) provide a more granular look at a specific record, allowing you to access detailed information and take actions. To access a detail view, you click "View" from the list view. From there, you can navigate between records without returning to the list view using the navigation arrows, saving time.
At the top of the detail view, you'll see the entity name (e.g., Customer, Item) to remind you of the record type. Each entity also has a unique identifier, like an SKU for an item or a customer name for customer records. These identifiers are primarily internal and help keep track of records.
In addition to the entity identifier, there's a link back to the list view and arrows that allow you to navigate between records directly in the detail view. This makes comparing records more efficient without needing to return to the main list view.
You can create new records either from the list view or within the detail view via the Create New button. This button takes you to a screen for creating a new record for the current entity type you're viewing (e.g., customer, item).
In the detail view, action buttons like "Edit" and "Duplicate" allow you to manage the record. The "Duplicate" function is particularly useful for creating new records based on existing ones, saving time by pre-filling most fields. The system also provides specific buttons depending on the record type and state, such as "Clear Commitments" for sales orders when stock is committed.
On most records, you’ll see Print and Email icons. For example, in sales orders, the print function generates a PDF, while the email function lets you send the document directly to a recipient. You can customize the email content, choose a template, and send from a selected email address.
A set of common fields appears across most records in the system. These fields include information like creation date, modification date, and status (e.g., active, inactive). For transactions, you'll also see fields like currency or cancellation status, whereas non-transaction records like items will have slightly different fields.
Next to the record reference, you may see status or stage tags (e.g., "Committed," "Invoiced"). These tags quickly convey the current state of the record, providing a visual cue of important status information, such as whether a sales order is invoiced or a credit is refunded.
Yellow = warning, Red = error; seen in both list and detail views.
Custom color stickers can be used across entities for flexible organization.
Detail views provide in-depth information and actions for specific records.
Each entity has a unique identifier (SKU, customer name, etc.).
Navigation arrows help move between records without returning to the list view.
"Create New" and "Duplicate" buttons streamline the creation of new records.
Action buttons vary based on record type and state (e.g., "Clear Commitments" for orders).
Print generates PDFs, while Email allows customizable messages and templates.
Common fields show metadata like creation date and status.
Status/stage tags provide quick, visual information about a record’s current state.
