The Home Screen
The Home Screen displays when you first open the program. Home provides a concise overview of those items in the program needing your attention, including equipment due for service, work orders in an open or pending state, parts inventory low on stock, employee renewals, and open invoices and purchase orders.
From this screen, you can take various actions, depending on the current selection.
Equipment Due - Issue WO for PMs and Repairs, or Update for Renewals
Inventory Low - Adjust / Receive Inventory, or Generate PO
Employees Due - Update Employee Expiration / Renewal
Work Orders - Edit Work Order Records
Purchase Orders - Receive Parts
Invoices - Record Payment
Use the selection boxes in each row to multi-select records, then look to the bottom of the screen for various Bulk Actions and Reports.