Introduction
In everyday business operations, tracking and managing key documents like Sales Orders or Sales Invoices can be a complex task. To simplify this, Empress offers a feature that allows you to create a Calendar View for your document types. This user-friendly feature enables you to view, edit, sort, and track your business documents in a visually intuitive manner, making it easier to manage your day-to-day operations.
Introduction to the Calendar View Feature
Calendar View is a powerful feature in Empress that allows you to turn any document type into an event in a calendar. This visual representation helps you keep track of important dates related to your business documents, such as due dates for sales invoices or delivery dates for sales orders. This guide will guide you on how to create a Calendar View for your document types.
Step 1: Access the Calendar View List
- To start, navigate to the Calendar View List. This can be done by typing “Calendar View List” into the Awesome Bar/Search Bar at the top of your screen.
Step 2: Create a New Calendar List
- Once you’re in the Calendar View List, create a new Calendar List by clicking on the New button.
Step 3: Select the Reference Document Type
- The next step is to select the Reference Document Type. This is the type of document you want to view in the calendar. If you’re creating a calendar view for your Sales Orders, for example, select “Sales Order” from the drop-down menu.
Step 4: Set the Start and End Date Fields
- After selecting the document type, set the Start Date and End Date fields. These fields define the duration of each event in your Calendar View. If you’re setting up a calendar view for Sales Orders and using the Delivery Date as the timeframe, choose “Delivery Date” for both the Start Date and End Date fields.
Step 5: Save Your Changes
- Finally, ensure to save your changes by clicking the Save button.
After following these steps, you should have a Calendar View set up for your chosen document type, making it easier to manage and track your key business documents.
In summary, the Calendar View feature in Empress greatly enhances your ability to manage business processes by offering a visual and intuitive way to track key business documents. For further assistance or information, please refer to the Empress support resources or get in touch with the Empress support team.