Three modules in HansaWorld and their uses:
Financials: this module is used for accounting and financial management, including accounts receivable, accounts payable, general ledger, and budgeting.
Logistics: this module is used for managing inventory and supply chain, including purchase orders, sales orders, stock control, and manufacturing.
CRM: this module is used for managing customer relationships, including sales and marketing activities, customer service, and support.
Settings are used to configure various aspects of the system, such as user preferences, system defaults, and module settings. For example, a user can set their default currency, language, and font size. Settings can be accessed and modified through the "Settings" menu or through the relevant module's settings window.
Personal Desktop is a customizable dashboard that displays relevant information and provides quick access to frequently used functions. It is good to use because it can increase productivity and efficiency by allowing users to access important data and functions quickly. Two ways to delete an entry from the personal desktop are by right-clicking on the entry and selecting "Delete" or by dragging the entry to the trash can icon.
To invalidate a record in HansaWorld, the user can either delete the record or mark it as inactive. To mark a record as inactive, the user can go to the "General" tab of the relevant record and uncheck the "Active" checkbox.
Specification windows are used to define criteria for filtering data or generating reports. Paste Special windows are used to copy and paste data between different parts of the system or to import data from external sources. Report windows are used to view and print reports generated by the system.
The number of reports that can be on the screen at once depends on the user's screen size and resolution. HansaWorld has a large number of built-in reports for each module, but users can also create custom reports using the Report Designer.
Two views of the Calendar in HansaWorld are the Day view and the Month view. The Day view displays a detailed view of the events for a single day, while the Month view displays a calendar grid for a whole month. To open the Day view, the user can click on a specific date in the Month view, or they can select "Day" from the View menu. To open the Month view, the user can select "Month" from the View menu.
Three ways in which records can be attached to Mails are:
Drag and drop: the user can drag a record from the relevant module and drop it onto the Mail window.
Copy and paste: the user can copy a record from the relevant module and paste it into the Mail window.
Link: the user can insert a hyperlink to the record in the Mail window.
The basic sales process where there is no stock involved typically involves the following steps:
The customer requests a quote or makes a purchase order.
The salesperson creates a sales order based on the quote or purchase order.
The salesperson generates an invoice based on the sales order and sends it to the customer.
The customer pays the invoice.
The salesperson records the payment and closes the transaction.
In HansaWorld, this process is implemented through the Sales module. The salesperson can create a quote, sales order, and invoice in the relevant windows, and record the payment in the Payments window. The system can also generate reports and provide real-time updates on inventory levels, pricing, and other relevant data.