In this chapter you will use a sample project from your daily tasks to become acquainted with various modules by Ingenious.net and its problem-free interaction. The example that will be used is a customer who would like to furnish his entire single-family home with sun protection.
Login and get started
After installation, double click on the Ingenious.net icon to start.
Once you log in, you can
start. – Welcome to Ingenious.net: For this example we have already created
a user. Please enter “tester” as the login and enter “ingenious” as the
password. In the “Language” field, you will have the possibility to use
Ingenioius.net in German, English or Slovenian. Confirm your entry by
clicking on the “OK” tab. After completion of the login process, the main
menu of the Ingenious.net work area will appear.
With your mouse, click on “Customer” in the menu.
Customer
A list view of the customer module will open.
Create a new customer
Before you submit a quote for your client’s request,
you will enter their address data in the client file. First click on the
icon 
. The detail view for address
data entry will then open:
Enter the following data in the “General” field:
Match code: White
Client number: 5538
Tip: You can make your entries between each field either with the mouse or with
the tab key (↹).
Enter the additional data into the following corresponding example:
In the notes field, you can enter important (or less important) information and display it with the creation of a new project.
Secure your entries by
clicking on the diskette icon 
in
the icon bar. With that the entry of the address data and the “Customer”
module of our small introduction are completed. With Ingenious.net,
you can of course always enter additional information about a customer.
This will be explained
further in chapter 4.1.
You may
want to set up an appointment on-site to make an offer to your new client.
In the customer module click on 
to
switch to the “Workflow” module.
Workflow
In all open windows, all existing projects will display the contacts.
Quotation
In order to create a new quote, simply click on the icon bar of the workflow list view on the “New Project” icon and select the document “Quotation” from the list. Enter more data as shown in the figure below.
Confirm your entries by clicking “OK“. With the new customer file, you stored and activated a note that Ingenious.net displays upon creation of a new project. You can close the corresponding reference indicator by selecting “OK”.
Then the quote from Ingenious.net is created and you see the following window:
To enter the current date, click on the calendar icon and then click on the “Save” tab.
Enter the following text in the subject field:
The entry of the general project data is completed for now. Secure your entries by clicking on the diskette icon in the icon bar.
Now make changes in the
position view in order to write the quote and to calculate the positions.
Click on the icon
for the items 
. The Ingenious.net
calculation window will open
.
Calculation window
First you will enter the
header for the quotation. Use your mouse to click on the header text 
. Only the header text area will be visible:
You can directly enter the desired header text for the quotation. However, it is faster and easier to use the integrated text management module (see chapter 5.1.3). Click in the text field and press the F3 key. A window with a selection of available text modules will open.
Make your selection by
clicking on text module “salutation” and confirm this selection by clicking
on the “accept” icon 
.
The text module will then appear in the header.
The placeholder “{Salutation}”
will be replaced during printing with the corresponding entry by Ingenious.net.
With a click on the 
tab,
you will close the header area again.
Now you will write the quotation.
First you will want to enter a headline. In the menu bar of the main Ingenious.net
window, click on “Items” and select “New headline”.
When you have completed these commands, see the following data entry window:
In the field, “formatted
text (RTF)”, replace the “Headline H” with “First Floor Shutters”. Accept
the entry by clicking on the close button 
.
In the position window you will find the following entry:
On the first floor of the single family home, 10 plastic shutter casings will be installed in existing shutter bins.
The easiest and fastest
way to enter these 10 items is by using the integrated Ingenious.net multi-position
function. Click on the second cell of the “items” column in order to enter
multiple positions under the header. You can only retrieve the function
where you selected the entry “Positions/New multi item”.
In the window that appears, please enter shutter.
By pressing on the enter key on your keyboard, the measurement window opens in which you can adjust the shutters according to your wishes (here this concerns one that has an integrated parts-list programming language demo article). Confirm the measurement by clicking on the „OK“ key. Then you can measure individual shutters. Entert he following follows for example:
By clicking on the Accept
tab 
,
the individual casing will be calculated and entered in the calculation
window.
On the second floor, the Venetian blinds should be installed. First, enter a new headline. In addition, select “Items/New Headline” in the menu list. Then enter the following text:
Accept the entry by clicking on the close button
.
In order for the quote to be viewed in more positions, the
headers and the corresponding positions should be numbered. The activated
“Automatic Position Number” function serves this purpose. In the “Pos”
field, enter the number 1 next to “rolling shutters first floor” and confirm
this entry by pressing Enter. Ingenious.net will format this automatically.
Assign “accordions second floor” to the number 2 position and confirm by pressing Enter.
With the item “accordion” that you would like to offer your customer in this example, a short description or a so-called “matchcode” is established. In the item column, you can therefore enter the code *accordion. The * sign and the @ sign in the Ingenious.net search function stand for the same thing. In this case it is certain that you will receive the desired item, even if more characters are listed in front of the character string.
By pressing the tab key (↹) on your keyboard, the item will be retrieved. Enter 10 pieces in the “quantity” column and select the Pintype B in the demo measurement window that appears and click on the OK button. Enter the following measurements: in the “width” column enter 50.
Tip: The measurement window can be accessed any time
with a click on the 
button of the respective
items.
The customer should be offered awnings. Here they should be able to select between two options. First enter another headline using the previously described methods (short command: Strg + H), describing this for example, with awnings for the terrace and number this as position 3.
Articles
Now you will have a closer look into the most powerful Ingenious.net module, which is the product catalog, and you will search and accept the awnings with very few mouse-clicks. Here you can use the wildcard character * again (alternatively the @ character is also possible). In the product field enter only the wildcard character * under the heading “Awnings for the terrace” and confirm this entry with the tab key (↹).
You will promptly find yourself in the product catalogue. (You will recognize this when you first see the green bar.) Here all existing products are shown.
In Ingenious.net, there are several possibilities to
find a product. In this case, the product should be taken from the folder
that it was saved in. Click on the plus sign next to the file “Product
Catalogue” 
. The file will then open.
Open “Awnings” in exactly the same way. In this
file, you will find diverse products.
You transfer the awning “Little_Big_S_Awning” by double-clicking in your quote. Enter 10 as the value fort he width and active the tab key (↹). In the demo measurement, enter “Fabric_Style “Sunbrella” and confirm with “OK”.
Alternatively you may want to quote your customers another awning. This time enter the code *awning* in the product field and activate this with the tab key.
The awnings from the product catalogue will then be filtered right away.
This time transfer the item „Little_Big_T_Awning“ from the article catelogue by double-clicking in your quote. Then entert he corresponding values (Width: 10, Fabic_Style: Sunbrella) and confirm the measurement. In order to label this product as an alternative item, and to take it out of the total quote sum, it is sufficient to click on the product and select “Items” and subsequently “Item is alternative item” from the menu bar.
The corresponding items will then be indicated as the alternative with the blue highlighted text.
The products that have
been previously entered should be adequate enough for demonstrating some
of Ingenious.net’s possibilities. You will complete the quote the same
way you edit the header and the footer. Click on 
button. This time you
will use a text module again. Enter the quf abbreviation and press
the F3 button on your keyboard.
The quf (short for “quotation footer”) text module provided by Ingenious.net in the text management module (see chapter 5.3.1) will be applied and closed.
Close the footer area by clicking on the 
button. Also close
the item view by clicking on the close button .
Now secure your entries by clicking on the diskette
icon . The document should then
be printed. This occurs with the Ingenious.net integrated text processing.
Click on the print preview icon 
in the data selection
area. To start the print preview, click on the “Refresh” 
icon.
Look at the preview. The
formatting of the document was carried out with in the Ingenious.net text
administration module document template. Available article pictures are
inserted at the desired places. Now you begin the document printing by
clicking on the 
icon
“Now print document as shown”. Close the window “Project detail view”
and click in the appearing query window on “Save now” in order to activate
the changes.
Realistically it takes a little longer for an order to come out of an quotation. In the Ingenious.net tour, this just takes a few seconds...
Order confirmation
You will create an order confirmation with the quotation,
fax it to the customer and order the product that the customer requested
through your supplier. Highlight the quotation that was just written.
Click on the “Advance project status” key
.
Select the option “Maintain and Archive” and confirm with “OK”.
The quotation will be archived and the order confirmation created.
In this position, the customer information window will appear, with which you can confirm and proceed as follows with the Ingenious.net tour. Open the detail view by double-clicking on the order confirmation. You can exchange and make changes in the items if you wish. In addition, you can also edit the header and footer in the previously described manner. Close the order confirmation with a click on the “Close” field in the “Status” area.
You can start the print preview and the printing exactly as you did with the quotation. The initialized document template “Order confirmation” will be used in a fax format.
Confirm the question according to the printing date again with “OK” and close the detail view. Click in the window that appears on “Save now” to accept the changes.
Close the workflow list view. In the foreground, you
again have the detail view of the customer that was applied by you. In
Ingenious.net, you always have an immediate overview of customer financial
data. Thus you can for example provide an overview of the current projects
and customer figures by clicking on 
. In
order to update the view, it is sufficient to click on the key “Update
current view of the financial data”. The project documents just added
are already in the overview.
Close the detail view and the contact list view.
Purchasing
The client signed the order confirmation and faxed it back to you. You now want to order the product. Click on the main menu on the “Purchasing” Module. A list view of the purchasing module will now open.
The fasted way to create an order is with the Ingenious.net
Order Assistant. Click on the menu list on “Orders/Purchase order Assistant”
or on the 
icon in the list view.
Ingenious.net searches
for open order positions according to the supplier and lists the suppliers
according to their orders. With the buttons 
,
,
and
the
desired orders can be selected and can be merged with an order by clicking
on the „OK“ button. VThe condition is that the articles are marked in
the catalog as an "order article" or with order-related procurement
as "Order commissioning".
Confirm the selection by clicking on “OK”. Ingenious.net will automatically generate an order.
Switch by double-clicking on the newly created order in the lists of the detail list view of the purchasing module.
In the “Commission” field type “one-family house”.
Enter the order date and the desired delivery date by clicking on the
icon. Confirm
the entries by clicking on the “Accept” key.
In order to test if all order items from the order
confirmation were accepted correctly, or to insert text modules for the
header and footer, change the items view of the order, click on the corresponding
icon. Open the header
text area by clicking on the 
key. Enter “poh"
as the text module and press the F3 key to unlock the text module. Close
the header text area by clicking on the 
key. Enter the footer
text in the exact same way. The prepared text module code is pof + F3.
Close the footer text area as well.
Inventory Posting
By completing an order confirmation that contains a product from the catalog, the assigned quantity of the respective product is booked in the stock monitor. If a new order becomes necessary, then the purchase order assistant is implemented. In order to check if the order was posted, you only have to click on the “Product” in the detail view of the product on the column “Stock monitor”, click to update and then the posting that was made will be displayed. In the last column of each catalog item, incoming goods are to be entered. By double-clicking on the field, the dialog window for the inventory posting opens where you can enter the delivered quantities.
If all items were delivered, incoming goods can also be collected at once. For this, it is only necessary to mark the “Inventory entered” field. Access to the project stock monitor is noted with the saving of the changes in the order.
The new inventory is calculated and is available for
the next reviews. Click on the close button in order to leave the item
view. Click on the diskette icon in the detail view
in order to secure the processing status. In order to print the orders,
first switch to the “Print preview” area. With the button, you will generate
a print preview. The document will be printed by clicking on the button. Confirm the
question if the printing date should be set with “OK”.
Realistically it takes some time until an ordered product is delivered. In the example, the time frame is shortened. In order to save the supply range that has been entered in the meantime to Ingenious.net, you must enter the quantity of the supplied products in the last item column. In order to get a delivery status overview at next opening of an order, you can also specify the delivery status in the “Miscellaneous” column.
Now you are leaving the purchasing module and you will write a customer invoice and print an open items list at the end of this short tour of Ingenious.net. Therefore close the purchasing detail view as well as the purchasing list view by clicking on the close button and save the data.
Invoicing
In the main menu of Ingenious.net open the “Invoicing” module.
In the invoice list view, open the order confirmation created by you by double-clicking.
In the detail view, click on the key “Create new project”
in order to generate an invoice in the order confirmation area.
Take over the given settings and confirm with “OK”. Click on items in order to arrive at the item view again. There you can insert the texts for the header text and footer text (e.g. text module pay + F3).
Close the item window and print the document as usual.
Close the project by checking the “Closed” box with a mouse-click in the status section that is found in the “Miscellaneous” column.
Close the detail view window and make your changes by clicking on the “Save now” button.
At the end of the introductory tour, you can print another list report from Ingnious.net. As standard, a number of demo reports will also be included. An adaptation of individual needs is recommended in every case.
Printing lists
In the example, you will print an open item list. In the main menu of Ingnious.net, select the command, “Print” and the report, “Invoice - Open Items”.
In the following print dialog
window, you can select the setting “Select all” and “Show print preview”.
In case you would like to first select the printer and make individual
settings, you can additionally activate the “Print dialog”. Confirm
your entry by clicking on the “OK” key. Subsequently the print preview
will appear. With a click on the 
key, the preview is
printed and the report will be closed by clicking on 
.
Close the workflow list view and end Ingenious.net
by going to the main menu and clicking on 
or by clicking on the
close 
button.
In the window that appears, confirm with “OK”.
We hope that this example has given you useful insight into the operation and functions of Ingenious.net and that is has aroused your curiosity for more.