Customizing your Screen

In the Business Edge clients are given a multitude of features that they can customize on a user by user basis. The following documentation will provide the necessary information to begin customizing your Business Edge interface. Once you customize the individual screens in The Business Edge, the selections will remain because they are specific to your login.

Monitor sizes and screen resolution vary on a computer by computer basis. When a user logs in for the very first time this is how their screen will look:

Depending on your screen size/resolution, the space at the top and the menu tree to the left can be rather intrusive on the tab in use. Both of these sections are collapsible to maximize the real estate given to each open tab. Here is a zoomed in look at each section showing where they can be collapsed by clicking the highlighted icon:

After collapsing both the top and left-hand sections we can see the final result leaves users with a larger display.

Here is a comparison with a tab open:

In addition to having the ability to enhance the display area on screen, users are also able to control what information shows on each individual tab. This is handled through the optional information and optional field buttons located in the bottom left hand corner of all tabs throughout the system.

Optional Information controls the information that is displayed between the left-hand section of a tab and the far-right options menu:

Clicking on the Optional Information button will display the fields that can be added or removed from the Optional Fields. The information available for dislpay varies on a a screen by screen basis.

The minus button can be used to remove every item from display with a single click. The plus button will add every item to the display with the click of the button. Indivdual items can be marked/un-marked by checking/unchecking the box to the left.

Optional Fields are used in the same manner, but control the fields on the left hand side of a tab:

The minus button can be used to remove every field from display with a single click. The plus button will add every field to the display with the click of the button. Indivdual fields can be marked/un-marked by checking/unchecking the box to the left. Please note that some screens will have required fields that need to be entered, those fields cannot be unchecked for example: order number in order entry.

Throughout the entirety of the system users will see information displayed in a grid like the example below:

In the above you can see columns of information making up a grid with header descriptions on the top (Product Code, Internal Description, etc.).

Users have the ability to select/deselect columns by hovering their cursor over any column header and clicking the down arrow that displays. Here is a zoomed in look:

After clicking the down arrow 3 options appear for the user. Moving the cursor to the columns field will display all the available columns for this particular grid:

Similar to the optional fields and information, a user can remove or add all columns by selecting either the minus button or the plus button at the top of column selection. Individual columns can be added or removed by checking or unchecking the box next to the respective column.

Some column selection lists exceed what can be shown on screen and a user can either scroll with the mouse or click the up/down arrow at the top/bottom of the list to scroll through all available columns.

Columns are also able to be moved horizontally from left to right by left clicking the mouse on the header field you would like to move and dragging the column with the cursor to the spot you would like to move it to. When you see a green check mark the header can be dropped in that spot. The columns can be re-sized as needed by using the cursor to drag one side of the column to either enlarge or reduce its width.

Any grid shown throughout the system can be output to Excel by clicking the Excel button at the top of the grid:

When outputting the grid to excel, any column that was checked to show will be pulled to the excel file. The Include Hidden Columns option will tell the system to pull every possible column from the grid checked or unchecked:

Reset to default is used to return the column selection/size/position back to the original state prior to any changes being made.

The entirety of The Business Edge system is accessible through what is commonly referred to as the left-hand menu tree. As mentioned earlier in this document it is preferred to keep this menu closed to maximize the screen size. This leads us to the question; How do you easily access tabs that are located in the left-hand menu tree but not the top toolbar? This is where My Menu, My Tasks, and Auto-Launch can be utilized.

My Menu is located at the very bottom of the left-hand menu tree and can be seen in the screen shot above. The biggest advantage to My Menu is that users can create custom folders and sub folders within the custom folders. You can save any item from the menu on the left-hand side of the program to a My Menu folder. For instance; you could create a folder and name it “Inventory” and two sub folders within the Inventory folder, one titled “Inventory Reports” and another titled “Tracking Inquiries”, saving things specific to those folders inside.

To create a folder within My Menu, a user will Right click on My Menu, and then select Add Folder. The user is then prompted to name the newly added folder:

Shown below is the Inventory Folder in My Menu with the two sub folders “Inventory Reports” and “Tracking Inquiries” each containing two items.

Items can be added to a folder at any time by dragging the item down to My Menu until a green plus appears representing this tab can be dropped into the My Menu.

Alternatively, you can right click a tab and choose to add it to My Menu from there:

The My Tasks dropdown is used in a similar fashion to the My Menu with some key differences. The biggest being that My Tasks is located within the top toolbar, so the left-hand menu tree can remain closed

Any menu item throughout the system can be put in the My Tasks dropdown through the same methods used to put a menu item in My Menu. (Dragging and dropping, right-clicking the tab from both the left-hand menu or an open tab: see page 12 for reference)

Both My Tasks and My Menu require a user to open the menu or dropdown to access the tab they need. Some users will open the same tabs first thing when they log in on a daily basis. When this occurs, it is recommended that a user add the recurring tab to their Auto-Launch.

Any menu item that is added to Auto-Launch will automatically open when a user logs in. Someone who is entering sales orders throughout the day will more than likely have E&E Orders in their Auto launch.

To remove a menu item that has been added to My Menu, My Tasks, or Auto-launch; a user will open the menu/dropdown and then right click the menu item to be removed from the respective menu/dropdown: