Menu Toolbar

The Menu Toolbar is the standard navigation tool in ESC.  All functions for the program are listed in the different areas.  Selecting one of the words at on the Menu Toolbar will cause a box listing all of the various options under that heading to drop down from the word selected.  The different menu items and the information contained are listed below:

File:  The File dropdown contains choices related to the database functions, including importing data, performing backups, creating new companies, and the like.  At the bottom of the File dropdown (just above the Exit option) is a list of the last four databases that have been opened, allowing you to quickly switch between companies if multiple databases are used.

Company:  The Company dropdown deals with settings that are particular to the currently opened company.  Most of the settings in the Company dropdown are global for all users of that database.  Items such as the chart of accounts, user logins, default information for the system, and the accounting integration are controlled using the functions found under the Company option.

Customer Info:  The Customer Info dropdown contains the screens and reports for maintaining customers, their equipment, and their jobs.  The individual setup screens within those areas, such as the list of manufacturers for use with the customer's equipment, are also found in the Customer Info dropdown.  This dropdown, like Dispatch, Agreements, Sales, Receivables, Vendors, and Inventory, is also set up in a certain way to help organize its elements.  More information can be found below in the Navigation area.

Dispatch:  The Dispatch dropdown contains the screens and reports for dispatching, from qualifying the customer to creating the dispatch to manipulating the dispatch on the Electronic Dispatch Board.  The setups for items pertaining to dispatch (Service Request Codes and technicians, for example) are also found in the dropdown.  Like Customer Info, the Dispatch dropdown is organized in such a way to allow you to quickly find what you are looking for as detailed in the Navigation area below.

Agreements:  The Agreements dropdown contains the information, activities, and reports related to the Service Agreements module, including the setups for items related to agreements (Tasks, for example).  See the Navigation area below for information on the way this and similar dropdowns are arranged.

Sales:  The Sales dropdown contains the screens and reports for sales invoices and service history.  It is also where the setup screens for sales related items, including billing and history codes, departments, and point of sale are located.  See the Navigation area for more information on how the Sales dropdown is set up.

Receivables:  The Receivables dropdown contains different information depending on the accounting package you are using to interface with ESC.  With no accounting interface, or the Red Wing Interface, the Receivables dropdown contains information and reports for the receiving of payments, including aging reports and statements.  When using QuickBooks or Peachtree accounting packages, the Receivables dropdown is limited to displaying statements, the Collection Manager, and the setting up of payment methods.  This is due to the fact that with those accounting package integrations, the accounts receivable information is tracked through either QuickBooks or Peachtree.  The Navigation area below gives more information on how the dropdown is structured.

Vendors:  The Vendors menu contains the reports and screens for entering and receiving purchase orders, including setups for vendors.  See the Navigation section for information on how the menu is organized.

Inventory:  The Inventory dropdown contains the information and reports for tracking inventory.  In addition, the menu has the setup items used with inventory parts, including categories and markup codes.  The Navigation area below gives more information regarding the setup of the Inventory dropdown.

Window:  The Window dropdown shows all of the windows that you have opened, allowing you to move from one screen to another without being required to save or exit the prior screen.

Help:  The Help dropdown contains the documentation and information about the ESC program.  

 

Navigation

The Customer Info, Dispatch, Agreements, Sales, Vendors, and Inventory dropdowns are all organized in a similar manner.  The diagram below indicates the different sections of each pulldown.

The Information Entry section deals with the input into the major areas of the program, including Enter Customers, Sales Invoicing, Enter Dispatches, and the like.  Most of the widely used screens for inputting data of this sort are found in the top section of the dropdown menu.

The Reports section is always the middle section of the dropdown, and will have a menu open to the side of the Reports area when the cursor is held above the word Reports.  Some reports menus, like the one found in Sales, will have more than one side menu available.

The Utility and Setup section lists the utilities and entry screens for items used in the main screens, like Tasks in Agreements, Sort Codes for Customers, and Billing Codes for Sales.  In addition, utility items like Transfer of Equipment or History and Update Pricing for Inventory are found in this third section of the menu.