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Introduction

Soft1 S360 application allows your employees to work and effectively connect with your customers, suppliers and partners, even when they are out of the office, by remotely accessing the critical data of your company.

The innovative web & mobile solution Soft1 S360 enables you to manage most of the functional modules of Soft1 ERP, through any mobile device and in a modern user interface, which automatically adapts to each device. Some of the features of the Soft1 S360 are:

 View all Browsers and Reports, based on user's access rights.

✔ Change/delete and create records.

View records on map mode and display route directions.

Fill out Questionnaires.

✔ Manage attached files, photos & videos via Dropbox/OneDrive.

✔ Receive the electronic signature of a trading party on documents. 

✔ Interface with Bluetooth printers, Bluetooth barcode scanners and Tablet barcode scanners.

✔ Manage data in both Online and Offline mode.


In addition, Soft1 S360 works in iOS and Android (mobile version), as well as through any web browser, for both on-premise and cloud Soft1 installations. It comes with the Soft1 default classic menu (SOne), for immediate use in the service, however, it is possible to design a menu from the beginning, adapted to the needs of each user.

Activation & Access to the service.

In order to use Soft1 S360, you first need to activate Soft1 Open enterprise engine in the Soft1 installation. You also need to create a website domain, through which you will access the service. In case of an on-premise installation, activate the Cloud Agent as well . See more here

Then, follow the steps below:

① Update Web & Mobile services licenses.

Update Web & Mobile licenses, from the general parameters, by selecting Refresh and then OK. If the Soft1 S360 service is available in your Soft1 installation, it will be automatically added to the Web Services (tools menu > Web & Mobile).


Add Soft1 S360 service to Web Accounts.

Add Soft1 S360 in WEB Accounts (Tools menu > Web & Mobile), for the Soft1 user/s that you want to access the service, depending on the licenses available in your Soft1 Serial Number. See more here.

In the Menu field, select:

  • SOne, i.e. the Soft1 default classic menu, which can be used directly on Soft1 S360, or 
  • your own custom menu, which you can design based on the needs of each user. See more on tab: Configuration → Menu Design.


info!

In the Entity field, by selecting:

  • Trading party, Employee or Contact: records/transactions are filtered on S360, based on this option, e.g. based on the Employee (salesperson, etc.). 
  • User (Soft1): the latter will have access to all the entries, based on the user's access rights in Soft1. To filter records/transactions on S360, based on the user that created them (INSUSER), you must use local fields. See more on tab: Configuration→ Browser Design.

Connect to the service.

Having completed the above, you are ready to enter Soft1 S360:

  • via Web browser, by entering the website domain  (e.g. mycompanyname.s1cloud.net/s360 ), that you use for accessing Soft1 Web & Mobile services, or
  • via Mobile app (for iOS and Android, via App Store or Play Store respectively.)

By filling in the WEB Account data, you automatically log in with the data you stated in the lines of the Account.

info!

In case you cannot connect to S360, try the below:

  • Open a new web browser window and visit your website domain by adding:  /s1services?Refresh (e.g. mycompanyname.s1cloud.net/s1services?refresh). 
  • If the above action returns a result, then the Cloud agent is active and the problem lies in the configuration of Soft1 users.
  • Verify that your network TCP Port 22099 is not blocked by your router.
  • If you still do not have a result, find the LAN IP e.g. 192.168.42.41 and visit http://192.168.42.41:22099/s1services?info. If the action returns a result, then the Cloud Agent is set up correctly, but does not have access outside your LAN.

Configuration & Design

See below in detail, the necessary configuration/design in Soft1 for S360.

In case the changes you apply upon Soft1 configuration, do not appear on S360, open a new window and visit your website domain by adding: /s1services?Refresh (e.g. mycompanyname.s1cloud.net/s1services?Refresh). 


Certification - Export of a solution

SoftOne Partners that have been certified for the Soft1 S360 application, through the relevant examination of SoftOne's certification program, can design any classic menu for S360. Uncertified partners cannot design/configure menus. However, they can use the Soft1 default classic menu (SOne).

Attention!

All the solutions you design must be certified after each configuration. In case of an uncertified solution:

  • when you log in to S360, the message "Attention! This application is not certified" appears. This solution will be available for 7 days.
  • you do not have access to the offline mode of Soft1 S360. 


 How to certify a solution.

Design the new Classic menu in Soft1 (parameters menu → Users & Rights), and then:

  • click Save As, fill in the Description and enter the code 720 in the Modules field,
  • select Save and in the form that will appear, fill in the codes given to you by SoftOne, after the relevant examination of the certification program.

The solution will be automatically authenticated and can be used on S360.

▶ How to certify & export a solution.

In case you want to certify and at the same time export a solution:

  • select the classic menu you designed and click Export,
  • fill in the fields and enter the code 720 in the Modules field,
  • click Accept and in the form that will appear, fill in the codes given to you by SoftOne, after the relevant examination of the certification program.

The solution will be automatically authenticated & exported and can be used on S360.

info!

The same procedure is also available through the Custom Administration (tools menu → SDK → Customization tools).  

Classic menu design (main & related jobs)

Design Classic menus and add the Main jobs (tasks, CRM actions, reports) that Soft1 S360 users will have access to. All jobs can also be displayed as Related jobs, provided they are declared in a separate classic menu. Find out more below.

  Create the main jobs menu

In a new Classic menu ( Parameters menu > Users & Rights > Classic menus) add the jobs you want, by dragging & dropping them from the jobs menu or your personal menu. See more about the basic design principles of Classic Menus here.

 Add main jobs parameters

Right-click on each job and select Properties, to specify the parameters that will be automatically applied, each time you select the job on S360, e.g. Browser, Screen form, automatic filtering of records, etc.

For example, in the Meetings job you can add the following parameters:

SOMEETING[LIST=SOne,FORM=SOne,AUTOEXEC=2,

FORCEVALUES=SOACTION.SERIES:201] 

Find out below how the parameters work.

1. Set the Browser and Screen form (LIST & FORM)

Select the Browser (LIST) and the Screen form (FORM), that will automatically run, each time you select the job on S360. 

Example

SOMEETING[LIST=SOne,FORM=SOne]

Call the Meetings job with:

  • Browser named SOne (LIST=SOne)
  • Screen form named SOne (FORM=SOne)

info!

Each job you add must contain a Browser, which is specifically designed for S360. See more on tab: Configuration → Browser Design. 

If you do not select a Browser, the default of each Module will be called.

2. Set the default Browser filters (FORCEFILTERS)

FORCEFILTERSadd forcefilters parameters, to automatically filter Browser entries on S360. 

Example

SOMEETING[LIST=SOne,FORM=SOne,FORCEFILTERS=SOACTION.SERIES:201]

Call the Meetings job:

  • with Browser named SOne (LIST=SOne)
  • with Screen form named SOne (FORM=SOne)
  • and filter the Browser entries by Series 201 (FORCEFILTERS=SOACTION.SERIES:201)

Attention! The fields of all CRM actions (SOTASK, SOCALL, SOMEETING, SOEMAIL, SOTICKET) must be declared as SOACTION in the forcefilters parameters. 

3. Automatically open the new entry screen (AUTOEXEC=2)

AUTOEXEC=2: add the AUTOEXEC=2 parameter, if you want the New entry screen to open automatically, when selecting the job on S360.

Example

SOMEETING[LIST=SOne,FORM=SOne,AUTOEXEC=2]

Call the Meetings job:

  • with Browser named SOne (LIST=SOne)
  • with Screen form named SOne (FORM=SOne)
  • and automatically open the new entry screen (AUTOEXEC=2)

4. Set the default values of a new entry (FORCEVALUES)

FORCEVALUESadd forcevalues ​​parameters, so that the New entry's fields on S360 are automatically filled in, based on the values ​​you select. (More information on forcevalues ​​can be found in the relevant section of the Customization Blackbook)

Example

SOMEETING[LIST=SOne,FORM=SOne,FORCEVALUES=SOACTION.SERIES:201]

Call the Meetings job:

  • with Browser named SOne (LIST=SOne)
  • with Screen form named SOne ( FORM=SOne)
  • and automatically fill in the Series field of the new entry with the value 201. (FORCEVALUES=SOACTION.SERIES:201)

Attention! The fields of all CRM actions (SOTASK, SOCALL, SOMEETING, SOEMAIL, SOTICKET) must be declared as SOACTION in the forcefilters parameters.

5. Set a default Browser (ROOT=1)

ROOT=1: Add the parameter ROOT=1 to define the List that will be the default of the Module, the default for redirection, as well as the default in the Offline process. This parameter must be added to all the jobs that include basic entities (e.g. customers, stock items, etc.)  See more on tab: Configuration → Offline Mode

Example

SOMEETING[LIST=SOne, FORM=SOne, ROOT=1]

Call the Meetings job:

  • with Browser named SOne (LIST=SOne)
  • with Screen form named SOne ( FORM=SOne)
  • and set this List as default (ROOT=1)
6. Add Related jobs (RELJOBS)

RELJOBS: Add in each main job's parameters, the Related jobs that will be available on S360. Prior to that, the Related jobs must be included in a separate classic menu (see details in the next step).

Example

SOMEETING[LIST=SOne,FORM=SOne,RELJOBS=reljobsSomeeting]

Call the Meetings job:

  • with Browser named SOne (LIST=SOne)
  • with Screen form named SOne (FORM=SOne)
  • and add the Related jobs that are included in the reljobsSomeeting Classic Menu (RELJOBS=reljobsSomeeting)

Examples of Classic menus.


S360 Main jobs menu

CRM & Actions


Meetings

SOMEETING[LIST=SOne1,FORM=SOne,RELJOBS=reljobsSomeeting]

Customer complaints

SOTASK[LIST=SOne1,FORM=SOne]

Candidates

CUSTOMER[LIST=SOne1,FORM=SOne1]

Tasks

SOTASK[LIST=SOne,FORM=SOne,ROOT=1]

Contacts

PRSNOUT[LIST=SOne,FORM=SOne]

Commercial management

Customers

CUSTOMER[LIST=SOne,FORM=SOne,RELJOBS=reljobsTrdr,ROOT=1]

Showroom

_showroom[LIST=SOne]

Stock items

ITEM[LIST=SOne,FORM=SOne,RELJOBS=reljobsMtrl,ROOT=1]

Outstanding sales orders

SALDOC[LIST=SOne1,FORM=SOne]

Invoives

SALDOC[LIST=SOne2,FORM=SOne,ROOT=1]

Customer collections

CFNCUSDOC[LIST=SOne1,FORM=SOne]

Reporting

Stock balance per W/H 

ITEM[LIST=SOne1,FORM=SOne]

Customer Turnover

CUSTOMER[LIST=SOne2,FORM=SOne]

Customer Turnover per trimester

CUSTOMER[LIST=SOne3,FORM=SOne]

Customer aging balance

CUSTOMER[LIST=SOne4,FORM=SOne]

Customer Statement

CUST_STM[LIST=SOne]

Sales per item

STAT_MSAL[LIST=SOne]

Customer Unpaid documents

CUST_OI[LIST=SOne]

 Create Related jobs menu (RELJOBS)

Each main job on S360 may include the Related jobs of your choice. The Related jobs are added to a separate Classic menu, which is then added as a parameter to the classic menu of the main job, next to RELJOBS.

To create e.g. a new classic menu of Related jobs for Meetings:

  • In a new Classic menu add the job(s) and/or reports, that you wish.
  • Click Save as and add a Description (e.g.  reljobsSomeeting for Related jobs Menu of the Meeting). 
  • In the main jobs menu (e.g. in SOne) include in the Meeting's parameters the Related jobs menu (e.g. RELJOBS=reljobsSomeeting )

▶ Add Related jobs parameters

Right-click on each job and select Properties, to add the parameters (see above) that will be automatically applied, when selecting the Related job on S360.

Examples of Related jobs that can be added to the Meetings job:

 

1. New sales order

Add the Sales order as Meetings related job.

Example

SALDOC[LIST=SOne,FORM=SOne,AUTOEXEC=2,FORCEVALUES=SALDOC.TRDR:[SOACTION.TRDR]?SALDOC.SERIES:7021]

Call the Sales documents:

  • with Browser named SOne (LIST=SOne)
  • with Screen form named SOne (FORM=SOne)
  • automatically open the new entry screen (AUTOEXEC=2)
  • automatically fill in the new entry with:
    • the Trading party selected on the Meeting (FORCEVALUES=SALDOC.TRDR:[SOACTION.TRDR]). Both the Sales order and the Meeting must include the TRDR field.
    • the Sales order Series 7021 (FORCEVALUES=SALDOC.SERIES:7021)

2. New Customer Collection

Add the Customer collection as Meetings related job.

Example

CFNCUSDOC[LIST=SOne,FORM=SOne,AUTOEXEC=2,FORCEVALUES=CFNCUSDOC.TRDR:[SOACTION.TRDR]?CFNCUSDOC.SERIES:3800]

Call the Customer collections:

  • with Browser named SOne (LIST=SOne)
  • with Screen form named SOne (FORM=SOne)
  • automatically open the new entry screen (AUTOEXEC=2)
  • automatically fill in the new entry with:
    • the Trading party selected on the Meeting (FORCEVALUES=CFNCUSDOC.TRDR:[SOACTION.TRDR]). Both the Customer collection and the Meeting must include the TRDR field.
    • the Customer collections Series 3800 (FORCEVALUES=CFNCUSDOC.SERIES:3800)

3. New complaint (Task)

Add the Customer complaint as Meetings related job. 

Example

SOTASK[LIST=SOne,FORM=SOne,AUTOEXEC=2,FORCEVALUES=SOACTION.TRDR:[SOACTION.TRDR]?SOACTION.SERIES:702]

Call the Tasks:

  • with Browser named SOne (LIST=SOne)
  • with Screen form named SOne (FORM=SOne)
  • automatically open the new entry screen (AUTOEXEC=2)
  • automatically fill in the new entry with:
    • the Trading party selected on the Meeting (FORCEVALUES=SOACTION.TRDR:[SOACTION.TRDR])Both the Task (complaint) and the Meeting must include the TRDR field.
    • the Customer complaint Series 702 (FORCEVALUES=SOACTION.SERIES:702)

4. New Questionnaire

Add the Questionnaire as Meetings related job.

Example

CRMCUSNAIRE[LIST=SOne,FORM=SOne,AUTOEXEC=2,FORCEVALUES=CRMCUSNAIRE.TSODTYPE:13?CRMCUSNAIRE.TRDR:[SOACTION.TRDR]]

Call the Customer Replies:

  • with Browser named SOne (LIST=SOne)
  • with Screen form named SOne (FORM=SOne)
  • automatically open the new entry screen (AUTOEXEC=2)
  • automatically fill in the new entry with:
    • the value 13(=Customers), on the Trader module field (FORCEVALUES=CRMCUSNAIRE.TSODTYPE:13)
    • the Trading party selected on the Meeting (FORCEVALUES=CRMCUSNAIRE.TRDR:[SOACTION.TRDR]). Both the Customer Replies and the Meeting must include the TRDR field.

5. View a Report

Add a Report as Meetings related job.

Example: CUST_STM[FORCEFILTERS=CUSTOMER.TRDR:[SOACTION.TRDR]] i.e.:

  • call the <Customer Statement> Report (CUST_STM) 
  • where the entries are automatically filtered based on the customer selected on the Meeting (FORCEFILTERS=CUSTOMER.TRDR:[SOACTION.TRDR])


info!

Reports that display a lot of data should be executed in Online mode only. To make this possible, add the parameter ONLYON = 1 

Example: CUST_STM [FORCEFILTERS=CUSTOMER.TRDR:[SOACTION.TRDR],ONLYON=1]

See more on tab: Configuration → Offline Mode.

By selecting the related job Statement through the Meeting, the report for the Customer selected on the Meeting is automatically executed. 

6. Check in / Check out

Add the Check in/Check out as Meetings related job. This feature is useful in meetings, service visits, business trips, etc. to inform about the actual arrival/departure time of a salesperson to the customer.

You must create 2 custom Start & End DateTime ($DT) fields: CCCFROMDATE for the CheckIn and CCCFINALDATE for the CheckOut.

Then:

  • Add the fields to the Meetings Screen form,
  •  add the 2 new jobs (CheckIn & CheckOut) to the Meeting's related jobs menu and fill in the parameter:
    • _CheckIn:SOACTION.CCCFROMDATE;CheckIn for the CheckIn,
    • _CheckIn:SOACTION.CCCFINALDATE;CheckOut for the CheckOut.

By clicking on CheckIn, the CheckIn field will be automatically updated with the current date and time. Then, the job will be displayed as CheckOut in the user's Interface.

By clicking on CheckOut, the CheckOut field will be automatically updated with the current date and time. Then, the job will no longer appear in the related jobs of the specific entry.

Tip!

Through the Soft1 Tools Menu and Web Services Log file results, you can track the time and geographical location of users' check-ins/check-outs. It is a prerequisite that you have declared the controlled services in the Web Services Log file table.  

S360 Browser design

Each Soft1 Browser is displayed on S360 and adapts to each screen and device, without the use of additional tools. 

The basic design principles for the mobile version are:

✔ Browser names should have Latin characters. Avoid spaces and special characters.

 Show only the necessary fields that are used.

 Avoid large number of columns and complex local fields. Prefer to display complex information using Reports or Related jobs.

 Apply sortings and set default values ​​to search filters, as Browsers are executed automatically.

✔ Jobs that are found by right-clicking on Soft1 Browsers, are not available on S360.

 The search is applied to all Browsers columns.

✔  Parametric fields (such as SQL fields) should be with the name that appears in the local fields table and not with the name that they have as filter fields in the User Interface. For example, [CUSTOMER.V12] and not [CUSTOMER.TRDRV12L].

 You must add the registration ID as an active Column to the Browsers of all key entities (trading parties, stock items, projects, etc.). For example, add item.mtrl as an active Column to the Stock Items Browser.


In addition, through the Browser design, the following possibilities are provided:

1. View Browser entries on Calendar.

View the entries of a CRM Browser (Meetings, Tasks, Calls, General Actions) as events in S360 Calendar

  • Add the FROMDATE (Start) and FINALDATE (End) columns to the Browser of the job (e.g. Meeting).
  • Select Calendar from the Related jobs on S360.
  • Click on the dates that include events and view the entries in the list below. (Drill down is provided, by clicking on each entry.)

 💡 If you want the Calendar to appear directly by selecting the job (e.g. Meetings) on S360, then in the classic menu add to the job the parameter MODE=CAL

Example: SOMEETING[LIST=SOne,FORM=SOne,RELJOBS=reljobsSomeeting,MODE=CAL

2. View Browser entries on Map.

View the entries of a Browser (Documents/Trading parties/CRM actions etc.) as points in Google maps.

  • In the Browser e.g. of Meetings, add the columns: Address, District and Zip of the Trading party.
  • In the Screen form of the Trading party add the fields: Address, District and ZipFields may include Latin or Greek characters (and tones), but values ​​(e.g. street names) should match those of Google maps.  
  • Select Map from the Browser's Related jobs on S360.
  • Click on Map points, to preview the entry. Click on View to view and/or edit the entry. 

💡 If you want the Map to appear directly by selecting the job (e.g. Meetings) on S30, then in the classic menu add to the job the parameter MODE=MAP

Example: SOMEETING[LIST=SOne,FORM=SOne,RELJOBS=reljobsSomeeting,MODE=MAP]


Tip!

Click on to route up to 8 destinations and get directions from Google Maps.

 The map is also displayed in offline mode, as long as you have internet access.

3. View multiple geographical points on Map.

View multiple geographical points of an entry (e.g. a Customer) on Map, by entering multiple physical Addresses.

First, create the custom fields you want to display and add them to the Screen form e.g. of the Customer. The custom fields must contain the syntax of the corresponding default fields. Examples:

  • cccaddress1: custom field for the new Address
  • ccczip1: custom field for the new Zip.
  • cccdistrict1: custom field for the new District.

You can create as many fields as you want, e.g. "cccaddress2", "ccczip2", "cccdistrict2" and so on.


💡 Example: Enter a second address on a Customer, by filling in the custom fields. View from the Related jobs the 2 addresses, as points on the map. 


Tip!

In case it is impossible to enter an address (e.g. country road without name, etc.), you can fill in only the latitude and longitude and view them on the map. Use custom fields of this form:

  • cccsowidth1: custom field for latitude (sowidth)
  • cccsolength1: custom field for Longitude (solength) 
4. View Browser entries on the Activities screen.

The Activities screen combines Map and List/Browser information, based on the day you select on a local Calendar filter.

The user can view e.g. the list of his meetings, the points on the map that he must visit, as well as route directions. 

💡 This screen is accessible through any screen where Calendar and Map are available . 



5. Display Stock items on Showrooms.

Stock items Showrooms are Soft1 Browsers that include item photo and are ideal for displaying items. In addition, you can easily add items to a cart and then to a sales document.

Find out more below.

First, to display a simple Soft1 Browser as a Showroom, you must add the _showroom parameter to the classic menu and Properties of the new job.

As LIST you can enter either SOne (i.e.. the default Soft1 list available with S360), or the custom list you want.


Through the Showrom you can easily create e.g. a Sales order, by adding stock items and clicking on the shopping cart.

Add the selected items to the new document by clicking on Paste items from clipboard. (See more about adding items on tab: S360 Touch operation)

Finally, click on Save, to save the sales order to both S360 and Soft1.


In addition, the following features are provided:

  1. You can set Search Filters by item and by item Group.
  2. Click on an item to view it and see the next one, sliding to the Left/Right. In addition, you can display data (default/custom) related to the item, according to the selected screen form, view/edit the item card, as well as add items to the shopping cart.

6. Specify the number of entries of a Browser.

Specify the number of entries that Browsers and selectors (e.g., customers, stock items, etc.) return on S360, to achieve faster results in case of too many entries.

For example, to display the first 100 entries (items and customers):

1. add a new job to the Personal user menu, with the following parameters:

Job Type: System tools

Command: ACMD:acForceFilters

2. Double-click on the job and type: 

[SELECTTOP]

ITEM=100

CUSTOMER=100 

3. Click on Accept and then right-click on the job and select Save as Personal User Menu.

4. From then on, Stock items and Customer Browsers will display the first 100 entries on S360.

Stock items/Customers not included in the first 100 entries, are displayed by Searching them on the Browser.

7. Filter entries by Insert user.

In case on the Web Account you have matched the Login user to a Soft1 user (Entity field), then the latter will view on S360 all the entries that he has the right to view in Soft1 (i.e. most likely entries of other users too).

You can, however, set entries/transactions filtering on S360, based on the Soft1 insert user.  

For example, to filter the entries of a Sales documents Browser, based on the insert user:

  • in the Local fields of the Browser, call an SQL filter with Calculation Type: A.INSUSER=(SELECT LUSER FROM WEBACCOUNTLNS WHERE WEBACCOUNT=13 AND WEBSERVICE=157). In WEBACCOUNT= enter the Web Account ID.
  • add the local field to the Browser filters, with Value from 1 to 1, selecting not to be displayed.
  • run the Browser on S360 and see that the Login user views only the entries that were created by the Soft1 user he was matched to.

💡  Browsers including local fields with the above variables are only for S360 use. These variables do not return data on Soft1. 

There are three available variables for local fields, that can be used on S360:

WebTrdr → The trading party (TRDR) selected on the web account.
WebPrsn → The Employee (PRSN) selected on the web account.
WebID → The ID of the web account. 

The WEBACCOUNTLNS table contains the lines of web accounts.

8. Search by T.R.No. and automatic data update from GSIS.

On S360 you can search for a Trading party e.g. Customer, by T.R.No., in both Browsers and selector fields.

First, you need to:

  • add the T.R.No. Column to the Customers Browser,
  • connect to the GSIS (Company parameters). 

If the search does not return a result, a message will appear, prompting you to enter a new Customer Registration. In the new registration, the fields will be filled in based on the data that GSIS holds for the specific T.R.No.

info!

Filling in the T.R.No. field on the customer screen form, will turn the field title into a hyperlink. Click on it, to update the rest of the registration fields, with the data that GSIS holds for the specific T.R.No.

Tips!

  • You can add the "InsertionTime" (SALDOC.SOTIME) column/field to the Sales/Purchase Browsers.
  • On Browser columns, you can add $Time to the Editor of DateTime ($DT) fields, to display only the Time. 
S360 Screen form design

On S360 you can display any Soft1 Screen Form. The basic design principles for the mobile version are:

✔ Screen form names should have Latin characters. Avoid spaces and special characters.

 Use the absolutely necessary fields, grids and tabs for the user, with as few calculations and automations as possible. The more complex the screen form is, the longer it takes to appear.

 Additional information and detailed data can be shown through Related jobs.

Ideally, use up to 2 fields horizontally, and up to 1 grid with 2 to 5 fields, depending on the device and screen size.

Scripting: The code (JavaScript/VB script) in the events of the fields and tables, is executed upon Calculate and Save. The code in the post events of the object, is executed upon Save. In the S360 offline mode, this code is executed during the entries Synchronization.

 The Offline mode does not support custom tables, on S360.

 S360 does not support buttons. They are replaced by the Related jobs.

 S360 does not support DLL forms.

✔ Hyperlinks and jobs that are found by right-clicking on Soft1 Browsers, are not available on S360.

✔ You can design the columns of document lines through Screen form design (document line grid) and not through the Column design of the Document Types.

Example of a functional screen form. 

Finally, implementations on S1 Designer, created using undocumented methods, are not supported and they are outside the above specifications, even if they operate under certain conditions. 


Add item variations (color - size) to screen forms.

On the S360 you can manage items monitored in Color - Size

Once you have completed the necessary configuration in Soft1, you will need to add the Color - Size variations to the lines of the document (e.g. sales order): 

  • On the document screen form design, right-click on the grid and select Properties
  • Add the fields Item Variation 1 (ITELINES.CDIMNO1), Item Variation 2 (ITELINES.CDIMNO2) and/or Item Variation 3 (ITELINES.CDIMNO3), depending on the Variations Types you have defined in Soft1. 
  • Save the screen form.

On the S360 select to add an item with color & size and specify the variations in the corresponding fields.

If you do not specify the color & size, the message "Attention! You should fill in the Item Variations" will appear. 

In any case, you can fill in the color & size on the item line, by clicking "Item Lines Count" and Edit in the bar. 

Add Document pointers to Screen forms.

On S360 touch you can attach photos and videos to entities/documents. Also, you can receive the electronic signature of a trading party, in the form of a link saved in OneDrive and/or Dropbox. See more on tab: S360 Touch Operation

The above functionality presupposes designing a Screen form that includes Document pointers. (This function is included in the SOne default classic menu, in sales documents, meetings, customers).  

See below how to design a screen form e.g. of Customer collections

Through the Screen form design → Configuration:

① On the User Defined Tables tab and the Document pointers table (XTRDOCDATA), fill in the following:

Locate statement: REFOBJID;SOSOURCE;XDOCTYPE=:FINDOC;1381;1
Domain field value: 0

On the table fields:
Entity: forced value, default value=CFNCUSDOC.FINDOC 
Module: forced value, default value=CFNCUSDOC.FINDOC  
Category: (XTRDOCTYPE): forced value=1

 
② On the General Settings tab, type: XDOCTABLENAME=XTRDOCDATA

Then, add to the Screen form the tab (e.g. Attached files/Notes) that will include the Document pointers, following these steps: 

  • Create a New tab and add a New Special panel to it.
  • Right-click on the special panel, select Properties and type in the Editor: DocFRM
  • Save the Screen form.

Add Web components to Screen forms.

This function is available from Soft1 version 5.00.521.11415 and Web & Mobile version 5.2.4.

Through Web Components you can view Jobs on S360 screen forms. For example, you can add to the Meetings screen form the following jobs: CheckIn, new Sales Order, new Collection, new Questionnaire, CheckOut, etc.  

How to configure the Meetings screen form:

  • Add a New Special panel.
  • Right-click on the special panel, select Properties, and type in the Editor: HTMLCODE
  • In the text area, enter the URL link or type directly the HTML code.
  • Save the Screen form.

In any case, the HTML code must include the following script: <script type="text/javascript" src="https://s1sites01.blob.core.windows.net/lib/webcomponents/xcon.js">

Click here to download an HTML example: HTMLCODE_EXAMPLE (EN).docx

Methods that can be used:

  • XCon.setOnDataChange: This method is called every time the entry is updated (after post, insert, locate).
  • XCon.getData: This method requests data from the form.
  • XCon.setData : This method updates the form with data.
  • XCon.openurl : This method redirects to another job. It works with the same logic as the related jobs.
  • XCon.WSCall(scope, uri_path, raw_json_data, CallBackFunc): This method executes the service that will be passed to the parameters. 

On a new S360 Meeting entry, you will find the Check in job on the screen form.

By clicking on Check in, the corresponding field will be updated and the other jobs that have been added to the HTML code of the above example will be opened (Sales Order, Collection, Questionnaire, Check Out.)

After completing your work, e.g. entering a new order, etc., click Check Out to update the corresponding field on the Meeting.

Display Browsers/Reports on Screen forms.

This function is available from Soft1 version 5.00.521.11415 and Web & Mobile version 5.2.4.

You can display Browsers and Reports right on the S360 screen form. For example, you can add the Customer statement, the Outstanding sales orders report, a Customer Turnover browser, etc. to the Customers screen form.

How to configure the Customers screen form: 

  • Add a New Special panel.
  • Right-click on the special panel, select Properties, and type in the Editor: JobView
  • In the text area, call the Browser/Report, adding the corresponding parameters, e.g.:
    • Customer statement: 4,CUST_STM[LIST=SOne,FORCEFILTERS=CUSTOMER.TRDR:[CUSTOMER.TRDR],ONLYON=1] (the number 4 indicates that the job concerns report.)
    • Outstanding sales orders report: 4,PEND_FIN[LIST=SOne,FORCEFILTERS=SALDOC.TRDR:[CUSTOMER.TRDR]] 
    • Customer Turnover browser: 1,CUSTOMER[LIST=SOne2,FORM=SOne,FORCEFILTERS=CUSTOMER.TRDR:[CUSTOMER.TRDR]] (the number 1 indicates that the job concerns browser.)
  • Save the Screen form.

According to the above example, the Customer screen form on S360 will include:

  • The Customer statement. The job is performed automatically, as the Page contains only one Special panel.
  • The Outstanding sales orders report and the Customer Turnover browser. The jobs appear collapsed and run after you select them, because the Page contains more than one Special panels.

S360 document item lines  

You can add items to the lines of the document, by adding a Single Item, adding Multiple items, pasting items from the Clipboard (i.e. items you selected through the Showroom), scanning items with a Barcode scanneror by opening the Showroom to select items. (See more on tab: S360 Touch Operation)

Furthermore, you can design the items selector, as well as the items lines, applying groupings/sortings, adding columns and related jobs, etc.

Find out more below.

1. Use groupings on multiple items selection.

Upon adding multiple items, you can filter the items by applying groupings.

On the Stock items Browser, select the Filters and Grouping criteria, e.g. the Commercial Category and the Item Group. 

Selecting the Add multiple items option on S360, you will see that:

  • the Groups tab appears in the filters. 
  • the entries are automatically filtered, first by the Commercial category and then by the Item Group. 

2. Sort the item lines of a document.

You can sort the lines of the document, e.g. based on the item code in ascending order.

  • add a new job to the Personal user menu, with the following parameters:

Job Type: System tools

Command: ACMD:acForceFilters

  • 2. Double-click on the job and type: 

[SALESORDERS]

ITELINESORDER=MTRL_ITEM_CODE,ASC

  • Click on Accept and then right-click on the job and select Save as Personal User Menu.

Items that you select on S360 appear on the item lines of the sales order, sorted by item code (ascending order).

3. Add Related jobs to the item lines of a document.

You can add to the item lines of the document Related jobs/Reports, i.e. info concerning the item, the salesperson, and/or any field of the document. See below how to add a report e.g. Stock balance per W/H, as a Related job of the item line:

  • Create a new RELJOBS classic menu and include the Stock balance per W/H report, as well as the parameter:  MAT_WHOUSE[FORCEFILTERS=ITEM.MTRL:[ITELINES.MTRL]]
  • add a new job to the Personal user menu, with the following parameters:
  • Job Type: System tools

  • Command: ACMD:acForceFilters

  • 2. Double-click on the job and type: 

[DETAILRELJOBS]

ITELINES=reljobsMtrlnew (on ITELINES= you type the name of the RELJOBS classic menu you created before).

  • Click on Accept and then right-click on the job and select Save as Personal User Menu.

Select an item from the document lines and click on Show. Click on  to run the Report.

4. Define columns on selector fields.

You can specify the columns that appear, upon adding a single item to the document lines.

  • add a new job to the Personal user menu, with the following parameters:

Job Type: System tools

Command: ACMD:acForceFilters

  • 2. Double-click on the job and type: 

[SELECTORFIELDS]

ITEM=CODE;CODE1;NAME

  • Click on Accept and then right-click on the job and select Save as Personal User Menu.

On S360, upon adding a single item to the document lines, the following columns appear: Code (CODE), BarCode (CODE1), Description (NAME).

info!

On S360 you can define the columns of any field with a selector. For example, upon selecting a Customer on a sales document, use the command: [SELECTORFIELDS]CUSTOMER=CODE;NAME;ADDRESS to display the CODE, NAME and ADDRESS columns.

5. Enter the item counted quantity and get suggestion of sales order quantity.

Upon adding multiple items, you can set a numerical field, in order to enter the counted quantity on shelf/warehouse. At the same time, a sales order quantity of the item may be suggested on the item lines (= the difference between the total item quantity already sold to the customer - counted quantity). Follow the steps below:

▶ Create the RELITEMS local field 

  • On the Stock items Browser you use on S360, create a field for the total sales quantity of each item sold to a particular customer (or anything else you run in SQL SUB Query). See an example on the next screen. 
  • Add the field to the Columns of the Browser.

▶ Add the new job to the menu

  • add a new job to the Personal user menu, with the following parameters:

Job Type: System tools

Command: ACMD:acForceFilters

  • 2. Double-click on the job and type the following example, adapted to your needs (you can use any SQL clause you wish, using {ITEM} and {TRDR} as parameters):

[SALESORDERS]

EXTRALINEINPUT=CCCQTY2;Counted Qty

TRDRITEMSQTY=RELITEMS;SELECT SUM(XX.QTY)FROM MTRTRN XX WHERE XX.MTRL={ITEM} AND XX.SODTYPE=51 AND XX.COMPANY=:X.SYS.COMPANY AND XX.SOSOURCE=1351 AND XX.TRDR={TRDR}

TRDRITEMS=ALL

  • Click on Accept and then right-click on the job and select Save as Personal User Menu.

  • EXTRALINEINPUT =[Type the name of the field in Soft1, from the document lines];[Select a name for the field on S360].

On this field (may be a CCC field) you will enter the counted item quantity, or any other quantity you want to be a basis for comparison.

  • TRDRITEMSQTY= [The Browser field name];[SQL SUB QUERY Command, with Customer {TRDR} and Item {ITEM} as parameters] 

The difference: TRDRITEMSQTY – EXTRALINEINPUT will be suggested as quantity of the item, on the lines of the sales order.

  • TRDRITEMS=ALL  
    It is used to exclude the salesperson filter from the items of the customer.

▶ Result

Suppose that, you have previously sold a total of 30 pcs. from Code 10009, to a Customer.

On the sales document (e.g. sales order), click on Add multiple items, select Counted Qty, enter the quantity of the item you found on the shelf/warehouse (e.g. 14 pcs.) and click on Apply. On the Sales qty field (RELITEMS), you can see the total quantity of the item sold to the customer.

At the same time, on the item lines of the sales order, the quantity suggested for the item is 16 pcs. (= the total item quantity already sold to the customer - counted quantity)

Tip!

Activate the  button, to view only the items that were previously sold to the specific customer. 

6. Check/update Stock balance per W.H. (online & offline sales).

On the Multiple items selector, you can display the stock balance per W/H. At the same time, during the sales process, the balance is updated automatically, even in offline mode. Find out more below.

▶ Create the WHB local field

  • On the Stock items Browser you use on S360, create a field for the Warehouse balance of the stock item, including the WHB prefix and the code of the corresponding W.H. (e.g. WHB1000 for the Dublin W.H. with code 1000). You can create as many local fields, as the number of the Warehouses you wish to monitor. See an example on the next screen. 
  • The Calculation type of the field must be of the following format (where MB.WHOUSE= fill in the W.H. code in Soft1):

select SUM(ISNULL(MB.IMPQTY1,0)-ISNULL(MB.EXPQTY1,0)) AS BAL
FROM MTRBALSHEET MB
WHERE MB.COMPANY=:X.SYS.COMPANY AND
MB.FISCPRD=:X.SYS.FISCPRD AND
MB.MTRL=A.MTRL AND
MB.WHOUSE=1000

  • Add the field(s) to the Browser Columns

▶ Result

On a new sales document (e.g. Invoice), select in the Header the W.H. (e.g. Dublin). This W.H. will be updated with the new stock balance, after the sales document is posted.

Select Add multiple items and check the stock balance of the items per W.H. In our example: 45 pcs in Dublin W.H. and 19 pcs in Rathgar W.H., of code 1007.

Select the quantity for the item you want to add to the document lines, e.g. 3 pcs.

Save the document. The stock balance of the item will be automatically updated to 42 pcs in the Dublin W.H., in both S360 and Soft1. (The automatic update is performed in offline mode as well).

7. Add extra fields to the multiple items selector, concerning the Customer and the Item.

On the Multiple items selector, you can define extra fields to display additional information concerning the customer and the item. Find out more below. 

▶ Create the extra fields

  • On the Stock items Browser, you use on S360, create the local fields that will display the additional information.  Indicative examples:
    • LDATE (the last date on which the item was sold to the customer): SQL command, Date field, with Calculation Type: SELECT MAX(XX.TRNDATE)FROM MTRTRN XX WHERE XX.MTRL=A.MTRL AND XX.SODTYPE=51 AND XX.COMPANY=:X.SYS.COMPANY AND XX.SOSOURCE=1351
    • LQTY (the last quantity of the item, sold to the customer): SQL command, Date field, with Calculation Type: SELECT TOP 1 XX.QTY FROM MTRTRN XX WHERE XX.MTRL=A.MTRL AND XX.SODTYPE=51 AND XX.COMPANY=:X.SYS.COMPANY AND XX.SOSOURCE=1351 ORDER BY TRNDATE DESC
    • LPRICE (the last price at which the item was sold to the customer): SQL command, Date field, with Calculation Type: SELECT TOP 1 XX.PRICE FROM MTRTRN XX WHERE XX.MTRL=A.MTRL AND XX.SODTYPE=51 AND XX.COMPANY=:X.SYS.COMPANY AND XX.SOSOURCE=1351 ORDER BY TRNDATE DESC 
  • Add the field(s) to the Browser Columns

▶ Add the new job to the menu

  • Add a new job to the Personal user menu, with the following parameters:

Job Type: System tools

Command: ACMD:acForceFilters

  • 2. Double-click on the job and type the following example, adapted to your needs, using {ITEM} and {TRDR} as parameters:

[TRDRITEMSFIELDS]
LDATE=SELECT MAX(XX.TRNDATE)FROM MTRTRN XX WHERE XX.MTRL={ITEM} AND XX.SODTYPE=51 AND XX.COMPANY=:X.SYS.COMPANY AND XX.SOSOURCE=1351 AND XX.TRDR={TRDR}
LQTY=SELECT TOP 1 XX.QTY FROM MTRTRN XX WHERE XX.MTRL={ITEM} AND XX.SODTYPE=51 AND XX.COMPANY=:X.SYS.COMPANY AND XX.SOSOURCE=1351 AND XX.TRDR={TRDR} ORDER BY TRNDATE DESC
LPRICE=SELECT TOP 1 XX.PRICE FROM MTRTRN XX WHERE XX.MTRL={ITEM} AND XX.SODTYPE=51 AND XX.COMPANY=:X.SYS.COMPANY AND XX.SOSOURCE=1351 AND XX.TRDR={TRDR} ORDER BY TRNDATE DESC

  • Click on Accept and then right-click on the job and select Save as Personal User Menu.

▶ Result

On a new sales document (e.g. sales order), select Add multiple items.

Activate the button, to view only the items that have been sold to the Customer selected on the document.

In each item you will now find available the extra fields you added above, related to the item and the customer, e.g.:

  • Last date: the last date on which the item was sold to the customer, e.g. 16.12.2020.
  • Last qty: the last quantity of the item, sold to the customer, e.g. 1 piece.
  • Last price: the last price at which the item was sold to the customer, e.g. 57.2 euros. 

S360 Offline mode

S360 Touch application also works in Offline mode. Via a tablet or any mobile device, you can work with the data you have downloaded to your device until the last sync. See the configuration steps in detail below.

1. Jobs parameters.

  • Define the ONLINE/OFFLINE operations. 

ONLYON=1: Jobs and/or Related jobs that include a large amount of data (e.g. unpaid documents, customer cards, aging balances, etc.) should only be used in Online mode. To make this possible, just add the parameter ONLYON=1 to each job.

💡 Example: CUST_OI[LIST=SOne,FORCEFILTERS=CUSTOMER.TRDR:[SOACTION.TRDR],ONLYON=1]] (The Unpaid documents report as a Meeting Related job.)

In Offline mode, in case you run a job that includes the ONLYON=1 parameter, automatically S360 will switch to Online mode (provided you have Internet access).

  • Set the default Browsers.

ROOT=1: Add the parameter ROOT=1 to define the List that will be the default of the Module, the default for redirection, as well as the default in the Offline process. This parameter must be added to all the jobs that include basic entities (e.g. customers, stock items, etc.) 

💡 Example: CUST_OI[LIST=SOne,FORM=SOne,ROOT=1]

info!

OffLine mode was designed to synchronize only the necessary data and not to replace the full OnLine functionality. Therefore, it should not be confused with the On/Off line mode of Soft1.

2. Users parameters.

In Users parameters (Parameters menu →  Users & Rights) specify per Branch, the Series that each user will use in the OffLine process.

info!

Synchronization only applies to the data included in the classic menu of the web user.

3. Series parameters. 

The Series you specified for the User per branch, are stored on the device for use in the OffLine mode. 

In the parameters of the specific Series, specify the default data for the Branch and the W/H.

See more on tab: S360 Touch Operation→ Working in OffLine mode  

Operation on S360 Touch

See below the operation on Soft1 S360 Touch. The application adapts to the resolution of each device (screen responsive), therefore some screens may have slight differences. However, the functionality is the same.
 

Home screen

On the home screen you have the following options:

  • access to the user's jobs menu,
  • view the selected gadget or select from the available ones.

💡 Gadgets data are updated each time you log in to S360, and remain available even when there is no Internet connection.

info!

Gadgets provide the ability to drill down the entries displayed in a grid.

In the gadget designer, e.g. of Pending orders, you have to select the Screen form of the entry (e.g. SOne).

User's jobs menu

The user's jobs menu includes (per module) all the jobs that have been added to the classic menu, set for the user in Soft1 Web accounts.

From the same point you can:

  • access S360 Settings (find out more below),
  • synchronize Offline data (find out more below),
  • view the User Identity,
  • log out of S360.

S360 Settings
General settings

Through the general settings, you may set preferences for the following:

  • Printer Configuration: configure Bixolon printer settings (eg font size, company image, etc.)
  • Offline (Background Synchronization Mode): select whether, while working in offline mode, the records you enter will be synchronized with Soft1's central database. Synchronization can be done automatically, or by question after each entry. 
  • UI Options (Default media source type): select the media source type that will be automatically selected, when attaching a photo/video to an entry (e.g. in a Meeting): the camera, the photo album, or a question to select between the two options.
  • Default badge for events in Calendar: select the format of S360 Calendar events (number or single dot).
  • Position to display warning messages: select whether the warning messages/alerts will appear at the bottom, top or middle of the screen.   
  • Notifications Visibility Duration: select for how many seconds you want the notifications to appear on your screen.
  • Barcode Scan Options: select if you want additional options to appear for the item, when using the Barcode scanner.
  • Allow screen to turn off automatically: enable the parameter if you want the screen of each device to turn off automatically.
  • View all lists as grid: select whether you want the editable lists to appear as Grids in the forms.
  • Show Approvals gadget: select whether you want the "Approvals" gadget to appear on the S360 Home screen.
  • Auto-enable customer items: activates the Button that displays the customer items, upon adding Multiple items on documents.
  • Fast Entry options: options that concern documents, in which the Fast entry feature has been activated.
    • Automatically merge lines: activate the button to automatically merge multiple document lines of the same item into one, while increasing the quantity on the line.
    • Automatic calculation: activate the button to enable the automatic calculation of the lines/document values, when adding items to the lines.
  • Print templates: displays the print templates that are saved after printing an entry on S360.

Biometric authentication

To Login to S360, using a fingerprint

  • Activate the Biometric authentication and Logout.
  • Re-Login to S360 by pressing and touching your device's touch sensor.

Attention! The fingerprint is saved for the last user login. 

Mobile screen with a touch sensor.

Cloud storage - Attach files to OneDrive / Dropbox and Electronic signature.

On S360 you can attach photos and videos to entities/documents, in the form of a link stored in OneDrive or Dropbox. In addition, you can receive an electronic signature e.g. from the customer in a transaction.

This feature is available through SOne default classic menu, which includes specially designed screen forms with Document pointers (in sales documents, meetings, customers). If you want to design a screen form that includes the above features, see on tabConfiguration → Screen form design

Cloud storage settings:

  • Link OneDrive/Dropbox: connect to your OneDrive and/or your Dropbox account. 
  • Default storage type: in case you are connected to both OneDrive and Dropbox, select which one will be the default storage type of the media files, or choose Ask to show a selection question between the two options.


Examples:

1. Attach files on an entry.

You can attach the photo/video that you take at the time of the visit to the customer, as well as his signature, to the Attached files tab of an entry, e.g. Meeting.

The files are attached in the form of a link (of OneDrive or Dropbox), both in the Meeting and in Soft1 (in the Attached files Related job of the entry).

info!

In S360 Settings → General Settings → UI Options (Default media source type): you define the media source type that will be automatically selected, when attaching a photo/video to an entry (e.g. in a Meeting): the camera, the photo album, or a question to select between the two options.

2. Electronic signature of the customer from the Related jobs of a document. 

Open the Related jobs (Actions) of a document, e.g. a sales order, collection, etc. and click on Signature.

Get the signature of the customer and click on Save. Select the Cloud storage, in case the Default Storage Type parameter is set to: Ask

The electronic signature is attached in the form of a link (of OneDrive or Dropbox), both to the document and to the Related jobs of the sales order in Soft1

Printer (Bluetooth thermal printers)

On S360 touch you can print documents (collection, sales, etc.) on a Bluetooth portable Thermal Printer.

See the Compatible thermal printers here.

First, turn on Bluetooth on your device and pair with the printer.

In Settings → Printer, select the Bixolon or Star printer you use, as well as the corresponding model

Click Pair to complete the process.

Read below for document printing, in the section: Screen of an entry and Related jobs.

Scanner (Tablet barcode scanners)

S360 touch settings.

If you are using S360 touch via the Honeywell EDA tablet barcode scanner, you will find the Scanner option available in the Settings. See the compatible tablet barcode scanners here.

1. How to connect S360 to your Honeywell EDA.

The pairing process is performed automatically, simply by opening S360 and scanning barcodes. If S360 is unable to communicate with the Honeywell scanner, the user gets an error message at the top of the screen. 

2. How to scan barcodes.

  • Create a new document on S360.
  • Click on Scan with phone camera (the only available option on Honeywell, for adding items to the lines).
  • Use the Honeywell side button to scan barcodes.
  • The items will be automatically added to the lines of the document.

Honeywell barcode scanner settings.

Honeywell devices include Scanner settings, which determine how data is collected. The settings concern the way and speed of scanning, as well as the Symbology related to the barcodes. Soft1 S360 provides a test environment, to check out after a configuration, whether the data brought by the scanner are the desirable.

1. Configure Scanner settings:

  • Open Honeywell Settings.
  • In the Honeywell Settings section, select Scanning and Internal Scanner. Select the Default profile.
  • Make the changes you want.

2. Access the S360 test environment:

  • Open S360 Settings and select Scanner.
  • Activate the Test mode.
  • Scan a barcode using the Honeywell side button.
  • Barcode data will be displayed at the bottom of the screen.
  • Disable the Test mode, after you are done with the configuration.

💡 If the scanner does not receive the last digit of EAN-8 and EAN-13 barcodes, then from the Honeywell scanner settings enable the Send Check Digit option for the barcode type used by the user. Refer to your device manual for more information. 


Bluetooth Barcode scanners.

Soft1 S360 also connects to Bluetooth Barcode scanners, without requiring any configuration from S360 Settings. (See the compatible devices here.)

  • Turn on BluetoothBluetoothon the scanner and on your Android/iOS device. 
  • On your Android/iOS device, select Bluetooth barcode scanner from the list of paired devices.

In a new document, select to add items via Barcode. By scanning barcodes, the items are added directly to the document lines.

Browsers


Browsers on S360 (e.g. Meetings) display the entries on a list. In addition, through the Browsers you can:

  • view entries by clicking on them,
  • quickly Search for entries,
  • create a new entry,
  • view/set Browser filters,
  • access the Browser's Related jobs,
  • print the Browser data.

Screen of an entry and Related jobs

Through the screen of an entry you can Edit it and view its Related jobs.

The related jobs of the entries (e.g. sales orders, meetings, etc.) are:

  • view the entry on map,
  • receive a Signature (e.g. in sales orders),
  • Open - item, (for documents matching)
  • Delete the entry,
  • Print the entry,
  • Google Print the entry,
  • Copy the entry,

info!

Below the Actions section, you will find the Related jobs (reljobs), that you may have added to the classic menu of the user.


1. Match entries.

On S360 you can match collections/payments to unpaid documents.

  • On the collection document, click on Open - item.
  • Click on Receivables and select from the list of unpaid documents. Repeat the step if you want to add more documents.
  • Click on Apply, to match the documents. Also, the open value of the collection will be updated. 

2. Print the entry (simple or Google print).

When printing an entry, e.g. a collection/sales document, etc., select a Printer and a Printout form. If you select Local Printer, the document will be printed via the Bluetooth thermal printer you have connected (Bixolon, Star). 

By clicking Save as Template , the next time you print the same document, the printing method you saved will be suggested.

3. Copy an entry.

You can Copy an entry and then create a new one with the same data.

Creating a sales document- adding items to the lines

1. Basic document data and adding items to the lines.  

On a new sales document, e.g. a sales order, after completing the Basic data (series, customer, etc.), you can add items to the lines by:

  • adding a Single Item
  • adding Multiple items
  • pasting items from the Clipboard (i.e. items you selected from the Showroom),
  • scanning items with a Barcode scanner
  • opening the Showroom to select items,
  • scanning items through the camera of your device (See more below).

The value you select on this field (e.g. Add multiple items) will be saved as default, for the next document entries/edits.

info!

You can scan items using a Bluetooth barcode scanner and Tablet barcode scanner. See compatible devices here

2. Item lines and saving a document.

Click on Item Lines Count to view and edit the item lines and/or add new ones.

Click on Apply to calculate document values.

Finally, Save the document.

Working in OffLine mode

1. Initialize the OffLine data.

Before you start using S360 in OffLine mode, click on  on S360 and select Initialization and Synchronize.

Through the initialization, the following are stored on the device:

  • all data from the central database of Soft1, concerning the login user, e.g. customers, documents, actions, etc. of the Salesperson. At the same time, the default filters (e.g. date filters), defined in the corresponding browsers of the classic menu, are applied,
  • the Series specified for the user, in the series access rights per branch.

2. Work OffLine.

Switch S360 to OffLine mode, by disabling the Online button upon login. 

Transactions/entries/changes that you make while OffLine, are stored locally on the device.

3. Sync data.

At any time, you can sync with the central database. On the sync screen, select:

  • Update: Soft1's central database is updated with new entries and changes that you made while OffLine. At the same time, the local files are updated with any transactions/changes made in Soft1. (In the Sync method field, select Changes only or Changes and Pricing Policies, if you want the pricing policies to be updated as well.)
  • Pending records: Soft1 central database is updated with new entries and changes that you made while OffLine. Local files are not updated with the transactions/changes made in Soft1.

See the synced data in the Timeline of the OffLine Dashboard

Note!

The Pending records process requires a minimum of time, so it can be done regularly. However, Initialization or Update must be performed at least once a day, in order to synchronize the local files with those of the central database. 

Tip!

Enable the Background Synchronization Mode (S360 Settings → General Settings → Offline) to synchronize the Pending records automatically, or show a question after each registration.


​4. Error message during the Sync process.

During the synchronization process, if an entry has a problem and does not go up to the Soft1 database, an error message for that document will automatically appear on the screen.

In this case you can select:

  1. Edit, to recalculate the document in OnLine mode and save it.
  2. Archive, so you can archive the entry and edit it later, on S360 web.

Example: a message that appears during the sync, if the Cash Register is not completed on a collection document. 

5. Edit Archived entries.

Upon logging in to Soft1, Admin users are notified with a message about the archived entries. 

Click OK to edit the entries directly through S360 in a web environment.

Edit the archived entries, select Calculate again and finally Save them. 

info!

You can access the archived entries also through the Soft1 Portal, by selecting Soft1 360 Sync Manager.

Deep linking an S360 entry

Give access to S360 entries (Web/Touch) to any authorized user, using URL Links. This feature can be used in custom solutions, or in Emails sent by Soft1. 

Examples:
(In red letters you will see the parameters you need to adapt to the solutions you will develop.) 

https://demo.oncloud.gr/s360/web/index.html?action=view&object=saldoc&list=&form=SOne&key=100281

The above URL will direct you to a document entry on S360 Web (Object=SALDOC), with SOne screen form and document id (key=100281).

Open the same entry on S360 Touch, replacing the web with touch. (Only for Android.)

https://demo.oncloud.gr/s360/web/index.html?action=view&object=customer&list=&form=SOne&key=104

The above URL will direct you to a customer entry on S360 Web (Object=CUSTOMER), with SOne screen form and customer id 104 (key=104).

Open the same entry on S360 Touch, replacing the web with touch. (Only for Android.)

Operational example on S360 Touch 

Through S360 a Salesperson of a company can view (even in Offline mode) his Meetings with customers through the Calendar and on the Map. In addition, he can Check in at the beginning of the Meeting, create and print documents, e.g. sales orders, collections, etc., view data concerning the customer through jobs and reports (e.g. unpaid documents), as well as update the Soft1 central database with Offline entries/changes, etc..

See in the following scenario, how you can utilize Soft1 S360, during your daily operations as a salesperson.

1. Sync your data at the start of the day.

Sync your data at the start of the day, to update your S360 data with Soft1 central database and then start working in Offline mode. 

  • Login to S360 in Online mode and click on (Internet connection required).
  • Select Initialization and Synchronize.
  • Login in OffLine mode by disabling the Online button. From now on you can work in Offline mode. 

💡 See more on tab: S360 Touch operation → Working in OffLine mode

2. View the meetings of the day.
  • Select the Meetings Browser from the jobs menu.
  • Open the Related jobs of the Browser and select the Calendar to view the meetings e.g. of the month (based on dates you set in the filters).
  • Click on the dates that include events and see the entries in the list below. (Drill down is provided, by clicking on each entry.) 

💡 You can also view Browser entries on Google maps, as points. See more on tab: Configuration→ Browser design  → View Browser entries on Map.

3. Check in!
  • CheckIn, when you arrive to the customer, from the Related jobs of the Meeting, to automatically update the field with the current date and time. At the same time, the CheckIn feature will be replaced by the CheckOut.

💡 See how to add Check in/Check out (and other jobs) to the related jobs, on tab:  Configuration → Menu Design → Check in / Check out


  • You can then edit the entry by clicking on. For example, fill in Comments, such as customer feedback (e.g. "Request for a bigger discount"), etc.
  • Save the Meeting.

4. Create a new sales order.
  • Select the entry of a new sales order, from the related jobs of the Meeting. 
  • Add items to the lines of the document, clicking on e.g. the Add Multiple items. See details on tab: S360 Touch Operation→  Creating a sales document - adding items to the lines


  • Optionally, select Counted Qty, enter the quantity of the item you found on the customer's shelf/warehouse and click on Apply. On the item lines, a sales order quantity of the item will be suggested (= the difference between the total item quantity already sold to the customer - counted quantity). See more on tab: Configuration → Document item lines → Add multiple items and get suggestion of sales order quantity.

  • View/edit the item lines by clicking on Item Lines Count.
  • Save the sales order.

5. View the customer's unpaid documents.

Check out the Customer 's Unpaid documents, from the Related jobs of the Meeting.


💡 See how to add reports, such as Unpaid documents, to the Related jobs of the Meeting, on tab: Configuration →  Menu Design → View a Report

6. Create a new customer collection.
  • Select the entry of new Collection, from the Related jobs of the Meeting.
  • After filling in the necessary fields, click on Save.

  • Get the customer's electronic Signature and save it to the Attached files as a DropBox/OneDrive link. (See more on how to add the Attached files on the Collections screen form, on tab: Configuration → Screen form design)
  • After collecting the customers signature, click on Save.
  • Select the Cloud storage, in case the Default Storage Type parameter is set to: Ask.

💡 See more on tab: S360 Touch Operation → S360 Settings → Cloud storage - Attach files to OneDrive / Dropbox and Electronic Signature

  • Print the Collection, from the Collection's related jobs, by clicking on Print.
  • Select a Printer and a Printout form. By selecting Local Printer, the document will be printed via the Bluetooth thermal printer you have connected (Bixolon, Star). 

💡 See more on the tab:  S360 Touch Operation → Screen of an entry and Related jobs

7. Check out.

At the end of the meeting with the customer, click on Check out from the meeting's related jobs. Automatically, the CheckOut field will be updated with the current date and time.

8. Update Soft1 with the entries you created/edited offline.

At any time, you can send the entries/changes you made while Offline, to the central database of Soft1.

  • Connect to the Internet.
  • Switch to OffLine mode by clicking on,  select Pending records and then Synchronize
  • See the Synchronized entries in the Timeline of the Offline Dashboard.

💡 See more on tab: S360 Touch Operation → Working in OffLine mode

info!

Upon synchronizing entries, the sales order(s) you entered are automatically sent to the customer via Email.

Tip!

Enable the Background Synchronization Mode (S360 Settings → General Settings → Offline) to synchronize the Pending records automatically, or show a question after each registration.

Fast Entry Design & operation on S360 Touch

Fast entry is available from Soft1 version 5.00.521.11415 and Web & Mobile version 5.2.4

Easily and quickly register documents on S360, on the modern interface of Fast Entry, in both Online and Offline mode.

See below in detail, how to configure and use Fast Entry.

Design Fast entry on Soft1

Activate Fast Entry, by following the steps below:

  1. In the classic menu, add the MODE=FE parameter in the Properties of the sales document job, eg: SALDOC[LIST=SOne,FORM=SOne1,MODE=FE]
  2. Create a new sales document on S360 and see that the new entry is displayed in the Fast Entry environment.

Fast Entry can also be activated in related jobs, e.g. to create a new sales order from the related jobs of a Meeting.

Example: In the classic menu of the Meetings related jobs (e.g. reljobsSomeeting), add in the Properties of the sales order the following: SALDOC[LIST=SOne,FORM=SOne,AUTOEXEC=2,FORCEVALUES=SALDOC.TRDR:[CUSTOMER.TRDR],MODE=FE]

In addition, you can design the following:

Document fields

Specify the fields of the document (Header & Footer) in Fast Entry, through the Document Screen form Design in Soft1. 

The basic screen form design principles are applied. See more on tab: Configuration → Screen form design 

In Fast Entry, the document fields are available by clicking on theicon, found on the document header.

Items grid fields

Specify the fields of the items grid in Fast Entry, through the Document Screen form Design in Soft1.  

The basic screen form design principles are applied. See more on tab: Configuration → Screen form design 

In Fast Entry, these fields are available via theicon, found on the item line (grid of the document).

Color - Size

On Fast entry you can manage items that are monitored in Color - Size, given:

  • you have completed the necessary configuration in Soft1,
  • you have added the item variations fields, to the document screen form. See more on tab: Configuration → Screen form design → Add item variations (color - size) to screen forms.

Furthermore, you must add to the Columns of the Stock items browser, the following hidden fields: ITEM.CDIM1ITEM.CDIM2 and/or ITEM.CDIM3, depending on the Variations Types you have defined in Soft1.

On Fast entry, select to add an item with color & size and select the item variations in the corresponding buttons.

If you do not specify the color & size, the message "Attention! You should fill in the Item Variations" will appear upon the document calculation.

In any case, you can fill in the color & size on the item line, by clicking on the icon.

Item sets

In Fast entry you can manage items that are monitored in sets. (Given you have completed the necessary configuration in Soft1.)

Add to the Columns of the Stock items Browser the hidden field Item sets (ITEM.SPCS). Adding this field, when selecting an item set in Fast entry, automatically a window will open to select the Quantity before the set is added to the lines (see below).

In Fast entry, add an Item set and specify the Quantity

In case you have activated the automatic replacement of the set with its composite items, then the Quantity you have selected for the set will be filled in the line of each composite item. The replacement process is performed during the Calculation of the document.

Stock items area

Through the Stock items Browser design, you can configure the stock items area in Fast Entry. The basic browser design principles are applied. See more on tab: Configuration → Browser design 

For example, you can group the stock items, and select the color of the items buttons. See below in detail:


How to Group the stock items.

Through the Stock items Browser design, specify how the items will be displayed in Fast entry, applying Sortings/Groupings (e.g. per Commercial Category and Item Group). 

  • In the Fast Entry items area, all the stock items of the selected Browser are displayed (based on the filters you may have selected).
  • On the left, you will find the Commercial categories, in which the items are grouped in Soft1, e.g. Home cinema, Software, Navigation-GPS, etc. (The Customer Items button includes the items of the Customer selected on the Document header).
  • Select any Category (e.g. Software) to view the Groups in which the items are grouped in Soft1, e.g. Business ERP, MS Office, Antivirus etc. You can navigate between items per Group or return to the previous Category by clicking the return button that appears.

How to set a title on stock items buttons.
  • In the Stock items Browser, create a new Local alphanumeric field FENAME, with Operation= Calc. line and with Calculation Type:    
    • ITEM.CODE +'  '+ ITEM.NAME or
    • ITEM.CODE +'<br>'+ITEM.NAME (to apply a <line break> between the Code and the Description of the stock item),
  • add the local field to the Browser Columns, selecting not to be displayed. 

In a new Fast entry order, the title that appears on the stock items buttons is the Code and Description

How to specify the color of stock items buttons.

You can set the color of the items buttons on Fast entry. Example:

In a Browser of Stock items, grouped by Commercial category, we will set a separate color for the items of each Commercial category.

  • Create a new Local alphanumeric field BGCOLOR, with Operation=Line calculation and with Type= IF(ITEM.MTRCATEGORY=270,'#fef5f5', IF(ITEM.MTRCATEGORY=670,'#FFCCCC', IF(ITEM.MTRCATEGORY=7005,'#CCCCFF', IF(ITEM.MTRCATEGORY=372,'#E5FFCC', IF(ITEM.MTRCATEGORY=7058,'#CCFFE5', IF(ITEM.MTRCATEGORY=302,'#CCFFFF','FFFFFF'))))))

Where ITEM.MTRCATEGORY= the code of the commercial category.

  • add the local field to the Browser Columns, selecting not to be displayed.

In the items area of a new fast entry sales order, the stock items of each Commercial category will appear with a separate color.

For example, the items of the Software Commercial category will appear in Ciel color.

Fast entry operation on S360

1. Document Header

On a new Fast Entry sales order, click on  icon, enter the details of the document header (e.g. SeriesCustomer, etc.) and click Apply

Through the same icon, you can see the totals of the document, as long as you have added items to the lines.

2. Stock items area. 

Add items to the document lines, by selecting them from the items area. 

The items area initially includes the first 200 stock items of the selected Browser (based on the browser's filters, if any). Scroll down displays the rest. 

You can navigate between items by clicking/tapping on the Categories that appear to the left of the items area, [concerns groupings in Soft1 Browser design, e.g. by Commercial Category (Home Cinema, Software, etc.) and Item Group]. The Customer Items button includes the items of the Customer selected on the document header.

Tips!

  • Selecting the same item multiple times, creates a corresponding number of document lines. However, you can enable the Automatic merge of lines from the S360 General Settings.
  • If you tap and hold on a stock item, a window appears displaying fields related to the item, according to the selected screen form. 

3. Search/scan stock items.

Another way to add items to the document lines, is to click on the icon:

  • and enter the item name or code,
  • and scan items with a barcode scanner,
  • and scan items with the camera of your device. 

4. Item lines of the document.

In the item line you can:

  • change the item quantity by pressing  and  
  • view the price of the item and the value of the line,
  • swipe left and press  to delete the line,
  • view and edit the extra fields related to the line, by pressing 

5. Calculation of document value.

After adding the desired items to the lines, click Calculate to calculate the values ​​per item line.

At the same time, the Calculation button will display the total value of the document. Click on the total value to proceed with the printing and registration of the document.

💡If you want the values ​​to be calculated automatically when adding items to the lines, activate the Automatic Calculation button (S360 General Settings).