Tencia Tip - Report Templates
Have you considered implementing the Tencia report template feature to eliminate recurring printing tasks? Not only will you save time but you could also reduce selection mistakes when generating documents\reports manually.
Consider creating a report template to automatically print unprinted debtors invoices every two hours, this could be achieved by selecting the save as a report template selection from the debtor invoice submit document pop-up, the run frequency would be selected with 2 hours as the frequency or perhaps create a template to automatically print unprinted packing slips every hour to the warehouse printer.
In those situations when adhoc or manual printing is required outside of the frequency set this can easily be achieved via a right click on the report selecting submit from within the report template inbox.
For more information on how to implement the Tencia report template feature please refer to the Tencia User Guide or click here
to view a short video.
Tencia Tip - Filtering Data
It's important for both productivity and efficient customer service that the most relevant information or data is obtained quickly.
There are a number of methods within Tencia to search or find data quickly, below lists some of the not so common methods, perhaps there is one below you may not be familiar with.
Utilise Accelerator Keys for fast navigation. Accelerator keys are used to streamline data entry and navigation between tabs. To switch between tabs select ALT plus the underlined letter on the tab will invoke acceleration to the selected tab. Searching for records by the postcode. Enter the characters to be included in a postcode search by using the ! character. For example, you can use !3000 in a debtor code field to see all the debtor records with the postcode of 3000. A !3000 search from the Job Code field will search for all current jobs for customer code 3000. Searching for records by the Phone Number. Enter the characters to be included in a Phone number search by using the & character. For example, you can use &039866 in a debtor code field to see all the debtor records with the phone number containing 039866. This search also applies to the searching of sales orders for a particular customer or customer order number. Searching for records with a string, this search is achieved by using the ~ key and then entering a valid code from any one of the groups below. Searching by Group\Category, as listed below.
General Ledger Account Type
For example, to search only on stock codes that belong to stock category PA (paint) key in ~PA and then either click on the drop down box at the end of the field or use the LOOKUP, or F4. This would display a page of stock codes belonging to the paint stock category.
Tencia Tip - Hyperlink Controls
Within Tencia there are fields to populate URL or email details, these fields will hyperlink the data in the field allowing it to be clicked on an opened.
Enter an @ in the field and it becomes an Email Address hyperlink
Enter a http in the field and it becomes an Internet Explorer hyperlink
Enter a \\ at the start and it becomes a UNC hyperlink
To view print version click here