Introduction to the Scheduler Interface


Menu Section


Features
Functionality
Search by Button
Press the button to view search options, such as;
-  Customer
-  Advanced
-  Job Number
-  Schedule Number
Job Button
Press the button to view options to create new customer accounts. View and edit job details, create job drawing groups, access customer information, job variations and import jobs into Elda(Chrome).
Schedule Button
Press the button to view the options to create a new schedule, view schedule information, cancel schedule, view price summaries, printout/email a schedule/s and either factory or unlock the selected schedule/s
Calculators
Press the calculators button once a schedule is selected to open either the bar calculator, mesh calculator and pod calculator.
Tools
Press the tools button to access various tool features that are located within the scheduling system. Tools such as, scheduling admin, stock analysis, mill certificates, account information, quick access to the credit application, ect.
Requests
If you do not have access to unlock a schedule, the system will send a notification to action the request – Unlocking requests will appear within the requests window for someone with authority to unlock on your behalf.
Diary
A shortcut to open the Scheduler Diary system.

Note:

If you cannot see some buttons shown above, it means you do not have permission to these functions.

Top Section

Features
Functionality
Customer Details Grid
This grid lists the customer information such as the Customer Name, Address and Account Manager.
Current Jobs Grid
This grid lists all the jobs belonging to the selected customer.
Show In-Active Jobs Checkbox
Tick this checkbox to include listing of the selected customers in-active jobs in the current jobs grid.
Job Schedules Grid
This grid lists all the schedules belonging to the selected job.
Show Invoiced Checkbox
Tick this checkbox to include listing of the selected jobs invoiced schedules in the job schedules grid.
Delivery Between Date Picker Option
Select this option to display schedules for delivery within the selected date range.
All Dates Option
Select this option to display schedules for delivery at any time.

Bottom Section

Rebar Tab

Features
Functionality
Rebar Grid
Lists all the rebar items for the selected schedule.

     

Mesh Tab

Features
Functionality
Mesh Grid
Lists all the mesh items for the selected schedule.

Sundries Tab

Features
Functionality
Sundries Grid
Lists all the sundry items for the selected schedule.

 

Comments Tab

Features
Functionality
Office Notes Grid
Lists all the notes made by internal users for the selected schedule.
Priority Dropdown
Select the priority level of the office notes.
Save Changes Button
Press the button to save the entered office notes.
Customer Notes Textbox
Enter the customer related notes for the selected schedule.

 

Attachments Tab


Features
Functionality
Attachments Box
Lists all the attachments that have been added to the selected schedule.


Payments Tab


Features
Functionality
Payments grid Lists all the payments that have been added to the selected schedule.

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