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Quick Start
From Installation to Operation

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This chapter is a roundup of the extensive  chapters "Installation" and "Operation". On few pages we bring you from the installation of the software to work with it. It contains the most important functions and hints for the operation of the program. Detailed information to the topics Installation and Operation can be found in the subsequent chapters.

Installation - Prerequisites

The chapter Technical Requirements holds an extensive list of the requirements. That list represents the most current of requirements.

  • Windows® 2000, Windows® XP or Windows® 2003
  • TCP/IP Protocol
  • MDAC 2.71 (tested up to MDAC 2.8)
  • RAM min. 256 MB (recommended 512 MB or more)
  • CPU 1Ghz (recommended 3 GHz or more)
  • Available hard disk space: 400 MB not allocated

 

The Installation

The Setup wizard queries all system details and installs the missing operating system's extensions or modules. 

Checking the appropriate selection you define whether to install a Single Seat or Network version. The Single User Version installs the SQL Server and program on the same machine. In networks, either Peer2Peer or Server, the SQL Server will be installed on a central system. Alternatively you may create program links from the server's EULANDA.EXE to the individual PC's .

While a Peer2Peer network does not have a dedicated server but a couple of individual machines connected to each other, a real network has at least one Server (e.g. Windows® 2003 Server) which holds a full version of the SQL Server.

After completing the initial installation, start the EULANDA® ERP from "Start\Program Files\CN Software GmbH". Starting the program for the first time. a new database will be created, requiring further entries.

Password dialog with client entry box

Where is the SQL-Server ...

First you choose whether the server is single seat or a network server (regarding the SQL Server). If the SQL Server is on the same workstation you are currently working on, choose Single Seat. If the SQL Server is installed on some other machine in the network, choose network.

IP or SQL-Server-Name

You can use either the Netbios name or an IP number. If no server is available, this option is deactivated.

SQL-Admin, Password

Only the (SQL) administrator may create databases. The SQL Server administrator is called per default "sa" and, when installing initially, has no password attached.

Client's Name

The clients name must not contain any special characters or signs. The name you choose will be the database files name as well. We suggest you use the company's name.

Creating the Client - initializing the Database.

After closing the dialog, the database is initialized, hence the client created. This may take up to 10 min. When done, click on the client name to start.

Start the Client

Demo or Full  Version

When starting the client the first time, you'll be asked to enter the license key.

Choose the License Mode

License as DEMO

The Demo version is valid for 30 days. To calculate the length of validity the first and last invoice, proposal or sales order are taken into consideration. If this period has passed, the version validity has expired. You may create a new client and use that one for another 30 days.

Enter License - Registry - Key

You purchased a full version and you received the registry document with your company name and address.
Choose the last option - "Enter registry key*

The license number only contains of the numbers 0 - 9 and letters A - F. When entering the address, pay special attention to enter the information exactly as stated in the document, incl. spaces and abbreviations.

The license key is the encrypted address. Errors in typing will result in invalid registration information, thus disabling the installation.

Operation

All entry screens start in search mode, distinguishable because of the mode identifier in the upper left corner of the info bar and secondly because of the green background color.

Aside a good mouse support, EULANDA® has an extraordinarily  good keyboard support, thus allowing to handle the entire program with the keyboard only.

New Entries

New entries are created using CTRL+N as in Outlook® or clicking on the Plus sign in the toolbar.

Safe Data

CTRL+ENTER safes your entry or use the checkmark in the tool bar.

Search Data

The search mode is the basic setting for all entry screens. If the search mode is not shown in the info bar, the module has entered any sub mode. Press the ESC key until the search mode is shown in the info bar. (= Default setting) 
Enter data in any field and hit Enter to start the search. The mode is shown in the upper left corner of the info bar and the background color changed to pink. The result set can be paged, using the arrow left / right key or viewed in a grid (= browser). The browser can be called using CTRL+ENTER or the grid symbol from the tool bar. The number of found records is shown in the left lower corner. The record can be altered hitting then ENTER key. Safe data using CTRL+ENTER.

Delete Data

Data without any reference can be deleted, using the DEL key or the minus sign from the tool bar. To delete data you have to be in paging mode.

 

Show Properties Tree

Properties Tree

To show the Properties Tree either use the respective command from the drop down menu "View" or click on the module name in the info bar, e.g. Addresses, Articles, Proposal etc.

Create new properties by right clicking in to the tree area. It does not exist any limitation as to number of properties or levels.

Properties are helpful to add extra search or order criteria to your data. Each entry can be attached to any amount of properties.

If any other entry than the root entry is marked, that entry will be the base criteria for the subsequent search. Properties are very useful for mail merge and data export etc.

 

Infosystem

Sample of the  Info System

The Info System can be reach by clicking the I-Symbol on the toolbar. It shows all relation of your data; e.g. check what articles were purchased by what client and to what price and condition. Which sales order are still open and others.

The software offers two different information systems. One is based on individual data like an address, an article, an invoice etc. The other refers to all data of one module, e.g. all addresses, all articles, all invoices etc. Both function can be accessed with the same symbol, just click on the pull down sign on the right of the I-symbol.

 

Create Sales Orders and Invoices

Select the module "Sales orders" from the quick start bar.

Click on the Plus sign in the tool bar to start a new order. See,  the background color changes to pink (= search) and the cursor jumps into the field "Match". Enter the match code or a part of it to start the client search. Hint: you can search in any of the shown fields, in case you can not remember the Match code (e.g. street name, ZIP code or city etc.) To start the search, press ENTER. If more than one hit has been found, the total number of hits is shown in the lower left corner, in the info bar (Hits). you can page the result set with the cursor keys. Press ENTER when the right name is shown.

If the client does not exists yet, press CTRL+ALT+D and you can add a new client and still continue with your order.

Add all data required and press CTRL+Enter (= safe). Clicking on the checkmark will do the same job.

Since this is a new order, the program jumps on, to the next screen - adding new positions. The procedure is exactly the same than before - enter the article number (or part of it) into the colored fields. Press enter to start the search, press enter to select the article shown. Use CTRL+ENTER to open the browser and list all entries found or use the cursor keys to page thru the result set. When the correct article is found, press CTRL+ENTER. The cursor jumps into the quantity field. Enter will accept the quantity (per default this is "1"). If a different quantity is desired, enter the correct number. User the cursor keys (or move the mouse) to other fields to edit the information. Click on the checkmark to safe the data or press CTRL+ENTER.

When done, press ESC twice to return to the order header. With CTRL+P print or CTRL+F2 to preview the order.

Press CTRL+R to transfer the sales order into an invoice. The program changes to the module "invoices". And again, press CTRL+P to print or CTRL+F2 to preview.

The main job therefore is always done in the module "Sales Order". Here you add new articles edit the details add prices etc. The invoice is the result of a mere posting process. - transfer the sales order to an invoice. If you do that directly from the sales order (CTRL+R) the program automatically creates a delivery note and posts the corresponding store (deducting the inventory).

 

Select the last Business Transactions

To see the last (newest) transaction made, in every module, just press ENTER in "number" field without entering any value. The result are last created transaction (sorted by date). Press either CTRL+ENTER or click on the table symbol in the tool bar to see the result in list form (= browser).

 

Editing already recorded Items

While adding items to your order, you can easily alter already existing ones. Just hit the ESC key and subsequently either CTRL+ENTER or click on the table symbol in the tool bar. A Browser will open and shows all existing positions. Select the one to edit, by either mouse or cursor key and hit enter. Instead of the browser, you can search the positions by simply entering a search criteria or page thru the selection using the cursor keys. Hit ENTER to edit the data

To add a new position simply press either CTRL+N or click on the PLUS sign in the tool bar. Once in the ADD mode, you can add new items until pressing ESC to end the process.

 

Concept of Sales Orders

By creating a sales order, you initiate a process whose final result will be an invoice. All work is done in this sub module, including necessary changes to the header data or positions in existing sales orders. Delivery notes and invoices are a mere result of further processing the data in the system. This is important to understand, since no invoice or delivery note can be done, without first creating a sales order.

A delivery note can consist of various sales orders (or partial deliveries of one or more sales orders). An invoice can be the result of various delivery notes (=collective invoice).

Each invoice can have several payments. The invoice is settled, when the sum of payments equals the gross amount of the respective invoice. Only then, the invoice is removed from the accounts due system, build into the EULANDA® ERP.

 

Changes in Invoices or Sales Orders

As a consequence of the above said, changes to an invoice or delivery note, can only be made in the sub module of the Sales Orders. Call the underlying sales order. Open the drop-down menu "Actions" and select "Re-Open Sales Order " (or press CTRL+SHIFT+E). By executing this function, the invoice and the associated delivery note(s) will be canceled and the store (stock) will be corrected as well. Now, and only now you'll be able to alter the sales order's position or header data. When done, transfer the order back to an invoice (press either CTRL+R or select the appropriate action from the menu) and all changes are reflected. In Order to find the respective references, you can either use the Short Info (from the menu "View") - references are shown as hyperlinks there or select the sign of the figure from the tool bar or simply press CTRL+G and the "Go To" dialog is shown. This function is available through out the entire system.

 

Online-Help and Documentation

As usual in Windows® systems, the Online-Help is available thru "F1" and context sensitive. You should work thru the chapter „Help on Help“, since aside the explanation of the basic function you'll find additional possibilities on how to effectively work with the Help System.

Use the table of contents, the index pages or the search function to browse thru the Help System. In addition you may use the full text search by entering the search expression and or parts of it, to search the entire text for an occurrence of the expression.  Wildcards and combinations of words are allowed. In order to provide you with the most recent documentation, go to our website on http://forum.eulanda.de and there to "Downloads" or check out "EULANDA - Inside" where an online help center is available.