The following is a list of some commonly used function buttons found throughout Agiblocks. Function buttons may be found throughout Agiblocks; on the App bar, command line menu or within Agiblocks screens such as on the Risk tab or Delivery line section of a delivery.
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Button |
Name |
Description |
|---|---|---|---|
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100% Pricing |
The 100% button is used on a contract Risk tab to create a single full pricing for all delivery lines. |
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Add / New |
The Plus sign button opens up a new screen, edit area or line for new data entry. |
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Allocate |
The Allocate button is used in a variety of screens to link items from one list to another. |
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Assign user |
The Assign user button is found in a contract list command line or at the top of a contract form. It allows a logistic user to be assigned to a contract. |
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Attach |
The Paper clip button open a dialog to upload a file into an Attachments folder. |
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Attachments |
The Attachments button is use to access a screen where generated contract and invoice documents are found. Other documents associated with a contract or invoice can be uploaded to the Attachments folder. |
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Child or sub-set |
The Child button is used in Master data or on lists to show there are child or sub-set records available under another entry. |
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Confirm / Close |
A Check mark button saves changes on a screen and closes an data entry line or edit area. |
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Credit invoice |
The Credit invoice button is shown when a credit invoice may be created. |
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Delete |
The Trashcan button is used to delete data. |
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Delivery |
The Delivery button is used to create multi-line deliveries and a delivery without an associated transport. |
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Download |
The Download button is used to download a file or begin a data export. |
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Invoice |
Variations of this Invoice button allow you to create a credit, charge, debit, commercial, pro forma or provisional invoice. |
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Edit |
The Edit button with a pencil icon puts the record, form or section into edit mode so changes can be made to data. |
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The Email button brings up a dialog to select an address and send a document as an email attachment to the selected email address. |
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Log off |
the Log off button is used to quit the Agiblocks application. |
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Export |
The Export data button will download information from a screen into an Excel spreadsheet. |
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Generate |
The Generate button creates a document using a template and automatically saves a copy of the document in an Attachments folder. Note: This button on a Reporting screen opens up an options menu. |
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Help/ Reference Guide |
The Help button opens the on-line reference guide in a new browser tab or window. |
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History |
The History button shows a history of changes to a record. |
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Home |
Selecting the Home button brings up the Agiblocks Home screen. |
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Import data |
The Import data button adds data into Agiblocks via a spreadsheet upload. |
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Previous rolling |
The Previous rolling button on the Position rolling screen takes a user to a list of previous position rollings. |
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Revert (go back) |
The Revert button is used to undo edits or changes. |
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Roll Position |
The Roll position button on the Position screen takes a user to the Position rolling screen. |
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Search |
The Search button starts a search using search criteria entered on a screen. |
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Upload |
The Upload button brings up a dialog to enter information to upload a file into Agiblocks. |
