UI/UX elements in ERPAG. The logic behind the components.Data-crunching design principles.
In this text, we will try to explain the basic principles of the Erpag user interface and user experience.
As we can see, on the Erpag home page, we can differentiate three different areas:
The first area is the left-hand side of the screen, i.e. menu.
The second part is the middle of the screen, the ‘active’ area where all the user interactions and document reviews take place, as well as the selected view of different options (menus), thematically organized.
And the last but not the least, the Call To Action (CAT) buttons that make an integrated part of the call to action tab (together with the active area) and that also represent some of the actions that can be carried out in the action panel (‘panel’ because each is represented as a card, and by switching between them you are able to choose which one will be actively used at a particular time).
Erpag menu is organized according to the modules it contains and each of them represents a specialized part of the software that manages one totally within the enterprise. Within each of the features, all the options are organized as a menu as well, where by clicking on one of the offered options you are actually choosing to open it as an active document that will be shown in the active panel.
The black tiles within the module represent the documents and their intent is inputting data, while the grey colored ones represent the reports based on those documents and the system is generating them according to the data that it’s pulling from/ in the database.
Opening any of the documents within the features is done by a basic click, and that will lead us to the grid structure i.e. the spreadsheet for the opened document. It takes a lot of time and experience to develop a grid, that is as report oriented as this one and the true value and advantageousness of Erpag. You will be able to completely appreciate only upon entering a large number of data, then you will be able to experience the benefit of the options built in each grid. For example, the sort option in the header of each column, find, filter…
The entire idea behind the grid and through it’s development is the readiness for generating reports, in the sense that it provides the fast implementation of the business intelligence features that are providing a very simple way for the user to get very specific reports from a table chart, as well as the complete oversight to the data sets.
In the upper right corner of each of our lists there are additional option buttons:
Quick filter button, that acts up according to the content and by entering any character, you are able to filter each of the columns. It’s possible to use this option by combining and filtering different columns at once.
Delete is used for deleting the data from the list and the ‘more’ option offers you even more options to the ones that are already offered to you within the spreadsheet.
One of the non-visual principles that are important to explain is that, if there is a data form that is represented by a column in Erpag and it’s anticipated to appear on the spreadsheet, but the user of the software has no use for it and decides not to enter it at all, that column will not appear on the spreadsheet as well. Therefore, if the user doesn’t need and doesn’t use some of the offered options, those columns can be hidden from the spreadsheet. The goal is to unburden and clear the user forms, because every business model has certain premises on which it’s based (which he uses), so if one of them is not ‘product category’ or ‘product trademark’ Erpag has the ability not to show them on the lists.
The bigger part of the CTA buttons offer the standard options.
For example, the close, the refresh and the Academy button you can find on almost every document and list in Erpag. But, from document to document, you will see different buttons appearing and disappearing and each of them will represent some of the actions that you can conduct on the given data (that will be further explained within those documents).
The pointing arrow in each of the lists (for example, sales order list) is actually an active icon in all Erpag modes. This icon actually represents a link towards the entities that are shown on the spreadsheets and by clicking on at you are actually opening the document form of that entity.
The document form is following the same design principle as the rest of the software.
The white color is representing the paper and the document within it is divided to different parts, thematically organized by the following: the document header, customer information, addresses, items that will be entered in the document and, depending which document we are creating, we will have other additional panels. Some of the additional panels are standard, some of them appear only within certain documents; for example ‘Packing list’ appears only when generated, but Events, Attachments are standard for all of our documents. Every panel can be collapsed and expanded as needed.
Within the documents, we also have status symbols, so in the upper right corner we can see the status of the opened document, and the call to action buttons on the right side of the screen adjusted according to the intent of the document in which you are currently working in.
The green color of the CTA button represents the next step, i.e. it advises you what is the next action that you need to take. Since Erpag has a built-in intelligence in the background of the system, based on the IT data we can conclude what is the next step, then for example, if the document is packed, Erpag will let you know that it’s ready to be Invoiced. By clicking on that ‘Invoice’ button you will activate a certain operation, in this case generating a bill, and you will also see these changes reflecting on the status symbol of the document, and the system will let you know that the document is Invoiced but not yet paid, so the next operation in order will be the payment.
The color of the field is also indicative of the status of those fields, so if they are colored grey, those are ‘read-only’ fields within the document. By clicking on ‘Edit’ we are enabling changes and we are now able to see on which of the field the changes can be made – they will be colored green. If we are creating a new document, most of the fields will allow changes and if it’s a document that is previously created and we are reopening it, then only some of them will be susceptible to changes.
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