GETTING STARTED
Contents
1. rT E wo0 900 Actoe Mane fe a hota wean aw L Rere Type 4 Wierk Firag Frison ing Tax 1 Dec DIE 20a o oD 000 j stai Tyo G Now 1B yuna wm Jy oig ye Hw i Gey Sn Cosi werVee 11A70700 Set Senshi f Sme Aches piyaa Glial Lam feat Last Sty ETT as Cute gt Jeet Lede loess ETAT ERE j 5 mitted p Pd foe Prys it Come Pack Set ves Toce j OT en t Ceticae Cotto TF arr Tamihana Cam AIT _ EE gt t 0A Werder Repomey 5 Fig 1 6 TIP The Windows menu has many functions that help manage the work area when multiple windows are open It lists all current windows that are open as well as providing an option to close all windows at once if the work space has become too cluttered HAIRLINK User Manual v4 5 Updated 01 05 2012 GETTING STARTED Chapter1 COMMON TOOLBAR The common toolbar is usually displayed on product client and supplier records as well as bills creditor orders invoices and payments Each type of record will display different buttons that provide different functionality to that record the common buttons are displayed below Li 4 gt bi lomrrmey Number tea io e factions jf AF3 Ext Fig 1 7 Scroll Buttons These buttons enable you to fia gt scroll from record to record in the direction shown by the arrow The arrows with the lines on the end will scroll directly to the fir2. First Name Joanne SeNum 123 6 Last Name Bloggs Raines Ave Komaa S Co Name ty oons damm joe J pie O3 1254567 0 09 123 4567 10274517145 Haminder Date Seas Set poaone bieggi com 4WaekRemnder 185020012 Due ac HAIRLINKS User Manual v4 5 Updated 01 05 2012 GETTING STARTED Chap eri TITLE BAR Fig 1 2 The Title Bar displays four important pieces of information the user config staff member and the access level that the staff member is using In the example above Kieran is the User DEFAULT is the Config OWN is the staff members ID and Owner is the Access Level that the staff member is using User The User is created from the windows user profile that you log on with Some setup options in Hairlink are saved against this user profile Therefore each user can behave slightly differently than the next Config The Config is a group that the User belongs to Each Config has settings that are shared by each member in that group These mainly apply to the printer settings For example you may have two computers and a printer at reception as well as two computers and a printer in the back office The front two computers may use a config called Front which directs printing to the printer at Recpetion The back two computers may use a config called Back which directs printing to the printer at the back office If the pr
3. STARTED The Creditors menu gives access to the ordering invoicing module this is where most inventory control is handled The Reports menu button is used to access the reporting and marketing module The H outs button is used to access any documents you have created and stored in the handouts folder For example you can store any information that you need to provide to clients such as post treatment care sheets The Int Doc button is used to access any documents you have created and stored in the internal documents folder For example any instructions of information that is used internally The Orientation button changes the position of the Main Button Toolbar By default the toolbar will display vertically along the left hand side of the page clicking the Orientation button will change the position to horizontal acrross the top of the page HAIRLINK User Manual v4 5 Updated 01 05 2012 GETTING STARTED Chapter1 Customising the Main Button Menu You can customise which buttons you want to display on the Main Button Toolbar from Options gt Setup gt Misc gt At Startup gt Show Buttons in Tool Bar From here you just need to tick the buttons that you wish to appear in the menu toolbar These settings are user based so each user can have different buttons showing on the toolbar This is great for removing clutter from the toolbar restricting access to areas of the appli
4. make changes to the record that you have on your screen This is controlled by a setup options most businesses will be able to edit records without clicking on this button Actions This button brings up a list of extra ad AIL C aiana functions that are unique to the record that you are opening PIETER Exit This button will close the window that you i have open HAIRLINK User Manual v4 5 Updated 01 05 2012
5. performed in Hairlink take place The Work Area uses MDI technology MDI Multiple Document Interface technology allows the user to work on an unlimited number of windows at the same time on screen Unlike legacy applications where you have to close a task window to perform another task or have a limit of open windows this technology allows virtually an unlimited number of multiple windows to be open at the same time on screen For example you could be viewing an client s history when another client calls and asks when their next appointment is With MDI technology you can leave the client history open and also open the diary to check for the client s next appointment Once the appointment has been you can close the diary the client history will still be in the position you left it APLVOOL K seer ye ee Atsa bere le Waie Gpteee tog iets Weeee Hep a Cee Lie mmm JORE lt bern Peep Cheat rR fe 4 Pemcnat 2 Maw J Marketng 4 Pannas 5 ite 7 Account Sales 9 Bins Points g incon Desc Acoount Intonmeian Seis angoa Cedi Cee ime tue 1S 2 Dec 201 A aed 00 om j E Ar eee nO we 000 i 4 Dece D Compia 6 Mawr 7 Stee g Doc Mp 1 ee sit wit 2000 bo l Peck i aidas semi sical ce ve wn en Tae mN wo Pat ret nat Leetaee A Dal o om Be all yen tanw LOAA ai PL uU 1 regn fin Utar Set Pace tt j l S aan aian or ww l camgar Cawaerr E sen Sor 301 ORJI ne r w ER owai wona ww i
6. GETTING STARTED CONTENTS Overview Of the Interface ccceccccececcccececencecscencecenencscenesesnenssees 2 TUE Bs AN oe E E E EE a 3 el eee 4 Status Bar ee eee ee 5 Attention ICONS cccccceccencesccscceneenceeneeneeaceeneenesaneeneenesaeesaesneeaeenaesnesanenaes 5 Status Bar CUStOMISATION 2 ccccececcccncecscencecscencecscenencscsnencsesneneseseeas 6 Main Button Menu cccccccccecceccecceeccenceneenccsnennenneesnesnenneesnenneneeeenes 7 Customising the Main Button Menu ccccsccssseeseseseseeeeseeeeneeees 9 Work Area oo cccccccccccccccncceccenceneeecceneeneeneennenneeneennenneenennennensnesnennennnenas 10 COMMON ToOOIDAL ceccccecccceccnceccncsccnccccnccnescencscencncenesnenesnesesnesnens 11 HAIRLINKS User Manual v4 5 Updated 01 05 2012 Chapter 1 GETTING STARTED OVERVIEW OF THE INTERFACE The Hairlink screen can be broken down into a number of sections that show the user information about their Hairlink session as well as providing an interface to the day to day functionality The main sections can be broken down to the Title Bar File Menu Notification Toolbar Main Button Menu Work area and the common toolbar This chapter will describe each section in detail Mevgete Acom jure le Utikties Opens LogivOw Window Hep a ane rot 4 1 Personal 2 More 3 Marketing 4 Financial info M story 7 Doc Mgr 8 Contacts Thoi ET Fenve prem Somy 3 I
7. cation E g The computer in the storage room might solely be used for receipting and ordering stock and staff members in this area may not have the authority to make bills In this scenario you can remove buttons like the bills button that are not applicable to operations in this area fa ee ee ie AL Miscellaneous Setup 5 Colour Themes 1 General My PC W Never Run Background Using Touch Screen l Use Modern Look on Forms M Use Balloon Hint Colours on Grids Light gt l Colour Grid Titles Colours in Setup Light gt l Highlight Active NBook Tabs l Use XP Vista Theme W Show Sample Report Image l Use System Fontfor Popup Menu Pop up Menu Font Size 12 Refresh Table in Secs 5 Idle Secs before Logout 3600 6 Reminders 2 Bar Coding My Settings Load Configuration DEFAULT Screen at Startup None Site Prompt it Backup ts Due Printvwarnings at Startup Base PC Machine Mths to Keep Audit Log B Records for 1 24 Mths to Keep EventLog B a Records for 1 24 Fig 1 5 9 Site Merge i End of Period User Show Buttons in Tool Bar W Login W Bill T Diary W Arrivals M Hotel W Client M Subject W Acc Hist Staff Froduct Creditors Reports Handouts Internal Docs l G Ldgr V Swap HAIRLINKS User Manual v4 5 Updated 01 05 2012 Chapter 1 GETTING STARTED WORK AREA The Work Area is where windows are opened and the day to day procedures
8. e has logged in The characters at the top of the button refer to the user who is logged in while the characters on the bottom of the button refer to the access level that has been granted to that user The Billing menu is used to process financial transactions for clients For more information on the billing menu see chapter on Billing The Diary menu button is used to access the appointment book Diary where you can create view or edit appointments for clients The Arrivals menu button is used to access the client arrivals screen which shows clients who are due who have arrived and for how long clients have been waiting The Client menu button is used to access client records The client record is where all client related information is found For more information on the client menu see the chapter on client management The Ac Hist Account History menu button is used for looking up all the transaction history The account history screen contains every client transaction ever created in the system including all bills and refunds The Staff menu button is used to access staff records The staff records include personal details contact information rosters and sales and purchase history The Product button is used to access the goods and services file From the product screen you can add and edit products and services HAIRLINKS User Manual v4 5 Updated 01 05 2012 GETTING
9. inter is replaced at Reception the printer settings in Hairlink only need to be updated in one location which will update both computers automatically Access Level Hairlink has been designed so an administrator can assign users to an Access Level Group This Access Level group will be able to access certain areas of the application as deterimined by the administrator For example Junior Staff members can be excluded from accessing financial reports HAIRLINKS User Manual v4 5 Updated 01 05 2012 Chapter 1 GETTING STARTED FILE MENU Jump To Ubilities Options LogInfOuk Lab Reports Window Macis fw Contents Topic Search How to Use Help whats New Knowledgebase Online Email Support Tips amp Hinks Abouk Fig 1 3 The file menu provides access to some of the less commonly used areas of Hairlink To open a menu single left click on the menu name and a drop down list will open Depending on the windows you currently have open in the Work Area the menus available may change For example when a client record is open an Actions menu will appear Jump To The Jump To file menu is used for fast keyboard navigation to the areas listed in the Main Button Menu For example pressing ALT J to activate the Jump to menu then B will take you to the billing menu Utilities The Utilities file menu is where you will find the program utilities One of the most important util
10. ities is the End of Period utility this is where the End of Day End of Month and End of Year functions are located Options The Options file menu is where the setup options for the application are found Log In The Log in Out menu option will open the Password Control Out window This enables you to log in or out of areas of the program that have been restricted Window The Window menu option is where you can arrange the windows you have open by tiling cascading them or even closing them en masse This menu will also list all the windows you have open in Hairlink at any one time Help The Help menu lists all functionality that will assist users to run Hairlink Navigate The Navigate menu option is used to navigate through records The Navigate window is only available when certain windows are open for example the Arrivals window Actions The Actions menu will only appear when certain windows are open and active The Actions menu will only display options that are relevant to the current window that is open HAIRLINKS User Manual v4 5 Updated 01 05 2012 GETTING STARTED Chapter1 STATUS BAR The Status Bar provides a go io area for all alerts and things that need your attention The Status Bar has now been cut into three sections and is displayed at the top by default Left Icons This shows the status of some important portions of the application as they change in the backg
11. n Defines where the Status Bar will reside the options are top and bottom Appearance Controls the style of the Status Bar Colour Determines the colour of the Status Bar Note the Icon Panel Scheme becomes gray for some of the colours This is because the icons do not stand out in those Colour Schemes Icon Blinking This controls how fast the icons will blink when requiring attention If you are using Terminal Services and find that the blinking slows down the responsiveness of the screen then you should turn the blinking off Icon Refresh This determines how often the Hairlin will check to see if anything new requires attention It is strongly recommended that you DO NOT turn off the update unless there are other users that are dedicated to handling the icons The recommended setting is every 3 seconds Sat HAIRLINK User Manual v4 5 Updated 01 05 2012 GETTING STARTED Chapter1 MAIN BUTTON MENU Oa A AAEE E AEE NEE E Ow Bill Diary Arrivals Client Ac Hist Staff Product Credtrs Reports H outs Int Docs Fig 1 4 The Main Button Toolbar is where users can access the most commonly used functions in the system Each buttons function is listed in the table below ng The Padlock button is your login icon it is used to access areas E Sun that have been set up by management as restricted or to perform special functions in the system The button changes its appearance once someon
12. round or due to other users Middle Text This shows messages for important events Right Panels This shows things like current date and time current store and till etc Clicking on a panel allows you to change that item Attention Icons The Status Bar has six icons that will quickly let you know if something needs attention in the program By default the icons are Yellow when one of them requires your attention they change colour to Red and start blinking Clicking on the icon will view the information needing attention and also signals to the program that you are attending to it so the icon will stop flashing and turn back to Yellow letting other staff members know that it is being taken care of The icon will turn back to red and start blinking again if anything new needs attention ro Stock Take is currently in progress at your store ga A new Email message has arrived Not Implemented Hg A new SMS reply has arrived TE Background has posted a serious error OO A transaction is in error this includes bills invoices documents etc Indicates whether the Background Processor is running HAIRLINKS User Manual v4 5 Updated 01 05 2012 Chapter 1 GETTING STARTED Status Bar Customisation The status bar can be customised to your own preference to customise it simply right click anyone on the bar and it will bring up the setup menu Please note that these settings are saved for that workstation only Positio
13. st and last records respectively The scroll order is based on the scroll mode as outlined below i i Scroll Mode This is the order in which you are om Prm_By Number currently scrolling through the database By clicking on this button you can change the scroll mode to a different order For example on the client record you can scroll through the records in Category 1 or 2 order company name order first or last name order client number or user code number order Search This button will open a new search window to find another record Grid View This button will open a new window that lists all your records but in a table view rather than one record at a time Double clicking a record in this view will open the record in the window behind gt Chet tate e Oh dee Ue Fesi Neem Last Mane Co Kare IS GodtDete firth Sist ISa 2h Rost Bate Codo tuso Code Cat 1iCat Fest Wet Last Vad msl A 7 mee 0m IN 71 ZOKA ONHE 5 Fig 1 8 i Print This button will open a Print Menu that allows you to print forms and reports specific to this record HAIRLINKS User Manual v4 5 Updated 01 05 2012 Chapter 1 GETTING STARTED Refresh This button refreshes the record on your screen to show any changes if someone else has modified the record while you are viewing it Add This button will open a new record ready for you to create a new record quickly Not Applicable Edit This button will allow you to edit or
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