Learning Path: Every User

💡This path lists the topics every BOS Enterprise user should know first, whatever their role. Start here, then follow the path for your role.

1. Find Your Way Around

Menus: Describes how to set up Menu Groups and Menu Templates, with their list and edit view fields, menu settings and tile menu options.
Layout: Describes how to change grid view layouts so you can search, group, filter and align columns and use the Menu button to save views.
Keyboard Shortcuts: Lists the keyboard shortcuts in BOS Enterprise: menu shortcuts, Production Planning, Service Manager project tasks, Enter and Esc, and selecting and moving around.
Glossary: Defines the terms used in BOS Enterprise and in this documentation, with links to the pages that explain them.

Transaction List Views: Describes the transaction list view, with its buttons, filters and fields in the transactions and items views, and the summary and board views.
Batch Updates: Shows how to select several records and apply a Batch Update to them, with the access settings and examples of batch update functions.
Transaction Summaries (Context Menu): Describes the summaries you open from a transaction's right-click menu, for example, the customer summary, linked transactions and audits.

Statuses: Describes header and Item statuses for transactions, their settings fields and how to create and edit a status.
Transaction Edit Views: Describes the transaction edit view, with its menu buttons, interface, item buttons, fields and context menus.
Copying Transactions: Describes the copy screen, with its statuses, filters and item fields, and shows how to copy a customer transaction to a supplier transaction.
Transaction Approvals and Checklists: Describes the checklist interface, how to use checklists on transactions and the Approvals module with its access settings, buttons, filters and fields.

Notes: Describes where you can add notes in BOS Enterprise, such as transactions, Service Manager tickets, customer and supplier records and status bars.
Attachments: Describes how to add, view and edit attachments on customers, suppliers, Items and transactions, and covers output pipelines and image hosting.
Output: Describes how to set up the Output button with Output Templates for reports and transactions, and lists the onscreen output options.
Email Reference: Describes the BOS Enterprise email client: its folders, buttons and filters, how to write a new email with recipients and attachments and how to use groups.
Reminders: Describes the Reminders list of workflow and personal reminders, how to postpone and dismiss them, and the Reminder window.

Error Messages: Lists the access, setting and delete messages that BOS Enterprise shows, where each appears and how to fix it.
Frequently Asked Questions: Answers common questions about BOS Enterprise terms, differences between features, customising, user access, features and troubleshooting.
User Access: Explains how access works in BOS Enterprise, where each kind of access is set, the access options and Transaction Access.