General description #
The screen provides notifications related to the order, contract, or payment. The screen is divided into sections, including a toolbar, a newsletter section, notification area and the navigation drawer.
Topbar Menu #
The top bar menu displays information in two sections.
On the left side of the menu bar, the Qbil Software logo and a hamburger menu are displayed. The hamburger menu expands the navigation drawer on click. The navigation drawer consists of the list of all the Qbil-Trade modules enabled for you.
The right side of the menu bar displays the logged-in username, notification icon and below given options:
- Language: The language of the UI can be changed using this option. The default will be English; you can change it to Dutch, Spanish, German and English (EU locale) as of now available in the Qbil-Trade software.
The language selected affects the labels on the screens, the number locale, - Theme: You can select the theme for your UI using this option. Many themes are available in Qbil-Trade, like day, twilight and night.
- Font size: Font size can be changed to small, medium and large using the option.
- Account: On click, it will display the logged-in account user name. You can log out also using this option.
- News: The News option will take you to the newsletter page.
- iPhone app: You can connect your Qbil-Trade account to your iPhone and access the same easily from your device. For this, you need to download the Qbil-Trade application on your iPhone.
- Document Designer: The document designer helps you to create your layouts/templates for the preview documents. For more information on our document designer feature, click here.
- Support: If you need assistance, you can call, email or ask for remote assistance from the support team of Qbil using the Support option.
- Release: The release option will redirect you to the page where you can see all the released versions of Qbil-Trade with the changes explained.
For admin, the ‘Administration’ option is also available in the adminstration menu. For detailed information, go to Main> Getting Started > Administration.
Notifications #
The notification icon expands to a list on hover, which displays multiple categories of notifications with unread messages count as the suffix. The various categories of notifications are:
- General notifications.
- Email notifications.
- Authorized invoices.
- Offers.
The newsletter presents upcoming memorials and holidays and updates in Qbil-Trade for you. The main body of the screen displays notifications (related to your orders, contracts etc.) and newsletter in separate tabs. The notifications are displayed per the multiple configurations and modules enabled for you. By default, only general notifications are displayed. You can select a specific category from the notification icon on the top menu bar.
Various notifications displayed are as follows:
- Not Yet Invoiced: It contains a list of the orders that are finalized but not yet invoiced. Once the order line is invoiced, the order will not be visible in the not yet invoiced section. You are provided with an option to navigate to the order form notification screen.
- To be hedged: Contracts with open hedging are displayed in this section.
- Locked for certification: Contracts that are locked for certification are displayed in this section.
- Unsent Invoices: Displays the unsent invoices.
- Unmailed contracts: Displays unauthorized contracts, i.e.., for which the checkbox “allow email” is unchecked.
- Unsent contracts: Displays the authorized contracts, i.e., for which the checkbox “allow email” is checked.
- Unmailed invoices: The section notifies about the invoices that are not exported yet and are not authorized (i.e., “allow email” is not checked on the contract screen).
- Authorized invoices: The section notifies about the invoices that are authorized but not exported yet.
- Email Delivery status: This enlists the undelivered contracts, and the user who did not see their status user can mark these as seen.
- Contract sample status: This displays the contracts with status equal to “enroute” or “onderweg”. This is subject to the checkbox “Sample”.
- Payment status failed: It shows the last update date/time of the payments.
- Pre-finalized outbound orders: This displays the sales orders that are pre-finalized but not finalized.
- Pre-finalized inbound orders: This section includes the notifications for the purchase orders and stock movements that are pre-finalized but not finalized.
- Open coffee hedges: Displays the open coffee hedging contracts.
- Unfixated contracts: Displays all the contracts that are not yet fixed (fixation confirmed is not set) and whose pricing type is set to the differential.
- To be euro hedged: Displays the contracts with currency EURO and euro exchange rate as “0” or “null”.
- Lot shelf life: Displays the lots which have a nearby expiry date.
Some of the notifications are displayed to a user as per the permissions allowed to them by the administrator. Notifications like “open coffee hedges” are configuration-based and are available to the customers with some specific modules enabled.
