MOB-SFALiteUserGuide-EN - Ιστορικό εκδόσεων

Eswikiadmin: /* SFALite Configurator */

2025-11-18T09:32:11Z

SFALite Configurator

Eswikiadmin: /* WEB account */

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WEB account

Eswikiadmin: /* 340x267px|A screenshot of a computer AI-generated content may be incorrect.Salesperson-User */

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340x267px|A screenshot of a computer AI-generated content may be incorrect.Salesperson-User

Eswikiadmin: /* User preferences */

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User preferences

Eswikiadmin: /* 415x118px173x130pxAttached documents */

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415x118px173x130pxAttached documents

Eswikiadmin: /* Main entities */

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Main entities

Eswikiadmin: /* Main entities */

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Main entities

Eswikiadmin: /* User interface */

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User interface

Eswikiadmin: /* User interface */

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User interface

Eswikiadmin: /* User interface */

2025-11-18T09:28:38Z

User interface

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 == SFALite Configurator ==
-[[File:MOB-SFALiteUserGuide-EN-image131.png|415x228px|A screenshot of a computer AI-generated content may be incorrect.]]The SFALite Configurator screen displays parameters that are specific to the ESMobile application. Before proceeding to the first installation of the ESMobile application on a device, the parameters’ <u>default value must be checked</u> and configuration might be needed based on the installation needs. This process is completed in step 6-Overview, where the set of parameters is displayed, with the ones that differ to the default value <u>marked in bold</u>. From this point on, pressing the &quot;Confirm &amp; Save&quot; button completes the configuration process. Keep in mind that with the “Restore all” button, all parameters can be reset to the default settings.
+[[File:MOB-SFALiteUserGuide-EN-image131.png|415x228px|A screenshot of a computer AI-generated content may be incorrect.]]
 [[File:MOB-SFALiteUserGuide-EN-image95.png|26x26px|sign_warning]] '''Attention'''
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 <span id="appendix"></span>
 = Appendix =

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 === WEB account ===
-[[File:MOB-SFALiteUserGuide-EN-image130.png|340x219px|A screenshot of a computer AI-generated content may be incorrect.]]In addition to the main identification details of the device user (code, password, master e-mail), declaring the account association details with the web service 201- Soft1 SFA is required.
+[[File:MOB-SFALiteUserGuide-EN-image130.png|340x219px|A screenshot of a computer AI-generated content may be incorrect.]]
 * User-Company-Branches. The user-company-branches with which the user logs in to the ERP.
@@ Γραμμή 1.652: / Γραμμή 1.654: @@
 <span id="main-entities-1"></span>
 == Main entities ==

@@ Γραμμή 1.636: / Γραμμή 1.636: @@
 <span id="a-screenshot-of-a-computer-ai-generated-content-may-be-incorrect.salesperson-user"></span>
-=== [[File:MOB-SFALiteUserGuide-EN-image129.png|340x267px|A screenshot of a computer AI-generated content may be incorrect.]]Salesperson-User ===
+=== Salesperson-User ===
 * User The <u>series</u> of <u>order</u> (“Sales” section) and <u>Collection</u>-type documents (“Customer cash registers” section) must be <u>obligatorily</u> declared. This can be done in the “Series rights per branch” area of the User entity. Note that for the Order &amp; Collection document types, a <u>different series per user</u> must be declared.
@@ Γραμμή 1.642: / Γραμμή 1.643: @@
 <span id="web-account"></span>
 === WEB account ===

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 * Biometric authentication. Selecting the biometric authentication option of the “Settings” screen (menu: Settings/ Operation profile), allows the device user to be identified either by using a fingerprint, or by using a personal Identification code (PIN). Note that, in order to allow for biometric identification, fingerprint scanning should be supported by the device, or alternatively, a personal Identification code (PIN) should have been set.
 * Gray scale style. The ability to change the default style of the ESMobile application. This setting affects the menu, lists, management screens and generally the entire user interface of the application. This feature activation will be visible after restarting the ESMobile application.
-* [[File:MOB-SFALiteUserGuide-EN-image121.png|275x213px|A screenshot of a computer AI-generated content may be incorrect.]]Map. The ability to configure elements that affect the function of the “Calendar” screen (Maximum number of pins) and the “Customers near me” screen (Search radius).
+* Map. The ability to configure elements that affect the function of the “Calendar” screen (Maximum number of pins) and the “Customers near me” screen (Search radius).
 <span id="reporting-1"></span>
 ==== Reporting  ====

@@ Γραμμή 1.561: / Γραμμή 1.561: @@
 <span id="attached-documents-1"></span>
-==== [[File:MOB-SFALiteUserGuide-EN-image119.PNG|415x118px]][[File:MOB-SFALiteUserGuide-EN-image120.PNG|173x130px]]Attached documents ====
+==== Attached documents ====
 Access to the full, regardless of entity, attached documents management list is provided via the “Attached documents” option of the “Sync” menu. Furthermore, by pressing the [[File:MOB-SFALiteUserGuide-EN-image28.png|18x18px|Icon Description automatically generated]]-Attached documents button of an entity’s dashboard screen (e.g. Item entity), a list of all attached documents related to the selected entry appears. Please note here that only the relevant URL-type documents are available on the device. By focusing on a specific entry of the attached documents management screen, the user is redirected to the respective attachment overview screen.
 <span id="esmobile-device"></span>
 == ESMobile device ==

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 <span id="a-screenshot-of-a-computer-ai-generated-content-may-be-incorrect.customers"></span>
 ==Customers ==
 The user can access the customers base of the device via the main menu Customers option. Clicking this option first displays the complete customer base sorted alphabetically by customer name while, via the [[File:MOB-SFALiteUserGuide-EN-image21.png|18x18px|A black rectangle with white dots AI-generated content may be incorrect.]]<u>Sort</u> button, it is possible to change the classification criterion. It’s possible to directly search for a customer by name or address (“Name”, “Address” criterion). Alternatively, by pressing the [[File:MOB-SFALiteUserGuide-EN-image22.png|18x18px|Shape Description automatically generated with low confidence]]-<u>Search</u> button, you can also search based on other criteria. Note that, especially for the criteria name &amp; address of the client, the voice search applies, which means that the search results are the same regardless of whether the characters are upper/lower-case or Greek/Latin. By scrolling to the right on a customer entry, it’s possible to directly access the actions of adding a new appointment, order or collection.

@@ Γραμμή 111: / Γραμμή 111: @@
 <span id="a-screenshot-of-a-computer-ai-generated-content-may-be-incorrect.customers"></span>
-== [[File:MOB-SFALiteUserGuide-EN-image15.png|302x219px|A screenshot of a computer AI-generated content may be incorrect.]]Customers ==
+[[File:MOB-SFALiteUserGuide-EN-image15.png|302x219px|A screenshot of a computer AI-generated content may be incorrect.]]
 The user can access the customers base of the device via the main menu Customers option. Clicking this option first displays the complete customer base sorted alphabetically by customer name while, via the [[File:MOB-SFALiteUserGuide-EN-image21.png|18x18px|A black rectangle with white dots AI-generated content may be incorrect.]]<u>Sort</u> button, it is possible to change the classification criterion. It’s possible to directly search for a customer by name or address (“Name”, “Address” criterion). Alternatively, by pressing the [[File:MOB-SFALiteUserGuide-EN-image22.png|18x18px|Shape Description automatically generated with low confidence]]-<u>Search</u> button, you can also search based on other criteria. Note that, especially for the criteria name &amp; address of the client, the voice search applies, which means that the search results are the same regardless of whether the characters are upper/lower-case or Greek/Latin. By scrolling to the right on a customer entry, it’s possible to directly access the actions of adding a new appointment, order or collection.
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 <span id="appointment-management"></span>
 = Appointment management =

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 '''Error message'''
-[[File:MOB-SFALiteUserGuide-EN-image35.PNG|136x92px|A screen shot of a message AI-generated content may be incorrect.]]Otherwise, in case a process cannot be executed for some reason, a message explaining the error appears. By clicking the “Technical information” button on the message, the system automatically writes an E-mail that is addressed to the address specified in the &quot;System Administrator E-mail&quot; parameter of the SFALite Configurator.
+[[File:MOB-SFALiteUserGuide-EN-image35.PNG|136x92px|A screen shot of a message AI-generated content may be incorrect.]]
 <span id="main-entities"></span>

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 '''Dashboard screen'''
-[[File:MOB-SFALiteUserGuide-EN-image23.PNG|415x303px|A screenshot of a computer AI-generated content may be incorrect.]]The dashboard screen is an “appendix” to the overview screen that enables both an increase in the information displayed on the overview screen and the ability to directly perform a series of actions. The upper part of the screen is occupied by the individual <u>pages</u> of the screen, while the lower part of the screen displays the preset <u>menu buttons</u> to call actions.
+[[File:MOB-SFALiteUserGuide-EN-image23.PNG|415x303px|A screenshot of a computer AI-generated content may be incorrect.]]
 {| class="wikitable"

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 [[File:MOB-SFALiteUserGuide-EN-image7.png|132x285px]][[File:MOB-SFALiteUserGuide-EN-image8.PNG|403x295px]][[File:MOB-SFALiteUserGuide-EN-image9.PNG|169x295px]][[File:MOB-SFALiteUserGuide-EN-image10.png|207x227px]]
-[[File:MOB-SFALiteUserGuide-EN-image15.png|302x219px]][[File:MOB-SFALiteUserGuide-EN-image16.png|120x47px]][[File:MOB-SFALiteUserGuide-EN-image17.png|177x153px]]'''Overview screen'''
+[[File:MOB-SFALiteUserGuide-EN-image15.png|302x219px]][[File:MOB-SFALiteUserGuide-EN-image16.png|120x47px]][[File:MOB-SFALiteUserGuide-EN-image17.png|177x153px]]
 The overview screen displays the entries of an entity in the form of a list. At the top left of the screen, the <u>screen title</u> is displayed, while the top right displays buttons with the available alternative criteria [[File:MOB-SFALiteUserGuide-EN-image21.png|18x18px|A black rectangle with white dots AI-generated content may be incorrect.]]-<u>Sort</u> &amp; [[File:MOB-SFALiteUserGuide-EN-image22.png|18x18px|Shape Description automatically generated with low confidence]]-<u>Search</u> for the list entries. By focusing on a specific entry, the user will be redirected to the dashboard screen of the current entry. Alternatively -by scrolling to the right on the entry- direct access the &quot;popular&quot; action buttons is provided.