User Manual Chapters to Read
Topic: Catalogs
Topic: Vendors
Catalog
Other
Resources
Lesson
Before
doing large amounts of data entry you first want to get acquainted with
how
Catalogs work in XpertMart™: how to add
records, edit records and search records.
The easiest way to learn how to do this is in the Vendors Catalog.
Open
the Vendors Catalog. You'll notice that in the bottom right hand corner
there
are three ?s in the record boxes in the lower left-hand corner. This
means that
there are no records in the catalog. You will see this every time you
open a
catalog for the first time.
Now
press the New Record button on the toolbar to add a new vendor. Notice
that now
the three record boxes now show 1,1,0. Also notice that all the buttons
on the
toolbar appear grayed out except for the Save button and the Delete
button.
This indicates that you are adding a record and until you choose to
either save
it or delete you cannot do anything else.
Go
ahead and enter your vendor info: company name, address, phone, email,
contact
and so on. When you are done, press Save. Notice that now the rest of
the
toolbar button appear active.
NOTE:
If you are running XpertMart on Java 5 (Intel Mac) then you need to
press <Return> after you enter data in a field, or you can also
<Tab> to another field. But if you just enter data into a field
and then press the Save button you will get a "Required Value Missing"
error.
Let's
add a second vendor now. Do this by once again pressing the New Record
button.
Notice that the three record boxes now show 2,2,0. Keep an eye on these
boxes
as you work in Catalogs. You'll see the number increase every time you
add a
new record.
A
common beginner mistake is to open a Catalog and just start typing and
adding
data. If you do this you are overwriting the existing record, not
creating a
new one. Which is why it's a good idea to keep an eye on those three
record
boxes.
Once
you are done entering the second vendor's data, press Save. Now add two
more
vendors so you have a total of 4 records in the Vendors Catalog.
Close
the Vendors Catalog. Now go back to the Main Menu in XpertMart™
and open the
Vendors Catalog again. Notice the records bar shows 1,4,4. This is
telling you
there are a total of 4 records in the catalog and you are looking at
the first
of those four.
Use
the green arrow keys in the toolbar at the top to navigate through the
catalog.
Press the next record button to advance to the second vendor. Notice
the
records bar shows 2,4,4. Practice scrolling through the catalog by
using the
Next Record and Previous Record buttons. Now try the First Record and
Last
Record buttons to jump to the fourth vendor and back to the first.
Very
simple, but the principles are the same whether you are working with 4
vendors
or 400.
Now
add three more vendors. By now you should be getting the hang of it:
press New
Record, watch the records bar grow by one, enter data, press Save. On
the last
vendor do not enter an address.
Ok,
now add one more vendor so you have a total of eight. Press the First
Record
button. The record bar should show 1,8,8. Use the Next Record button to
scroll
through the records until you reach the 7th entry. Now enter the
address
information you didn't enter before. Press Save.
Now
go to the next record (the 8th vendor) by pressing the Next Record
button. Now
go back to the 7th vendor by pressing the Previous Record button.
Hey!
Where's the address you just entered? Not to worry...the data you
entered is
still there, the view just hasn't refreshed. Since the XpertMart™
database is
setup to work in a network environment you need to refresh the view to
see the
latest changes you've made to the database. You do this by pressing the
First
Record button.
Go
ahead and press the First Record button to jump to the first vendor.
Now use
the Next Record button to scroll through the catalog until you get to
the 7th
vendor. Now do you see your address data? It was there all along. The
First
Record button not only jumps you to the first entry in the catalog, it
also
refreshes the view so you can see all recent changes made to the
database.
Ok,
let's add two more vendors. Press the New Record button to add another
vendor.
Notice you don't have to scroll to the last vendor to add a new one.
You can
press the New Record button any time and it will add a new entry to the
catalog. The records bar helps you keep track of how many records you
have in
the catalog and where you are at that point.
You
should now have a total of 10 vendors in the Vendors Catalog. You
should feel
comfortable with all of the steps we've done so far before you move on
to the
next lesson. If you need more practice, open the Brands Catalog and
enter some
of your brands there.
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