Program structure and navigation
BaccS window consists of three main areas:
1. Ribbon menu
This menu only contains different commands/actions, which depend on a currently selected window. It always contains Quick job creation button, to quickly create new jobs on a base of previously entered jobs. Users who connected to ProZ.com account always see Write WIWO button. When you edit some data, buttons to save and close form will appear here. In lists you will see filtering, printing, view variants changing buttons. Hover mouse pointer over any button to see its description, keyboard shortcut, or to understand why particular button is currently disabled.
By default, ribbon menu contains the following pages:
Home. Main program-wide commands and commands specific to a currently opened tab.
View. Contains duplicate of the navigation tree, application theme selector, and a button to organize currently opened tabs.
Tools. Contains additional useful commands, like Settings, Backup, Model editor, Mail sender.
Support. Contains few buttons to get help about BaccS: links the manual, forums, social pages.
2. Navigation tree
Allows to open new views/tabs in the work area. Navigation tree contains few main sections: Workspace (to access dashboards and documents, like jobs, invoices, assignments), Reference data (to view/edit reference data tables, like customers, contractors, units, languages, etc.), Other/tools (contains different service windows), ProZ.com (contains windows for consuming ProZ.com services from within BaccS) and Reports (provides access to extensive reporting engine, which includes invoice/quote/PO templates, CV templates, custom reports and quick reports). Each item may have an arrow on left showing that it has nested items. For example, Main dashboard item has nested items to open other variants of a dashboard. Many elements contains nested Help section. Many items from the Workspace section contain context reports. Don't forget to expand first level of navigation to see nested elements, as they often provide useful functions.
3. Work area
Used for viewing/editing data. BaccS uses tabbed UI to display views. You can open any number of views simultaneously. When you close the program, currently opened set of views will be saved and re-opened on a next launch. Selecting any navigation item in the navigation tree opens corresponding form (view) will be opened in a separate tab. Here is an example:
On the above screenshot five tabs are opened, and you may easily switch between them with mouse or using Ctrl-Tab or Ctrl-Shift-Tab shortcuts. Small preview is displayed to help with selection of a tab.
In addition, you may move tabs, unpin them from main panel, and display side by side. Just start dragging any window by clicking on tab header, and then drop it on any place of you screen or on special pinning icons which are displayed during dragging. When dropped on such pinning icons, the window will stick to another opened tab. In the example below, Invoices window was sticked on the right of Translation jobs tab.
As you see on the screenshots above, when any tab is opened, Home tab of the ribbon was filled with a number of commands. Depending of the currently opened entity type, composition of such commands will be different. First two buttons are usually the same - they allow to create new empty entity or clone currently selected one. To edit selected row, simply double click on it. To delete it, click on the Delete button in the Edit group on the ribbon or press Сtrl-D combination on the keyboard. The same commands are always available via context menu.
Data dependency between tabs
Information in one tab may depend on information created, edited or deleted in another tab. For example, if you change customer name in the Customers tab, and then switch to Translation jobs tab, then you will still see old customer name of the customer you just changed. In this case, hit F5 button on the keyboard or click Refresh button on the ribbon (if there are unsaved changes,you have to save them before doing this). Such behavior is by-design, and is used to improve performance.
In special cases, when edited data is critical in terms of business state, information in other tab will be updated automatically. For example, when you create or edit payment over invoices, then after saving a payment and switching to Invoices tab you will see updated data, without need to refresh the table. In most cases, data is refreshed automatically, and shown example with customer name is rarer case, when manual refreshing is needed.
In general, you may only use your keyboard to navigate and enter data in BaccS. Please check Keyboard shortcuts article to get detailed information about predefined shortcut keys.
Navigation tree contains Auto-hide button, which allows to collapse it to the left side of the window. When collapsed, hover mouse pointer over its name to open navigation tree. When any item is selected, navigation tree will be automatically collapsed. To speed-up navigation, BaccS provides one of its exclusive functions: radial menu. This menu is accessible by middle mouse button click at any place of the program window, and looks as following:
This wheel contains the most frequently used items from the navigation tree. Few items here has nested sub-menus, like Reference data, Dashboard or Reports. Click on it to view nested level:
Using radial menu, it almost won't be needed to open navigation tree. However, please remember, that navigation tree contains much more items comparing to the radial menu.
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