III: Getting Started

3.1 Introduction

Welcome to the “Getting Started” section of the EasyFS User Manual. This section is your gateway to entering the world of secure financial management. By this section, you will be guided through the initial steps to access and navigate our system effectively.

3.2 Accessing EasyFS

3.2.1 Logging In

1. Open your web browser: Launch your preferred web browser. We recommend using the latest version of popular web browsers like Google Chrome, Mozilla Firefox, Safari, or Microsoft Edge.

2. Visit the system’s web address: In the address bar of your web browser, enter the URL for EasyFS. The web address may look like ”https://demo.easyfs.ph/”.

3. Enter your credentials: You will be redirected to the login page. Here, enter your username and password. Make sure to use the correct credentials associated with your EasyFS account. If you have no account yet, better inform the System’s Administrator to create you an account.

4. Click “Login”: Once you’ve done entering your credentials, click the Login button.

3.2.2 Forgot Password

If you’ve forgotten your password, no need to worry. Simply click the “Forgot Password” link on the login page. You’ll receive instructions on how to reset your password via your registered email address.

3.2.3 The Dashboard Page

Once login is successful, you will be redirected to this Dashboard page. The EasyFS Dashboard is a visual representation of key information, data, or functionalities that provides users with a quick and accessible overview of the application’s state or performance. Dashboards are designed to present information in a way that is easy to understand, typically through charts, graphs, widgets, or other visual elements

EasyFS Dashboard – shows the most important things in the system such as the Graphs, Financials, Purchases Sales, Inventory, Budget, and Fixed Asset.

Financials Dashboard – shows the top income and expense items in real time data.

Purchases Dashboard – shows the top 10 Purchased Items and top 10 Suppliers in graphical representation.

Sales Dashboard – shows the top 10 sellable items and the top  10 branch that has the most sale

 Inventory Dashboard – Displays the top 10 Inventory on Hand Quantity and top 10 fast moving items

Budget Dashboard – Displays 2 buttons, budget button: once clicked the user will be redirected to the budget list module and the Budget Variance button: once clicked the user will be redirected to the budget variance list module

Fixed Asset Dashboard – Displays 3 buttons, Fixed Asset button: once clicked the user will be redirected to the Fixed Asset list module, Assets Disposals button: once clicked the user will be redirected to the Asset Disposal list module and last is Report Button: once clicked the user will be redirected to the Fixed Assets Reports Module.

3.2.4 Navigating EasyFS

To assist users in navigating through EasyFS these are the most common terms used in this manual and in the EasyFS system for you to understand easily the User Interface (UI)

1. Menus – Serves as the primary navigation point for users.

Contains high-level options that represent major sections or functionalities of the application.

2. Sub-Menus – Appears when a user selects an option from the main menu. Contains more specific options related to the selected main menu item

3. Tabs – refers to a graphical control element that allows users to navigate between different sections or content within the same window or view . Tabs are often used to organize and present information in a way that is both visually and functionally clear.
4. Language Toggle – user interface element that allows users to switch between different languages or language versions of content within an application or website. This EasyFS feature is particularly useful for multilingual applications or websites where users may prefer or require content in a language other than the default.

5. Notifications – refer to messages or alerts that inform users about specific events, updates, or actions that require their attention. Notifications play a crucial role in keeping users informed, engaged, and aware of relevant information.

Dark and Light Mode Toggle – refers to easyFS feature that allows users to switch between different color schemes or visual themes for an application or website. The two primary modes are typically a “dark mode” with dark backgrounds and light text, and a “light mode” with light backgrounds and dark text. Users can choose their preferred mode based on personal preference, situational needs, or simply for aesthetic reasons.

6. Forms – or data entry user interfaces, allowing users to input, submit, and interact with data. These data inputs will then become the source for generating reports and outputs in EasyFS. EasyFS has a standard Data Entry Form based on the List Detail form User Pattern.
   a. List – The list view presents a summarized or condensed display of multiple items. Each item typically includes key information or attributes. Users can quickly scan and navigate through the list to find the item they are interested in.

Example is the screenshot below which shows the List of Customers.

2. Details – Clicking on the Edit Button beside the Customer in the list opens a detailed view or form for that specific item.

The detailed view provides a more comprehensive set of information about the selected item and may allow users to edit or update the details.

7. After that, click the Save Buttons.
8. Reports