View Real-time informative data in the form of widgets (Updated)

Now you can display widgets which show real-time informative data related to products, accounts customers, etc. during entry in various screens. You can also control how data is displayed to a different set of users.

To configure widgets in your application, please refer the following steps:

Setup Widget Templates

The first step is to create the template. To know how it works, follow the given steps:

Step-1 Open Setup Widget Templates window, and enter the template name. Now, Press space bar on your keyboard to edit the template.

Setup-Widget-Templates

Step-2 Setup Widget Configuration window will open. First, select the module type, for example, Sale.

SetupWidgetConfiguration

Step-3 Now, select the Widget Type, for example, “Items.

SelectWidgetType

Step-4 To enable the widget, press spacebar on your keyboard and mark it as shown in the figure below. Select the configuration from the list. The list of widgets with their descriptions will appear. You can choose which widgets you want to appear when creating the sale bill for the items.

EnableWidgetTemplates

Click the Save button.

The list of widgets will be different for every widget type. For example, in the picture below, for Account widget type, there are only 4 widget options that you can make appear in Sale bill.

***Let us suppose you enabled Customer/Supplier Information & Party Ledger widgets.***

SetupWidgetConfig-Accounts

The figure below is about the Sales Summary widget type. It will display the complete summary of the sales made for the items.

SetupWidgetConfiguration-SaleSummary

Click the Save button.

Step-5 After saving the widget configuration, go back to the Setup Widget Templates window. Press Enter key on your keyboard to move the cursor to the next row. Then click on the Save button to apply the changes.

ApplyChangesToTheWidgetTemp

Allocate Widget Templates to User

The next step is to allocate widget templates you created to the user. Follow the given steps to allocate widget templates to the user:

Step-1 Open the Allocate Widget Templates to User window. Under user name column attribute, press Spacebar on your keyboard to select the user name from the User Search window.

AllocateWidgetsToUser

Step-2 Now select the template from the list and press Enter key on your keyboard.

SelectTemplate

Click on Save button to apply the changes.

Note

You can assign single template to multiple users, but you can’t assign multiple templates to a single user.

***Restart your LOGIC Software to apply the changes.***

How does it work?

When the user will log in to his/her LOGIC Software and Open the Sale Bill, he/she will notice the Sale Summary getting displayed in the Widgets section. It is because you enabled Sale Summary widget in Step-4 of Setup Widget Templates.

SaleBill-SalesSummaryWidget

Select the billing series, enter the party details. You will see the Customer/Supplier Information and Party Ledger widgets displaying the information related to the customer or supplier.

SaleBill-AccountWidgetType

Click on the Item Details button to enter the details of the item. Now, when you will enter the item details, then the widget’s window will display the details related to that particular item. As you can see in the picture below that the Product Information widget is showing item details, extracted from the Item Directory. The ‘Party/Item Transactions-Purchase‘ widget is displaying the purchase and transaction details of the item. 

SaleBill-ProductInformationWidget

Configuring Widgets to Display Column Attributes Details

For Party Month Wise Ledger widget

Suppose you also enabled Party Month Wise Ledger widget. Now, if you want to configure the details that are shown in the Party Month Wise Ledger, then follow the given steps:

Step-1 In the Account Search List window, select the account and Press F3 button on your keyboard.

SetupWidget-PartyMonthWiseLedger

Step-2 “Month Wise Ledger for” window will open for the selected account. Now, click on ‘Configuration‘ option. Then in the configuration settings, click on Print Columns option. Now, de-select the columns that you don’t want to get displayed in the Party Month Wise Ledger widget. Then click on the Save button. In the ‘Month Wise Ledger for’ window, you will notice that the column attributes you de-selected are no longer being displayed.

SetupWidget-DeSelectColAttr

Step-3 Go back to Account Search List window and press the F4 button on your keyboard.

Step-4 Now, in the Dues Report window, click on Configuration. Then, click on Print Columns button in the Due Report Configuration window.

Step-5 De-select the columns that you don’t want to display and save the changes.

SetupWidgets-ZoomDueReportF4

Now, when you see the Party Month Wise Ledger widget details in Header Details window, you will notice that the column attributes you de-selected are no longer getting displayed.

SetupWidget-Widget-Updated

 

For Party/Item Transactions-Sale widget

For configuring Party/Item Transactions-Sale widget, follow the given steps:

Step-1 In the Item Details window, select the item and then press spacebar on your keyboard to open the LOT Search for Item window.

Step-2 Select the LOT Number and press F3 button on your keyboard.

Step-3 In the Party/Item Wise Transactions window, click on Setup Column Attributes icon.

SetupWidgets-PartyItemWiseTranx

Step-4 Now, De-select the column attribute that you don’t want to display in the widget. Click on Save button.

SetupWidget-SetColAttri

Now, when you go back to Item Details window, you will notice that the Party Name column attribute is no longer visible in Party/Item Transactions-Sale widget.

SetupWidget-PartyItemTransactionSale
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