2.0. Manage Modules

Login

Upon starting your computer, you'll be prompted to enter your login credentials, specifically your login ID and password. Next, you'll be asked to select the company you wish to work with. This company selection is only available if you've purchased setup for multiple companies within your account.

STEP:

1. Go to Windows
   
2. Click on OCi Icon - This is to run the application
   
3. Login
   
4. LOGIN ID enter: admin
   
5. PASSWORD enter: 12345
   
6. Click LOGIN button Login ID is not case sensitive.
   This is the default password. You may change it later at later stage.
7. Go to Company
   
8. Select COMPANY NAME
   
9. Click OK Button
   The default will be ‘C001- Your Company Name’ if you have purchased a single company license. If you have purchase multiple company licenses, you will be able to select for more than one company here

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Open multiple modules simultaneously

To open a module, simply go to the module section and click on the module you want to access.  Please note that you can open multiple modules simultaneously.

STEP:

1. Go To SALES Activity
   
2. Click SALES Activity
   
3. Click QUOTATION Module
   
4. Click INVOICE Module These will open the Quotation and D.O. Module for you to work on
   
5. Go to PURCHASES Activity
   
6. Click PURCHASES Activity
   
7. Click SUPPLIER INVOICE
   
   You can also open up modules in other activity at the same time
   

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Access sub-modules

Within a module, you can access its sub-modules by hovering your mouse over the relevant area.

Additionally, in certain entry fields, right-clicking will open related modules.

STEP:

1. Go to PURCHASE Activity
   
2. Click Supplier Invoice
   
3. Click NEW
   
4. Move mouse to VENDOR box
   
5. Right-Click
   
6. Select & Click OPEN
   By pointing the mouse on the certain entry boxes, and right-click, it will open up the respective modules.
   In this case, you can see that Business Partner is opened.
   In this screen, you can open the following modules on the move.
1. Business Partner
   
2. Payment Terms
   
3. Currency
   
4. Employee
   
5. Item Code
   

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Switching Modules

While working in the system, you can switch between open modules by clicking on the "Windows" menu bar. This will display a list of all active modules, allowing you to select the one you want to switch to.

STEP:

1. Go to Windows Top Menu Bar
2. Select QUOTATION
   
3. Select INVOICE
   You are able to call previously modules to the top to work on. You can switch between modules and work on them simultaneously without having to close them.

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Closing Modules

If you have too many modules open and want to declutter your screen, you can close them in the following ways:

Click the "X" in the top right corner of the module window.

Click the "X" displayed in the left module segment.

Close all active modules by going to the "Windows" menu and selecting "Close All."

STEP:

1. See red box A
   
2. Click ‘X’ at the top right corner of the dialogue box This will close the respective module
3. See red box B
   
4. Click ‘X’ at end of the module name Notice that an ‘X’ appears when the respective modules are opened.
   It will disappear once it is closed.
5. See red box C
   
6. Click Windows
   
7. Select Close ALL
   This will close all the opened modules
   

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