Principal Desk is the central entry screen for accessing the application’s operational areas. Use it to sign in and then open the workspace that supports your current responsibility, such as Sales, PM, Purchasing, Warehouse, Finance, Tasks, or Activities. It is intended for day-to-day users who need a single starting point for sales jobs, project work, procurement, stock, finance, and related business activities.
Workflow
Enter your access details in Enter User Name and Enter Password.
Principal Desk
Login
Select Login to open Principal Desk.
Note: Enter the user name and password exactly as provided for your account. The screen provides separate fields for each value.
Decide which working area you need after signing in.
Use the available navigation controls to open the appropriate area:
Select Dashboard for the main dashboard view.
Select Reports to access reporting.
Select My Desk to return to your personal desk.
Select Sales when working with sales activities and sales jobs.
Select PM when working with project management activities.
Select Purchasing when working with RFQs, suppliers, and buyouts.
Select Warehouse when working with Stock and Warehouse activities.
Select Finance when working with finance-related activities.
Select Tasks or Activities when you need to work with the corresponding work items.
Select Data when you need to access available data functions.
Choose an available item when a selection is required.
Use Select... to open the available selection control. Choose the required entry and select Select to confirm the choice.
If the screen displays a confirmation window after the selection, select Ok to close it and continue.
Tip: Use the area that matches the next business decision you must make. For example, open Purchasing before processing supplier-related work, and open Warehouse before working with Stock.
Review visual or support-related information when available.
Select graphs when you need to view the graph option displayed in Principal Desk. Select Tickets when you need to access the ticket option. If you need to add a file through the available interface, select Attach.
Continue working in the selected application area after completing the required selection or confirmation.
Examples
A purchasing officer needs to begin work on supplier pricing for a sales job.
The purchasing officer enters the account credentials in Enter User Name and Enter Password.
The purchasing officer selects Login to enter Principal Desk.
Because the next activity concerns supplier pricing and a potential buyout, the purchasing officer selects Purchasing rather than Sales, Warehouse, or Finance.
If a selection window is displayed, the purchasing officer uses Select..., chooses the required available entry, and selects Select.
If confirmation is requested, the purchasing officer selects Ok. The user can then continue in the Purchasing area with the relevant procurement work.
Tips
Tip: Use My Desk when you need to return to the central personal workspace after visiting another application area.
Note:Dashboard and Reports are separate navigation options. Select the option that matches whether you need the dashboard view or reporting access.
Warning: Do not select an operational area solely because it contains related information. Choose the area that corresponds to the work you are about to perform, such as Warehouse for Stock activities or Finance for finance activities.
Troubleshooting
Symptom
Likely cause
Fix
You cannot complete sign-in.
A value may be missing from Enter User Name or Enter Password.
Enter both values, then select Login again.
You are not in the area needed for your work.
A different Principal Desk navigation option was selected.
Return to My Desk and select the appropriate area, such as Sales, PM, Purchasing, Warehouse, or Finance.
A selection window remains open.
The selection has not yet been confirmed.
Select the required entry, select Select, and then select Ok if a confirmation control is displayed.
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