En:The Winestro.cloud start page

Aufgliederung der Startseite

1st header

You are working in the temporary version without legal approval

This sentence indicates that you are not yet working with the officially approved version of Winestro.Cloud. In general, we recommend that you only switch to the officially approved version after 2 to 3 months of familiarization, as the approval imposes some restrictions on the program behavior. You can find out more about this here

Tablet mode

You can switch tablet mode on and off using the slider. On tablets, the main menu items must first be double-clicked in order for the sub-items to be clicked. Tablet mode can therefore be relatively annoying on a PC because a double-click is required to access the desired program area. As a rule, Winestro.Cloud recognizes whether it is a tablet or a desktop PC. In individual cases, however, there may be problems with recognition, so that tablet mode must first be switched on or off.

Last actions

The last actions that were carried out in your Winestro.Cloud account are displayed here. This gives you a quick overview of what was last done in your ERP system.

2. system messages

In this box you will receive all messages and important news from the Winestro.Cloud team. The following information is displayed here:

• Webshop order has been received
• Information on updates, shipping service providers or from the wine industry
• If your e-mails could not be delivered to customers
• etc.

It is therefore worth taking a look at the system messages from time to time.

3. key figures

Here you will find a small collection of key figures that can be advantageous for your daily business. This will give you a quick overview of your current figures. You can view these and other other interesting key figures by clicking on “To dashboard”.

Tip: If you do NOT want these key figures to be displayed on your start page, you can hide them under System - Settings - Display. The corresponding setting “Key figures on the start page” can be found relatively far down here.

4. customer contacts

In this area you have an overview of your current and upcoming customer contacts. For example, you can quickly see which appointments are coming up in the next few days and weeks or which e-mails have been sent today.

5. classified ads

This box shows you some of the en:Classified ads that have been placed online. You can place your own ad using the “New ad” button. The “To list” button takes you to the entire list of active ads.

6. birthdays

If you maintain the birthdays of your customers, you can view them here for the coming days and weeks.

7. last orders

In this box you will find a list of your most recently created orders.