En:Symbols

Winestro.Cloud uses icons on every page to make navigation easier for you. If you are unsure what an icon in the program means, move the mouse pointer over the icon and remain on the icon without moving the mouse or clicking. An explanatory text will now open under the mouse pointer. The text shows you the meaning of this symbol or which editing step you can carry out here.

General symbols

To keep Winestro.Cloud user-friendly and clear, there are many icons that appear in every program area.

The information symbol always takes you to an overview or information card.

Neuen Kunden, Auftrag, Gutschein, Termin, Paketvorlage etc. anlegen

The Edit symbol always takes you to an editing or change screen.

  The delete icon removes data from the system. If The deletion of data is final, you will be informed of this beforehand.

Mark an item as out of stock, mark an appointment as completed, mark a customer as a deadbeat

Jump back to a higher-level list (customers, articles, loading lists, etc.).

restore / load

Export customer/article data

Import customer/article data

The ‘’‘Printer’‘’ icon displays various documents in PDF format. You can then print these documents using your printer.

Create a parcel label via an order/customer.

  The Duplicate icon copies all the details of an existing order, item or selection.

Customers

symbols in the customer list:

All orders for this customer have been processed.

Attention, there are unfulfilled orders for this customer.

This customer is a carte blanche.

  Select further actions.

Open customer file card.

Edit a customer file. This symbol can be found both in the customer list and in the customer file of each individual customer.

Jump to the last order of a customer. This symbol can be found both in the customer list and in the customer file of each individual customer.

Write an e-mail to the customer.

Loading files into a customer file.

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Symbols in the customer file card:

Switch to the previous customer card.

Back to the customer list

Loading files into a customer file.

Create a parcel label for the customer.

Create an appointment for the customer.

Create a new task for the customer.

Edit customer data.

Select the customer's invoices.

Search online for the customer's phone number.

Create a new order for the customer.

Skip to the last order for this customer.

Output customer invoices in the print manager.

Compose an e-mail to the customer.

Mark the customer as a carte blanche.

Link the customer index card to another index card.

Create a new customer.

Jump to the next customer file.

Delete all delivery addresses for this customer.

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Display group members.

Customers without group assignment

Articles

symbols in the article list:

Item status: Available. If you move the mouse over the symbol, the current stock and reservations are displayed.

Item status: Stock warning. You define the settings for when a low stock warning should be issued in your Item tab. If you move the mouse over the symbol, the current stock level and reservations are displayed.

Item status: Overbooked. If you move the mouse over the symbol, the amount of the overbooking and reservations will be displayed.

Article is an assortment. If you move the mouse over the symbol, the number of units in the assortment is displayed.

  Form overview for an order

 Information about an e-mail template

Edit an article, email, autumn book, letter, etc.

Edit an order, a loading list.

The article is a spirit or a brandy.

The article is a sparkling wine/champagne.

The article belongs to the room management.

The article is a service of the room management.

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The ‘’‘Activation’‘’ icons add entries to certain lists or remove them from the lists. For example, you can use them to add an item to old items or to mark a customer as an unavailable item. For tours, you can add customers to a tour using the symbol.

The List symbol always takes you to a page with more detailed information on a process.

Aufträge

 Die Status-Symbole informieren Dich über den Status verschiedener Vorgänge.

  Rechnung wurde bezahlt

  Artikel ist noch ausreichend auf Lager

  Kunde hat Rechnung noch nicht bezahlt

  Artikel ist für Bestellung nicht ausreichend vorhanden.

  Unter dem Reiter Ladeliste wird die Route optimiert

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  Eine Rechnung für den angelegten Auftrag ausgeben

  Einen Lieferschein für einen angelegt Auftrag erstellen

Rechnung oder Gutschrift aktualisieren

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  Das Auftrag-Sperren-Symbol sperrt die weitere Bearbeitung eines Auftrags.

Das Web-Shop Symbol zeigt an, dass ein Auftrag aus einem Web-Shop getätigt wurde.

Die Rechnungs-Symbole leiten Dich zu den Formularen (Rechnung, Lieferschein, etc.) eines Auftrags weiter. Die Farben zeigt Dir an, ob bereits eine Rechnung zu einem Auftrag angelegt wurde (grün= Rechnung erzeugt, blau= Rechnung noch nicht erzeugt).

Das Mahnungs-Symbol erscheint in der Übersichtskarte aller Aufträge nur dort, wo eine Rechnung noch offen steht und der Zahlungszeitraum überschritten wurde.

An Mandanten anpassen