Get to know the interface
All CoreX ERP screens follow the same layout. The menu, list and form usage described on this page applies to every module.
- 1Main menu — modules and screens
- 2Screen and document search
- 3Pending work — approvals and drafts
- 4My modules — quick access to screens
Top menu and screen search
The menu at the top of the screen is divided into modules: Satış (Sales), Satın Alma (Purchasing), Stok Yönetimi (Inventory Management), Lojistik Yönetimi (Logistics Management), Üretim (Production), Ana Veriler (Master Data), Finans (Finance), Bakım (Maintenance), Servis (Service) and Yönetim (Administration). Hovering over a module opens its sections and screens.
- The menu shows only the modules enabled in your installation and the screens you are authorized for.
- The Ekran ara… (Search screens…) box at the top right (shortcut Ctrl K) finds a screen by name. You can type with or without Turkish characters: typing "siparis" finds "Satış Siparişleri" (Sales Orders).
- The bell icon shows your notifications. Clicking a notification opens the related document.
Screen tabs
Every screen you open becomes a tab in the strip below the menu. Screens keep their state while you switch between tabs: you can go back from a sales order's details to the list and look at another sales order. To close a tab, click the × next to it.
List screens
Screens that list records (sales orders, quotations, products, customer/vendor accounts…) consist of the same parts:
- 1New record
- 2Search and filters
- 3Show / hide columns
- 4Click a header to sort; drag its edge to resize
- 5Click the document number to open it
| Part | Purpose |
|---|---|
| Title | The name of the screen; to its right, the refresh and new record buttons. |
| Filter bar | Search box and frequently used filters (status, customer, date range…). When a filter is set, "filtreli" (filtered) appears next to the record count and a button for clearing the filters is displayed. |
| Table | The records. Clicking a row opens the record. |
| Actions | The menu at the end of the row: open the record, edit it, view its history and screen-specific actions. Actions that delete data or cannot be undone are shown in red at the bottom of the menu. |
| Pagination | Below the table: which records are displayed, the number of records per page and the pages. |
Filters are written to the address bar. When you send the URL of a filtered list to a colleague, they see the same list.
Customizing the table
The table layout is personal and stored on the server: you see the same layout when you sign in from another computer.
- Column width: Drag the separator between two columns in the header with the mouse.
- Fit column to content: Double-click the separator. The column widens or narrows to fit its header and the longest value on the page (as in Excel).
- Column menu: From the menu on a column with a text header, you can sort ascending / descending, pin to the left or right and move left / right.
- Show / hide columns: Use the Kolonlar (Columns) button at the top right of the table. Varsayılan düzene dön (Reset to default layout) in the same menu deletes all your settings and restores the table to its original state.
In paginated lists, sorting is performed on the server, so it sorts all records, not only the visible page. The menu of a column that cannot be sorted does not offer a sort option.
Document forms
Documents such as quotations, sales orders and requisitions use the same form layout.
| Part | Purpose |
|---|---|
| Toolbar | Kaydet (Save; shortcut Ctrl+S), Kontrol Et (Check; validates without saving) and Kalem Ekle (Add Item). |
| Header strip | The document's identity: document type, business partner (customer or supplier) and date. |
| Header tabs | Teslimat ve Ödeme (Delivery and Payment) · Koşullar (Conditions) · Metinler (Texts) · Adres (Address) · Organizasyon (Organization). The name of a tab that contains an invalid field is shown in red. |
| Kalemler (Items) | A spreadsheet-like table. A new document opens with 5 empty rows, and there is always one empty row at the end; empty rows are not saved. |
| Status bar | At the bottom of the form: saving, number of errors, check result or an unsaved changes warning. |
Value help: selecting by code or name
In business partner and product fields, type the code or name and press Enter: matching records open in a list; select one with the arrow keys and press Enter again. The magnifier at the end of the field or the F4 key opens a selection dialog with the text you typed; in the dialog, a single click on a row selects it.
When you select a product on an item line, the cursor moves to the quantity; pressing Enter in the quantity moves down to the product field of the next line. This way you can enter a document without leaving the keyboard.
Leaving without saving
When you try to leave a screen with unsaved changes, a dialog opens:
- Sayfada kal (Stay on page) — returns to the form.
- Taslak olarak kaydet ve ayrıl (Save as draft and leave) — saves the document as a draft; if saving fails, you stay on the page.
- Değişiklikleri sil ve ayrıl (Discard changes and leave) — the changes are lost.
Authorizations
The screens and buttons you see are rendered according to the permissions of your role. If you cannot see a button, your role does not have the permission for that action; contact your system administrator. The permission required for a screen is shown at the top of each screen page.