# Get to know the interface

> Common use of the CoreX ERP menu, screen tabs, list screens, table settings and document forms.

URL: https://erpdocs.corexlogic.com/en/baslarken/arayuz

All CoreX ERP screens follow the same layout. The menu, list and form usage described on this page applies to every
module.

![Home — menu, tabs and pending work](https://erpdocs.corexlogic.com/en/en/img/screens/genel/ana-sayfa.png)
1. Main menu — modules and screens
2. Screen and document search
3. Pending work — approvals and drafts
4. My 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:

![List screen — filters, columns and paging](https://erpdocs.corexlogic.com/en/en/img/screens/genel/liste-ekrani.png)
1. New record
2. Search and filters
3. Show / hide columns
4. Click a header to sort; drag its edge to resize
5. Click 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.

> **Sorting**
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 {#belge-formları}

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.