Step 1: Log in to Statii and Access the Dashboard
- Upon logging into Statii MRP, the Dashboard is the first screen you will see.
- The Dashboard provides an overview of all key business activities with real-time insights.
Step 2: Understanding the Dashboard Indicators
The Dashboard uses two key indicators:
- Black Indicator: Shows the quantity of active (live) documents or tasks within each module.
- Red Indicator: Displays the quantity of overdue documents or tasks that require immediate action.
Step 3: Accessing Modules from the Dashboard
- Click on a module link: Each module on the Dashboard (e.g., Sales Orders, Jobs, Inventory) is clickable.
- When clicked, you will be directed to the module’s homepage.
- The homepage displays all the documents related to that module (past, present, and future).
Step 4: Filtering Live and Overdue Records
- Black Indicator (Live Records):
- Click on the black indicator number to filter and display only the live records (e.g., live sales orders).
- The system will pre-filter all old or future documents, showing only current, active records in progress.
- Example: If there are 8 active sales orders, clicking the black indicator will show all 8 live orders.
- Red Indicator (Overdue Records):
- Click on the red indicator number to view only overdue records (e.g., overdue sales orders or tasks past their due date).
- The system will filter the documents to show only those that require immediate attention.
- Example: If there are 4 overdue sales orders, clicking the red indicator will display them for quick review.
Step 5: Viewing and Opening Records
- After clicking on either the black or red indicators, you’ll see a list of filtered records.
- You can click on individual records (e.g., a specific sales order) to open it and view the document in detail.
- From there, you can take the necessary action, such as updating the sales order or marking a job as complete.
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