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The list of lists where additions, deletions, tagging and amending takes place.

The list of lists where additions, deletions, tagging and amending takes place.

Lists are a general purpose mechanism for populating drop-down boxes and multiple-choice options (as shown on the right) and are essential if you are to get the best from Boris.

Each list contains of a number of entries; sometime just two or three such as yes/no or yes/no/not applicable, and sometimes an entire catalogue of products. The use of lists is wide-ranging and applies to a list of products, hazard ratings, support call categories and many more. To access the list set up select Lists from the Setup/Maintenance menu.
The initial view shows the set of lists defined on the system. Click on a list to edit it or right click to delete.

Examples of multiple choice and drop-down lists on a device

Examples of multiple choice and drop-down lists on a device

Add list

Click on the Add list button to enter the list creation screens. Saved items can be modified.
Add a new list.

Add a new list.

*Description A descriptive text to identify this item
Entering list details.

Entering list details.

Additional Attributes for list entries (Advanced) It is possible to assign an attribute to a list so that entries will operate in a particular way on the device.  This usually results in additional prompts being added to the list entry screen.  Standard attributes include the following, but it may be possible to add bespoke items.  They can also be used as variables in reports and other output documents.
  • Part number used for stock, ordering and invoicing
  • Service info used for stock, ordering and invoicing
  • Stock code used for stock, ordering and invoicing
  • Buy in cost used for stock, ordering and invoicing
  • Charge out cost used for stock, ordering and invoicing
  • On hand used for stock management
  • Stock list type used for stock management
  • Stock list sub-type used for stock management
  • Associated image or document often used to display crosses & ticks, smiley/frowny faces, thumbs up or down
  • Text of e-mail useful for automated e-mails
  • Value to use a generic attribute that can be used for calculating weighted totals
  • VAT rate (%) used for invoicing
  • VAT code used for invoicing
Attributes for the list.

Attributes for the list.

Import from spreadsheet

It is possible to use a spreadsheet that has been created with data items to populate a list. With large lists this is much easier than filling in the above over and over again. It requires a specifically formatted spreadsheet - download a template.

You will notice that there are comments attached to the top row. As well as giving tips on what is required in a column, each one is identified as mandatory or optional. It is not possible to validate at the moment so please check carefully before importing as it can be time consuming to undo/redo.

Once your spreadsheet has been populated, click on this button and you will be asked to Add attachment by browsing the files on your computer.
Use this button to import your spreadsheet when it is ready.

Use this button to import your spreadsheet when it is ready.

Create list tag

Setting up a tag can be very useful for identifying particular types of list within a large list (of lists). Clicking on this button brings up a one-prompt box into which you enter a single line of text to identify the tag. This will then appear in your list of lists and you can tick to allocate the tag to specific customers and subsequently filter the list.
Setting up a tag

Setting up a tag

click for a larger view of using tags

click for a larger view of using tags

See Also

 

 


Parts copyright 2014 Boris Software Ltd. Parts copyright 2014 Firetronic Software Ltd. Parts copyright 1998-2014 Cadence Computing Ltd. All Rights Reserved.

Menus, prompts, fields and options are from a typical installation - some items may not appear as shown. Please contact Boris support for information on additional features.