Sapphire Tools Overview
Sapphire Tools are integral components of SapphireOne, designed to enhance the functionality and efficiency of your organisations operations. These tools provide users with a wide array of functionalities, ranging from common tasks to specific, location-based operations, as well as maintenance tools for data cleansing. Below is a detailed breakdown of what Sapphire Tools offer:
Common Tools
Common tools in SapphireOne are designed to be universally applicable across various modules and functionalities. These tools are essential for everyday tasks and are accessible from any transaction inquiry screen. An example of a common tool is the Sapphire Custom List Report, which allows users to quickly generate reports from pre-existing templates, facilitating efficient data analysis and reporting.
Specific Tools
Specific tools are tailored to particular functionalities within SapphireOne. These tools are context-sensitive and appear based on the current focus of the user. For instance, the Verify Un-posted tool enables users to search for all un-posted records or selected un-posted inventory records within the SapphireOne data file. This ensures that users can manage and verify their data accurately before finalising transactions.
Maintenance Tools
Maintenance tools are designed for the upkeep and optimisation of SapphireOne. These tools can be accessed through the Utilities menu and are essential for maintaining the integrity and performance of the system. They include functionalities for data cleansing, system checks, and other maintenance-related tasks.
Accessing Sapphire Tools
Sapphire Tools can be accessed through multiple methods, ensuring ease of use and flexibility for users:
- Sapphire Tools Menu – Accessible from the main Sapphire toolbar, users can click on the small drop-down arrow next to the tools icon to display the list of available tools.
- Shortcut Key – Users can press Command + K to bring up an alert-style menu of all relevant tools without grouping.
- Options Menu – Navigate to the Options menu and select Tools from the drop-down list.
- Maintenance Tools Panel – Accessed under Utilities > Utilities > Sapphire Tools for maintenance-related functionalities.
Organisational Structure of Tools
The tools in the Sapphire Tools Menu are organised into four main categories:
- Default Tool – This is the primary tool for each transaction inquiry and is always at the top of the list.
- Common Tools – These tools are available across all modes and transaction inquiries within SapphireOne.
- Specific Tools – These tools are context-specific and appear based on the current focus of the user.
- Maintenance Tools – These tools are accessed through a secondary menu and are essential for system maintenance.
In conclusion, Sapphire Tools significantly enhance SapphireOnes functionality and user experience. By providing a comprehensive suite of tools that cater to common, specific and maintenance needs, SapphireOne ensures that users can efficiently manage their data and operations. Whether you are generating reports, verifying un-posted records, or performing system maintenance, Sapphire Tools offers the necessary functionalities to support your organisation’s success.
For more detailed information on each tool, you can visit the Sapphire Tools Index.
You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.