Introduction
Use of the Help file
AyaNovaLite QuickStart for Beginners
Features included and not included in AyaNovaLite
Requirements, Installation & Trial
Computer Requirements
Installation
Toggle between AyaNovaLite and AyaNova
Evaluation trial AyaNovaLite restrictions
Suggested Order of Setting Up AyaNovaLite once Licensed
Tips & Tricks
Dashboard
Localize field labels
Edit what displays in popup on the Schedule screen
Scheduling
Filtering a grid
Jump buttons via grids
Jump buttons via entry screens
Creating new workorder for client
Don't know the client's name?
Listing all workorders for a specific client
Create client on the fly if not yet entered into AyaNova Lite
Drop-down fields
Date and Time selection
Currency, Date & Time Display
Current Date & Time feature in workorder entry screen as a timer
Part entry on the fly in a workorder
Convert scheduled items to labor easily
Common entry screen menu options
Changing menu images size (small or large)
Accelerator Keys
Feature Details
Navigation Pane
Navigation Pane overview
Setting the Navigation Pane order
Setting the Navigation Pane display
Pin, hide and dock the Navigation Pane
Main AyaNova Menu Bar
Grids
Grid menu options
Accessing data displayed in main grids
Filtering a grid
Using the Filter Drop List
Moving and sorting columns in a grid
Pinning a column
Setting what columns display in a grid
Adding, editing and deleting data for display in a main grid
Adding, editing and deleting data for display in a subgrid
Printing from a grid
Service Workorders
What do I use a service workorder for?
Service grids
Service Workorders grid
Items grid
Scheduled Users grid
Parts grid
Labor grid
Create a new Service Workorder
View an existing Service Workorder
Service Workorder entry screen
Workorder numbers
Workorder entry screen menu options
Main Workorder entry screen menu options
Workorder Item menu options
Scheduled Users menu option
Parts menu option
Labor menu option
The Order Header
The Service Workorder Header
Workorder Item
Schedule
Labor
Parts
Schedule screen
What do I use the Schedule Screen for?
Schedule menu - Printing from Schedule Screen
Schedule menu - Show Open and Closed or Open Only
Schedule menu - Edit selected workorder item
Schedule menu - New Service Workorder
Schedule menu - New Schedule Marker
Schedule menu - Edit selected Schedule Marker
Schedule menu - Display single day view as time line / regular
Schedule menu - Scheduled item that spans a full day
Schedule Screen Date Navigator
Schedule Calendar
Next Appointment / Previous Appointment
Workorder Item Summary Display popup
Schedule Markers
Inventory - Parts
What are Parts for?
Parts grid
Part entry screen
Clients
What do I use a Client for?
Clients grid
Clients entry screen
Vendors
Global Settings
Global Settings - Workorder Item Summary Template tags
Users entry screen
Localized Text Designer
Report Templates grid
Report Templates grid
Importing a report template
Exporting a report template
Rename a report template
Delete a report template
Set a report template to inactive
Report Template Designer
What do I use Report Templates for?
Creating a new report template
Customizing an existing report template
The Report Designer
Difference between Summary and Detailed report template
Using scripts in a report template
Accessing additional data fields not available in Field List
Printing
Printing from a grid
Printing from an entry screen
Printing reports from the Schedule Screen
Graphical printout from Schedule Screen
Exporting a report to a file
Sending a report via email
Changing printers
Search Database
SubGrids
How to add / edit / delete / make inactive
Part Categories
Part Assemblies
Priorities
Rates
Tax Codes
Units of Measure
Workorder Categories
Workorder Item Types
Workorder Statuses
How do I ...?
Erase the AyaNova database
Schedule user for new workorder item via the Schedule Screen
Basic overview of a workorder
Change the starting workorder number?
Filter a grid and print a report for the records that show
Create a custom filter
Create new workorder with client not yet entered
Create and view Follow Up in a workorder
Edit name of the schedulable user
Edit what pops up on Schedule screen for workorder item
Duplicate a Schedule Marker
Print out a graphical day view of the Schedule
Print out dispatches for myself from the Schedule screen
Create a new custom locale using the Localized Text Design
Customize an existing locale on the fly?
Put my company logo on a report template
Add additional data to show on a report
Display multiline text with carriage returns in reports?
Create a report template using the Wizard
Create a label report template using the Wizard
Use Barcodes in a report template
Calculate an Automatic Summary in a report template
Check out the videos on the AyaNova web site
Check out the Tips on the AyaNova Support Forum
PlugIns
Part Import Export
What is the Part Import Export
Part Import Export Installation & Configuration
Exporting Parts into a CSV format file
Part import file format requirements
Importing Parts into AyaNova from a CSV format file
Import duplicate record update options for Parts
Client Import Export
What is the Client Import Export
Client Import Export Installation & Configuration
Exporting Clients into a CSV format file
Client import file format requirements
Importing Clients into AyaNova from a CSV format file
Import duplicate record update options for Clients
Export to Outlook Schedule plug-in
Outlook Schedule Export
How to export scheduled items to Outlook
XTools plug-in
Export to XLS plug-in
Export To XLS
How to Export to XLS
QBI - QuickBooks Interface
PTI - Peachtree Interface
Backup & Restore
Important information to review
Backup
Restore
Updating to latest version
End User Software License
Go to the AyaNova Support Forum
Go to the AyaNova web site