This section has a series of in-depth tutorials in the use of ITDocs. You can read in order from the beginning, or you can use the navigation section on the left to jump to the section you want to read.
Before you continue, you might like to bookmark this page, so you can come back and read the following tips at any time:
If you move away from a data entry screen before clicking Save and Review, Save and New or Save and Continue -
your data will be lost!
Remember to click the Save button! You can always edit the data later if you need to.
We have tried to make sure that the text you see in ITDocs is clear and a reasonable size. However, if you need larger or smaller text, you can use this trick to change the size in your browser:
Hold down the control key and move the scroll wheel on your mouse up (away from you). Each click on the scroll wheel will enlarge the text by one step.
Hold down the control key and move the scroll wheel on your mouse down (toward you). Each click on the scroll wheel will reduce the text by one step.
In most browsers the keystroke to return to the default zoom level is control plus 0 (the zero key). Hold down control and press zero, then let both keys up.
You can use either the 0 key above the letter keys, or the 0 key on the numeric keypad.
Some data fields have special entry methods.
Drop-down lists - you will find these in Parties, Products and Shipments.
drop the list down by clicking on it
move the mouse down the list to scroll, or use the scrollbar
click on the item (date, time, information) you want to select
it will be pasted into the field.
Calendars - you will find these in Shipments.
calendars will initially show the current month
select the month first if you want a different month
select the day of the month next
you do not need to double-click on the calendar - just click on the day you want and the full date will be pasted into the field
Lists of existing data - you will find these in Shipments.
these lists will have a maximum of 12 items, and no scroll-bar.
treat them in the same way as drop-down lists: click on the item you want and it will be pasted into the field
if you don't want to use any of the items on the list, simply keep typing and your entry will be used.
All other fields are data fields you type into - these are on every data entry screen.
To type text into a data field, click in the field and begin typing.
To move between fields, use the Tab key on your keyboard.
You can move within and edit the text in a data entry field just as you would in your favourite word processor:
use control and the arrow keys to move word by word
use shift and the arrow keys to highlight text, or use the mouse
use the backspace or delete keys to delete text
You can cut, copy and paste between fields just as you would using your favourite word processor:
use the mouse to highlight text, or use the shift key with the arrow keys on your keyboard
use the menu on your browser to select cut or copy
click where you want the text to be, and use the menu on your browser to select paste
use Control-C to copy, Control-X to cut (Command on Apple systems)
use Control-V to paste
you can use Control-Z to undo your last action
you can use Control-Y to undo your last undo
ITDocs doesn't allow you to have a Party or a Product with exactly the same name as an existing Party or Product - if you try to add a Product you already have, you will get an error message when you click Save and Review.
You can duplicate products from the Products List screen - you will find a Duplicate button to the right of each row.
If you need to enter several versions of a Product (because of different sizes, weights, or prices, for instance) you need to alter the Short Description and Long Description for each one, to avoid duplication.
You may need to enter more than one version of a Party, for instance where a company has offices in several countries. Again, you need to alter the Name in order to save the Party - you might consider adding the two-letter ISO country code to the name, to differentiate.