Most pages in Beelocity are a list: your products, your suppliers, your sales orders, your work orders. They all work the same way, so what you learn on one page also holds on the others.
The table and the page behind it
A list sits on the page like a sheet of paper on a desk. The table is white, and the page around it is a light grey. So you can see the table’s edges without any lines drawn around them. Dark mode works the same way: the table is charcoal, and the page behind it is one shade darker. That shade is not a control. It is only there so that the table has something to sit on.
The table fills the space that it has, and its lines run all the way down. If a page has room for twenty rows and you have four, Beelocity draws sixteen empty rows, as a spreadsheet does. They are only paper. You cannot click them or type in them, and a row exists only after you create it. If a list has more rows than fit, the table scrolls and draws no empty rows.
The controls on the table’s edges
Everything that acts on a list sits on the table itself, like bookmarks that stick out of a book. Every list keeps the same six places along its top edge, in the same order:
- At the left are the search box, the filter button (a funnel) and the columns button (a grid).
- At the right are the page’s one main action, a More actions button (three dots) and the ⓘ button. The main action is the filled button, and on most pages it reads New. More actions holds everything else that the page can do. The ⓘ button explains the page.
Along the bottom edge are three more controls. At the left, you choose how many rows to show on a page. The page numbers are in the middle, and a count is at the right.
A control is left out if it would do nothing for you. For example, you see no New if your role cannot create that kind of record. You see no funnel if the list has nothing to filter on. A page never puts a control anywhere else, so after you learn one list, you know them all.
Finding a row
The search box on the table’s top edge narrows the list as you type. It looks through the text in each row, and that can include text in a column that you do not see. So a supplier’s name, a document’s number or a warehouse’s city all work on their lists. While Beelocity fetches the list, the magnifying glass in the box turns into a small spinner.
When you type several words, the list keeps the rows that hold all of them. The words can be in any order, and they do not have to sit side by side. For example, “cement bag” finds Bag of cement. One word can also be in one column and the other word in another column. So “PRD-000002 cement” finds that product by its code and its name.
Click a column header to sort by that column. Click it again to reverse the order. A third click removes the sort. A small triangle in the header shows which column is sorting and in which direction. With no triangle, the list is in Beelocity’s usual order, which is not always the order that it opened in.
A list can open already sorted on one column, with its triangle showing. On that column, your clicks start part of the way through. So your first click reverses the order or removes the sort, depending on the list. To get back the order that a list opened in, open the page again.
Some columns name another record, such as the client on an order, the product on a line or the warehouse on a movement. You cannot sort on those columns, and their header does nothing when you click it. The list holds the record itself under that column, and not the name that you read. So sorting on it would give an order with no rule that you could see. To narrow on those columns, use the filter instead.
Narrowing the list
Searching finds rows by what you type. Filtering narrows them by what they are. The filter button beside the search box opens a small panel, with one control for each field that the page can filter on. You can pick a status, a type or an account. You can also set a date range, with a first day and a last day, or an amount between Min and Max. A yes-or-no field offers Any, Yes and No.
A field with many values, such as a partner, a product or a long list of statuses, opens on a search box instead. Type a few letters, and the list narrows to the matches. Then tick the ones that you want. For the longest lists, such as products, partners and shelf locations, Beelocity looks up the matches as you type. So the box opens on a first handful, and not on everything that you have.
The list updates as soon as you choose. If you type an amount, the list waits until you pause. If you type a date, it waits until the date is complete. A small number on the funnel counts how many filters are set. Clear all at the bottom of the panel removes them all at once. A tall panel scrolls, and Clear all stays in reach.
On a list page, Beelocity writes your filters into the page’s address. So you can bookmark a view, such as your received cheques awaiting deposit, or last month’s ledger for one account. You can also paste the link to a colleague, who opens the same narrowed list. A list inside a record’s tab keeps its filters only while you stay on the page. If a link names a filter that the page does not have, the page shows an error. It does not quietly show everything.
When a filter matches nothing, the list says No results. It does not invite you to create your first row. Clear the filter to see the rows again. See When there is nothing to show below.
When there is nothing to show
If you have not put anything in a list yet, it says so in the middle of the table. One line names what is missing, and one line tells you what to do about it. The New button sits under them, because creating the first row is the only thing to do.
A search or a filter that matched nothing looks the same, but it says No results and Try adjusting your filters or search term. It shows no button, because you want to change what you asked for, and not to create a row. Everything else stays where it is in both cases. The search box, the buttons on the table’s edges and the count at the bottom right are all still there. So you can always try again with one click.
A table on a record, such as a product’s units, says Nothing here yet when it holds no row and nothing narrows it. If you may add one, it names the Add button. It says No results only while a search or a filter is on.
More actions
The More actions button (three dots) at the right of the top edge holds the actions that are not the page’s main one. Refresh fetches the list again. An export appears where a page offers one. Go to … shortcuts open the pages that belong with this one. A line separates each kind. On a list, the button takes the list’s name when you point at it, such as Products actions.
When you tick rows, the actions that work on a selection take the main action’s place, beside the number of rows that you ticked. Anything that deletes moves into More actions, at the end, so you cannot press it by accident.
Each row has its own menu at its end, and that menu works the same way. An action that a row cannot take yet is greyed out. Point at it, and it says why.
Moving between pages
Long lists are split into pages. On the table’s bottom edge, the box at the left sets how many rows
a page holds: 10, 25, 50 or 100. The numbers in the middle move between pages, and « and » jump
to the first page and the last. On a phone, only the arrows show.
The count at the right reads like 1/12 – 60. That means that you are on page 1 of 12, and that
there are 60 rows in all. When you change how many rows a page holds, the row that you were looking
at stays in view. So you may land on a different page number.
Adjusting the column widths
Columns start at a sensible width, but the right width depends on your data. If your product names are long, or your reference numbers are short, you can set the widths yourself.
- Drag the line between two column headers to make the column on the left wider or narrower. The rest of the table stays where it is, and only the column that you dragged changes.
- Double-click that same line to put the column back to its original width.
If you widen a column past the width of the screen, the table scrolls sideways. So you can give a column all the room that it needs.
Beelocity remembers your widths, and each list keeps its own. If you widen the name column on Products, Partners does not change. The next time you open Products, the column is still wide. Your browser stores the widths, so they are yours alone. Your colleagues keep their own widths, and you set yours again on a different computer.
Choosing which columns to show
A long list often has more columns than you need on a given day. The columns button on the table’s top edge, just right of the filter button, opens the full list of columns. Each column on show has a tick. Click a name to hide that column, and click it again to bring it back. The menu stays open while you work through it. Reset at the bottom brings every column back at once.
What you hide lasts only while you are on the page. Beelocity does not remember it, as it remembers the widths. So when you open the list again, every column is back.
Opening a row
To open a row, click the link in it. On most lists, the link is in the first column. It opens the record’s page, where you can read the record and edit it.
Every record page is laid out the same way, whatever you opened. The record itself reads like a receipt, and anything that comes in quantities sits beside it. Across the top, beside its tabs, are the road a document travels, Edit, and a More actions button at the end. Working with Records walks through all of it, and also says how to create a record.
Where a list supports it, the checkboxes on the left let you pick several rows at once and act on them together. A list shows them only when you can do something with a selection there, such as delete. If you cannot, the list has no checkboxes.
Understanding what you are looking at
A column that names another record, such as a client or a warehouse, shows its name. Rest on the name, and it shows the record’s code beside it. A picker and the record’s own page show both, so that you can still find a record by its code.
Every list has an ⓘ button at the end of its top edge, after More actions. It opens a panel that says what the page is for, which fields update themselves and which you fill in. It also says what each column and status means.
The panel opens beside the list. The list narrows to make room and stays uncovered, so you can keep reading, searching and scrolling while the panel is open. Press ⓘ again to close it. Esc also closes it, if you have not clicked somewhere else. On a phone there is no room to share, so the panel slides up from the bottom of the screen. Swipe it down or use its × to close it.
When a field’s meaning is not obvious from its name, point at its label on a form or on a record page. A short explanation appears. A label that has one underlines as you rest on it, and the pointer turns into a question mark.