Before You Begin
To get started, make sure you have your username and password ready.
Once you log in, you will land on the welcome screen.
1.1 ADD MACHINE
Add a Machine - Step-by-Step
Step 1: Reach the Machine Section
From the main side menu, click on "Purchase", then go to "Masters", and finally choose "Machine". This will open the Machine Search page.
Step 2: Adding a Machine
Located at the top-right corner of the Machine Search page, there is an “Add Machine” button. Simply click on this button to proceed.
Step 3: Fill in details
The Add Machine page will open. Here, provide the following:
Machine Name:The "Machine Name" field is where you can input the name or identifier for the machine you're working with. It should be a unique name that helps you easily recognize and refer to the specific machine. This is a mandatory field.
Machine Type: The "Machine Type" is the Dropdown field where you can select the type or category that best describes the machine you're dealing with. Select the option that closely matches the characteristics and functionality of your machine. This is a mandatory field.
To modify values of dropdown, you can access the 'Master Category' page. This page provides the necessary interface to edit existing options within the dropdown list.
Status: This option allows you to specify whether the entry is currently active or inactive. It's useful for managing and tracking the status of various accounts or entities. This is a mandatory field.
Customer Code: Add a unique customer code. (This code will be utilized in generating reports.)
Important Note: All fields with a (*) are mandatory, so remember to fill them all.
Step 4:Save or Clear
Save: To retain the information, select "Submit." This action will include the customer with the provided details. After saving, the entry will be added and the screen will transition to the editing mode -> Refer 1.1.1.3(Edit customer)
To Start Over: Click the "Clear" button if you wish to erase all information and begin anew. Please note that once this button is clicked, the entered information will not be saved.
Step 5:Going Back
If you change your mind and don't want to add a machine, click "Cancel." This takes you back to the Customer Search page.
1.2 SEARCH MACHINE
Search a Machine - Step-by-Stepp
Step 1: Start Searching
On the Machine Search page, you can search in different ways:
By Machine Name : Type the machine name.
By Machine Type : Select the Machine Type from the dropdown.
For All: If you don't have a specific machine name or machine type, just click "Search" to see all machines.
Step 2: See the Results
After clicking "Search," you'll see results:
If you search by machine name or machine type, you'll find the matching machine.
1.3 Edit Machine
Edit a Machine - Step-by-Step
Step 1: Find Machine Edit
Step 2: Start Editing
On the Machine Search, you can edit Machine.
Click Search: Press "Search" to find the Machine you want to edit.
Step 3: Edit Details
After searching, you'll see the Machine that you want to edit.
Click "View/Edit" next to that Machine Name to reach the Edit Machine page.
Step 4:Update Info
On the Edit Machine page, you'll see existing details.
You can make edits to your entry and then proceed to submit it.
Step 5:Save Changes
After editing, review your changes.
When you're ready, click "Submit" to save the updates.
That's it! You've learned how to ADD, SEARCH, EDIT a customer using the DMeX app. If you need help, contact the support team.