Technical catalogs

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[[Image:finestragestionecataloghitecnici.png|thumb|400px|La finestra di gestione dei cataloghi tecnici e delle schede tecniche]]
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[[Image:finestragestionecataloghitecnici.png|thumb|500px|The technical catalog and data sheet management window]]
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{{NB|Per accedere a questo riquadro in Opera Gestione Commesse: dal menù ''Archivi'', selezionare il pulsante ''Sistemi'' e premere il pulsante [[Image:tastocataloghi.png]]}}
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{{NB|To access this panel in Opera Order Management: from the ''Archives'' menu, select the ''Systems'' button and press the [[Image:tastocataloghi.png]] button}}
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This panel allows the insertion of technical catalogs or data sheets, divided by ''System'' and ''Series''.
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This framework allows the entry of technical catalogs or data sheets, divided by System and Series.  
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__TOC__
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{{BR}}
{{BR}}
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== Section 1: The filters ==
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== Section 1: Filters ==
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The first section contains fields that filter the catalogs or cards already registered:
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The first section contains the fields that filter already registered catalogs or data sheets:
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* '''System/Series''': shows only catalogs or fact sheets for the selected ''System '' and ''Series''.
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* '''System/Series''': displays only the catalogs or sheets for the selected ''System'' and ''Series''.
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* '''Type''': shows documents selected from a drop-down menu (Catalogs or Data Sheet)
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* '''Type''': shows the selected documents from a drop-down menu (Catalogs or Data Sheet).
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* '''Key''': allows you to filter documents based on the matched ''key''.
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* '''Key''': allows filtering documents based on the associated ''Key''.
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== Section 2: Function Buttons ==
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*[[File:+.png]][[File:-.png]][[File:modifica.png]][[File:=.png]]: buttons for inserting, deleting, modifying, and copying a document.
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*[[File:tastoapridocumento.png|40px]] allows viewing any attachments associated with the inserted document.
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*[[File:tastoexcel.png]] allows exporting the contents of the current panel into a spreadsheet format document (e.g., Excel). More information on using this feature can be found on the [[How to use a spreadsheet to export/import data in Opera|dedicated page]].
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== Section 3: Document Information ==
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== Section 2: The action keys ==
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*'''Name/Desc.''': these fields indicate the name of the Catalog or Data Sheet and its description.
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*'''Key''': allows associating a search key, usable in filter fields in case of multiple documents registered in the archive.
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*'''Type''': this field specifies the type of document to be associated with the System and Series.
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*'''Language''': field that defines the document language.
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*'''System/Series''': fields for selecting the relevant system and series.
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*'''Publish on web:''': allows sending the document to the web portal if the Web Price List step is active.
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* [[File:tastopiu.png]][[File:tastomeno.png]][[File:tastodiverso.png]][[File:tastouguale.png]]: keys for inserting, deleting, editing and copying a document.  
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== Section 4: Action Buttons ==
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* The key [[File:tastoapridocumento.png]] allows us to view any attachments combined with the inserted document.  
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[[File:iconacatalogotecnico.png|thumb|500 px]]
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* The key [[File:tastoexcel.png]] allows us to export the documents in the Technical Catalogs archive to an excel sheet.  
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*The [[File:tastoicona.png]] button opens the icon management panel related to the technical catalog or data sheet.
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** ''' Section 1: Function Buttons '''
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*** [[File:+.png]][[File:-.png]][[File:modifica.png]][[File:=.png]]: buttons for inserting, deleting, modifying, and copying an icon.
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*** [[File:tastoclipboard.png]]: allows inserting a new icon using a previously copied image.
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*** [[File:tastoexcel.png]]: exports archive icon data to an Excel spreadsheet.
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** ''' Section 2: Icon Data '''
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*** '''Type''': icon type. Chosen during creation via the [[File:Tastopiu.png]] button and not modifiable.
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*** '''Default''': if enabled, sets this icon as the default.
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*** '''Name''': icon name.
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*** '''Icon format''': icon format. Set during creation via the [[File:Tastopiu.png]] button and not modifiable.
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*** '''Transparency''': sets the image transparency type. The drop-down menu allows selection of: '''none''', '''darker''', '''first pixel''', and '''alpha channel'''.
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*** '''Content only''': when enabled, displays only the content without extending the view to the entire page.
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*** '''Symbol display''': specifies the situation in which the symbol is displayed. The drop-down menu allows selection of: '''normal''', '''cutting machine/work center''', '''video''', '''print''', '''work center''', '''DXF''', '''outline''', '''photo''', '''document''', '''preview''', '''cutting machine''', '''InfoPoint''', '''source profile''', '''node''', '''3D''', '''type scheme''', '''design sheet''', '''hardware'''.
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*** '''Default page''': default document page.
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*** '''Print pages''': specifies the pages to be printed from the document.
{{BR}}
{{BR}}
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== Section 3: Document master data ==
 
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*'''Name/Desc''': in these fields we indicate the name of the Catalog or Data Sheet and the description.
 
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*'''Key''': allows us to match a search key, which can be used in the filter fields, in the case of multiple documents registered in the archive.
 
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*'''Type''': in this field we need to specify the type of document we intend to match with the System and Series.
 
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*'''Language''': field to define the language of the document.
 
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*'''System/Series''': fields for selecting the System and Series of reference.
 
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*'''Publish to WEB''': this field is activated with the purchase of the Orchestra step for online quoting and allows you to send the selected document to the web.
 
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{{BR}}
 
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== Section 3: The function keys ==
 
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[[File:iconacatalogotecnico.png|thumb|500 px]]
 
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*The key [[File:tastoicona.png]] opens the icon management panel related to the technical catalog or board.
 
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{{BR}}
 
[[File:gestionecapitoli.png|thumb|500 px]]
[[File:gestionecapitoli.png|thumb|500 px]]
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*The key [[File:tastocapitoli.png]] opens the framework for managing individual catalog chapters and entering pages of greatest interest.
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*The [[File:tastocapitoli.png]] button opens the panel for managing individual catalog chapters and inserting key pages.
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** ''' Section 1: Function Buttons '''
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***[[File:+.png]][[File:-.png]][[File:modifica.png]][[File:=.png]]: buttons for inserting, deleting, modifying, and copying a chapter.
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*** [[File:tastoexcel.png]]: exports archive chapter data to an Excel spreadsheet.
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** ''' Section 2: Chapter Data '''
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*** '''Type''': allows choosing from various values: '''custom''', '''profiles''', '''accessories''', '''certificates''', '''cutting list''', '''machining''', '''nodes''', '''types''', '''systems''', '''series''', '''colors''', '''fillings'''.
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*** '''Name''': chapter name.
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*** '''Description''': chapter description.
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*** '''Pages''': chapter pages.
{{BR}}
{{BR}}
[[File:descrizionecatalogo.png|thumb|500 px]]
[[File:descrizionecatalogo.png|thumb|500 px]]
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*The key [[File:tastodescrizione.png]] opens the framework for inputting a catalog or card description.  
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*The [[File:tastodescrizione.png]] button opens the panel for entering a catalog or sheet description.
{{BR}}
{{BR}}
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[[File:archivioallegaticommessa.png|thumb|500 px]]
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*The [[File:tastodettaglitecnici.png]] button opens the panel for inserting the technical details of the catalog or sheet as an order attachment.
{{BR}}
{{BR}}
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** ''' Section 1: Function Buttons '''
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*** [[File:+.png]][[File:-.png]][[File:modifica.png]][[File:=.png]]: buttons for inserting, deleting, modifying, and copying an icon.
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*** [[File:tastolente.png]]: allows viewing the selected detail.
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*** [[File:tastoexcel.png]]: exports archive icon data to an Excel spreadsheet.
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** ''' Section 2: Detail Data '''
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*** '''Detail No.''': field for entering the detail number.
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*** '''Page''': page number from which the detail was selected.
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*** '''Do not print''': if selected, prevents printing of the detail.
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*** '''PDF print type''' [[File:tastomenutendina.png]]: defines how the PDF content will be inserted in printing (Raster, Vector, Embed PDF, Insert page).
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*** '''Transparency''': sets the image transparency type. The drop-down menu allows selection of: '''none''', '''darker''', '''first pixel''', and '''alpha channel'''.
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{{BR}}
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[[Category:JM/Manual]]
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<!-- HELP: JM/W6236 -->
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[[Category:JM/Manuale]]
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Revision as of 20:04, 27 February 2025

The technical catalog and data sheet management window
Note N.B: To access this panel in Opera Order Management: from the Archives menu, select the Systems button and press the Image:tastocataloghi.png button

This panel allows the insertion of technical catalogs or data sheets, divided by System and Series.

Contents

Section 1: Filters

The first section contains the fields that filter already registered catalogs or data sheets:

  • System/Series: displays only the catalogs or sheets for the selected System and Series.
  • Type: shows the selected documents from a drop-down menu (Catalogs or Data Sheet).
  • Key: allows filtering documents based on the associated Key.

Section 2: Function Buttons

  • File:+.pngFile:-.pngFile:modifica.pngFile:=.png: buttons for inserting, deleting, modifying, and copying a document.
  • allows viewing any attachments associated with the inserted document.
  • File:tastoexcel.png allows exporting the contents of the current panel into a spreadsheet format document (e.g., Excel). More information on using this feature can be found on the dedicated page.

Section 3: Document Information

  • Name/Desc.: these fields indicate the name of the Catalog or Data Sheet and its description.
  • Key: allows associating a search key, usable in filter fields in case of multiple documents registered in the archive.
  • Type: this field specifies the type of document to be associated with the System and Series.
  • Language: field that defines the document language.
  • System/Series: fields for selecting the relevant system and series.
  • Publish on web:: allows sending the document to the web portal if the Web Price List step is active.

Section 4: Action Buttons

File:Iconacatalogotecnico.png
500 px
  • The File:tastoicona.png button opens the icon management panel related to the technical catalog or data sheet.
    • Section 1: Function Buttons
      • File:+.pngFile:-.pngFile:modifica.pngFile:=.png: buttons for inserting, deleting, modifying, and copying an icon.
      • File:tastoclipboard.png: allows inserting a new icon using a previously copied image.
      • File:tastoexcel.png: exports archive icon data to an Excel spreadsheet.
    • Section 2: Icon Data
      • Type: icon type. Chosen during creation via the File:Tastopiu.png button and not modifiable.
      • Default: if enabled, sets this icon as the default.
      • Name: icon name.
      • Icon format: icon format. Set during creation via the File:Tastopiu.png button and not modifiable.
      • Transparency: sets the image transparency type. The drop-down menu allows selection of: none, darker, first pixel, and alpha channel.
      • Content only: when enabled, displays only the content without extending the view to the entire page.
      • Symbol display: specifies the situation in which the symbol is displayed. The drop-down menu allows selection of: normal, cutting machine/work center, video, print, work center, DXF, outline, photo, document, preview, cutting machine, InfoPoint, source profile, node, 3D, type scheme, design sheet, hardware.
      • Default page: default document page.
      • Print pages: specifies the pages to be printed from the document.


File:Gestionecapitoli.png
500 px
  • The File:tastocapitoli.png button opens the panel for managing individual catalog chapters and inserting key pages.
    • Section 1: Function Buttons
      • File:+.pngFile:-.pngFile:modifica.pngFile:=.png: buttons for inserting, deleting, modifying, and copying a chapter.
      • File:tastoexcel.png: exports archive chapter data to an Excel spreadsheet.
    • Section 2: Chapter Data
      • Type: allows choosing from various values: custom, profiles, accessories, certificates, cutting list, machining, nodes, types, systems, series, colors, fillings.
      • Name: chapter name.
      • Description: chapter description.
      • Pages: chapter pages.


File:Descrizionecatalogo.png
500 px
  • The File:tastodescrizione.png button opens the panel for entering a catalog or sheet description.


File:Archivioallegaticommessa.png
500 px


    • Section 1: Function Buttons
      • File:+.pngFile:-.pngFile:modifica.pngFile:=.png: buttons for inserting, deleting, modifying, and copying an icon.
      • File:tastolente.png: allows viewing the selected detail.
      • File:tastoexcel.png: exports archive icon data to an Excel spreadsheet.
    • Section 2: Detail Data
      • Detail No.: field for entering the detail number.
      • Page: page number from which the detail was selected.
      • Do not print: if selected, prevents printing of the detail.
      • PDF print type File:tastomenutendina.png: defines how the PDF content will be inserted in printing (Raster, Vector, Embed PDF, Insert page).
      • Transparency: sets the image transparency type. The drop-down menu allows selection of: none, darker, first pixel, and alpha channel.


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