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Getting Started with Elite
Elite is the next generation of the Point of Rental fleet. In this article, we are going to show you some of the basics of the Elite software.
Topics in this article include
Getting Started
Elite is broken down into 4 main sections: Left Menu (blue), Right Menu (yellow), Header (green), and Dashboard and Widgets (purple).
Left Menu
The Left Menu is the everyday area of operations, allowing you to create contracts, look at your Day at a Glance, create and view Purchase Orders, and close out your day at the End of the Day to name a few. Once you open the option, you can place a star next to that item so that you can easily access this from the Favorites section.
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Right Menu
The Right Menu provides you with a number of options allowing you to view different types of reports, See the weather in your location, and utilize the Message Feature to message operators using the POR One Mobile App to name a few. If you need assistance you can click on the ? and look at self-help options like uLearn, or contact our Product Support Team.
Weather - This will display the weather and forecast for the location selected in the Left Menu based on the location address within Parameters.
Reports - This is the new home to access reports.
Help - Currently this is a “basic overview” of some Elite features. An ´’ icon in the upper right will display the current Support, System, and Operator details. In the future, all Help will be moved here.
Messaging - This allows a user to direct message others between terminals as well as the POR One app. You will have to be logged in using your Single Sign-On credentials as this is not available using your core credentials. Available with a global login.
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Header
The Header allows you to use the Universal Search to find contracts, customers, item availability, and more. On the right-hand side, you can look at your notifications, configure the product, and log out of the Elite Interface.
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Dashboard Widgets and Management
Dashboard Widgets allow you to see how your company is doing at a glance. You even have the ability to store your customer relations information using our Touchpoints feature.
Selecting the ‘
Add a New Dashboard - Customer and Executive are the same for now in terms of behavior and options. You must select Sales to add CRM widgets. These are separated from the others due to the dashboard filters that are unique to a Sales dashboard. Enter a Dashboard title. There is no restriction to prevent having duplicate names. However, this is not advised!
My Dashboards - This will display dashboards you created that are not shared with anyone. This is your private stash of dashboards.
Shared Dashboards - This will display all the dashboards you created and shared. As well as: being in a Group a dashboard was shared, a dashboard someone shared with you individually, and because the dashboard is shared with everyone.
- Force Shared dashboards cannot be unchecked. That option will be inactive.
- Shared dashboards can be selected, or de-selected to change the dashboards you view.
Adding Widgets to your Dashboard
You can easily add widgets to your dashboard by going to your Dashboard Settings and clicking
Add Widget.
After adding widgets from the menu, and before selecting Save, you can go back to the Dashboard Settings option and continue adding widgets.
A Few Tips and Tricks
- You can click and drag the Bi dashboards into whatever order you like.
- When you add a widget, you can change the title if you don’t like the default title.
- You can edit, copy, share, hide, and delete the dashboard from your Dashboard Settings. This gives you the option to make it yours.
Searching Overview
When searching for various records or “entities”, which is what we call those “things” that we can search for from the Universal search option, they will all be presented in the same way and format. The differences are in the Summary Details, Options, and Related Objects that are presented. Pick a particular object that you want to search for or press the Enter or Return key. You will be able to see more options on that related object.
In the view above, a search has been started and the results have been displayed. Highlighting a line will display a “summary” of information along the left side, as well as an action ribbon in the upper right. These have options for actions that can be taken on the highlighted entity selected.
The difference between highlighting and selecting
In an entity search grid, you can either highlight one of the rows or select a hyperlink within it. The difference is in what you click in the row! If you click a hyperlink, you are selecting it. If you click anything else in the row without a hyperlink, you are simply highlighting it which will only display the summary. This allows you to quickly view the summary of several entities within a search result.
Grid Customization
You can customize their grid view for each entity.
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Add/Remove Columns - This allows you to customize the columns that are shown.
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Export - This will allow you to export the current view in a CSV file.
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Search View - If you use a custom Search View, you can manage that here.
Action Ribbon & Related Objects
These are accessed through icons that are displayed to the right of the entity record area. You can hover over these icons to understand what you will be accessing. Selecting a Related Object icon will switch the view to display the information (typically in a grid format).
The Related Object icons available to you may be determined by some of the bulleted reasons below.
- Whether the entity is highlighted or selected.
- User Security (hides options the user cannot perform)
- What type of entity is selected
Breadcrumbs
Once you have selected an entity, if you select other entities from there, they will add a “breadcrumb” to your current view (rather than open a new dashboard).
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Selecting an entity from a search will open a new dashboard (not add a breadcrumb). This is so you can have “one” Customer Search dashboard (or item, etc.) to search and select customers from and you don’t end up adding a ton of dashboards.
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Breadcrumbs can go on forever and you can click back anywhere along them to go back to where you want. In this example, we have navigated from a customer to a store, to an operator, to a group, and then to another operator. Along the way, each entity has presented us with a summary on the left, action ribbon options, and related objects.
Modifying Entity
Records
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Customers, Tasks, and Operators can be added and modified. Security will continue to be separate for “Core” areas like File Maintenance.
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Security - The ability to insert (add) or update (modify) entities is located in the Browser Settings area.
Adding
When you see the +Add button or New <entity> in the action ribbon, this means you can create one. Viewing the Task Related Objects in a customer, there are two options for creating a new task:
You can complete the new task form and upon submission, it will remain there so you can verify your entries. One-click on the customer in the breadcrumb will close the task form and return you to the customer entity record.