Evo Online
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1.    Summary

The current document enlists the functions, available within the Evolution Online (EvoOnline) application, accompanied by visualizations. 

After logging in to the Evolution Online application, the user will be directed to the dashboard, containing quick-access buttons to customers, suppliers, GL accounts, foreign currency and projects on the right).

On the left menu tree the same access buttons are permanently available when the user is logged into the application.


Buttons that are not visible can be accessed, using the appropriate arrows within the menu groups. 


2.    Customers & Suppliers (AR/AP)

Under the "Customers" and "Suppliers" tabs the user can find a list of the according accounts.

The following functions are available in these pages:

  1. Show active: Using this function displays solely the active accounts.
  2. Refresh overview: Using this function refreshes the displayed data, e.g. when new data has been entered in the system and is not yet visible in the overview.
  3. New customer/supplier: Using this function new customer/supplier accounts can be added.
  4. Reset layout: Using this function resets the layout, e.g. when changes have been made using function 5.
  5. Column chooser: Using this function allows for the management of columns visible within the overview. Columns can be added, using the checkbox in front of each option (see image below).
  6. Options: Using this function allows for activating/deactivating some of the overview functionalities. This can be done, using the checkbox in front of each option (see image below). Changes are saved, using the SAVE button.
  7. Search: The “Search” field can be used to filter the visible accounts. The entered search data is applied to the DC links and names of the available accounts. Hence, accounts cannot be found, based on amounts, for example.
  8. Enquire customer/supplier transactions: Using this function allows for reviewing the transactions, linked to each account. The same functions for resetting the layout, choosing visible columns, options and search are available for the transactions as well (see image below). Note that for transactions, the search data is applied to audit number, Tr code, references, description and exchange rate.  The window can be closed, using the × button.
  9. Edit customer/supplier: Using this function allows for editing the information entered when creating the according customer/supplier. 
  10. Delete customer/supplier: Using this function removes the according customer/supplier from the system.

When adding a new customer/supplier and/or editing an existing one the following information is to be filled in/modified (see image below). Information is to be filled in under all required tabs.

The newly entered/edited information can be saved, using the SAVE button in the upper right corner (1). Using the ← button (2), the user can navigate directly back to the overview without saving any changes made.


3.    GL accounts

Under “General ledger accounts” a list of all currently available GL accounts is displayed. On the page the following functions are available:

  1. Show active: Using this function displays solely the active accounts.
  2. Refresh overview: Using this function refreshes the displayed data, e.g. when new data has been entered in the system and is not yet visible in the overview.
  3. Reset layout: Using this function resets the layout, e.g. when changes have been made using function 4.
  4. Column chooser: Using this function allows for the management of columns visible within the overview. Columns can be added, using the checkbox in front of each option (see image below).
  5. Options: Using this function allows for activating/deactivating some of the overview functionalities. This can be done, using the checkbox in front of each option (see image below). Changes are saved, using the SAVE button.
  6. Search: The “Search” field can be used to filter the visible accounts. The entered search data is applied to the master sub-account, description and account type descriptions.
  7. Enquire general ledger transactions: Using this function allows for reviewing the transactions, linked to each account. The same functions for resetting the layout, choosing visible columns, options and search are available for the transactions as well.
  8. Show report: Using this functionality a report, containing all GL accounts, can be generated.

4.    Projects

Under "Projects" all existent projects are listed. The status of each project (Active/Inactive) is displayed in the list. Further, the following functions are available: 

  1. Show active: Using this function displays solely the active projects.
  2. Refresh overview: Using this function refreshes the displayed data, e.g. when new data has been entered in the system and is not yet visible in the overview.
  3. New project: Using this function new projects can be added.
  4. Reset layout: Using this function resets the layout, e.g. when changes have been made using function 5.
  5. Column chooser: Using this function allows for the management of columns visible within the overview. Columns can be added, using the checkbox in front of each option (see image below).
  6. Options: Using this function allows for activating/deactivating some of the overview functionalities. This can be done, using the checkbox in front of each option (see image below). Changes are saved, using the SAVE button.
  7. Search: The “Search” field can be used to filter the visible accounts.
  8. Edit project: Using this function allows for editing the information entered when creating the according project. 
  9. Delete project: Using this function removes the according project from the system.

When adding a new project, you will need to specify a code, project name and project description. The information can then be saved, using the "Save" button in the upper right corner. 

The newly entered/edited information can be saved, using the SAVE button in the upper right corner (1). Using the ← button (2), the user can navigate directly back to the overview without saving any changes made.


5.    Foreign currency

Under "Foreign currency" a list of the existent currencies can be found. On the page the following functions are available: 


  1. Refresh overview: Using this function refreshes the displayed data, e.g. when new data has been entered in the system and is not yet visible in the overview.
  2. New currency: Using this function new currencies can be added.
  3. Reset layout: Using this function resets the layout, e.g. when changes have been made using function 4.
  4. Column chooser: Using this function allows for the management of columns visible within the overview. Columns can be added, using the checkbox in front of each option (see image below).
  5. Search: The “Search” field can be used to filter the visible currencies.

  6. Edit exchange rate: Using this function, the daily exchange rate can be set. A history of the exchange rates per day is also available in the tab (see image below). The information can then be saved, using the SAVE button (1) in the upper right corner. 

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  7. Edit currency: Using this function allows for editing the currency details entered when creating the according currency. 
  8. Delete currency: Using this function removes the according currency from the system.

When adding a new currency, a code, description, and currency symbol need to be specified.

The newly entered/edited information can be saved, using the SAVE button in the upper right corner (1). Using the ← button (2), the user can navigate directly back to the overview without saving any changes made.

 


6.    Cashbook batches

Under “Cashbook batches" a list of the existent batches can be found. On the page the following functions are available: 

  1. New: Using this function new batches can be added.
  2. Column chooser: Using this function allows for the management of columns visible within the overview. Columns can be added by dragging the desired column from the “Column chooser” box to the desired position in the overview (see image below).
  3. Options: Using this function allows for activating/deactivating some of the overview functionalities. This can be done, using the checkbox in front of each option (see image below). Changes are saved, using the SAVE button.
  4. Search: The “Search” field can be used to filter the visible batches.
  5. Edit cashbook batch: In editing a cashbook batch, the reference number, bank account, workflow, deposits and payment can be modified. New rows can be added, using the "+" button.
    • In editing a batch, the following buttons are available (see image below):
        1. Post batch
        2. Validate
        3. Save
        4. Batch properties
        5. Back
  2. Batch properties à The function allows the user to adjust the details of existent cashbook batches.

When creating a new batch and/or editing existing ones, the required information under all five tabs needs to be provided (see image below).

The newly entered/edited information can be saved, using the SAVE button in the upper right corner (1). Using the ← button (2), the user can navigate directly back to the overview without saving any changes made. 


7.    Journal batches

Under “Journal batches" a list of the existent batches can be found. On the page the following functions are available: 

  1. New: Using this function new batches can be added.
  2. Refresh overview: Using this function refreshes the displayed data, e.g. when new data has been entered in the system and is not yet visible in the overview.
  3. Reset layout: Using this function resets the layout, e.g. when changes have been made using function 4.
  4. Column chooser: Using this function allows for the management of columns visible within the overview. Columns can be added by dragging the desired column from the “Column chooser” box to the desired position in the overview (see image below).
  5. Options: Using this function allows for activating/deactivating some of the overview functionalities. This can be done, using the checkbox in front of each option (see image below). Changes are saved, using the SAVE button.
  6. Search: The “Search” field can be used to filter the visible batches.
  7. Edit cashbook batch: In editing a journal batch, the reference number and workflow can be modified. New rows can be added, using the "+" button.

    • In editing a batch, the following buttons are available (see image below):

            1. Post batch
            2. Validate
            3. Save
            4. Batch properties
            5. Back
  8. Batch properties: The function allows the user to adjust the details of existent journal batches.

When creating a new batch and/or editing existing ones, the required information under all four tabs needs to be provided (see image below).

The newly entered/edited information can be saved, using the SAVE button in the upper right corner (1). Using the ← button (2), the user can navigate directly back to the overview without saving any changes made.


8.    Warehouse transfer batches

Under “Warehouse transfer batches" a list of the existent batches can be found. On the page the following functions are available: 

  1. Exclude processed: When this filter is activated only unprocessed batches are displayed in the batch overview.
  2. Refresh overview: Using this function refreshes the displayed data, e.g. when new data has been entered in the system and is not yet visible in the overview.
  3. New: Using this function new batches can be added.
  4. Reset layout: Using this function resets the layout, e.g. when changes have been made using function 5.
  5. Column chooser: Using this function allows for the management of columns visible within the overview. Columns can be added, using the checkbox in front of each option (see image below).
  6. Options: Using this function allows for activating/deactivating some of the overview functionalities. This can be done, using the checkbox in front of each option (see image below). Changes are saved, using the SAVE button.
  7. Search: The “Search” field can be used to filter the visible batches.
  8. Process warehouse transfer batch
  9. Edit warehouse transfer batch: The function allows the user to adjust the details of existent warehouse transfer batches.

When creating a new batch and/or editing existing ones, the following information is to be provided (see image below).


The batch can be processed directly, using the PROCESS button in the upper right corner. The newly entered/edited information can be saved, using the SAVE button (2). Using the ← button (3), the user can navigate directly back to the overview without saving any changes made.


9.    Proof of delivery

Under "Proof of delivery" various delivery management tools are available.

Under "My trips" a list of the existent trips per user can be found. The following functions are available: 

  1. Show only open: When this filter is activated only open trips are displayed in the overview.
  2. Reset layout: Using this function resets the layout, e.g. when changes have been made.
  3. Column chooser: Using this function allows for the management of columns visible within the overview. Columns can be added, using the checkbox in front of each option (see image below).
  4. Search: The “Search” field can be used to filter the visible trips.
  5. Status: In the "Status" field, the status of each trip (e.g. paused, completed, cancelled) is displayed.
  6. Activate trip: This function allows for the user to activate trips that have not been completed or cancelled.

When activating a trip the following options are available:


        1. Choose items: Items can be selected, using the checkbox in front of each item.
        2. Show only open: When this filter is activated only open items are displayed in the overview, i.e. delivered items are hidden from the list.
        3. Deliver items: Using this function, the selected items (1) can be marked as delivered.
        4. Search: The “Search” field can be used to filter the visible items.
        5. Complete trip: Using this button the trip can be marked as completed.
        6. Pause trip: Using this button the trip can be paused.
        7. Cancel trip: Using this button the trip can be cancelled.


Under "Trips" a list of all existent trips can be found. The following functions are available: 

  1. Show only open: When this filter is activated only open trips are displayed in the overview.
  2. Create trip: Using this function, new trips can be added to the system.
  3. Reset layout: Using this function resets the layout, e.g. when changes have been made.
  4. Column chooser: Using this function allows for the management of columns visible within the overview. Columns can be added, using the checkbox in front of each option (see image below).
  5. Search: The “Search” field can be used to filter the visible trips.
  6. Status: In the "Status" field, the status of each trip (e.g. open, paused, completed, cancelled, on route) is displayed.
  7. View trip: This function allows for the user to activate trips that have not been completed or cancelled.

When adding a new trip and/or editing an existing one, the following options are available:

        1. Driver: Using this field, a driver can be linked to the trip.
        2. Delivery date: A delivery date for the trip can be set. 
        3. Truck: Using this field, a vehicle can be linked to the trip.
        4. Distance: In this field the distance for the trip can be entered.
        5. Comments: In this field any additional relevant information can be entered. 
        6. Progress: The progress line shows the percentage completion of the trip in question.
        7. Linked sales orders' search: The “Search” field can be used to filter the visible sales orders.
        8. View documents: Using this button the linked sales orders can be reviewed.
        9. Trip log' search: The “Search” field can be used to filter the visible trip logs.

        10. Save: Using this button, the information entered can be saved.

        11. Go back to the overview


Under "Drivers" a list of the existent drivers is displayed. The following options are available:

  1. Add: Using this function, new drivers can be added to the system.
  2. Reset layout: Using this function resets the layout, e.g. when changes have been made.
  3. Column chooser: Using this function allows for the management of columns visible within the overview. Columns can be added, using the checkbox in front of each option (see image below).
  4. Search: The “Search” field can be used to filter the visible drivers.
  5. Edit: Using this button, existent drivers' information can be edited.
  6. Remove: Using this button, existent drivers can be removed from the system.

When adding a new driver and/or editing an existing one, the following options are available:

        1. Linked user: Using this field, the according driver can be selected.
        2. Social security number: In this field the social security number of the relevant driver is to be provided.
        3. Nationality: In this field the nationality of the driver is to be set.
        4. Default truck: In this field a default vehicle can be linked to the chosen driver.
        5. Phone number: In this field the phone number of the driver is to be provided.
        6. Certificates: In this field any available certificates are to be listed. 
        7. Save: Using this button, the entered information can be saved.
        8. Go back


Under "Trucks" a list of the existent vehicles is displayed. The following options are available:

  1. Create truck: Using this function, new vehicles can be added to the system.
  2. Reset layout: Using this function resets the layout, e.g. when changes have been made.
  3. Column chooser: Using this function allows for the management of columns visible within the overview. Columns can be added, using the checkbox in front of each option (see image below).
  4. Search: The “Search” field can be used to filter the visible vehicles.
  5. Edit: Using this button, existent vehicles' information can be edited.
  6. Remove: Using this button, existent vehicles can be removed from the system.

When adding a new vehicle and/or editing an existing one, the following options are available:

        1. Brand: Using this field, the brand of the vehicle can be selected.
        2. License plate: In this field the license plate of the relevant vehicle is to be provided.
        3. Owner: In this field the owner of the vehicle is to be set.
        4. Fuel type: In this field the  default fuel type of the vehicle is to be set.
        5. Model: In this field the model of the car is to be provided.
        6. Country: In this field the registration country of the vehicle is to be provided. 
        7. Colour: In this field the colour of the vehicle is to be specified. 
        8. Save: Using this button, the entered information can be saved.
        9. Go back


10.    Inner app reporting

Under "APIs & Datareaders" a list of those can be found. The following options are available:

  1. Synchronize APIs: Using this button, APIs can be synchronized. 
  2. Add: Using this button new APIs can be added. 
  3. Export all data: Using this function the displayed data can be exported to Excel.
  4. Column chooser: Using this function allows for the management of columns visible within the overview. Columns can be added by dragging the desired column from the “Column chooser” box to the desired position in the overview (see image below).
  5. Search: The “Search” field can be used to filter the visible APIs.
  6. Edit: Using this button, existent APIs can be edited. 
  7. Delete: Using this button, existent APIs can be removed.


Under "Datasources" the list of existent data sources is displayed. The following functions are further available:

  1. Add: Using this button new data sources can be added. 
  2. Export all data: Using this function the displayed data can be exported to Excel.
  3. Column chooser: Using this function allows for the management of columns visible within the overview. Columns can be added by dragging the desired column from the “Column chooser” box to the desired position in the overview (see image below).
  4. Search: The “Search” field can be used to filter the visible data sources.
  5. Edit: Using this button, existent data sources can be edited. 
  6. Delete: Using this button, existent data sources can be removed.


Under “Reporting”, a list of the reports to which the user has access can be found. The following functions are available:

  1. Select reports: Reports can be selected, using the checkboxes in front of each report.
  2. Manage categories: Report categories can be added, edited and/or deleted, using this button.
  3. Export to disk: Using this button, the selected reports (1) can be downloaded.
  4. Import from disk: Using this button, reports can be uploaded to the system. 
  5. Pull standard
  6. Add: Using this button, new reports can be created. 
  7. Export all data: Using this function the displayed data can be exported to Excel.
  8. Column chooser: Using this function allows for the management of columns visible within the overview. Columns can be added by dragging the desired column from the “Column chooser” box to the desired position in the overview (see image below).
  9. Search: The “Search” field can be used to filter the visible reports.
  10. View report: Using this button, the according report can be generated and reviewed/downloaded.
  11. Edit: Using this button, the according report can be edited.
  12. Delete: Using this button, the according report can be removed.




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