Tips of the Week
These are tips mostly about user interaction to speed up operations and avoid confusion, not about the definition of business workflows.
User Interaction
Distinguish between the production environment and the test environment
We have a test environment for internal staffs to do self-training and build up confidence or muscle memory when finding a moment during busy daily operations.
- https://erptest.termatrac.net/app ERPNext Test
- https://admintest.termatrac.net/en/ TT Online Admin Portal Test
The login credential is the same as the production environment.
Tips:
- Use a Web browser different from the primary one you use for production. For example, if you are using Chrome for production, then use Edge for test. Vice versa.
- Use different theme of the Erpnext and TT Online Admin Portal. If you do so, probably you don't need tip 1.
Alter theme of ErpNext
Click the account profile button on the top right corner.
And pick either Night or Light.
Alter theme of TT Online Admin Portal
Click the account profile button on the top right corner, and select "About".
And select one of the themes.
Warning
- Some of the operations may result in sending notification Emails to customers. Generally you should avoid submitting respecting documents, otherwise the customer may get confused. If you really want to test, create a test customer with an Email address under your control.