Telios Menu

This is the main access point for all of Telios Software. All of the programs execute through this access point.

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  • Server– Address of server. This can be a IP dot format or alias from a Host file.
  • User ID– Login user ID
  • Password – server login password

Once the login is validated by the server and Telios, the main Telios menu will display:

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   Page 1 — Telios menu
   Page 2 — the panels
   Page 3 — save tree
   Page 4 — menu bar
   Page 5 — email account
   Page 6 — window options

Next — the Panels >

List Window

On most programs that add or edit records in a table, the first window display is a list of records. Here is the main list for the Customer master in Accounts Receivable:

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There are four parts to the list window:

  • Start Prompt (top)
  • List display (middle)
  • Buttons and Status Bar (bottom)


   Page 1 — list window
   Page 2 — start prompt
   Page 3 — list display
   Page 4 — mouse and keyboard
   Page 5 — buttons and status bar

Next — Start Prompt >

Finding Stuff — Zoom

In the Finding Stuff series, there are a number of ways to find and filter data: wildcard, zoom, find, select and Quiz Select.

This article is on ZOOM.

Zoom is a filter on a Telios list. The filter is set from the column value of the highlighted column. Clear?

Okay, here is an example. We go into the Customer Master in Telios:

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The status bar displays ZOOM if the list supports zoom.

Continue reading…

Finding Stuff — Find

This series on finding stuff has wildcard, zoom, find, select and Quiz select.

So what’s more basic that Find itself?

This function is standard on virtually every Telios list. Okay, probably not on all the popups, but just about everywhere else.

So, how does it work? We look at the main Sales Order list for an example:

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For the sake of documentation, the Find options are located on the context menu (right-click or press M, or CTRL + SHIFT + F10). On most of these menus they are buried in the “Other” category – primarily because CTRL-F and CTRL-G are pretty much the standard for the find and find next functions.


Edit Window

The Edit window is used to add, change and delete individual records. In most cases the Edit window is associated with a List window.

The Edit window may have line items and sub-sections like the Inventory Master Edit window:

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Or, it can simply have fields from the corresponding table:

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In both cases, the button at the lower right hand corner will return to the main List window.

   Page 1 — edit window
   Page 2 — the buttons
   Page 3 — find field
   Page 4 — field TAG
   Page 5 — the edit field

Next – The Buttons >


Common to all Telios reports is this heading:

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Printer Selection

It was Tip O’Neal that said, “All politics is local”. Well, all printers “is” local. You may have drivers installed for network printers, but each PC has to recognize those printers and store setup data for each one. On each PC there is a “default” printer which Windows likes to use for everything. On a technical basis, all of the data for each printer is stored as a blob of data. That blob tells the printer what the margins are, orientation, page size, output tray, color, resolution… you get the idea.

What Telios does is to let you set up a logical blob for each physical printer. We then save that blob information in a local database. For each logical setup, you can assign a name that is more meaningful. So, a “Brother MFC-J630W” that you use for printing photographs with no margins and rich color, etc. could be named “Photo Printer”. That same printer used for documents that contain your color company logo could be set up with different margins, etc. and be named “Invoices”, or “Color documents”.

The printer above is for an HP 5si duplex printer with three output trays, and an envelope feeder. The settings are for 1/2 inch margins top, bottom, left and right, using tray #2 for 8-1/2 x 11 inch paper, single sided — named “BIG”.

But, this printer could also be set up as 1 inch margin top, 1/2 inch margin on the bottom, 3/4 inch on the left, 1/4 inch on the right, tray #3 for 11 x 17 inch paper, duplex. We might call it “Really Big”

Whatever you do with the settings, the configuration will be saved on your computer. You can then use your custom “BIG” or “Really Big” on any Telios report.

Each Telios report remembers the last logical printer that you used for the report.

   Page 1 — printer selection
   Page 2 — the local printers
   Page 3 — tool bar options
   Page 4 — select
   Page 5 — preview window

Next – the local printers >


Many of the records are related to one another. A Sales Order produces Shipping Orders, which produces Accounts Receivable Invoices. On the Sales Order there are line items which draw stock from Inventory, produce Make Orders, items from Purchase Orders.

Jump is the means of getting from one of these references to the other. It is our means of “drilling down” from one piece of data to another.

The programs remember the path that you travel while you are jumping from one record to the next. You can always go back the same way that you came.

So, let’s look at an example starting with a Sales Order:

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Next – the Jump >