BOS is a database application where information is captured and stored in rows within that database. There are only three things that can be done to those records: Insert or create a record, edit or update a record, or delete a record.

1. Creating

To create in BOSPrint you simply click on the Add or New buttons.

Each module has unique records that can be created, some modules will automatically open a window and other modules will provide a drop down list where you can select what specifically you want to create. See images below:

How to Create

1. To add a new record, click the New or Add button depending on the module or setup.
   • Select the specific record you wish to create if applicable.
2. Complete the fields and tabs that appear in the window. Some setups and modules will populate the data grid with a new row for you to complete.
3. Click the Save button.

Copy

For some modules and setups functionality is included to Copy the specific record.

• Copy records to save time. You can copy records by clicking on the Copy button, then simply change the description and keep all the previously set parameters . For example in Cost Centres, Materials & Inventory and in Setups . This will save you time and improve accuracy. See image below:

• In Estimating and Accounting you can Copy Transactions to the next Workflow Stage. See screenshots below:

The content from the initial record will be automatically copied into the next business cycle, thereby avoiding errors, duplication and delays.

Click here for more about Workflow Stages and Copying Transactions.

2. Editing

You can edit a record by using up to three types of navigation:

1. Double-click on the record.
2. Right-click and select Edit.
3. Click on the ellipses in the last column of the data grid and select Edit (see image below). Some Setups has an X, in place of the ellipses, the X only allows you to delete the record.

How to Edit

1. Search for the record you wish to edit.
2. Use any of the three navigation to edit the selected record.
3. Click save.

3. Deleting

You can delete a record by using up to three types of navigation:

1. Right-click and select Delete.
2. Click on the ellipses in the last column of the data grid and select Delete. See image below:

3. Click on the X in the last column of the data grid. This function is only available in setups where the data is entered directly in the data grid. See image below:

How to Delete

1. Search for the record you wish to delete.
2. Use any of the three navigation to delete the selected record.
3. Click through the confirmation message to delete.