Nervatura GUI

Nervatura Client

Overview

The Nervatura Client currently supports the following management tasks:

  • DOCUMENT: offer, order, worksheet, rental, invoice, receipt
  • PAYMENT: bank statement, petty cash
  • STOCK CONTROL: delivery, stock transfer, correction, tool movement, production, formula
  • RESOURCES: customer, product, employee, tool, project, place
  • SETTINGS: configuration, access rights
  • Data search and export, report editor, bookmarks

Start the Nervatura service and try the Nervatura Client with demo database:

NT_API_KEY=TEST_API_KEY ./nervatura -tray

Set the Username to admin the Password to TEST_API_KEY and the Database to demo.

Search

The search screen is the main entry point for the Nervatura Client. It allows you to search for data in the database based on various criteria. You can show or hide columns, add filters, search for data and export the results. Quick summary of the result rows of number columns. If there are no number type columns in the data view then it is inactive.

The bookmarks help to save any number of pre-defined filters related to the data view. Later can be loaded from bookmarks at any time. The bookmark besides the selection criteria keeps also the selection of displayed columns.

Export data in CSV (comma-separeted value) files. The result of search will be exported including all columns, regardless whether originally those were displayed on the screen or not.

The filter part of the screen can be closed or opened by clicking on its header. The Filter field in the results section will filter only among displayed result rows and will not query further data from the database!

Add filters to the query:

  • Unlimited number of conditions can be added, which are related to each other with an "and" restrictive condition
  • Condition set for a certain data view is kept till the program is exited.
  • For filtering all columns in the data view can be selected, regardless of whether they are currently displayed or not
  • All data types can be filtered with EQUAL, IS NULL, NOT EQUAL relations, as well as the numbers and dates with EQUAL TO OR GREATER and EQUAL TO OR LESS conditions.
  • In case of text the search is not case sensitive, the % sign can be used as a joker character
  • Filters can be removed by pressing the delete button at the end of the row

Example for the joker character usage: %product (all products which have in their name the word product, anywhere)

Document

Nervatura was made for being able to store all data generated during ones working process. OFFER type forms are used to record the given (CUSTOMER) and also the received (SUPPLIER) offers/quotations. If any of the offers finally results in business deal, then its data are easy to use for further transaction types.

The ORDER, WORKSHEET and RENTAL transaction types play a significant role in the workflow. They gather all those goods/services that we either committed to deliver or we expect to be delivered by our suppliers. The data sheet screens therefore were designed to enable easy review and follow up of all physical movements of goods (inventory, asset movement), as well as the financial aspects related to a transaction.

The forms were optimized to cover three different transaction types.

  • The ORDER is for the classic working method used in the majority of firms. We sell goods or services to our business partners or we are the ones provided with these by our suppliers.
  • The WORKSHEET is useful when our activity is rather service related. This can also be linked to a product (stock movement), however mostly product is concerned not as the subject of a sales action but used as a material and thus rather it is part of the service itself.
  • In case of RENTAL the focus moves from labor to time. We can follow that our own (or borrowed) products/tools under what conditions and at what time frame were used by our partners.

The INVOICE is used for recording and follow up of our financial obligations.

The RECEIPT is the simplified version of the above one, with following differences:

  • Only CUSTOMER type (not available for SUPPLIER direction)
  • Customer cannot be defined
  • The fulfillment date (Receipt Date) and financial due date (Due Date) is always the same.
  • By default it is counted as paid (Paid).
  • Cannot be linked to a bank transfer or cash receipts.
  • Cannot be linked to TOOL movements.

In case the invoice is created by using CORRECTIVE, CANCELLATION actions, then the field value will be the number of that document which the data originate from. The two documents become connected, the value of the field cannot be changed.

In case of CREATE FROM action it can be defined if the program should connect the two documents or not.

If COPY FROM action is used, this connection is not established, the field remains freely editable.

Related data

  • Metadata

    Unlimited number of supplementary data can be added.

  • Document Rows

    Unlimited number of item lines can be added. When the product has been chosen the program will display on the form all available (already defined) data about the product: Description, Unit, Tax Rate, Discount, Unit Price.

    The price of the product is searched by taking into account the following criteria: (product and transaction side), current day, currency, volume, customer. With specified amount (if zero, then adjusted to one) calculates the Net Amount and Amount prices based on the Unit Price.

    • Description, Unit By default, the Product Name and Unit, but ones are free to specify any data.
    • Tax Rate A valid item of the TAX code. By default, the Product Tax. If it is changed the program will recalculate the values.
    • Own Stock Technical field for creating specific reports. Usage is optional.
    • Option OFFER. To indicate special/optional items of the offer. Usage is optional.
    • Deposit INVOICE. To handle the item lines of the advance payment.
    • Discount By default the value of the CUSTOMER discount field. If the product has a valid customer price, the value will always be zero!
    • Quantity, Discount, Unit Price, Net Amount, Amount If any of the fields is changed, based on the indicated value the program will recalculate the others.
  • Tool Movement

    ORDER, WORKSHEET, RENTAL, INVOICE. Tool movements related to the document.

  • Payments

    INVOICE. Bank transfers and cash receipts related to the document.

    • Payment code The identity code of the bank transfers or cash receipts.
    • Currency The currency of related amount. Cannot be changed, set by the program based on currency of Payment code
    • Amount The payment amount. Can be lower than the total sum of the invoice (in case of payment in installments), and can be higher as well, and also can be an amount of opposite sign (net transaction).
    • Rate Exchange rate in case the payment currency differs from the invoice currency. Default value: 1.
  • Shipping

    ORDER, WORKSHEET, RENTAL. The aggregate stock move of item type products of the document.

    • Item Product Product description of a line item.
    • Shipped Product Description of the product moved out from the warehouse actually. The two description fields can differ from each other when Virtual Product products are linked to the products of the document.
    • Shipping Quantity The total amount of warehouse movements. The stock release is shown with negative, the entries with positive signs. Either way stock correction will also be summarized!
  • Invoice Rows

    ORDER, WORKSHEET, RENTAL. Item lines of invoices related to the document.

    Invoices can be linked to the document with CREATE FROM action. For new invoices those invoice items of the document which have not been invoiced yet are offered by the program, these of course can be freely modified. The invoicing can be based on the line items of the document or related delivery notes (invoicing of completed deliveries) as well, however the two methods cannot be mixed within a single transaction.

Operations

  • COPY FROM

    Create a new, same transaction type document on the basis of current document's data. The dates and information related to creation gets updated and the references from the original document will not be transferred either.

  • CREATE FROM

    Create a new, different transaction type document on the basis of current document's data.

    The following documents can be created:

    • OFFER OFFER, ORDER, WORKSHEET, RENTAL. Default: ORDER.
    • ORDER OFFER, ORDER, WORKSHEET, RENTAL, INVOICE, RECEIPT. Default: INVOICE.
    • WORKSHEET OFFER, ORDER, WORKSHEET, RENTAL, INVOICE, RECEIPT. Default: INVOICE.
    • RENTAL OFFER, ORDER, WORKSHEET, RENTAL, INVOICE, RECEIPT. Default: INVOICE.
    • INVOICE ORDER, WORKSHEET, RENTAL, INVOICE, RECEIPT. Default: ORDER.
    • RECEIPT ORDER, WORKSHEET, RENTAL, INVOICE, RECEIPT. Default: ORDER.

    The dates and information related to creation gets updated and the references from the original document will not be transferred either. You can specify the new document type (CUSTOMER - out, SUPPLIER - in), as well as the following parameters:

    • Set Reference code connecting the two documents, setting the Reference code field of the new document.
    • Invoiced amount deduction For ORDER, WORKSHEET, RENTAL types at INVOICE and RECEIPT creation. Not all item lines are copied, if selected, the already invoiced items will be deducted from the list.
    • Create based on delivery For ORDER, WORKSHEET, RENTAL types at INVOICE and RECEIPT creation. The item lines can be based on document items or delivery note items. The two methods cannot be mixed for a given document.
  • CORRECTIVE

    CUSTOMER INVOICE, RECEIPT. Corrective invoice creation.

    New invoice will be created based on the document, the two will be connected. All line items are double-taken, with the pair of opposite sign, so the invoice total will be zero after it is created. If invoice correction is needed any of the lines can be simply deleted.

  • CANCELLATION

    CUSTOMER INVOICE, RECEIPT. Cancellation invoice creation.

    • New invoice will be created based on the document, the two will be connected. The new invoice will be the exact copy of the previous invoice, but the line items will be shown with opposite sign. The initial invoice shall have CANCELED status.

  • BOOKMARK

    Set a bookmark for the record. Later can be loaded from bookmarks at any time.

Payment

Related data

  • Metadata

    Unlimited number of supplementary data can be added.

  • Payment Rows

    BANK. The line items of the statement.

    • Row ID Unique ID of the row item. Automatic value, cannot be changed.
    • Payment Date Accounting date of the amount. Field filling is compulsory.
    • Amount Amount with sign. Amounts with positive sign indicate the incoming, with negative signs the outgoing items.
    • Description Other data of the item
  • Invoices

    Invoices which are linked to bank or cash receipt items.

    • Payment code The payment row number.
    • Currency The currency of related amount. Cannot be changed, set by the program based on currency of Payment code
    • Amount The payment amount. Can be lower than the total sum of the invoice (in case of payment in installments), and can be higher as well, and also can be an amount of opposite sign (net transaction).
    • Rate Exchange rate in case the payment currency differs from the invoice currency. Default value: 1.
    • Transaction Code The code of the transaction which is linked to the invoice.

Operations

  • COPY FROM

    Create a new, same transaction type document on the basis of current document's data. The dates and information related to creation gets updated and the references from the original document will not be transferred either.

  • BOOKMARK

    Set a bookmark for the record. Later can be loaded from bookmarks at any time.

Stock Control

Shipping

In Nervatura database a product can be moved into or moved out from a warehouse only based on a certain document or action. This ensures that the origin of all the delivered products can be reliably traced if necessary.

Warehouse traffic can be generated from items of ORDER, WORKSHEET and RENTAL type documents, as well as from corrective items of INVENTORY and TRANSFER documents. The SHIPPING is the stock control form of ORDER, WORKSHEET and RENTAL documents.

The ADD applies only to a specific row, the ALL DIFFERENCE will perform the operation for all non-zero quantities.

  • DOCUMENT NO., DELIVERY TYPE, CUSTOMER NAME Related fields of ORDER, WORKSHEET and RENTAL documents, their value cannot be changed. The value of DELIVERY TYPE is based on the type of the document. CUSTOMER type documents will receive SHIPPING OUT (stock release), SUPPLIER types will get SHIPPING IN (goods receipt) value.
  • Shipping Date Stock movements (stock release or receipt) date. The value is valid for all line items.
  • Warehouse A warehouse can be chosen from the search field from warehouse type items of PLACE. The value is valid for all line items.
  • Product Code, Product Name Information about the product. Data serves just information purposes, cannot be modified in this section. The list includes the item type products of the document. If there are Virtual Product items linked, then the components of those can be seen here.
  • Batch No The quantity is taken off from this group. Usage is optional.
  • Quantity Quantity to be released or received. The document quantity. If there are Virtual Product items linked, then proportional quantity is shown.
  • Turnover The aggregate turnover of products related to the document. If movements of the opposite direction have been made as well (eg. correction), then the net result.
  • Difference The difference between the two previous columns. Amount other than zero is indicated in red by the program.

With Batch No. several virtual groups of the same product can be created within a certain warehouse. The program breaks down the actual stock into these groups. The warehouse turnover related to the documents (order, worksheet, rental) shows which items were released from (or were added to) which group.

Its usage is highly efficient and easy way of basic monitoring of goods. The content and structure of the Batch No. allows defining information related to a specific product group.

The two most common cases are defining of supplier/origin of the product and possibly the information related to expiry date. The first one is useful if a particular product is purchased from several sources. The group identifier helps to track even that from exactly which supplier was the product delivered to our customer received originally.

The expiry information can be useful in manging the actual stock. By using it we can have a more accurate picture of the content of the stock, at delivery we can prioritize certain groups (eg. products soon to expire), or can make pricing decisions (campaign products).

Delivery

In Nervatura the warehouse stock moves for the ORDER, WORKSHEET and RENTAL transaction types are handled by DELIVERY. Based on the direction this can have three types: SHIPPING IN, SHIPPING OUT (stock release) and TRANSFER (move between two warehouses).

For SHIPPING IN/OUT types generated by SHIPPING form, cannot be changed. In case of TRANSFER type:

  • Shipping Date Stock movements (stock release or receipt) date. The value can not be modified at line item level.
  • Target Warehouse A warehouse can be chosen from the search field from warehouse type items of PLACE code. The value is valid for all line items.
  • Product Code One of the items of PRODUCT code. Mandatory. Value can be defined with a search field or with the barcode of the product.
  • Batch No. The quantity is put into this group, or taken off from here. Usage is optional.
  • Quantity The given quantity is added to the two warehoses with positive or negative directional signs.

Inventory control

Warehouse stock is influenced by a wide variety of things: merchandise arrives from our supplier, we do deliver to a customer, new products are prepared from raw material, or goods are simply delivered from one warehouse to another. The program offers a user interface for all cases listed before.

However in daily operation, even more situations can happen, which effect the actual quantity: scrapping, shortage of goods (ie. theft), physical damage, etc. These cases can be handled by Nervatura INVENTORY document type, and Inventory Control is used as input form.

  • Shipping Date Stock movements (stock release or receipt) date. The value can not be modified at line item level.
  • Product Code One of the items of PRODUCT code. Mandatory. Value can be defined with a search field or with the barcode of the product.
  • Batch No. The quantity is put into this group, or taken off from here. Usage is optional.
  • Quantity The negative quantity decreases, the positive increases the warehouse stock level.

Tool movement

The movement of products in warehouses can be tracked with INVENTORY and DELIVERY document types. To track the moves of tools the WAYBILL type should be used. It helps to connect the tool for a certain period to a customer, employee or document (orders, worksheets, rental, invoice).

The forms to provide easy handling are designed to enable connecting multiple tools to a customer, employee or document with one data sheet. This allows to easily manage cases like following up on equipment being handed out to or taken back from your employees, as well as tracking the tools being used for a given project.

  • Shipping Date Stock release or receipt date
  • Serial One of the items of TOOL.
  • Comment Other remarks, data.

Production

PRODUCTION helps to produce new products from raw material stored in the warehouses. The inventory level will decrease by the amount of raw materials used, and the manufactured new product quantity will appear in stock. The data sheet tracks the material usage. If other costs, resource usage (eg. used energy, time spent, tool used etc.) is needed to be tracked, then through additional data it can be linked to WORKSHEET forms as well.

The produced quantity will be shown in this warehouse. The program will display the FORMULA templates available for the produced product in a drop down list. The list of raw materials will be loaded according to the chosen template. If there were lines already, those will be deleted! Raw material quantity is taken proportionally to the product quantity to be produced.

Formula

Production of a product in some cases might require significant amount of raw materials. It can occur as well that the same product can also be produced from different components. In these cases, the work with PRODUCTION forms can be sped up by FORMULA data sheets prepared for the products to be manufactured.

These can also be imagined as production recipes for a product. All the raw material requirements of the product can be specified for a given quantity. Then on the new production form it is enough to load one of the FORMULA data lines related to the product and the program will fill in the list of raw materials in proportion to the production quantity.

  • Product Code Raw material used for production. Mandatory.
  • Quantity The given raw material’s quantity that is required for production. Should not contain any directional sign, will automatically interpreted as stock decrease by the program. If negative value is given, then it will increase the stock level (eg. by-product formation).
  • Not Split If selected, raw material quantity in proportion to production requirement will be rounded up to whole numbers (integer).

    Example: The FORMULA row data list was prepared for production of 8 products. There is one raw material on the list which was marked as “not split”. 12 products are going to be produced based on the raw material requirement specified in the FORMULA, then the program will offer 2 pieces of the marked material (vs. 1.5 pieces).

  • Warehouse The raw material usage will be deducted from the stock of this warehouse. Optional. If the field is not filled, then the default warehouse will be selected for production.
  • Comment Other remarks, data.

Back Office

Interest and Rate

Enter or search for interest or buy, average, sell rates for a given currency and period.

Report Queue

Items to the list can be added by REPORT command of the forms, then by the Report Queue command.

Template Editor

List of data for PDF report templates installed in the database. By selecting the template code, the structure and displayed data of the PDF can be modified with the Report Editor extension.

Launcher

General-purpose PDF and CSV report and server side shortcut launcher. Input parameters can also be set and the user will be informed about the result or download the generated PDF or CSV file.

Database Log

Bookmarks

Search and load bookmarked data. Bookmarks can be set for transactions (such as order, invoice, etc.), resources (such as customer, product, etc.) or search criteria. The search bookmarks help to save any number of pre-defined filters related to the data view. Later can be loaded from bookmarks at any time. The bookmark besides the selection criteria keeps also the selection of displayed columns.

Resources

Customer

Nervatura handles all the partners, suppliers and customers of the company consistantly, at one place.

If new product line is added (offer, order, invoice etc.) all products will receive the discount percentage specified in this field. If the product has a separate customer price, the value specified here will not be considered by the program.

  • Metadata

    Unlimited number of supplementary data can be added.

  • Addresses

    Country, State, Zipcode, City, Street, Comment

    Unlimited number of address data can be added. The default report templates will consider the first address row being the address.

  • Contacts

    Firstname, Surname, Status, Phone, Mobile, Other, Email, Comment

    Unlimited number of contact data can be added.

  • Events

    Subject, Start Time, End Time, Place, Description

    Unlimited number of events can be added.

Product

There are three types of products: product, service and virtual product. The virtual product is a special type of product that is used to group other products together. In practice this means that we create groups of some products which also exist independently and then treat these groups as separate products. We can add them to the product list, name, number and price them, use them in an offer, order or issue an invoice for them.

If we produce or assemble a product, then it will usually be created physically as well. The components it is made of will be withdrawn from the warehouse and a new product is added to our stock.

The virtual product may contain existing products and services, but these products will still be tracked separately (although they are not necessarily distributed separately). If the virtual product is sold (or rented out) the order and the invoice will be issued for the virtual product, but the delivery note will list all the content of the virtual product (group) and our stocks will also be reduced by these individual products.

  • Metadata

    Unlimited number of supplementary data can be added.

  • Events

    Subject, Start Time, End Time, Place, Description

    Unlimited number of events can be added.

  • Price Data

    The product can be connected to several prices based on different schemes, which are stored by the program historically, for previous periods as well. When a new product line is added (ie. offer, order, invoice, etc.) the program will select these as defaults, also they can be used in reports, for example when making Pricelists.

    • Start Date Start of validity, mandatory data.
    • End Date End of validity, can be left empty.
    • Supplier Supplier (if marked) or customer price. By default the customer price.
    • Currency By default the value given in currency code.
    • Quantity Price ranges can also be specified, thus different price can be set for a smaller and bigger quantity of the same product. The quantity should be used as the lower threshold, ie. this should be the minimum quantity for the price set. Default value: 0.
    • Price Value Price value.
    • Customer code Customer code if the price is for a specific customer.

    The program for pricing considers the following conditions: (product and transaction side), date, currency, quantity, customer. Also follows the below pricing validity rules:
    The valid price is the one set in the given currency, having a valid from date which is earlier or equal to the date when the price is used and valid till a date which is bigger or equal to the date when the price is used, or it is missing. The quantity set for the price should be lower or equal to the given quantity. These criteria should be met to have a general list price for the product. Additionally, if these criteria are also met by a specific customer price then this will be applied, otherwise the valid price will be the general list price.

    It is possible to set a price valid for a certain period. The product should have a price with an earlier valid from date and undefined valid till date. If then a later valid from date and also a valid till date is given, than the product will have the set price only during this period. In periods before and after the original price with undefined ending will be valid.

Employee

  • Metadata

    Unlimited number of supplementary data can be added.

  • Addresses

    Country, State, Zipcode, City, Street, Comment

    Unlimited number of address data can be added. The default report templates will consider the first address row being the address.

  • Events

    Subject, Start Time, End Time, Place, Description

    Unlimited number of events can be added.

Tool

The stock inventory list shows the availability of goods by quantities. However in some cases it might be needed to have the possibility to follow up a certain item individually. In this case it gets a unique identifier, specific data can be connected to it through additional data, events can be assigned, and also its move can be tracked.

A typical example could be the management of company cars, which requires recording of many different data types and events. Similarly to laptops and mobile phones, in which case it is possible to track also which user owns the phone at a certain time, and not only have the static recording of the characteristics of the device.

  • Metadata

    Unlimited number of supplementary data can be added.

  • Events

    Subject, Start Time, End Time, Place, Description

    Unlimited number of events can be added.

Project

OFFER, ORDER, WORKSHEET, RENTAL, INVOICE, RECEIPT documents could be linked to projects by setting so their Project code field.

  • Metadata

    Unlimited number of supplementary data can be added.

  • Addresses

    Country, State, Zipcode, City, Street, Comment

    Unlimited number of address data can be added. The default report templates will consider the first address row being the address.

  • Contacts

    Firstname, Surname, Status, Phone, Mobile, Other, Email, Comment

    Unlimited number of contact data can be added.

  • Events

    Subject, Start Time, End Time, Place, Description

    Unlimited number of events can be added.

Place

In Nervatura those logistic points where our own or someone else’s assets and resources are recorded or physically stored, belong to a special group called PLACE. These are the warehouses, but also the petty cash, where cash is stored and even a virtual place like the bank account belong to this group.

  • Metadata

    Unlimited number of supplementary data can be added.

  • Contacts

    Firstname, Surname, Status, Phone, Mobile, Other, Email, Comment

    Unlimited number of contact data can be added.

  • Events

    Subject, Start Time, End Time, Place, Description

    Unlimited number of events can be added.

Settings

User settings

Settings for the appearance and use of the program interface, changing the user password.

Config data

You can set the names of some enum values ​​that appear on the interface (e.g. PDF generation orientation, paper size), as well as more commonly used default values ​​(e.g. default currency, unit, deadline, etc.).

Metadata

In Nervatura Client, different types of data fields can be freely defined and used. The user interface will display a data entry interface corresponding to the field type and validate the entered values. For example, a FIELD_INTEGER type only allows integers to be entered, or a FIELD_CUSTOMER field only allows valid customer codes.

In the Filter section, you can specify the object types for which the user interface should display the field defined here in the Metadata section of the form. Multiple options can be specified.

Key-value type metadata can also be created using the program's various APIs, but the program interface only displays those whose type and rules are also defined here.

User account

The user access rights in Nervatura are managed through user groups. Members of the GROUP_USER and GROUP_GUEST groups only have access to the User Settings menu in the Settings section. Members of the GROUP_GUEST group are not allowed to create, save, or delete data.

Regardless of the group's permissions, the Filter section allows you to set the program interface parts that a given user can access. The rules specified here are only valid on the Nervatura Client interface and do not affect the user permissions of other program APIs!

Currency

The ISO 4217 code of the currency.

  • Description The name of the currency.
  • Digit The number of decimal places used for recording and rounding by the program. Default value: 2
  • Default Rate You can specify an exchange rate vs. the default currency, which will be used by the reports.
  • Round Rounding value for cash. Could be used in case the smallest banknote in circulation for that certain currency is not 1.

Tax rate

The tax rates used by the program can be defined. The tax rate value can be specified between 0 and 1.

Menu shortcut

It is possible to create shortcuts in the program, which can call remote functions. Input parameters can also be set and the user will be informed about the result.

When Method is set METHOD_GET, the program opens your default browser and hands over to it the given Address and also the input parameters if there were any. In case of a METHOD_POST value, the program will contact the server (default host URL or Address), run the specified program (Function Name) and wait for the response.

Any number of parameters can also be assigned to shortcuts. These will be requested when the shortcut is used.

Report template

Returns all installable files from the report directory (specified by the NT_REPORT_DIR environment variable value). By default, all available built-in Nervatura reports are displayed. By selecting the report row, the template can be installed or deleted from the database.

Reports related to a specific transaction (eg. order, invoice, etc.) or resource (eg. customer, product, etc.) can be found at the form including the data themselves. The structure and displayed data of the PDF can be modified with the Report Editor extension.

Installed general-purpose reports with PDF and CSV output can be launched from the LAUNCHER menu.

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