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screenSpec: Tools > admin.osqbo.com (Super Admin screen / OSAdmin Tools ) – OneSource: Inventory for QuickBooks Online screenSpec: Tools > admin.osqbo.com (Super Admin screen / OSAdmin Tools ) – OneSource: Inventory for QuickBooks Online

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screenSpec: Tools > admin.osqbo.com (Super Admin screen / OSAdmin Tools )

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Overview of the Admin Tools screen

  • When a developer or tech support person logs into the Admin Tools it will place an additional option on the bottom of the MAIN nav bar called Admin Tools
  • Similar to the Settings (which shows a number of sub nav bar options) the Admin Tools will have its own set of sub nav bar options.
  • As of 7/24/18, it is located here: https://admin.osqbo.com
    • Eventually, we will each have our own login, but for today use this one: schilds@onesourcesoftware.com,  PW: OSAdmin!2018

Logging In and Out of the Admin mode

Logging IN to the Admin Mode

  • Click Gear > About > then click the button called Login to Admin Mode.  This will display a popup login screen with a User Name, Password, Cancel, and Sign In buttons.
  • This will KEEP the SAME user logged in but will ADD a new Nav option (on the main Nav bar) called Admin Tools. This will also display Admin Mode in a Yellow Box under the Company Name on the Main Nav bar.

Logging OUT of the Admin Mode

  • Click Gear > About > then click the button called Logout of Admin Mode.  This will KEEP the SAME user logged in but will REMOVE the Nav option (on the main Nav bar) called Admin Tools. This will also REMOVE the Admin Mode (yellow box) from the Main Nav bar.

Ideas of how to make this better, later on…

  • ….

A Listing of the Admin Tools

Dashboard (to Finish Later)

  • Companies
    • # of Active Companies
    • # of Inactive Companies
  • Companies Added in the last 30 days (List)
    • Show a list of companies, with these columns (in descending order by the date/time added)
      • Company Name, Contact Name, Subscription Type, # Users, City – State – Country
  • Expiring Subscriptions (List)
    • Show a list of companies, with these columns (in ascending order by the expiration date)
      • Company Name, Contact Name, Expiration Date, # Users, City – State – Country
  • Expired Subscriptions (List)
    • Show a list of companies, with these columns (in ascending order by the expiration date)
    • Company Name, Contact Name, Expiration Date, # Users, City – State – Country
  • Disabled Subscriptions (List)
    • Show a list of companies, with these columns (in ascending order by the expiration date)
    • Company Name, Contact Name, Expiration Date, # Users, City – State – Country

Companies Database (CompanyMaster table)

This will show a list of all registered companies (regardless of which database or server their data actually resides on) with the following columns:

    • CompanyID
    • Company Name
    • Company Street 1
    • Company Street 2
    • Company City
    • Company State / Province
    • Company Zip / Postal Code
    • Company Contact First Name
    • Company Contact Last Name
    • Company Contact Email
    • Company Contact Phone Number
    • Company Type
    • Company Number of Locations
    • Company sells Services (Yes/No)
    • Company sells Products (Yes/No)
    • Company Stocks Items (Yes/No)
    • SignUp Date
    • Subscription Type
    • Subscription Number of Users
    • Login Disabled.  This field will be used by the login screen. The default value is = FALSE.  If the field is = True then the User will NOT be able to log in.  If they try to log in the following message will be displayed: ‘This company is currently disabled.  For assistance please contact support@onesourcesoftware.com.’
  • Current Server (CurrentServer): When the user logs into OneSource it will grab this value to determine the server part of the login path. In the path example, it would be the s1 value. s1.osqbo.com/180312
  • Current Version (CurrentVersion): When the user logs into OneSource it will grab this value to determine the version part of the login path. In the path example, it would be the 180312 value. s1.osqbo.com/180312
  • Credit Card Name
  • Credit Card Type
  • Name on Card
  • Last 4 Digits of the Credit Card
  • Gateway Company Token ID (which is the ID for the company sent to eBiz)
  • Gateway Credit Card Token ID (which is the ID for the credit card sent to eBiz)
  • Last Credit Card Run Date
  • Last Credit Card Run Status (Success, Failure, etc.)
    • Note: Each time it gets set to Success it needs to set the Next Credit Card Run Date field to that same date the next month.  For instance, if it runs on the 9th of May it needs to set the Next Credit Card Run date to the 9th of June. (There will be logic in the Code on the cBiz KBA that handles how and when the card is run each month, including how it would handle running a card on the 30th of February…etc)
    • Note: Each time it gets set to Failed it needs to set the Next Credit Card Run Date to the Next day. For instance, if it ran on the 9th of May but failed, the Next Credit Card Run Date needs to be set to May 10th.  After it has failed 3 times in a run it needs to NOT change the next Run Date.  Logic will handle this…  
  • Last Credit Card Run Status Details (why did the card fail?)
  • Credit Card Run Type (Auto, Hold, etc.  It will normally set to Auto but if it has failed more than 3 days in a row it needs to be set to Hold so it will stop trying to run).
  • Next Credit Card Run Date

Column Features

  • Make all columns resizable, movable, sortable, and visible/invisible (on the gear icon on the right side above the columns)
  • Highlight the entire row when the Record is selected.
  • When a field is selected allow user to arrow up, down, left, and right BUT keep the field LOCKED until the user clicks on the Pencil to UNLOCK the field.

Actions

  • Edit.  (PENCIL ICON) When this button is pressed unlock the data to the form.  This will allow the user to edit any value ON the selected Company row.  When the user clicks on any other record then RE-LOCK all records.
  • Disable.  (CIRCLE with LINE Through IT) When this button is pressed a confirmation prompt will appear.  ‘Are you sure you want to disable Company X?’  (If yes then set the value of the LoginDisabled field in the CompanyMaster table to True.
  • Delete. (X icon) hen this button is pressed a confirmation prompt will appear.  ‘Are you sure you want to delete (Company ID) CompanyX and all of it’s related x records?”   (For Instance it might say something like: Are you sure you want to delete (123) ABC Auto Parts and all of it’s related 9,234 records?” ).  (Options would be Yes and No).  If the user presses Yes, then display another popup that says: ‘To permanently DELETE ABC Auto Parts and all of it’s related 9,234 records please type YES in the box below and then click OK.’
    • This is what happens when the Delete code is executed:
      • The Company is deleted from osoCompanyMaster.CompanyMaster table.
      • The Company is deleted from osoCompanyMaster.CompanyMapping table.
      • The Company is deleted from osoCompanyMaster.Users table.
      • The Company is deleted from oso.SystemUserSecurity table.
      • Other tables?? (what other tables are affected?)

Footer Section

 

  • Primary Record Count (DB):
  • Primary Record Count (Selected Company):

 

Popup Message Management

This will show  a list of all popup messages with the following elements:

  • Language: This will be a drop down filter list for English, Spanish, etc
  • Search: This will provide a keyword search that will search across all columns by keyword.
  • Column Show/Hide: This will show a drop down list that allows users to show or hide any of the columns.
  • List navigation. The cursor can be moved right, left, up, or down using the arrow keys.  Horizontal and vertical scroll bars will also appear if or when necessary.
  • Columns: The columns will all be re-sizable.

Versions (tab)

 

  • This will have a simple table that has these columns:
    • ID
    • VersionID
    • VersionNumber
    • VersionDate
    • VersionCreatedBy  (This would be the Developer Name who created the version)
  • The Version ID, Number, and Date would show up as a drop down list in the Companies tab to make it easy to change the version # (for any given Company)

Version Changes (tab)

  • This will have a simple table that has these columns:
    • ID
    • VersionID
    • ChangeType (Drop down list with these values: New Feature, Bug Fix)
    • ChangeMemo  (This will be the place where the user enters what was added or fixed)
  • These records will be displayed to ALL users on the Version History option on the Gear icon.  This will NOT be editable.

Database Maintenance

  • Create an option to DISABLE a Company (and all of its users) from logging into OneSource.
  • Create an option to DELETE a Company (and all of its users) by entering a Company ID and pressing a Delete All Data button.  (Be sure to give a prompt: “Are you sure you want to delete ALL of (Company ID) Company X’s x records?”
    • If yes, then proceed to DELETE all records from ALL tables where the CompanyID is the company ID entered.

Dev Items / Tests

Things to Fix or Change

  • — Remove the New and Edit button on line items and on the footer.  Move the delete button and change to X, over to the right side.  Add the Sorting drag/drop icon on the left side.  Add the ability to add new rows on the flow and make it editable.  Also, we will remove the popup to add.  Also, we will make the editable table have 2 columns–1 with easily selectable drop down list to select Type and the other the memo.
  • –Make the same type of changes to the header table for adding, deleting, editing ‘versions’.  Also make it sort by ID in Desc order when opened.  Sort the same way on the Customers view of the Version history.
  • — Add and/or rename the SA tabs to make it easy to create (document) new versions and version changes.
  • — Make the Version History on the user’s gear icon work.
  • — Add a Version drop down list on the Companies tab, version column (for easy selection of a newer or older version for any particular Company).
  • When I tried to delete Company #42 and #34 it looked like it deleted them (as it proceeded with no pop up errors), but it didn’t actually delete them.  Also, when I try to delete companies with Company id 34, 3, 23, and 16 none of them will delete (and it does not give any indication that it failed). We need a popup message like: X company cannot be delete because x problem exists.
  • There is a section highlighted in yellow asking the question ‘what other tables are affected?’.  Please refer to the code and then update the KBA above to explain the full deletion process when a Company is deleted.
  • The TOTAL RECORDS count does not seem to be changing when companies are deleted.
  • On the Popups tab, on the Default Message is wide and easy to view and change. However, the Display Message column is narrow and hard to view and edit. Please make the visible and editable area of the Display Message column very wide.
  • On the Companies Data (section above) on the Footer subsection, there are some record counts.  Please make them accurate so we can see the ‘before’ and ‘after’ counts when we delete a Company.
  • Add any additional columns outlined on KBA such as the column to switch the user from Trial to Subscribed user.

Things to Test

 

 

 

 

 

 

 

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