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Detailed Guide to Sample Data (Demo Company)

Getting Started with the App Using Test (Demo) Data

Written by Petr Pech

To easily explore the features of ABRA Flexi, we recommend creating a so-called test company. You can create one by selecting the "create a new company" action in the Company Selection dialog. The advantage of this approach is that the test company contains data covering most of the system's available functionality, as described in the individual help chapters.

In our knowledge base, you will find tutorial videos providing a basic demonstration of the application.

On the About the Program page, you can always find what's new in the latest version.

Address Book

When you click on the side navigation button "Business Partners" in the left panel of the newly created company, the program will expand a dropdown menu. Click on "Company Addresses" — this will open the list of companies in a tab on the right-hand workspace.

If you hover your mouse over "Company Addresses" and right-click, you can use the "Open in New Window" option. The address list will open in a separate window outside the Flexi workspace.

At the top of the "Company Addresses" window there are two dropdown lists. The first contains company groups and the second contains your type of relationship with the company.

In the demo, we created company groups to illustrate options for making it easier to navigate between them.

  • Domestic supplier

Use the company group for all foreign companies.

When you look at the company groups list, you will find the following entries:

  • Foreign supplier

  • Internal

  • Standard customer

  • Bulk customer

  • Foreign customers

If you select "Suppliers" in the right-hand dropdown list, only suppliers will be displayed. As a next step, selecting a group such as "Domestic suppliers" will further narrow the view to domestic suppliers only.

Now select "Customers" in the right-hand list. Notice that some entries have the label "Pays late" in the "Labels" column. The company "ABC-systeme" also has a "VIP" label. The following example will show you how labels can be used in practice.

Click the "Filter" button in the top toolbar, then at the bottom of the window click the Select button next to the Labels field. In the "Select Required Fields" dialog, move the "Pays Late" label from the left-hand side and confirm with OK. After clicking "Apply" or "OK", the program will activate a filter that shows only companies with the "Pays Late" label (abbreviations: AVC systeme, MCPAPER, PSTROS).

Now, in the filter dialog, add the VIP label to the selection criteria in the same way and click Apply again. The list of companies will narrow down to just 1 company — ABC systeme.

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