Calore - Inbuilt App

Calore - Inbuilt App

Overview

Calore is an inbuilt sample application available within OneEnterprise. It provides a finance and order management environment that demonstrates how the OneEnterprise platform hosts and runs integrated business applications. Calore enables users to manage customers, products, sales orders, accounts receivable invoices, and incoming payments from a single, unified interface.
This article describes how to access the Calore application and use each of its modules: Dashboard, Customer, Products, Order List, AR Invoices, and Incoming Payments.

Info
Calore is a demonstration application bundled with OneEnterprise. It is accessible from the User Settings panel under Inbuilt Apps.

Accessing Calore

To open the Calore application, navigate to the OneEnterprise User Settings panel and select Calore from the Inbuilt Apps section.
  1. Sign in to your OneEnterprise environment.
  2. Select the Settings icon (gear icon) in the lower-left navigation rail.
  3. In the User Settings panel, select Inbuilt Apps in the left menu.
  4. Select Calore from the list of available inbuilt applications.


Figure 1 — User Settings panel showing Inbuilt Apps with Calore, Brioso, Calore, and Dolce

Calore opens in a new browser tab, displaying the Calore System home screen.



Figure 2 — Calore application home screen (Dashboard)
The Calore application uses a left-side navigation panel with the following modules:
  1. Dashboard — The application home screen.
  2. Customer — Manage customer records.
  3. Products — Manage the product catalog.
  4. Order List — View and manage sales orders.
  5. AR Invoice — View accounts receivable invoices.
  6. Incoming Payments — View incoming payment records.

Figure 3 — Calore application - menu options

Customer

The Customer module lets you view, add, edit, and delete customer records. Each record stores the customer name, category, address details, and contact information.

Viewing Customers

Select Customer in the left navigation panel to open the Customer list. The list displays all existing customer records. Use the search icon to find a specific customer, or use the filter icon to narrow results by category.

Figure 4 — Customer list view

Adding a Customer

Follow these steps to add a new customer record.
  1. Select Customer in the left navigation panel.
  2. Select Add in the top-right corner of the Customer list.

Figure 5 — Add button highlighted on the Customer list
  1. The Customer Add form opens. Enter the required details.
  2. The following fields are available on the Customer Add form:
    1. Name: The full name of the customer. This field is required.
    2. Category: The category to assign to the customer. Select from the dropdown list.
  3. Select Save to create the customer record.

Figure 6 — Customer Add form

Editing a Customer

Follow these steps to edit an existing customer record.
  1. Select Customer in the left navigation panel.
  2. Select the customer record you want to edit. The Customer Edit form opens.
  3. Update the required fields. The edit form contains the following sections:

Field

Description

Name 

The full name of the customer. This field is required.

Category

The category assigned to the customer. Select from the dropdown list.

Address

Expand this section to view and update the customer's address details.

Contacts

Expand this section to view and update the customer's contact information.

  1. Select Save to apply your changes.
  2. At the bottom of the screen, you can view the following:
    1. Customer Key: A unique system-generated identifier assigned to each customer record.
    2. Origin: Indicates the source from which the customer record was created or imported.
    3. Last Modified: Displays the date and time when the customer record was last updated.

Figure 7 — Customer Edit form


View Customer Address

asdasdasd

Add Customer Address

asdasdas

Edit Customer Address

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View Customer Contacts

asdasda


Add Customer Contact


asdasda

Edit Customer Contact

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Customer Contact Address List

Text

Edit Customer Contact Address

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Add Customer Contact Address


Text


Deleting a Customer

Follow these steps to delete a customer record:
  1. Hover over the customer band you want to delete.
  2. The delete icon (trash can) appears on the right side of the record row.
  3. Select the delete icon to remove the customer record.
Notes
Deleting a customer record is permanent. Ensure the record is no longer required before proceeding.

Figure 8 — Delete icon on a customer record row

Product

The Products module lets you manage the product catalog in Calore. Each product record includes the product name, category, type, color, quality, price, and description. The Products list displays a summary of all products, including the product type, color, and assigned category.

Viewing Products

Select Products in the left navigation panel to open the Products list. The list displays all products with their type, color, and assigned category. Select any product row to open its detail view.
 

Figure 9 — Products list showing product names, types, and categories

Edit Product Details

Select a product row in the Products list to open the Product Name view. This view displays the full details of the selected product.

Field

Description

Name 

The name of the product. This field is required.

Category 

The category the product belongs to (for example, mid-season offers, accessories). This field is required.

Type

The product type (for example, belt, braces, scarf).

Color

The color of the product. Select from the dropdown list.

Quality

A description of the product's quality or material (for example, 100% cow skin).

Price 

The product price. Enter the amount and select the currency from the dropdown. This field is required.

Description

A short description of the product.

 

Figure 10 — Product detail view showing all product fields

Adding a Product

  1. Click on the Add button in the top-right corner of the Products list.

 
Figure 11 — Add button highlighted on the Products list
  1. The Add Product form opens. Enter the product details.
  2. Select Save to create the product record.

 
Figure 12 — Add Product form


View Product Variant 


View

Add Product Variant


Add

Edit Product Variant


Edit

Remove Product Variant


Edit

Deleting a Product

Follow these steps to delete a product from the catalog.
  1. Select Products in the left navigation panel.
  2. Hover over the product row you want to delete. The delete icon (trash can) appears on the right side of the row.
  3. Select the delete icon to remove the product record.
Notes
Deleting a product record is permanent and cannot be undone. Verify the product is no longer needed before deleting it.


Figure 13 — Delete icon on a product record row

Order List

The Order List module displays all sales orders in the Calore system. Each order row shows the customer name, a unique order identifier, the total amount with currency, and the order date and time. Select an order row to open the full Order Details view.
  1. Select Order List in the left navigation panel to open the Sales Order List.
  2. Use the search icon in the top-right corner to locate specific orders when records are present.
  3. To view the order details, click on any of the bands.


Figure 16 — Order List 

Order Details

  1. Select a sales order row in the Order List to open the Order Details view.
  2. This view is read-only and displays the complete information for the selected order.
  3. The status bar at the bottom of the Order Details view shows the Customer ID, Order ID, and Tracking ID for the selected order.

Field

Description

Customer Name

The name of the customer account linked to the order.

Bill To Address

The billing address reference key for the order.

Ship To Address

The shipping address reference key for the order.

Shipment Status

The current shipment status (for example, open).

Discount

The discount percentage applied to the order (for example, 5%).

Total Amount

The total order amount and currency (for example, 6734.90 Euro).

Tax Included

The tax amount is included in the order total.

Notes
The Order Details view is read-only. Order records are created and updated through integration flows configured in the OneEnterprise platform.


Figure 17 — Order details

  1. Scroll down to view the Product Details section.
  2. Expand the section to view the product details. The section provides the following details.

Field

Description

POS

The position or sequence number of the line item within the order.

Line ID

The unique identifier for the order line item.

Name

The name of the product included in the order (for example, Shoes 71, Braces 99).

Product ID

The product record's unique identifier is linked to the line item.

Quantity

The number of units ordered for the line item.

Single Price

The unit price of the product.

Total Price

The calculated total price for the line item (Quantity × Single Price).





Figure 18 — Product details on the order list

AR Invoices

The AR Invoices module displays all accounts receivable invoice records in the Calore system. Each invoice row shows the customer name, a unique invoice identifier, the invoice amount, and the invoice date and time. Select an invoice row to open the full AR Invoices Details view.

Viewing AR Invoices

Select AR Invoices in the left navigation panel to open the AR Invoices list. Use the search icon in the top-right corner to locate a specific invoice.

Figure 19 — AR Invoices list showing customer name, invoice ID, amount, and date

AR Invoices Details

  1. Select an invoice row in the AR Invoices list to open the AR Invoices Details view.
  2. This view is read-only and displays the complete details for the selected invoice.
  3. The status bar at the bottom of the AR Invoices Details view shows the Customer ID, Invoice ID, and the invoice creation date.

Field

Description

Customer Name

The name of the customer account linked to the invoice.

Due Date

The payment due date for the invoice (for example, 2023/10/10).

Payment Terms

The agreed payment terms for the invoice (for example, net inside 14 days).

Payment Method

The payment method for the invoice (for example, credit card).

Invoice Amount

The total invoice amount (for example, 10185.00).

Paid Amount

The amount already paid against this invoice.


Notes
The AR Invoices Details view is read-only. Invoice records are created and updated through integration flows configured in the OneEnterprise platform.

Figure 20 — AR Invoices Details view for a selected invoice


Incoming Payments

The Incoming Payments module displays all incoming payment records in the Calore system. Each payment row shows the unique order reference identifier, the currency, and the payment date and time. Select a payment row to open the full Payment Details view.

Viewing Incoming Payments

Select Incoming Payments in the left navigation panel to open the Incoming Payments list. Use the search icon in the top-right corner to locate a specific payment record.


Figure 21 — Incoming Payments list showing order reference IDs, currency, and date


Payment Details

  1. Select a payment row in the Incoming Payments list to open the Payment Details view.
  2. This view is read-only and displays the complete details for the selected payment record.
  3. The status bar at the bottom of the Payment Details view shows the Customer ID, Order ID, and the date the payment record was created.

Field

Description

Currency

The currency of the incoming payment (for example, Euro).

Payment Timestamp

The date and time the payment was recorded (for example, 06.10.2023 15:23:09).

Payment Details

Expand this section to view the detailed line items for the payment.

Notes
The Payment Details view is read-only. Payment records are created and updated through integration flows configured in the OneEnterprise platform.


Figure 22 — Payment Details view for a selected incoming payment

  1. The Payment Details section appears at the bottom of the Payment Details view and lists all individual payment line items associated with the selected incoming payment record.
  2. Each line item row contains the following columns.

Field

Description

POS

The position or sequence number of the payment line item.

Payment Method

The method used to make the payment (for example, cash).

Payment Amount

The amount paid for this line item (for example, 23920.75).


Figure 23 — Payment Details view


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