Common Features
Overview
SARA’s interface incorporates several common elements and patterns that make it easy to navigate various modules—such as Purchasing, Human Resources, and others—and perform standard operations (e.g., creating new records or filtering existing ones). This document outlines these shared components.
Features & Functionalities
Dynamic Table Configuration
Customize Your Columns
Want to show or hide certain columns? Use the Custom Columns Filter to select what’s most relevant for you!
Many modules allow you to show or hide columns, rearrange them, and save personalized layouts. In each table, you can access a dropdown menu listing all available columns, select your desired set, and click Apply to save your new view. To revert to the default view (displaying all active columns), simply deselect all columns and click Apply again.
Naming Conventions
System-Wide Format: [Short Acronym].[Unique ID]
Many records or documents in SARA follow this pattern.
Examples:
- PO.12345 → Purchase Orders
- PR.123456 → Purchase Requisitions
- PL.123456 → Logistic Plans
- QUO.123556 → Quotations
Note: These examples are common, but each module typically follows a similar scheme (e.g., INV.123 for Invoices). This uniformity helps users quickly identify a record’s type and its unique reference across the system.
FAQs & Best Practices
Who can see these features?
All users see the same general layout, but specific buttons or filters are visible only to those with the appropriate permissions (e.g., only admins might see the Edit button).
Do I have to export data in CSV?
Not necessarily. You can export data in multiple formats—Excel, CSV, or a print-friendly PDF.
How do I know which status buttons appear?
The system automatically detects which statuses match the displayed items. For instance, if some items are inactive, you’ll see an INA filter button. If none are inactive, that button won’t appear.