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v26.3

Admin Area

The admin area is the management hub of DiKAS. Here you manage your articles, customers, staff and all settings.

Table of Contents

  1. Articles & Groups — Manage your menu
  2. Customers — Customer database, credit, documents
  3. Staff — Employees and permissions
  4. Table Plan — Tables and table groups
  5. Cash Book — Receipts, expenses, end-of-day reports
  6. Reports — Analytics and statistics
  7. Settings — Configure the system
  8. Data Import & Export — Import, backup, migration

The admin area has a sidebar (left) with all sections and tabs at the top for subcategories:

Sidebar Description
Articles & Groups Menu, prices, options
Customers Customer database, credit, documents
Staff Employees, roles, permissions
Table Plan Tables and table groups
Cash Book Receipts, expenses, end-of-day reports
Reports Analytics and statistics
Settings Configure the system
Data Import & Export Import, backup, migration

Each section has tabs at the top for subcategories (e.g. Articles → Articles, Groups, Import).

Detail View

When you click on an entry (e.g. an article), the detail view opens. It contains:

  • Navigation bar at the top: Title, forward/back arrows, Save/Delete/New buttons
  • Detail tabs: Different sections of the entry (e.g. General, Options, Printer)
  • Back button: Return to the list
┌─────────────────────────────────────────────────────────┐
│  ◀  Cola 0,3l  ▶     [Speichern] [Löschen] [Neu] [←]  │
├─────────────────────────────────────────────────────────┤
│  Allgemein  │  Optionen  │  Drucker  │  Bild  │         │
├─────────────────────────────────────────────────────────┤
│                                                         │
│  Name:        [Cola 0,3l          ]                     │
│  Artikel-Nr.: [1001               ]                     │
│  Gruppe:      [Alkoholfrei     ▼]                       │
│  Preis:       [3,50              ]                       │
│  Steuer:      [19 %           ▼]                        │
│                                                         │
└─────────────────────────────────────────────────────────┘

The forward/back arrows (◀ ▶) navigate to the previous/next entry — without returning to the list. The currently open tab is preserved.

Operating concept (consistent across all screens)

Every admin screen follows the same principles — designed for beginners and power users alike:

  • Normal / Expert toggle (top right): In Normal mode you only see the most important fields and tabs — ideal for getting started. Expert reveals all detailed settings (e.g. price rules, print targets, bank data). The choice is saved per screen and preserved.

    Demo, Admin                          [ Normal | Expert ]

  • Help icons (?): Next to fields that need explanation there is a small question mark. Hovering over it shows a short explanation of what the setting does.

  • Intro box (blue panel): At the top of each screen a short text explains its purpose — and what you can do (or deliberately leave empty).
  • Inline validation: Required fields (e.g. the name) are checked right at the field. If something is missing, a red border with a hint appears instead of a pop-up dialog.
  • Live preview: Calculations are shown instantly — e.g. net + VAT below the sales price, the print preview (where an article is printed), or the price check (which price applies when).

Status always with icon and colour

States (active/inactive, paid/open, clean/dirty, etc.) are never conveyed by colour alone, but always with an additional icon — so they remain unambiguous even with red-green colour blindness:

Indicator Meaning
✓ Active (green) active / done / paid
⏱ Open (orange) pending / due
✕ Inactive (red/grey) inactive / cancelled / problem