HNR on the Phone — Pulse

HNR can be used on a phone (a screen under 7 inches) with three different interfaces. This guide introduces all three and explains the newest, Pulse, in detail: instead of hunting for a module, the state of the day and the work waiting for you come to you, and an action starts from the + button at the bottom.

1. Three interfaces for the phone

🖥️

Classic

The desktop layout. On a narrow screen the older responsive mobile shell opens: Home · Search · Open Apps.

🌱

Garden + Steps

A module grid (3D icons can be turned off); document entry in the steps Account → Lines → Summary; lists shown as cards.

💓

Pulse

"Status first, then action": the state of the day and pending work come to you; an action starts from the + button at the bottom centre.

Choosing the interface

You choose from the three cards under Settings › Appearance › Interface; inside Pulse, Me › Interface leads to the same place. While an unsaved form is open the switch is stopped and the warning "There are unsaved changes" appears — save or close the form first.

The preference is stored on this device, per user and company. When you sign in on a phone: if you are already in a mobile interface it is kept; if you are in Classic, you are switched to the mobile interface you last chose on this device (Garden + Steps if you never chose one).

Garden + Steps and Pulse open the same application screens (card-style tables, step-by-step document entry). The only difference is the home screen.

Example: Production Schedule (APS) opens on the phone in three steps — Summary (scenario indicator cards), Schedule (operation cards per machine or a read-only Gantt chart) and the four-step Delivery promise. The schedule is not changed on the phone; calculating, approving and drag and drop are done on the desktop. Details: Production Schedule (APS) › On the phone.

Work Centers opens on the phone in four steps — Summary (the summary boxes, "My jobs for today" and the mould life cards), Mould maintenance (mould → maintenance action → note → approval → result), Resource pool and a read-only Competence. An operator whose user is linked to an operator resource sees the operations assigned to them today in the official schedule. Details: Work Centers › On the phone.

Warehouse Operations opens on the phone with four tabs depending on permission: Pick · Count · In transit · Slotting. The picker picks a list from Lists assigned to me, or one taken from the pool with Claim and start, in three steps per line (1 Bin · 2 Item · 3 Qty); the counter scans bin → item → quantity in a blind count; In transit and Slotting are read-only. For camera scanning the phone must connect through the HTTPS address. Details: Warehouse Operations › Picking on the phone.

Consignment / Custody opens on the phone in three steps for the sales rep — Agreement (search for a customer or agreement), Stock at customers (balance cards and large action buttons) and Action. The consumption report has three steps of its own (1 Product and quantity · 2 Preview · 3 Invoice) and issues the invoice at the customer; returns, counts and period reconciliation are entered here too. Details: Consignment / Custody › On the phone.

2. Pulse — three screens

You move between screens by swiping sideways or from the bottom bar. The bottom bar: Pulse · Records · + · Me · Theme. The top strip shows the company, user, role and date, with the notification bell on the right and a permanent search box below — tapping the box switches to the Records screen. When the on-screen keyboard opens, the bottom bar hides. In Arabic, Urdu and Persian the layout is mirrored.

2a. The Pulse screen — "Where do we stand today?"

At the top there are three indicators that scroll sideways:

Indicator	What it shows	Permission needed
Cash and bank	The balance total of all TRY accounts — the same set as the grand total of the Bank screen. Foreign-currency accounts are shown separately below.	Bank module
Today's collections	Cash collections entered today + incoming transfer/EFT receipts. Transfers between own accounts and bank slips are not counted. The at least badge: if all of the last 200 receipts are from today, the real total may be higher.	Receipts (cash/bank)
Overdue work	Open orders past their delivery date + open or in-production work orders past their due date.	Orders / Production

The vs yesterday arrow appears only if this device saw yesterday's value earlier; otherwise it is not shown at all (no made-up comparison).

An indicator box can report one of three states:

No data yet. — the source for this indicator does not exist yet; the box does not print 0.
You do not have permission to see this indicator. — you lack the required permission.
Data could not be retrieved. · Try again — a server error; the other boxes are not affected.

🚦 Attention — the day's alerts

The Attention section shows at most 5 alerts of the day, and at most 2 from the same source. Colour says only three things: red means act, yellow means watch, green means on target. Tapping a row opens the related card or screen full page. If a source cannot be read, the note "N sources could not be read; the list may be incomplete." appears below.

Sources of alerts:

Accounts that fell into negative balance.
Cheques past maturity and not collected; a cheque from an account with a bounced-cheque history; cheque limit exceeded.
Receivables over 90 days.
Work orders past their due date.
Machines due for maintenance (administrators only).
Suspected duplicate purchases, documents deleted and rewritten, and unusually heavy returns (administrators only).
Official obligations due within 7 days or already overdue.

The Queued section holds pending approval requests (an administrator answers with a single tap on Approve or ✕ Reject) and your reminders that are due. The Recent records section shows the last 6 cards you opened from Pulse (account, stock, document, work order) and open record windows.

The Morning summary card (visible to users with the Owner Dashboard permission once a summary has been sent) shows up to 5 lines that need attention from today's summary, or from the last one sent. The summary lines are: yesterday's sales, yesterday's collections, cash and bank, amounts due today, overdue orders, critical stock, late orders, pending approvals and yesterday's anomalies; See the full summary opens the Notification and Approval Center. The line "N decisions are waiting in the approval inbox" gathers the pending approvals of all modules in a single inbox; the number older than 24 hours is shown too. Details: Notification and Approval Center › Approval inbox and Morning summary.

Data is cached for 60 seconds. The Refresh link, or pulling the screen down and letting go (Pull to refresh → Release to refresh), reloads it.

2b. The Records screen — "Find this"

Type at least two letters. Type chips: All · Accounts · Stock · Documents · Order · Employees — only the types you have permission for are shown.
A result card carries at most three facts: name, type/code, amount or quantity. Account: balance; Stock: on hand; Document: invoice/order amount and remaining; Work order: completion percentage and delay; Employee: personnel number and department.
With All selected you get at most 4 results per type plus matching apps and commands; selecting a type gives 20 results, and for more use Open the list for all results.
Tapping a card opens it full page; you return with ‹ Back. Opened cards are added to Recent records.

2c. The Me screen — "What is waiting on me?"

My approvals (administrators) and My requests sent for approval.
My stuck work — now live: the number is the open holds assigned to you plus the holds escalated to you. Details: Stuck Work Tracking.
Shipping — driver screen — the driver sees the day's route in stop order, opens directions and records proof of delivery at each stop in three steps (cartons, signature + photo, save); the warehouse clerk scans loading with the camera in the same window. Details: Shipping and Logistics.
My timesheet — at the top when your HNR user is linked to an employee record: clock in/out button (location optional, a double tap writes no new punch), today's duration, leave balance; for supervisors My team's pending requests. A field employee does the same from the Clock in/out tab of the employee portal. Details: Time and Leave.
My tasks — your open reminders.
For sales, My visits today; for production, My shift (appears once your user is linked to a personnel record).
Open windows.
Settings: interface choice, language (24 languages — the page reloads when you change it), notifications, All settings and sign-out. Signing out takes two taps: the first shows Tap once more to sign out.

3. The "+" button — quick actions

The + button shows at most 6 actions depending on your role. An action you have no permission for does not appear; the next one takes its place. The role is derived from the permissions the server grants: administrator; a user with order, quotation or CRM permission → sales; a user with production permission only → production.

Role	Actions (in order)
Administrator	Take a collection · New order · New quotation · Stock count and QR code · Approve · Send message
Sales	Take a collection · New order · New quotation · Visit note · Customer cards · Send message
Production	Enter confirmed quantity · Work orders · Stock count and QR code · Machines and downtime · Quality record · (Approve for an administrator, otherwise Send message)

⚠ Short actions write REAL records

Short actions finish in the sheet that slides up and create a real record, not a draft. Long actions (order, quotation, stock count, work orders, machines, quality, message) open the related screen full page.

Take a collection

Select the account (search by name, code or tax number) → enter the amount → choose Cash (a cash collection receipt into the selected cash account) or Bank transfer / EFT (an incoming transfer receipt into the selected bank account) → Save. This is the same record as the Receipt entry screen: the same permission bits, the same numbering ledger and a request ID against double submission. The Cheque option opens the Cheque / Credit card entry screen. Linking to an invoice is not in this short form — use Receipt entry if you need it.

Approve and Visit note

Approve: pending approval requests are listed; an administrator chooses Approve or Reject.
Visit note: you enter the account and the note; optionally Add my current location (the browser asks for location permission). The note lands in CRM's field visits list.

Enter confirmed quantity

Select an open or in-production work order → enter the Quantity produced → Confirm. A dry-run check runs first: if the confirmation hits a gate (overrun, negative stock, quality, lot…) NO record is written, the gates are listed and you continue with approval via Open in production screen. Confirmations that would start a long sub-production chain are also sent to the production screen.

Dragging the sheet's handle up makes it full height, dragging it down closes it; tapping the empty area or pressing Esc also closes the sheet.

4. Frequently asked questions

"The box is empty / says No data yet." — There is no source for that indicator yet, or you lack the permission; it does not mean 0.
"There is no Approve button." — An approval decision needs administrator rights; other users see the Awaiting approval badge.
"Take a collection does not appear." — You lack the receipt (cash or bank) permission bit.