Herbst Insight demos
 Live Demo
Live Demo is a fully-functional version of Herbst Insight 2 that provides real-life user experience in a simulated company environment. While the articles on our site describe many of the advanced Herbst Insight functions it's this Demo that shows you how it all really works.
You can use the Demo to test just about any feature of the program, find out how it solves particular tasks, assess the user-friendly interface and more.
The Demo is accessible online so there's no need to install it on your computer, spend time configuring the programme or entering data.
To get the most out of it you can opt for our staff to assist you during the online Demo session.
All you need is a valid username/password combination that you can receive from Herbst Software. To get your username/password call us now:
Phone: +353 404 67164
Fax: +353 404 67363
support@herbst.ie
Alternatively you can request a callback.
Interactive Step-by-Step demos
Customer and Credit Control
Products
Reports
Security
Customer Web Portal
Supplier Web Portal
Manager Web Portal
Weighbridge
Transactions
Driver Pocket PC Client
Customers and Credit Control
Insight uses a trader concept. Both customers and suppliers are traders.
To manage customer accounts, use Customers list.
Drill-down Technology
This demonstration shows you the incredible drill-down feature of Insight.
Customers List and Its Views
Every list of items in Insight can have the number of views. A view is the data representation
in the grid. View settings include columns that will be displayed, filters for data in columns and sort order for columns.
Now we are going to see a set of predefined views of the Customers list.
Create Sales Order from the Customers List
You can create transactions just from the Customers list.
Create Payment from the Customers List
Now you have the opportunity to fulfill the standard sequence of actions to enter payment.
Credit Control Information in the Customer Window
You can see information important for the credit control in the customer window and in the views of the Customers list.
This demonstration shows how you can get credit information from the customer's window.
Multi-currency Customer Account
Customer accounts are fully multi-currency and retains balances in each currency separately. It allows foreign banks and traders to be reconciled in their currencies, in which the transactions were created. The consolidated balances of the accounts are shown in the list of customers. The balances can be shown in the default currency of the accounts or in one selected currency. You can see the currency analysis of the balances in customer properties window.
Give Discount
Receive a Payment, allocate to an invoice and give a discount.
Analyse
You can quickly analyse the information shown in the grid. Now we are going to analyse total dues by type of business.
Products
Product List
Product list is a place where you can manage stock items, services, etc. They are all called products. The information in the list can be represented in a number of ways - views.
Summary Page and Drill-down Technology
Using unique drill-down technology the user can find out any information.
Special Prices
Special price is default price of this product for a particular customer.
Analysis of Product Sales
Movement
There is an opportunity to analyse movement of stock products.
Locations
Products can be located in several places.
Bill of Materials Products
Some products can have bill of materials (for example, computer can consists of monitor, motherboard, memory, keyboard, etc.). You can define a number of items for a product. You can assemble such stock item any time you want. In the result the number of used items will be reduced and the number of BOM products will be increased.
Now we are going to assemble two PCs for sale.
Customer Web Portal
Customer Web Portal (General)
Customer Web Portal gives full control to customers under their accounts.
Orders and invoices management, on-line product order are possible with its help.
Customer Web Portal (Oil Industry)
This is a good example how to use the potential of Customer Web Portal.
Oil industry contains difficult tasks solving with ease by functionality of Cusomer Web Portal.
Supplier Web Portal
Supplier Web Portal (General)
Supplier Web Portal gives full control to suppliers under their accounts.
Orders and invoices management are possible with its help.
To access use Login CAS001 and password 7777
Supplier Web Portal (Oil Industry)
This is a good example how to use the potential of Supplier Web Portal.
Oil industry contains difficult tasks solving with ease by functionality of Supplier Web Portal.
To access use Login CAS001 and password 7777
Manager Web Portal
Manager Web Portal (General)
Manager Web Portal (Oil Industry)
Weighbridge
Create a Weigh In transaction
If your computer is connected to the automatic weighbridge, you can quickly put weights to the weigh transactions that are created within Insight. Usually the weigh transactions are created in several steps.
Security
There are powerful mechanisms of the security control within Insight.
Giving all users high level or unrestricted access to all Insight functions may be OK in a small business - but Insight is designed as a multi-user application, and large sites may want to limit employee work functions using the Security options available in Insight.
Security Log
Security Log contains all user activities. You can find out event date and time, kind and description of object, kind of action, user login and computer name.
User Privileges
You can define what is allowed to do for every user. The parts of program that are restricted for the user are hidden.
Transactions
Converting
Daybook shows all transactions for the selected period. With the help of Daybook you can overview the company activities from date to date. You can see that today only Sales Order was created.
Reporting
Preview Reports
Report Desktop is a "holding area" in effect, where reports are maintained. Reports are organized in the subject groups.
Creating Statements for Several Customers
Driver Pocket PC Client
Processing Tickets
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