Many ERP users spend more time navigating between screens than actually reviewing information. When a sales order requires checking header details, line items, customer records, and product summaries, teams often open multiple tabs or windows just to piece together the full picture. This constant switching slows down approvals, delays order processing, and increases the chance of missing critical details.<\/p>\n
ERP tab panel customization<\/a> in Onfinity ERP solves this by letting you display consolidated or related data directly on the current screen. Instead of navigating away, users see everything they need in a dedicated panel that updates automatically as they move between records.<\/p>\n In high-volume transaction environments, every extra click adds up. When users need to verify a customer’s location, check product details, or confirm a grand total, switching to another tab breaks their focus and slows the workflow.<\/p>\n Tab panels keep related information visible without interrupting the task at hand. A sales order screen, for example, can display the document number, business partner, order date, and total in a side panel while the user works on line items. This visibility means fewer interruptions and faster decision-making.<\/p>\n The panel updates dynamically as users navigate between records. There is no need to refresh the page or reopen windows. The data adjusts based on the current record ID, giving teams instant context without manual effort.<\/p>\n Tab panels are flexible enough to display a wide range of information depending on what your team needs to see. They can show fields directly from the current record, such as customer name, order date, or total amount. They can also pull data from related tables, like product names or line item summaries, without requiring users to switch tabs.<\/p>\n Foreign key references, which are often stored as internal IDs, are automatically converted into readable text. Instead of seeing a numeric location ID, the panel displays the actual location name. The same applies to customer fields, product references, and other lookup values.<\/p>\n Numeric and date fields can be formatted for clarity. A grand total might appear with currency separators, and an order date can be displayed in a more readable format. This customization ensures the panel is not just functional but easy to interpret at a glance.<\/p>\n Onfinity ERP also supports JavaScript UI components<\/a> that let developers design the layout, add labels, and even include action buttons inside the panel. This means the panel can be more than a static display\u2014it can support user actions directly within the interface.<\/p>\n Setting up a tab panel involves linking it to a specific tab within a screen through the screen configuration menu. Administrators define the panel name, assign a JavaScript class, choose an icon, and set the alignment\u2014either on the right side or at the bottom of the screen.<\/p>\n Multiple panels can be assigned to a single tab, and they appear in a defined sequence. One panel can be marked as the default, meaning it opens automatically when the tab loads. This setup ensures that the most relevant information is always visible first.<\/p>\n The configuration is module-based, which supports clean deployment and version control. Changes to tab panels can be tested, packaged, and rolled out without affecting other parts of the system.<\/p>\n Tab panels rely on JavaScript classes that interact with the Onfinity framework through standard functions. When a user opens a tab, the panel initializes its design and prepares to display data. As the user navigates between records, the panel calls a refresh function that updates the displayed information based on the new record ID.<\/p>\n Data can be pulled from the current record context or fetched from the server using Ajax calls. Fields like customer name, order date, or product details are retrieved based on the column names in the underlying tables. The framework handles the retrieval and formatting, so developers can focus on what to display rather than how to fetch it.<\/p>\n This screen configuration development<\/a> approach ensures that panels stay synchronized with the user’s current view. There is no lag or manual refresh required. The panel updates as soon as the user moves to a different record, providing immediate context.<\/p>\n A sales order screen in Onfinity ERP can include two tab panels: one for the order header and one for the line items. The header panel displays the document number, customer, order date, and grand total. The line panel shows a summary of the products included in the order, pulling data from the order line table.<\/p>\n As users navigate between different orders, both panels update automatically. If an order has four product lines, the panel lists all four. If another order has only two, the panel reflects that change instantly.<\/p>\n This setup eliminates the need to switch between the order header tab and the line tab just to verify product details or totals. Finance teams reviewing orders for approval can see everything they need in one view. Operations teams processing shipments can confirm line items without additional clicks.<\/p>\n For businesses handling high order volumes, this reduction in navigation time translates into faster processing cycles and fewer errors caused by incomplete information.<\/p>\n Tab panels reduce the cognitive load on users by consolidating related information in one place. Instead of remembering what they saw on another tab or trying to hold multiple pieces of information in their head, users can reference everything they need without leaving the current screen.<\/p>\n This is especially useful during training. New users can learn the system faster when relevant data is surfaced automatically rather than hidden across multiple tabs. It also reduces the chance of mistakes, since users are less likely to overlook important details when everything is visible upfront.<\/p>\n Onfinity ERP’s module-based design makes it straightforward to deploy and maintain custom tab panels. Once configured, they become part of the screen’s standard behavior, requiring no manual intervention from users.<\/p>\n If your current ERP still requires constant tab-switching to view related data, it may be time to explore a platform that supports this level of customization without custom development.<\/p>\n Tab panels are a small feature with a significant impact on daily workflows. By surfacing the right data at the right time, they help teams work faster and with greater confidence.<\/p>\n If you want to see how tab panels can be configured and used in a live environment, request a demo<\/a> to explore the setup process and see real-world examples tailored to your operations.<\/p>\n Watch how this works in Onfinity ERP:<\/strong><\/p>\nWhy Tab Panels Reduce Navigation and Improve Workflow Speed<\/h2>\n
What Tab Panels Can Surface in Onfinity ERP<\/h2>\n
How Tab Panels Are Configured and Linked to Screens<\/h2>\n
How Tab Panels Retrieve and Update Data<\/h2>\n
Real-World Use Case: Sales Order Tab Panels<\/h2>\n
Making ERP Screens Work for Your Team<\/h2>\n
See Tab Panels in Action<\/h2>\n