Calculus Knowledgebase

Calculus Knowledge Base

Welcome

This is the new home for our documentation. Here you will find a modern, online and accessible platform.

Did you know there is an online portal for you to check and update your open tickets?
Find more information here.

If you need extra help at all, you can still find us at the below. 

Department Phone # Email
Support (including Web issues)
 01892 342 916 / 0845 125 91 93 support@findesolutions.com
Admin 01892 342 900 / 0845 125 91 92 admin@findesolutions.com
Sales 01892 342 900 / 0845 125 91 92 sales@findesolutions.com
Accounts 01892 342 900 / 0845 125 91 92 accounts@findesolutions.com

Our phone lines are open Monday-Friday 9am to 5pm, outside of these times (including weekends and bank holidays) only emergency support is available on the support number above. Please be aware there may be charges for this.

System Security & Recovery FAQ

Last Reviewed
 2025-05-22
Next Review Due 2026-05-22

Calculus ensure your system is secure and safe, unfortunately though, things can go wrong. Our environments ensure you stay safe, and in the event you do have disaster, we can get you back online as quickly as possible.

Below are some common questions we get asked surrounding your system security and recovery.

Unless your agreement or the questions otherwise specify, the protection and security is provided only to hardware that is on an active agreement with Calculus. If you have 3rd-party hardware the protection and backups will be managed by that party.

NCompass

What protection is on my NCompass system?

Leased servers and workstations will come with our EDR (endpoint detection and repsonse) platform that monitors for malicious behaviour, as well as 17 performance metrics. 

Purchased servers are provided with:

Purchased workstations are provided with:

You can extend a more comprehensive protection plan to any of your workstations, contact the sales team to find out more.

Is my NCompass System backed up?

Yes. As standard you will get a daily backup of your database locally for speed in the event of a disaster, and an offsite encrypted backup for security and safety, this is stored for a rolling 7 days. The support team can assist you with keeping your own copy of the local backup safely if you wish.

If you have a 3rd-party server, Calculus will not backup your data without an express written agreement.

The backups provided can be upgraded on any servers or workstations to include more comprehensive backups. Contact the sales team to find out more.

Our cloud platform provides more frequent rolling backups.

What about remote access for NCompass Apps?

Access to the API is timed token based, secured with SSL certificate on the API (Where the app talks to do exchange data).

What measures should I implement on my NCompass System to maximise security?

By default, NCompass and its relevant infrastructure operates on a least privileged basis. What this means is that the users of your system will only be able to access parts of the system they need to without being expressly granted that permission. NCompass has a security rights option in the administration menu which allows you to grant and deny access to your users at a granular level.

In the unlikely event our monitoring detects suspicious activity, the support team will start the runbook to handle the event. 

What is the recovery time if I do have a disaster scenario with my system?

Refer to your specific agreement for contractual obligations. The below is provided as an example.

Depending on the severity and nature of the failure, a backup system can be online and ready within 2-4 hours in a limited capacity for NCompass. In the event of a hardware replacement being required to get you back online, this is next business day on a like-for-like basis - limitations may occur for those of you further afield where shipping may take 48 hours, as well as the timing of the failure.

Talk to our sales team for more tailored options, such as cloud disaster recovery as part of our Platinum Protection plan.

Is NCompass PCI Compliant?

NCompass does not directly take any card payments, but does integrate with systems that do. These systems are PCI compliant. You may find that you do fail PCI compliance due to things such as open ports which are necessary for NCompass Apps to work - this is perfectly normal, if you do receive a failed scan please email support with a copy of the report indicating the failures.

Website

This only applies to Calculus provided WP11 sites, i.e. Magento.

Is my website secure?

Your website is a public facing entity, this means anyone in the world can acces and view the data on your site which differs to your NCompass system which has controlled access via tokens or credentials, or is locked down to prevent external access.

Your website traffic is protected in transit by an SSL certificate, this is the S part of the HTTPS you'll see at the start of your URL.

There are a number of protections in place on the site as well which prevent unauthorised access and interaction, including (but not limited to):

Is my website backed up?

Yes. A full backup is peformed daily with a 2-day retention policy, with a monthly backup retained for 1 month. All backups are securely stored off-site.

Is my website in a secure facilty?

Yes. The datacentres are dedicated facilities, that include:

What is the recovery time if there is a disaster scenario for my website?

In the event of a data corruption incident (this has never occurred under the current infrastructure) 1-2 hours should be allowed for a restoration the most recent good-state backup.

If the there is a more complex failure, such as the hardware or operating system, recovery time can be up to 6-8 hours depending on the type of failure, for example:

Is my site PCI compliant?

Your site does not directly take payments, but does handover to gateways that are PCI compliant. If you do get any PCI failures on your website, please email the web team and include the full copy of report with the failures.


Calculus Software Solutions Online Help Desk

An account must be created for you by a member of the Calculus Software Solutions Admin Team before you can log in and access the online Help Desk. However, you may still read through this guide as a reference to understand what to expect when using the Help Desk.

If you would like to request an account or are unsure of your account details, please click the following link to generate a pre-filled email to admin@findesolutions.com

Step 1: Setting Your Password

Once the admin team has processed your account, you will receive an email.

  1. Open the email and click the link provided.

  2. Follow the instructions to set up your password.

  3. After setting your password, log in to your account using the credentials you created.


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Step 2: Account Information & Help Desk

My Account Page

After logging in, you will land on the Account Overview page.
This page provides basic information about your credit account

This section has limited functionality but offers basic visibility of your account status.

Help Desk

The Help Desk is located in the left-hand navigation menu.

When accessed, the Help Desk will display your active service jobs, sorted by last updated date or priority.

Key Features

  1. Submit a Ticket
    Click this button to open a slide-out window. You’ll need to provide:

    • Your name

    • The fault related to the job

    • A brief description of the fault

  2. Job Filter Dropdown
    Allows you to toggle between:

    • Active Service Jobs (default view)

    • Completed Service Jobs (recently closed)

  3. Quick Search
    Use this field to enter a service job number.

    Tip: Ensure the correct filter (Active or Completed) is selected before searching.

  4. Page Selector
    If you have many service jobs listed, they will be divided across multiple pages.
    You can navigate between pages manually or use Quick Search to locate specific jobs faster.

  5. Job List Window
    Displays your current tickets based on:

    • Your selected filter (Active/Completed)

    • Recent activity or job priority


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Raising a New Ticket

Please raise 1 ticket per issue. This helps you keep track of issues in a controlled manner, as well as the support teams to provide focused support on the issue at hand.

To raise a new service job:

  1. Navigate to the Help Desk from the left-hand menu.

  2. Click the Submit a Ticket button in the main Help Desk window.

  3. A slide-out form will appear where you need to provide:

    • Your Name

    • Subject – A brief title for the issue

    • Message– Detailed information about the problem or fault

  4. Once all fields are completed, use the submit button in the bottom right of the form to create the new service job.

The new job will then appear in your Active Service Jobs list, sorted by most recent update, this list will automatically refresh upon submission


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Adding an Entry to an Existing Ticket

Step 1: Select a Service Job

Step 2: Post a New Entry

Step 3: Identifying Your Entries


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Website Integrations (3rd Party)

Website Integrations (3rd Party)

Membership Pricing Support

Routing

Routing

NCompass Advanced Retail: Routing and Planning

Version: NCompass v11.15+
Purpose: This guide explains how to configure and use Routing and Planning in NCompass Advanced Retail.

Contents

Introduction

The Routing module helps optimise field calls into the most efficient order, reducing travel time and distance.

In the latest release, NCompass uses Google’s upgraded Routing API to improve routing accuracy and optimisation, including support for Northern Ireland and the Republic of Ireland.

The module can automatically organise and time calls, making it easier to notify customers of their estimated appointment window. It can also route calls automatically and, when used with the points-based system, lock an engineer’s day once travel time pushes them beyond their working hours. This adds protection against overbooking.

Configuration

Before using the Routing module in NCompass, complete the initial setup.

Google API Key

Follow the internal guide for setting up your Google API key:

Setting up Google API ... | Calculus Knowledge Base

Note: This may already be configured if you use NCompass Mobile or have previously used routing in NCompass.

Routing Wizard

Go to:

Tool > Licencing and Quick Configuration

On the Routing line, select Click for wizard.

Step 1: API Key

Step 2: Engineer Timings and Locations

For each engineer you want to route, set:

Optional:

Note: You can edit these settings later for each engineer individually after completing the wizard.

Click Save & Next >

Step 3: Padding, Rounding, and PM Calls

Configure field call padding for the customer appointment window:

Configure rounding times:

Google’s Routing API may return exact times such as 9:57 AM. Use the rounding setting to round these times to your preferred option.

Configure afternoon calls to either:

Click Save & Next >

Step 4: Automatic Routing

Recommended: Speak to the implementation team before enabling automatic routing.

Automatic routing will route every enabled engineer, on every day where a new call is booked or an existing call is amended.

Important: This may increase usage against your Google account if you exceed your monthly call allowance.

If you want to enable automatic routing:

Click Finish

Engineer Settings

After completing the wizard, you can update engineer-level routing details.

Changing Routing Settings

Go to:

Salesperson & Engineers > Edit

Engineer tab

Update:

Routing tab

Update:

Automatic Text Messages

To configure customer SMS notifications with estimated field call windows:

Go to:

Salesperson & Engineers > Edit

In the Engineer tab, configure:

Note: These settings must be configured for each engineer individually.

Routing & Planning

Automatic Routing Explanation

NCompass can automatically route each enabled engineer for every day they have calls booked, if this has been configured in the routing wizard.

Whenever an engineer’s diary changes, that engineer and date are added to a re-routing queue. Once processed, NCompass recalculates the total duration of the day.

If the new total exceeds the engineer’s working hours, NCompass prevents any further calls from being booked for that engineer on that date.

This allows estimated travel time to be considered when preventing overbooking.

Access via Two Week Planner

Go to:

Field Calls > Two Week Planner

Then:

Access via Scheduled Calls

You can also access routing from Scheduled Calls:

Routing Options

Available options include:

Suggested Routes

Use the Suggest buttons on the right-hand side of the window to re-route calls using Google’s API.

Suggest Fastest Route

Optimises the calls in the order Google determines is best.

Suggest Other Route

Additional routing options:

Note: NCompass will use the system defaults (such as first call / last call) if these have already been set on the field calls.

Manually Route Calls

To manually re-order calls:

NCompass will then calculate the estimated travel time and distance for your manual route.

Move Calls from Other Engineers

You can overlay field calls booked on the same day for other engineers.

To do this:

This shows purple pins on the map for calls booked to other engineers.

Click a pin to view:

Additional actions:

The route will then refresh to include the newly added call.

Add Field Calls Ready to be Booked

You can also overlay sales that are in stock and ready for delivery booking.

To do this:

This shows green pins on the map for calls ready to be booked.

Click a pin to view:

From v11.16 onwards, this planning information is displayed directly on the pin details.

Additional actions:

The route will then refresh to include the newly added call.

Saving a Route

Click Round Times & Save Route to save the route against the engineer/day and apply times to each call using the padding settings defined in the wizard.

Note: If configured, NCompass will lock the route at this point so no new calls can be booked.

Additional Planning Tools

Flag Tags

Flag tags can be configured against Skills so a character is displayed when a skill is assigned to an item on the field call.

This is useful for highlighting calls involving:

Go to:

Administration > Item Groups and Engineer Skills

Then:

Example:

If a skill such as Large Item Delivery has a flag tag of L, any call containing an item with that skill will display L:

Weight

If van weight restriction is being used:

If you want to enable this on your system, contact the Calculus Implementation Team.

Fleet Tracking

These features require NCompass Mobile.

If you want to learn more about the delivery app, contact the team for a demonstration.

Planned Route vs Actual Route

Use Route Plan Enquiry to compare planned distance and duration against actual travel distance and duration.

Go to:

Field Calls > Route Plan Enquiry

You can:

Map GPS Location and Current Call

The Current Call feature shows where the engineer is and how long the current call marked as Travelling will take from their current position.

From the Scheduled Calls screen:

A window will display:

GPS History

NCompass stores GPS history for each engineer for each day they are using NCompass Mobile.

This lets you:

Go to:

Field Calls > Show GPS History

Then:

Engineer Route Limits and Overbooking Protection

Route limits cap the length of an engineer's working day by the planned duration of the route - travel time plus the time spent on each call - rather than by a simple count of calls or points. Once the planned day reaches the limit, NCompass stops offering that engineer for further calls on that date.

Setting the Limits

Go to:

Administration > Salespersons > Edit > Routing tab

In the Route Limits section, enter the maximum number of minutes for each day of the week, Monday to Sunday. Leave a day blank if that day should not be limited.

Note: Limits are held per engineer, so a van doing long-distance work and a van doing local drops can have different working days.

How the Limit Is Applied

Route Limit Offset

Go to:

Tools > Configuration > Field Calls

Set Route Limit Offset Minutes to the buffer you want to hold back. When checking availability, NCompass requires the engineer to have at least this many free minutes on the day before another call can be booked. The default is 0, meaning no buffer.

Overriding the Limit for a Single Day

Because the limit is copied onto the day's route plan, a one-off change is made against the route, not against the engineer. Open the route for that engineer and date and amend the maximum duration there.

Change the engineer's Routing tab values only when you want to alter the standard working day for all future dates.

Finding Days That Are Over the Limit

Automatic Route Updates, Finalising and Locking

Keeping Routes Up to Date Automatically

With Route Calls Automatically set to Yes (see the Routing Wizard), NCompass keeps each engineer's route in step with their diary instead of waiting for someone to re-plan it by hand.

Whenever the contents of an engineer's day change, that engineer and date are added to the re-routing queue. The changes that trigger this are:

A background sweep works through the queue and re-plans each affected engineer and date. The recalculated total duration is what the diary displays and what the availability and route limit checks then use.

Important: Each re-plan calls Google's Routing API, so automatic routing increases usage against your Google account. Discuss expected volumes with the implementation team before enabling it.

Finalising a Route

Two settings under Tools > Configuration > Field Calls decide when a day stops being re-planned automatically:

At that point NCompass runs a final route for every enabled engineer for the date in question. After the final route has run, that day's route is no longer updated automatically, so the running order given to the engineer and the times quoted to customers stay put.

Leave both settings unset if you do not want routes to be finalised automatically.

Locking Field Calls After Routing

Locking a field call fixes its schedule - the call can no longer be edited or rescheduled from the field call window. Use it to stop staff moving calls after the day has been planned and customers have been told their time window.

Go to:

Tools > Configuration > Field Calls

Set Lock Field Calls after routing to Yes. The default is No.

With the setting on, saving a route from Scheduled Calls locks every field call on that route. Which routes lock calls, and which do not, follows the same principle:

Route type Locks the calls on it?
Manual routing - a route planned and saved by a user Yes
The final route, run at the configured finalise point Yes
Automatic re-planning between now and the final route No

Automatic re-planning deliberately does not lock calls: if it did, the first automatic route of the day would close the diary and no further calls could be booked.

Note: If a locked call has to be changed, it must be released on the field call window before its schedule can be edited. Expect to see locked calls whenever this setting is on and a day has been routed - it is the setting working, not a fault.

Routing Coverage: Great Britain, Northern Ireland and Ireland

NCompass plans routes over the road network, using actual driving distance and time between calls rather than the straight-line distance between postcodes.

This matters most where the nearest call as the crow flies is not the nearest call to drive to:

Coverage includes:

Note: A call can only be plotted and routed if its postcode is complete and recognised. An incomplete or mistyped postcode - or an Irish address with no Eircode - will leave the call off the map and out of the planned route, so check the customer address first when a call will not plot.

NCompass Anywhere

NCompass Anywhere

What is NCompass Anywhere?

NCompass Anywhere is our latest application that brings essential reporting and management features to your fingertips. Designed to enhance your work on-the-go, the app offers a streamlined and user-friendly experience.

This document will cover how to gain access to the application, and how to use these exciting new features. 

Please note: Before using NCompass Anywhere, your NCompass System needs to be running version 11.15 or newer. 
If you believe you are not already running this version, you can book a slot for your system to be updated using our booking link here.

What you can do in NCompass Anywhere

The first release of NCompass Anywhere is deliberately focused on the things people most often need when they are away from a desk. It covers:

The interface is a simplified one designed for smaller screens, so it does not attempt to reproduce everything Desktop NCompass can do.

Two ways to use it

NCompass Anywhere can be used either as an app installed on a phone or tablet, or as a website in any browser - including on a PC. Both use the same login and show the same information, so it is a matter of preference which one a user chooses. Step by step instructions for each are on the NCompass Anywhere - Mobile App and NCompass Anywhere - Website pages.

Logging in

Users log in with their System Code together with their normal NCompass username and password - the same credentials they use for Desktop NCompass. The System Code is found in Desktop NCompass under Help > About NCompass and is the same for everyone at the company.

Every existing Desktop NCompass login is permitted to use NCompass Anywhere by default, and what a user can see and do in Anywhere comes from their Desktop NCompass permissions. Both login access and report access are controlled from Desktop NCompass - see Configuring your NCompass Users For Anywhere.

If NCompass Anywhere has not been enabled for a system

NCompass Anywhere has to be enabled for a customer's system before anyone there can log in. Where it has not been enabled, the user is not shown a login failure or an error - they are shown a message explaining that the app is not yet available for their system and asking them to contact Support. If a customer reports seeing this, they have entered valid details and nothing is wrong with their password; Support need to get NCompass Anywhere enabled for that system before the customer tries again.

NCompass Anywhere

NCompass Anywhere - Mobile App

The NCompass Anywhere Mobile App is currently only available on the Play Store for Android Devices, however we are in the process of deploying the application to the App Store so it can be installed on iOS devices. 
If you want to use NCompass Anywhere on an iOS device today, you can do so via a Web Browser on the device by following the instructions in the NCompass Anywhere - Webpage section 

Getting Logged In

To install the NCompass Anywhere App, simply search for 'NCompass Anywhere' on the Play Store, and tap to install the highlighted option below: 

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Once the App has been installed, tap onto it to open it.
You will then be presented with the below screen, and prompted to login to the app: 

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Once the setup has been completed, you can log in using the following format:

SystemCode\Username

Example:

34-0100-1234\JohnSmith
Finding Your System Code
  1. Open Desktop NCompass.
  2. Go to Help → About NCompass.
  3. In the highlighted section of the window, locate your System Code.
  4. It will look similar to:
34-0100-1234

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Entering Your Login Details

When prompted to log in:

Login format:

34-0100-1234\YourUsername

Note: Replace 34-0100-1234 with your own System Code and YourUsername with your NCompass username.

Please Note: the System Code is the same for all Users wanting to login to the App at your Company.


Your Username and Password are the same Username and Password you use to Login to Desktop NCompass. 

By Default, any existing Login for Desktop NCompass will have access to login to Anywhere. However, it is possible to control which Users do or do not have access to Login to Anywhere, which is covered more in the 'Configuring your NCompass Users for Anywhere' section.

Once you have successfully logged in, the app will take you to the home page below: 

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If you need to Logout at any point, simply press the Person Icon in the top left hand screen, and press Logout. 

Running Reports

The NCompass Anywhere Application has the ability to run any Report that is configured as an Additional Report inside Desktop NCompass (Reports > Additional Report). 

Please Note: The user you are logged in as needs to have permissions inside Desktop NCompass to be able to run Additional Reports. 
The 'Configuring your NCompass Users for Anywhere' section covers in more detail the tools that are available to control if a User does or does not have the ability to run these reports 

To run these inside NCompass Anywhere tap the menu ( ☰ ) icon > All Reports > Pick a Report Group > And then select the report you wish to run. 
The below is an example of All Reports > Field Calls > Incomplete Field Calls

image.pngIn the event that a report has multiple columns, you can use your finger to swipe left/right across the screen to scroll through these columns. 

Next to the title of the report, you will see a Filter Icon and another Menu Icon (in the form of 3 vertical dots) 

The Filter Icon will open a new window that allows you to apply filters to your report: 

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The Menu button gives us options to; 

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If you require a new Report adding to the system, please contact our Support team with a Specification of what you require, and we will be happy to review this request further for you 

Stock Management

The Stock Management screen allow you to search for a product either Scanning a Barcode, or by a Search 

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To scan a Barcode, simply press the Scan barcode button, and ensure that you allow NCompass Anywhere the correct permissions to use the Camera on your device if prompted to do so:

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Then, simply place the barcode for the product in front of the camera, and the app will then bring information about that product up on the screen. 

To Search for a product without using it's barcode, press the Search button, and in the Search Query box, search for the product in question. If required, you can press the 'Show advanced filters' button to have more granular levels of filtering 

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Press Search, and a list of products that match your search criteria will appear. Tap onto a search result, and press Select, and you will then be taken to a new screen that shows you information about that Product. 

From this new screen, you can see information such as: 

Helpdesk

Helpdesk is a new platform that allows you to see any existing tickets you have open with us at the moment, and create new tickets from this platform, without needing to phone our Support team. 
You do not need to be setup for NCompass Anywhere to be able to use Helpdesk, but we have added the option to be able to login to it through NCompass Anywhere to help have everything in one easy to use place. 

If you require assistance logging into the Help desk, please contact our Support team who will be happy to assist further 

NCompass Anywhere

NCompass Anywhere - Website

As well as being mobile app, NCompass Anywhere is accessible in a Web Browser of your choosing by visiting anywhere.findesolutions.com

This can be loaded on any device that has a Web Browser installed, be that a mobile phone, tablet, or PC.

Getting Logged In

Browse to anywhere.findesolutions.com and you will be presented with a login screen asking for just two things - a Username and a Password.

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The screenshot above still shows the older login screen with a separate System Code box. The login form now has only the two fields described below - a replacement screenshot is still to be captured.

Entering your username

Your System Code and your NCompass username are typed into the single Username box, separated by a backslash:

SystemCode\Username

Example:

34-0100-1234\JohnSmith

So, when prompted to log in:

If you are unsure of the format while you are on the login screen, tap the information icon next to the Username box and a Username format message will explain it.

Because the login screen is now just a username and a password, your browser's built-in password manager can save and autofill your NCompass Anywhere details in the same way it does for any other website. The old three-box login could not be autofilled reliably, so if a browser has remembered a partial set of details from before, clear the saved entry and let it save the new combined username.

Finding your System Code

Your System Code can be found on Desktop NCompass under Help > About NCompass > find in the highlighted section that appears in the new window, and take note of the number that shows (this will be in the format of 34-0100-xxxx):

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Please Note: the System Code is the same for all Users wanting to login to the App at your Company.


Your Username and Password are the same Username and Password you use to Login to Desktop NCompass.

By Default, any existing Login for Desktop NCompass will have access to login to Anywhere. However, it is possible to control which Users do or do not have access to Login to Anywhere, which is covered more in the 'Configuring your NCompass Users for Anywhere' section.

Running Reports

The NCompass Anywhere Application has the ability to run any Report that is configured as an Additional Report inside Desktop NCompass (Reports > Additional Report).

Please Note: The user you are logged in as needs to have permissions inside Desktop NCompass to be able to run Additional Reports.
The 'Configuring your NCompass Users for Anywhere' section covers in more detail the tools that are available to control if a User does or does not have the ability to run these reports

To run these inside NCompass Anywhere tap the menu ( ☰ ) icon > All Reports > Pick a Report Group > And then select the report you wish to run.
The below is an example of All Reports > Field Calls > Incomplete Field Calls

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Next to the title of the report, you will see a Filter Icon, an Email Icon, a Download Icon, and a Refresh Icon.

The Filter Icon will open a new window that allows you to apply filters to your report:

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The Email Icon will allow you to send the report to a specific email address, in a specific file format

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The Download Icon will allow you to download the report either as PDF, or to Excel

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The Refresh Icon will re-run the report, in the event that any data has changed.

If you require a new Report adding to the system, please contact our Support team with a Specification of what you require, and we will be happy to review this request further for you

Stock Management

The Stock Management screen allow you to search for a product either by Entering a Barcode, or by a Search

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If you know the Barcode/EAN of the product, then you can simply press the Enter barcode button and Press Ok. This will then take you to a page containing information about the product.

If not, press the Search button, and in the Search Query box, search for the product in question. If required, you can press the 'Show advanced filters' button to have more granular levels of filtering

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Press Search, and a list of products that match your search criteria will appear. Click onto a search result, and press Select, and you will then be taken to a new screen that shows you information about that Product.

From this new screen, you can see information such as:

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Helpdesk

Helpdesk is a new platform that allows you to see any existing tickets you have open with us at the moment, and create new tickets from this platform, without needing to phone our Support team.
You do not need to be setup for NCompass Anywhere to be able to use Helpdesk, but we have added the option to be able to login to it through NCompass Anywhere to help have everything in one easy to use place.

If you require assistance logging into the Help desk, please contact our Support team who will be happy to assist further

NCompass Anywhere

Configuring your NCompass Users For Anywhere

As all permissions surrounding what a User can and can not access in NCompass Anywhere are controlled in NCompass Desktop, you will need to be logged into NCompass Desktop as a User that has the relevant permissions to able to access 'Administration > Security > User Management' menu to be able to change these permissions . 

Please be aware that NCompass Anywhere inherits the permissions set against a User in NCompass Desktop. So changing any permissions so the User can run Reports in Anywhere, means they will able to run the same reports in Desktop NCompass, as the two systems are linked. 

If you do not currently have the relevant permissions to change these settings against a User, pause here, and discuss with your manager to confirm if access can be granted to this section or not. 

Please Note: Our Support team are happy to assist you in configuring these permissions if help is required, but will only do so if they have be granted permission by a senior member of staff at your company.

To edit the permissions of a User, first select the User in question and press Edit. 

Using the navigation arrows, browse to the 'NCompass Desktop' tab. 
From here, you can control if a User has access to run Reports or not via the Reports tickbox highlighted below 

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If you require a member of Staff to be able to run any Reports configured under Reports > Additional Reports (which are the reports that can be run on NCompass Anywhere) but not be able to run any other type of report, then it is possible to do this via the Security Rights button in the bottom left hand corner of this screen. 

Please contact Support if you require assistance setting this up 

If you then use the Navigation Buttons to browse to the NCompass Anywhere tab, you can control if the user can Login to NCompass Anywhere or not via the Permit Login Button 

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By Default, all users are permitted to login to Anywhere. So if you only want select staff to be able to login to the application, then you will need to change this setting against each user. 

WebPresence

WebPresence

Product Search Advisor

This module is a chargeable module, if you are interested in this module, please reach out to our admin team on the following link to inquire  Click Here 
If you have already purchased this module, please continue.

Introduction

Our product search advisor is a powerful tool that allows your customer to quickly search and find a product using and advanced configuration of your filters across your products to drive this quick catalogue search using a smart intuitive interface. Please see a basic user interaction using the advisor below.

To briefly explain the video, this allows the user to select a category, and using your own configuration of the advisor you can guide your customers to shop by relevant results related to those category. for example, TVs to be shopped by size, laundry to be filtered by load size, and/or installation type, and this can all be configured using our smart front end utility.

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once this module is enabled for you, a front-end utility becomes available to you to use in a variety of different configurations. it will display by default all categories available to you.

Dynamic Filters Configuration

Open the Configurator

Navigate to Calculus > Product Advisor

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From here you will see each parent category separated into its own block. Within each block you will configure the specific attributes which will be used for the sub department.

Configure Attributes

In the example bellow we have used the Washing/Drying Capacity attributes as Filter 2, the manufacturer as Filter 3 and adjusted the labels accordingly.

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You can see how this will look on the website here:

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Missing Attributes

You can see here that there are 13 products in Floorcare but only 10 have the Colour attribute.

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To view all products that are missing filter attributes, click Export Missing Filter Report in the top right of the page.

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This will then generate an Excel file of all missing attributes from individual products.

Save Changes

Once you have finished configuring your filters you must press Save Configuration at the bottom of the page and flush the cache.

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Optional: Search Advisor Widget

With the Products Search Advisor enabled you will also have the ability to inject the advisor as a widget throughout the site but with some caveats.

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In the example above the advisor has been added to a laundry landing page and displays just the sub departments of Laundry in the first filter. This is achieved using a HTML code element in Magento's page builder.

Start with adding a HTML code element to your block or page. Once added, select the image.png icon that appears when hovering over the element. In here you will select image.png and select product advisor from the Widget Type dropdown.

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You should no see a new dropdown called Category. Select the parent department you want to use for the first filter.

NOTE: The advisor can only use a single department when used as a widget.

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Once you have selected your department, now press image.png and save your block/page.

WebPresence

Calculus Product Labels (WIP)

Use Product Labels to add clear product messaging across your storefront. You can create either standard image badges or flexible service rows for delivery, finance, promotions, availability and other customer-facing information.

Product Label Library

The Product Label Library is the central place to find, filter, create and manage labels. Open it from Content > Product Labels.

Product Label Library

  1. Keyword search - Find a label by its internal title.
  2. Filters - Narrow the library by label type, status, group or availability.
  3. Image preview - Shows the image currently assigned to the label.
  4. Label type and status - Shows whether it is a standard badge, service row or branch availability row, and whether it is enabled.
  5. Availability - Shows whether the label is currently live, scheduled or inactive.
  6. Label action menu - Open Live Editor, edit or delete an individual label.
  7. Header actions - Manage groups, open Live Editor, create in Live Editor or create a standard label in Admin.

Use Open Live Editor when you want to browse the storefront and choose a label there. Use Live Editor from an individual label action when you already know which label you want to edit.

If you switch to another label while you have unsaved changes, Live Editor asks whether you want to Save then switch, Discard and switch, or Cancel. This prevents accidental loss of work.

What you can create

Label type

Best for

Standard image badge

Warranty badges, sale graphics, finance logos, promotion graphics and product data-sheet markers.

Service information row

Flexible rows containing an icon or image, title, supporting copy, optional tooltip and optional link.

Branch availability row

A service row which can display configured branch availability information.

Live Editor availability

Live Editor is the recommended way to create and configure Product Labels. It lets you work against the real storefront, see private visual feedback as you edit, switch device previews, inspect placement and save only when the label looks right.

Live Editor needs a one-off site setup by Calculus support. Once it has been enabled, use it for new labels and for updating existing labels wherever possible.

If Live Editor is not available

You can still use the normal Create Label and Edit forms to create and update standard image badges in the established way. These badges continue to support the legacy placement options, including:

The badges will work normally, but the site will not have the modern Live Editor benefits: live storefront feedback, visual device previews, page label selection, image library workflow and flexible service-row configuration.

Service information rows and branch availability rows need Live Editor to be enabled. If you need those newer label types but cannot open Live Editor, contact Calculus support to arrange the secure site setup.

Label groups

Groups organise your Label Library and Live Editor list. They do not change which products can see a label.

Managing Product Label groups

Delete Product Label group confirmation

  1. New group name - Enter the name of a new group.
  2. Create group - Adds the new group to the library.
  3. Existing group - A group currently available for labels.
  4. Label count - Shows how many labels belong to that group.
  5. Delete group - Removes the group, not its labels.
  6. Delete confirmation - Confirms that labels in the deleted group move safely back to Global. This action cannot be undone.

Creating or editing a label

  1. Go to Content > Product Labels.
  2. Select Create Label, Create in Live Editor, or edit an existing label.
  3. Give the label a clear internal Title.
  4. Turn Enabled on when it is ready to use.
  5. Optionally select a Label group.
  6. Optionally set a start and/or end date.
  7. Choose what you are creating: a standard badge, service row or branch availability row.
  8. Add conditions if the label should only appear on selected products.
  9. Configure its image, content, placement and device visibility.
  10. Preview and save.

Live Editor basic label details

  1. Title - An internal name used to identify the label in Admin and Live Editor.
  2. Enabled - Turn this on only when the label is ready to appear.
  3. Label group - Organises labels in the library. Choose Global if no group is needed.
  4. Create group - Creates a new group and assigns it to the current draft. Save the label to keep that assignment.
  5. Scheduled start date - Keeps the label hidden until this date.
  6. Scheduled end date - Stops the label appearing after this date.
  7. What are you creating? - Choose a standard image badge, service information row or branch availability row.
  8. Save Label - Saves the label and makes it available to the storefront when all conditions are met.

Scheduling labels

Start and end dates are optional.

Scheduling a Product Label

  1. Scheduled start date - The label is hidden until this date.
  2. Scheduled end date - The label stops appearing after this date.
  3. No dates selected - The label remains available whenever it is enabled and its product conditions match.

Product conditions

Product conditions use Magento's normal nested rule builder.

Always preview the rule against one matching and one non-matching product before publishing it.

Product Label conditions

  1. ALL or ANY - Choose whether every condition must match, or whether one matching condition is enough.
  2. Product attribute - Select what to test, such as brand, category, special price or a custom attribute. (if any are not visible please contact support to have additional attributes exposed to this condition list)
  3. Operator - Choose how the attribute should be checked, such as is, contains or greater than.
  4. Value - Enter or choose the value that should match.
  5. Add condition - Use the green + to add another condition.
  6. Remove condition - Use the red remove icon to remove a condition.
  7. New-condition row - Select another condition to add, or remove the unfinished row if you change your mind.

Standard image badges

Standard badges use an uploaded image or an image selected from the Product Label image library.

Choose the product-page and catalog-card positions independently. Select None for a destination where the badge should not appear.

Typical uses include:

Badge images

You can:

The library contains only Product Label media. It does not expose the store's full Magento media library.

Badge placement in Live Editor

For a standard image badge, Live Editor shows 3. Badge placement instead of the service-row placement controls.

Grid View

Badge placement in Live Editor

  1. Top Left
  2. Top Right
  3. Bottom Left
  4. Bottom Right
  5. Above Image Right
  6. Above Image Left
Product Page View

Badge placement in Live Editor

Badge placement in Live Editor

  1. Top Right
  2. Top Left
  3. Bottom Left
  4. Bottom Right
  5. Below Gallery 1
  6. Below Gallery 2
  7. Below Gallery 2 (Aside Right Row 1, 2 & 3) You can use these to stack labels in order, if aside right row 3 is populated and not 1 and 2, it will simply not display these rows.

Live Editor Controls

Service rows

Service rows are flexible customer-information panels. A row can contain a theme icon or uploaded image, title, supporting copy, optional tooltip and optional link.

Content and style

For a service row, configure:

Leave both copy fields blank to create an image-only service row.

Use Store views to choose which storefronts can use the service row. Select the relevant store views, or All store views where the same message should be available everywhere.

Service row content, image and icon

Image Selection

Service row content, image and icon

Service row content, image and icon

Icon Selection

Service row content, image and icon

  1. Row title - Main customer-facing message.
  2. Supporting copy - Optional secondary text beneath or beside the title.
  3. Style - Choose a visual preset such as Neutral, Success, Finance, Trust or None.
  4. Icon source - Choose a theme icon, uploaded image or no icon.
  5. Replace image - Upload a new image for this label.
  6. Choose from library - Reuse an image already stored in the Product Label image library.
  7. Browse icons - Open the visual icon picker and select a theme icon.
  8. Display spacing - Choose the recommended Standard spacing, or a more Compare/Relaxed layout.
  9. Advanced display settings - Available when Display spacing is set to Custom; controls the icon-and-copy gap and space after the row.

Image and icon pickers

Use Browse icons to open a searchable visual list of approved theme icons. Select No icon if the row should have no icon or image.

Use Choose from library to search and select an existing Product Label image. This library is intentionally limited to Product Label media, so it does not expose unrelated website images.

Uploaded images and alignment

When Icon source is set to Uploaded image, open Advanced image settings to control:

Use Image size beside copy when an uploaded image sits alongside a title or supporting copy. Standard is the recommended starting point for readable promotion graphics; Custom uses the maximum width and height fields below. Compact keeps the small icon-sized appearance.

Image alignment is useful when an image-only row has unused horizontal space, for example a natural-width warranty image above a product image. Centre is the default. Fill and Cover use the full available width, so alignment does not materially change those layouts.

Advanced image settings

  1. Uploaded image layout - Controls how the image sits within the label.
  2. Image size beside copy - Choose Compact, Standard, Large or Custom when an image appears beside text.
  3. Image alignment - Align an image-only label to the start, centre or end of its available space.
  4. Maximum image width - Limits the rendered image width when using Custom sizing.
  5. Maximum image height - Limits the rendered image height when using Custom sizing.
Where a service row can appear

Enable each destination independently, then choose its location, row width where available, row order and visible devices.

Destination

Available locations

Catalog (Grid Display)

Within grid card

 or 

Top of card (above product image)

. Top-of-card rows can be full, half or flexible width.

Catalog (List Display)

First column: above product image

, first column below product image/brand, middle column below product details, or right column (flex ordered). The above-image choice stays within the first column; it never spans into the other columns.

Product page

Top of information panel, below price and delivery, or below add-to-basket actions.

Calculus Product Display

Compatible Calculus Product Display cards or widgets where labels are enabled.

Product Sliders

Supported Page Builder product sliders: top of card, above price or below availability/delivery.

For rows that share a Catalog Grid, Catalog List, Product Page or Product Display location, use Row order in this location to control their order. Width options let compatible rows share a line.

Product Sliders are a fixed card layout. Multiple service rows in the same slider rail are ordered by the label's Priority instead.

For Calculus Product Display, the relevant Product Display widget or carousel must also have labels enabled in its own settings.

Catalog Grid and Catalog List placement

  1. Destination toggle - Turns the label on or off for this storefront area.
  2. Placement dropdown - Chooses the exact location within that area.
  3. Row width - Controls whether compatible service rows use the full width, half width, flexible width or another available option.
  4. Row order - Controls the order of labels that share the same location.
  5. Device visibility - Select the desktop, tablet and mobile layouts where the label may appear.
  6. Placement help - Use the ? icon for an explanation of where that option renders on the storefront.
  7. Current Layout Order - If applicable this will show other visible lables orders, allowing you to easily identify where to place your label with ease

Product Page and Product Slider placement

  1. Destination toggle - Turns the label on or off for this storefront area.
  2. Placement dropdown - Chooses the exact location within that area.
  3. Row width - Controls the width used by the label where supported.
  4. Row order - Controls the order of labels in the same location.
  5. Device visibility - Select the supported device layouts.
  6. Placement help - Explains the selected storefront location.

Surface-specific copy

Use Surface-specific copy only when the same service row needs different wording in different locations. You can override the title and supporting copy for Catalog Grid, Catalog List, Calculus Product Display and Product Sliders.

Leave an override blank to use the default row title and supporting copy from Content and appearance.

Surface-specific copy

  1. Catalog card title and supporting copy - Optional wording for Catalog Grid cards.
  2. Catalog list title and supporting copy - Optional wording for Catalog List cards.
  3. Product Display title and supporting copy - Optional wording for supported Calculus Product Display widgets.
  4. Product Slider title and supporting copy - Optional wording for supported product sliders.

Colours, gradients and tooltip styling

The chosen style preset is the recommended starting point. Select None (transparent) when the row should have no preset background or border.

For a custom design, use the colour picker or enter a full hexadecimal colour value. You can set row background, gradient start and end, border, title, supporting copy, icon and information-icon colours. The same section also includes tooltip background, border and text colours.

Leave custom colour fields blank to retain the selected style palette. A gradient needs both a start and end colour; Gradient angle controls its direction.

Colours and gradient settings

  1. Use selected style palette as custom colours - Starts custom styling from the current preset colours.
  2. Row background and gradient colours - Controls the main label background.
  3. Border, title, supporting copy and icon colours - Controls the label's visible details.
  4. Tooltip colours - Controls the information tooltip appearance.
  5. Gradient angle - Controls the direction of a configured gradient.

A service row can show an information tooltip when extra detail would be useful but should not always be visible.

Tooltip settings

  1. Enable tooltip - Shows the information icon on the service row.
  2. Tooltip title - Optional heading in the tooltip.
  3. Tooltip text - Supporting information shown when the tooltip opens.
  4. Tooltip link label and URL - Optional customer call to action.

Device visibility

Every destination has device pills:

A selected pill means the row is eligible to appear at that device profile. Use Live Editor's device controls to check the real storefront behaviour before saving.

These device pills control whether customers can see the label at each layout. They are separate from the Preview device controls at the top of Live Editor, which only change your private preview size.

Using Live Editor

Live Editor opens the real storefront in a separate popup window with an Admin-only editing tray on the left.

You can open it from:

If your browser blocks the popup, allow popups for the site and try again.

Live Editor panel order

The tray is designed to be worked through from top to bottom. Some sections are shown only for the selected label type.

  1. Header and session timer - Shows the label being edited, the remaining secure session time and the minimise control.
  2. Private-preview notice - Confirms that changes are private until the label is saved.
  3. Label library - Search, filter, switch, create and highlight labels.
  4. Preview device - Check the storefront at desktop, tablet and mobile layouts.
  5. 1. Basic details - Title, enabled state, group, schedule and label type.
  6. 2. Content and appearance - Service-row copy, spacing, style, icons and images.
  7. 3. Badge placement - Shown for standard image badges.
  8. 3. Placement - Shown for service rows and branch availability rows.
  9. Surface-specific copy, Colours and gradient, and Tooltip - Additional service-row controls.
  10. Product conditions - Controls which products can receive the label.
  11. Footer actions - Preview changes, discard, save, hide or stop Live Editor.

Preview device

Use Preview device to view the real storefront at desktop, tablet landscape, tablet portrait, mobile landscape or mobile portrait sizes. This does not change where the label is allowed to appear; use the device pills in Placement to configure customer visibility.

Live Editor unavailable?

Ask Calculus support whether the site's secure Live Editor setup has been completed. Until it is available, standard image badges can still be managed through the normal Admin form, but without Live Editor's visual preview and service-row tools.

Live Editor Label Library

  1. Search labels - Find a label by title.
  2. Label-type filters - Show all labels, service rows or standard badges.
  3. Group filter - Show labels from one group or all groups.
  4. Show inactive labels - Include disabled or currently unavailable labels in the list.
  5. Pick a label from this page - Select a label that is currently visible on the storefront.
  6. Create a new label - Start a new draft directly in Live Editor.
  7. Selected label and availability - Shows which label is being edited and whether it is enabled.
  8. Highlight selected label - Clearly outlines the selected label on the storefront.
  9. Preview device - Switch between desktop, tablet and mobile preview sizes.

Working in the tray

Preview, save and discard

The tray keeps its scroll position and open sections after a private preview refresh, so you do not need to scroll back to the same field repeatedly.

Session timer

Secure Live Editor sessions last for up to one hour. The tray shows a visible Secure session ends in countdown and changes warning colour during the final five minutes.

Save work before the timer expires. When the secure session ends, the editor closes itself safely. Reopen Live Editor to start a fresh session.

Stopping Live Editor

Select Stop Live Editor when you have finished. The popup closes the private editing session and returns to the Product Labels Admin page.

Live Editor preview and save controls

  1. Secure session timer - Shows how long the current Live Editor session remains active.
  2. Minimise - Collapses the editing tray so more of the storefront is visible.
  3. Resize handle - Drag to make the editor tray wider or narrower.
  4. Highlighted label - Shows the label currently being edited on the storefront.
  5. Preview changes - Applies the draft only to your private preview.
  6. Discard - Removes unsaved changes and restores the last saved version.
  7. Save Label - Publishes the saved label for normal storefront use.
  8. Hide editor - Temporarily collapses the tray without ending the session.
  9. Stop Live Editor - Ends the private preview session and returns to Product Labels in Admin.

Legacy standard badge configuration (when Live Editor is unavailable)

This section applies when Live Editor has not been enabled for a site. Standard image badges can still be created and edited through the normal Admin form. This is the established configuration route for traditional badges placed over product or catalog images, in product-page panels and in legacy row locations.

It does not provide the newer visual editing, service-row placement, device preview or page-selection tools. Contact Calculus support if you would like Live Editor enabled for your site.

Legacy standard badge configuration

  1. Image preview - Shows the image currently used by the badge.
  2. Upload - Upload a new GIF, JPG, JPEG or PNG badge image.
  3. Badge position on product page - Choose where the badge appears on product pages.
  4. Badge position on catalog cards - Choose where the badge appears on catalog and compatible product cards.
  5. Save Label - Saves the standard badge configuration.

Before publishing: quick checklist

Is the label itself enabled?

Need help?

If Live Editor is unavailable, a secure session expires unexpectedly, or a label does not appear after all of the checklist items have been confirmed, contact Calculus support with: