New Client Screen

The New Client screen allows you to register a new client in the laboratory system. This screen is used to enter identification, contact, and location details for the client.

📋 Client Details

Below are all the fields available on this screen:

Tax ID
Client’s tax identification number.
Mandatory field.
Must have a valid format depending on the document type (individual or company).

Company name
Full name of the client or legal company name.
Mandatory field.

Address
Client’s postal address (street, number, floor, etc.).
Optional but recommended.

Postal code
Postal code corresponding to the client’s address.
Numeric values only.

City
City or town where the client is located.

Province / State
Province or state associated with the address.

Country
Country of residence or tax location of the client.

Phone
Client contact phone number.
May include international prefix.

Email
Client email address.
Must have a valid format (example: user@domain.com).

Website
Client website, if available.

Notes
Free text field to add additional relevant information about the client.
Example: contact hours, reminders, administrative information, etc.

🔘 Available Actions

Save
Saves the client with the entered data.
The system validates mandatory fields before saving.
If any data is incorrect or missing, an informational message is shown.

Cancel
Cancels the creation of the new client.
No data will be saved.
Returns to the previous client management screen.

ℹ️ Informational Messages

During client creation, the system may display messages such as:

  • “Tax ID is required”
  • “Company name is required”
  • “Invalid email format”
  • “Client created successfully”

These messages help the user complete the information correctly.

✅ Usage Recommendations

  • Always verify the Tax ID before saving.
  • Enter all available contact details to facilitate communication.
  • Use the notes field to record relevant information without a specific field.

This screen is the first step to associate clients with orders, samples, reports, and other laboratory processes.

Edit Client Screen

The Edit Client screen allows the user to select an existing client and update their identification, contact, and location data. This functionality is essential for keeping client information accurate and up to date.

🔎 Client Selection

Select an Existing Client

  • A dropdown menu appears at the top of the screen.
  • It allows selecting a client already registered in the system.
  • Upon selection, the client’s data is automatically loaded into the form fields.

📋 Client Information

Once a client is selected, the following fields can be viewed and edited:

Tax ID (NIF)

  • Client’s tax identification number.
  • Mandatory field.
  • May only be modified if permitted by the system.

Company Name

  • Client’s name or business denomination.
  • Mandatory field.

Address

  • Client’s full postal address.

Postal Code

  • Postal code linked to the address.
  • Must contain only numeric values.

City

  • Client’s town or city.

State/Province

  • Client’s province of residence or location.

Country

  • Client’s country.

Phone

  • Primary contact number.

Email

  • Client’s email address.
  • System validates email format.

Website

  • Client’s website, if applicable.

Notes

  • Free-text field for additional information.
  • Example: administrative instructions, internal data, or relevant remarks.

🔘 Available Actions

Save

  • Saves changes made to the selected client.
  • The system validates mandatory fields before saving.
  • If validation fails, an informative message is shown.

Cancel

  • Cancels the editing process.
  • No modifications are saved.
  • Returns to the previous screen.

ℹ️ Informational Messages

During client editing, the system may show messages such as:

  • “Please select a client to edit.”
  • “Tax ID is required.”
  • “Email format is invalid.”
  • “Client successfully updated.”

✅ Usage Recommendations

  • Always confirm that the correct client is selected before making changes.
  • Pay special attention to the Tax ID and contact details.
  • Use the Notes field to document relevant changes or internal comments.

This screen ensures consistency and up-to-date accuracy of laboratory client records.

Functional Details – Edit Client Screen

This section describes the screen’s behavior according to its implementation.

User Workflow

  1. The user accesses the Edit Client screen.
  2. Selects an existing client using the Select an Existing Client dropdown.
  3. The system automatically loads the client’s data into the form fields.
  4. The user modifies the necessary fields.
  5. Clicks Save to apply changes or Cancel to discard them.

Field Behavior

  • All fields remain empty until a client is selected.
  • After selection, all fields become editable.
  • The Notes field supports multi-line text input.

Validations

  • Tax ID and Company Name are mandatory.
  • Postal Code accepts only numeric values.
  • Email must follow a valid format.
  • If validation fails, the system displays an error message and prevents saving.

Actions

  • Save: Validates data and updates the selected client.
  • Cancel: Closes the screen without applying any changes.

Common Messages

  • “You must select an existing client.”
  • “Data saved successfully.”
  • “Mandatory fields are missing.”

This screen is part of the Client Management module and supports maintaining accurate client data essential for all other laboratory processes.

Client List Screen

The Client List screen allows users to view all clients registered in the laboratory system, inspect key details, and access information about projects associated with each client.

This screen is divided into three main areas: the client list, details of the selected client, and associated projects.

📋 Client List

On the left side of the screen, a table displays all clients registered in the system.

Available Columns

  • ID: Internal client identifier.
  • Name: Client’s name or company name.
  • Tax ID (NIF): Client’s tax identification number.
  • Registration Date: Date the client was added to the system.
  • Status: Current client status (active, inactive, etc.).
  • Registered By: User who registered the client.

Behavior

  • Selecting a row marks the client as active.
  • The client’s detailed information is automatically loaded into the right panel.
  • Associated projects are displayed in the bottom section of the screen.

🔍 Client Details

The right panel shows detailed information for the selected client:

  • Name
  • Tax ID (NIF)
  • Registration Date
  • Status
  • Email
  • Phone
  • Notes

The Notes field is displayed as a multiline, read-only text area.
If no client is selected, this panel remains empty.

📊 Associated Projects

At the bottom of the screen, a table shows the projects linked to the selected client.

Available Columns

  • Reference: Project code or identifier.
  • Name: Project name.
  • Start Date: Project start date.
  • End Date: Planned or actual project end date.
  • Status: Current project status.
  • Assigned To: User or project manager.
  • # Samples: Number of samples associated with the project.

This table updates automatically when the selected client changes.

ℹ️ Messages and Behavior

  • If no clients are registered, the client table appears empty.
  • If the selected client has no associated projects, the projects table remains empty.
  • All information displayed is read-only and cannot be edited from this screen.

✅ Screen Purpose

This screen provides a structured, comprehensive overview of:

  • The laboratory’s clients.
  • Key details for each client.
  • Projects linked to each client.

It serves as the central reference point within the Client Management module and acts as the starting point for other actions such as editing client data or analyzing client-related information.