Knowledgebase: > Toolbars & Panels
Administration Panels
Posted by Mohammad Rahhal, Last modified by Mohammad Rahhal on 05 December 2018 03:44 PM

The administration panels consist of seven windows, each window has its functionality and options. You can show/ hide any administration panel from the View Toolbar.

1- Chatting Window

  • The chatting screen is one of the most important windows for dealing room in the VertexFX Backoffice if you handle the clients orders manually. Through this window, your dealers will be able to accept, reject, re-quote or pass the clients orders to another dealer.
  • This window is separated to two parts. The upper part is for clients market orders and the lower part is for the limit/ stop and TP/ SL orders if the Auto broker option for limit/ stop and TP/ SL is OFF.

  • In the left side of this window there are the buttons for controlling the received orders and these options are as the following:
Button Name Description 
Accept To accept the indicated order with red arrow. If you want to re-quote this order before accepting it, press on the +1, +10, +50, -1, -10 or -50 button to change the price of the order sent price then press accept.
Market To change the sent price with the market price for the indicated market order with red arrow before accepting this order.
Pass To pass the indicated market order with red arrow to another chatting screen if there is another dealer opening the chatting screen.
Reject To reject the indicated market order with red arrow.
Ignore To ignore the hit of the indicated limit/ stop or TP/SL order with red arrow.
Multi Select CheckBox To multi select Market/ Limit Stop orders and apply the desired action to the pending order in Chatting Screen.
  • The market orders part (upper part) consists of the following columns which are filled with the details of each received market order:
Column Name Description
Order (Time) Shows the order ID and (the request time) of each market order on the chatting screen.
Account Shows the account ID and (name) of each market order on the chatting screen.
Type Shows the type (New/ Close) of each market order on the chatting screen.
Trade Shows the type (Buy/ Sell),amount and symbol name of each market order on the chatting screen.
Price Shows the requested price of the symbol from the client side of each market order on the chatting screen.
Open (Profit/ Loss) Shows the open price and (the amount of profit/ loss) of each close market order on the chatting screen. 
Market Price Shows the current market price of the symbol of each market order on the chatting screen.
Sent Price Shows the price of the symbol which will be sent to the client of each market order on the chatting screen. 
  • The limit/ stop and TP/SL part (lower part) consists of the following columns which are filled with the details of each received limit/ stop or TP/SL order:
Column Name Description
Order Shows the order ID of each limit/ stop or TP/ SL order on the chatting screen.
Account Shows the account ID and (name) of each limit/ stop or TP/ SL order on the chatting screen.
Type Shows the type (limit, stop, TP or SL order) of each limit/ stop or TP/ SL order on the chatting screen.
Trade Shows the type (Buy/ Sell), amount and symbol name of each limit/ stop or TP/ SL order on the chatting screen.
Price Shows the requested price from the client side of each limit/ stop or TP/ SL order on the chatting screen.
Open (Profit/ Loss) Shows the open price and (the amount of profit/ loss) of each close limit/ stop or TP/ SL order on the chatting screen. 
Hit Price Shows the hit price for each limit/ stop or TP/ SL order on the chatting screen.
Market Price Shows the current market price of the symbol for each limit/ stop or TP/ SL on the chatting screen. 
Sent Price Shows the price of the symbol which will be sent to the client for each limit/ stop or TP/ SL order on the chatting screen.  

2- Delivery Chatting Window

  • In delivery chatting screen the dealing room dealers will be able to accepting/rejecting the clients delivery orders.

DeliveryChattingScreen

  • It consists of the following options and columns:
Option/Column Name Description
Accept To accept the indicated delivery order
Reject To reject the indicated delivery order
Order(time) Shows the delivery order ID and (the requested time) of each delivery order
Account Shows the account ID and (name) of each delivery order
Type Shows the delivery type (Buy/Sell) of each delivery order
Trade Shows the amount and symbol name of each delivery order
Price Shows the requested price of each delivery order
Description Shows the delivery item description of each delivery order
Market Price Shows the current market price of each delivery order

3- Online Sessions Window

  • This window shows all the online clients and dealers on your system with some details of their connection. Beside the online sessions tab there is the count of the online sessions inside the brackets.

  • If you put the mouse pointer over the Online Sessions screen, you will see how many online Users/Dealers you have at the current moment.
  • If you press right click on this window you can use the following options:

 

Option Description
Disconnect Session To disconnect the selected session whether it is for a client or a dealer from the system.
Report Opens a printable HTML report for all the online sessions.
View Settings Opens a window which allow you to edit the settings of viewing the online session window.
Maximize Maximizes the online session window.

4- Floating Status Window

  • The floating status window shows all details referred to the open positions for your clients.
  • If you want to check the floating status of a certain client/ office from the accounts tree, right click on this client/ office and choose Backoffice Status, then this window will be updated depending on your client/ office open positions.

  • If you press right click on this window you can use the following options:

FloatingStatusOption

Option Description
Report Opens a printable HTML report for the floating status.
View Settings Opens a window which allow you to edit the settings of viewing the floating status window.
Maximize Maximizes the floating status window.

5- Settled Status Window

  • The settled status window shows all details referred to the closed positions for your clients.
  • If you want to check the settled status of a certain client/ office from the accounts tree, right click on this client/ office and choose Backoffice Status, then this window will be updated depending on your client/ office closed positions.

  • If you press right click on this window you can use the following options:

SettledtStatusOptions

Option Description
Period You can choose the period of the settled status (Last Day, Last 2 Days, Last 4 Days, Last Week, Last 2 Weeks, Last Month, Last 2 Months, Custom Period or All History).
Report Opens a printable HTML report for the settled status.
View Settings Opens a window which allow you to edit the settings of viewing the settled status.
Maximize Maximizes the settled status window.

 

6- Transaction Log Window

  • The transaction log window will show you the recent transaction done in your system, beside the transaction log tab there is the row count of the transactions inside the brackets.
  • If you want to see the recent transactions for a certain client/ office just double click on this client/ office from the accounts tree, or select the desired client/ office from the accounts tree then right click and choose Transaction Log.
  • You can specify the number of rows you want to appear on the transaction log screen (how many transactions) from the configuration tab of the System Options.

 

  • If you press right click on this window you can use the following options:

TransactionsLogOptions

Option Description
Filter By choosing this option, a new window will open which allow you to filter the content of the transaction log screen.
Report Opens a printable HTML report for the transactions log.
View Settings Opens a window which allow you to edit the settings of viewing the transactions log.
Maximize Maximizes the transactions log window.
  • The following image is the filter window of the transaction screen:

7- Reports Window

  • Many reports can be generated using the VertexFX Backoffice which helps you to know details about your clients and their transactions or any transactions done in the system.
  • By pressing right click on the reports window, a list will open as the following image:

Reports

 

Option Description
Reports Type List From this list choose the desired report to be generated. To know more about the use and functionality of each report click here.
Report Opens a printable HTML report for the generated report.
View Settings Opens a window which allow you to edit the settings of viewing the reports window.
Maximize

Maximizes the reports window.

8- Mailbox Window

  • The mailbox panel shows your received mails:

Column Name Description 
From The sender name of the mail, in between the brackets the name of the sender dealer name
Subject The subject of the received mail
Date/Time The date and time of the received mail
ID The ID of the received mail
  • Right-clicking on mailbox panel gives you a context menu with options that you can manipulate the mail according to which:
Option Description
Send Mail To send a new mail to the select account from the accounts tree
Load All Mails To load all your received mails
Select To select (All, Unread, Read, None) mail(s)
Read Mail To read the selected mail
Reply Opens a window to reply to the selected mail
Delete Selected Mail(s) To delete the selected mail(s)
Report Opens a printable HTML report for the mailbox panel
View Settings Opens a window which allow you to edit the settings of viewing the mailbox panel
Maximize Maximizes the mailbox panel

See the Administration Panels video


 

See Also


Back to Help Index

(3 vote(s))
Helpful
Not helpful

Comments (1)
irfan
18 November 2013 11:15 AM
thanks
Post a new comment
 
 
Full Name:
Email:
Comments:
CAPTCHA Verification 
 
Please enter the text you see in the image into the textbox below (we use this to prevent automated submissions).

Help Desk Software by Hybrid Solutions