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Overview

The ERP Toolbar is customizable down to individual user level to give you maximum flexibility in adopting a look and feel that meets your needs.

How To Customise a Toolbar

• Select the General Tab
• Select the Customise Toolbar button.
• OR select from the top toolbar under Window =>Customise Toolbar.
• Both options will open the Customise Toolbar screen onto the Categories tab.
• On the left of screen, Select menu category the list contains All Available Buttons available for selection.
• On the right of screen, Selected Buttons, this list displays those buttons already loaded onto the selected page in the order they are displayed (Left to Right).

You can use a maximum of 13 buttons on the toolbar at any one (1) time.

• To load one of the buttons from the Available Buttons onto your chosen page, you will need to highlight the button, e.g. Account, and then click on the single-arrow forward key.

• This will load Account onto the Toolbar.
• This principal works the same in reverse, to remove a button

• Selecting the double-arrow forward key will populate all Buttons, up to 13 in total, onto the Toolbar page.
• As there are already 12 buttons loaded onto the Toolbar, if no button is highlighted on the Select menu category side, then the next button alphabetically that is not already on the Toolbar, will be the one selected.

• Selecting the double-arrow forward key from right to left, i.e. Toolbar page back to the page open in the Select menu category, will move all the buttons from the Toolbar page to the Select menu category side.

• You can move the position of any of the Selected Buttons by highlighting the button to be moved and using the up and down hand buttons to move the position in the list, e.g. move Back Orders to the top of the list.

• The Add and Delete buttons are not used when customising the Toolbar. Refer to Customise Main Menu for details on Add and Delete.

• Select the Default button to reset the Toolbar page (or any page selected in the view) to the system default.

• The customised Toolbar can then be copied to different employees by using the Copy To… tab
• Select the Employee/s from the drop-down list that you wish to Copy To…',.
• Select OK