15 Customising the Toolbar - Revision history

Simon Clive at 01:35, 15 August 2011

2011-08-15T01:35:17Z

Simon Clive at 06:34, 12 August 2011

2011-08-12T06:34:04Z

Simon Clive: Created page with "Customising The Toolbar 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 T..."

2011-06-29T00:34:57Z

Created page with "Customising The Toolbar 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 T..."

New page

Customising The Toolbar

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 your 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

@@ Line 3: / Line 3: @@
 To '''Customise''' your '''Toolbar''' select the '''General''' button
-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).
+Select the '''Customise Toolbar''' Button OR from the '''Top Toolbar''' select '''Window''' and then '''Customise''' from the drop down. <br>
-You can use a maximum of 13 buttons on the toolbar at any one (1) time.
+Both options will open the '''Customise Toolbar''' screen onto the Categories tab. <br>
-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
+On the left screen the '''Select Menu Category''' contains a list of '''All Available Buttons''' available for selection. <br>
-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.
+On the right of the screen, '''Selected Buttons''' displays a list of those buttons already loaded onto the selected page in the order they are displayed Left to Right.
 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.

@@ Line 1: / Line 1: @@
-Customising The Toolbar
+'''Customising The Toolbar '''<br> The '''ERP Toolbar''' is customizable down to an individual user level to give you maximum flexibility in adopting a look and feel that meets your needs.
-The ERP Toolbar is customizable down to individual user level to give you maximum flexibility in adopting a look and feel
+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).
-that meets your needs.
-How To Customise your Toolbar?
+You can use a maximum of 13 buttons on the toolbar at any one (1) time.
-Select the General Tab
+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
-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.
+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.
-To load one of the buttons from the Available Buttons onto your chosen page, you will need to highlight the button,
+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.
-	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.
+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.
-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
+The Add and Delete buttons are not used when customising the Toolbar. Refer to Customise Main Menu for details on Add and Delete.
-	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
+Select the Default button to reset the Toolbar page (or any page selected in the view) to the system default.
-	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
-−
 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