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Difference between revisions of "4. Customise Toolbar"

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(Created page with "= Overview = '''Customise Toolbar''' '''Customise Toolbar - Do you know how to customise the ERP Toolbar from the General Tab?''' Like the Main Menu, '''Toolbar''' can also...")
 
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'''Customise Toolbar - Do you know how to customise the ERP Toolbar from the General Tab?'''
 
'''Customise Toolbar - Do you know how to customise the ERP Toolbar from the General Tab?'''
  
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Like the Main Menu, '''Toolbar''' can also  be customised.
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The '''Toolbar''' menu can be customised, this can be done exactly the same as customising the '''Main Screen'''.
  
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* Select '''General''' Module.
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To access the Toolbar customisation screen:
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* Select '''Customise Toolbar''' button.
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* You can access '''Customise Toolbar''' button from the windows top '''File Menu''' as well. Click '''Windows''' and Select '''Customise Toolbar'''.
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* Selecting the button will open the window of '''Customise Toolbar'''.
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* On the left of screen, '''Select menu category''' the list contains all buttons available for selection.
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* On the right of screen, '''Selected Buttons''' is the list of buttons already loaded onto the selected page. '''Note:''' The '''Select Page to Customise''' locked, which means this customise toolbar window is specifically for customising the '''Toolbar'''.
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* Click on the '''General''' Module in the Main Screen or from the Windows Top Menu.
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* Click on '''Customise Toolbar''' button, to open the screen.
  
 
'''You can use a maximum of 13 buttons on the toolbar at any one (1) time'''.
 
'''You can use a maximum of 13 buttons on the toolbar at any one (1) time'''.
  
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The first Tab; Categories display all the available Menu Categories on the '''left''' side and all the selected '''Functionalities''' are listed on the '''Right''' side.
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The '''Select Page to Customise'''  is locked, because we use this screen for '''Toolbar''' Customisation only.
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How to '''Customise'''
  
 
* To load one of the buttons from the 'Available Buttons' onto Toolbar, you will need to highlight the button, e.g. '''Account''', and then click on the single-arrow forward (>) key.
 
* To load one of the buttons from the 'Available Buttons' onto Toolbar, you will need to highlight the button, e.g. '''Account''', and then click on the single-arrow forward (>) key.
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* This will load '''Account''' onto the '''Toolbar'''.
 
 
* This principal works the same in reverse, to remove a button.
 
* 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'''.
 
* Selecting the double-arrow forward key will populate all Buttons, up to 13 in total, onto the '''Toolbar'''.
 
* You can move the position of any of the Selected Buttons by highlighting the button and using the up and down pointed finger buttons to move the position in the list.
 
* You can move the position of any of the Selected Buttons by highlighting the button and using the up and down pointed finger buttons to move the position in the list.
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* The '''Add''' and '''Delete''' buttons are locked when customising the Toolbar. Refer to '''Customise Main Screen''' for details on '''Add''' and '''Delete'''.
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* The '''Add''' and '''Delete''' buttons are locked when customising the Toolbar.  
 
* Selecting the '''Default''' button will reset the '''Toolbar''' page to the system default settings.
 
* Selecting the '''Default''' button will reset the '''Toolbar''' page to the system default settings.
 
* The '''Customised Toolbar''' can be copied to different employees by using the '''Copy To…''' tab.
 
* The '''Customised Toolbar''' can be copied to different employees by using the '''Copy To…''' tab.
 
* Select the Employee(s) from the list that you wish to '''Copy To…'''.
 
* Select the Employee(s) from the list that you wish to '''Copy To…'''.
 
* Select '''OK'''.
 
* Select '''OK'''.

Latest revision as of 23:39, 25 November 2014

Overview

Customise Toolbar

Customise Toolbar - Do you know how to customise the ERP Toolbar from the General Tab?

The Toolbar menu can be customised, this can be done exactly the same as customising the Main Screen.

To access the Toolbar customisation screen:

  • Click on the General Module in the Main Screen or from the Windows Top Menu.
  • Click on Customise Toolbar button, to open the screen.

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

The first Tab; Categories display all the available Menu Categories on the left side and all the selected Functionalities are listed on the Right side.

The Select Page to Customise is locked, because we use this screen for Toolbar Customisation only.


How to Customise

  • To load one of the buttons from the 'Available Buttons' onto Toolbar, you will need to highlight the button, e.g. Account, and then click on the single-arrow forward (>) key.
  • 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.
  • You can move the position of any of the Selected Buttons by highlighting the button and using the up and down pointed finger buttons to move the position in the list.
  • The Add and Delete buttons are locked when customising the Toolbar.
  • Selecting the Default button will reset the Toolbar page to the system default settings.
  • The Customised Toolbar can be copied to different employees by using the Copy To… tab.
  • Select the Employee(s) from the list that you wish to Copy To….
  • Select OK.
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