4. Customise ToolbarEnglishالعربيةfrançaisTagalogहिन्दी

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 be customised.

• Select General Module.
• Select Customise Toolbar button.
• You can access Customise Toolbar button from the windows top File Menu as well. Click Windows and Select Customise Toolbar.
• Selecting the button will open the window of Customise Toolbar.
• On the left of screen, Select menu category the list contains all buttons available for selection.
• 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.

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 Toolbar, 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.
• 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. Refer to Customise Main Screen for details on Add and Delete.
• 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.