Tool Bar

 Top  Previous  Next

The Tool Bar is displayed immediately beneath the Drop Down Menus and contains buttons for the most common functions in Design Manager.  Clicking on a button will open the corresponding window for that function.  Certain buttons on the Tool Bar will only be displayed if the optional Showroom or Remote Data Collection modules have been purchased.

 

Button Bar - Main Functions

 

 

The button names are listed in their order, from left to right, on the Tool Bar as follows:

 

 

Projects buttonProjects

Quotes and Orders buttonOrders and Quotes (optional with the Showroom module)

Specifications buttonSpecifications (Items/Components)

Proposals and Documents buttonProposals and Documents

Purchase Orders ButtonProject Purchase Orders / Receiving

Employee Time buttonEmployee Time

Client Invoices ButtonClient Invoices / Finance Charges

POS ButtonPoint of Sale / Miscellaneous Invoices

Cash Reciepts buttonCash Receipts

vendor invoices buttonVendor Invoices (Deposits / Invoices / Expenses)

Checking buttonChecking (Print Checks / Checkbook / Credit Cards / Reconcile)

Inventory ButtonStock Items

Inventory Purchase Orders ButtonInventory Purchase Orders / Receiving

Remote Data Collection buttonRemote Data Collection (optional with the Data Collection module)

Reports buttonReports

Transaction Search buttonTransaction Search

To Do List buttonTo Do List / Appointments

Rolodex buttonRolodex®