Menu Bar |
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Printed across the top of the Invoice Screen is the Menu Bar. It consists of FILE... EDIT… GO TO... INVOICE TOOLS... PRODUCT TOOLS… SHIPPING TOOLS… MAIN TASKS... SECURITY… WINDOW... HELP. You select menu items by clicking them with the mouse or by first pressing the Alt key on the keyboard. Then press the first letter of the menu item, i.e. pressing Alt and then "F" opens the file menu. (Note that you can also use Alt keys to navigate around the Main Invoice Screen. To move around the Invoice Screen, press Alt and the key together. For example, pressing Alt+N takes you to the Net Days field. Many of the menu items have alternative key combinations. The alternative keys are indicated alongside the item. For example GO TO, SEARCH can also be activated by pressing Ctrl+S. GO TO, REPEAT SEARCH is Ctrl+R, and so on. Some of the other functions in the program have their own Menu Bars. The Menu Bars in different parts of the program are all very similar, and any differences are pointed out in the help material for the particular function. Note that there's an additional menu (Speed Menu) that is activated by clicking on the right mouse button. The Speed Menu provides access to commonly used menu items. More information on the Speed Menu. Note: menu items below which have a "II" beside it are features of the Level II program and above. Menu items with a "III" beside it are features of the Level III program and above. And so on. For example: "Address Lines: Change Case (V)" which is found under the EDIT menu is a Level V, VI and VII feature. For more information on any aspect of the Invoice Screen Menu Bar, click on the individual menu item below: FILE Use Rover for Storage (VII) Level 7 Basic Program Set-up & Preferences Activate User Defined Fields (IV) Level 4 and Above Print Multi-Package Slips (V) Level 5 and Above Export Invoices (Basic) (II) Level 2 and Above Advanced Export (III) Level 3 and Above Email Export (III) Level 3 and Above EDIT Special Paste (IV) Level 4 and Above Pre-selected Paste (IV) Level 4 and Above Copy Entire Invoice (Text) (III) Level 3 and Above Copy Entire Invoice (HTML) (III) Level 3 and Above Paste from Proforma Invoices (V) Level 5 and Above Paste from Primary Contact Manager (VI) Level 6 and Above Paste from Standing Order Module (VI) Level 6 and Above Address Lines: Change Case (V) Level 5 and Above Paste from Customer or Product List Import from Clipboard (III) Level 3 and Above Export to Clipboard (III) Level 3 and Above GO TO Default Values for New Invoices (IV) Level 4 and Above Advanced Search (II) Level 2 and Above Find Invoice from Look-up List Find by Scanning Invoice Barcode (V) Level 5 and Above Find by Scanning Tracking # (V) Level 5 and Above Find and Replace (II) Level 2 and Above Bookmarks (VI) Level 6 and Above INVOICE TOOLS Tax Rates(Variable Tax Rates) (IV) Level 4 and Above Currency Conversion (III) Level 3 and Above Credit Card Authorization (Gateway Credit Card Processing) (IV) Level 4 and Above Credit Card Authorization (Touch Tone Card Processing) (III) Level 3 and Above Verify & Check Card Number Accuracy Count Invoices (II) Level 2 and Above PRODUCT TOOLS Mark-up Calculator (II) Level 2 and Above Look-up Cat # and Paste Name/Price (IV) Level 4 and Above Barcode Input (V) Level 5 and Above Product Information and Catalog Numbers Inventory Functions (II) Level 2 and Above Reconciliation of Inventory (V) Level 5 and Above Real Time Inventory Settings (V) Level 5 and Above Check Inventory Level for Current Item (II) Level 2 and Above Add New Item Row & Activate Product List Activate Product List (At Current Row) Remove Non-taxable Designation SHIPPING TOOLS Shipping Form (Shipping Details) (IV) Level 4 and Above View/Modify Shipping Methods List View/Modify Shipping Shipment Packaging Choices (IV) Level 4 and Above On-Line Shipment Processing (IV) Level 4 and Above Multi-Package Shipments (V) Level 5 and Above Final Shipping and Packing Tasks (V) Level 5 and Above
MAIN TASKS Master List of Sales Reports (IV) Level 4 and Above Customer Addresses and Numbers (Customer Database) Customer Command Center (VI) Level 6 and Above Billing Statements and Balance Files (II) Level 2 and Above Primary Contact Manager (VI) Level 6 and Above Schedule Reminder Messages (VI) Level 6 and Above Activate Scheduler (VI) Level 6 and Above Phone Dialer (Basic) (III) Level 3 and Above Advanced Phone Dialer (III) Level 3 and Above Automated Email - Internal Program (VII) Level 7 Open Internal Email Program - Manual Mode (VII) Level 7 Emailing Options (IIII) Level 3 and Above Process Back Orders (II) Level 2 and Above View/Modify Code Lists (IV) Level 4 and Above Royalty Functions (IV) Level 4 and Above AnyPO: Purchase Order System (IV) Level 4 and Above Proforma Invoicing System (V) Level 5 and Above Standing Order Module (VI) Level 6 and Above Provide Updated Files for Rover (V) Level 5 and Above Accept New Invoices from Rover (V) Level 5 and Above SECURITY Credit Card Encryption Settings (IV) Level 4 and Above Un-encrypt Credit Card Numbers (IV) Level 4 and Above Credit Card Number & Validation Code Removal Options Set-up Administrator (IV) Level 4 and Above Set-up Users and Access Levels (IV) Level 4 and Above WINDOW Alternative Product Entry Screen User Defined Fields Window (IV) Level 4 and Above Shipment Window (IV) Level 4 and Above Change Background Color and Image Moving Between Different Windows
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