Quantum VS Function Keys

When a document is open, the quickest way of adding a Text Line is to click [F2].  See Entering Text, Manual And Special Product Lines (sales) and Adding Text, Manual And Special Lines (purchasing).

 

When a document is open you may quickly switch between the available Lines View Modes by clicking Shift + [F2]. This is faster than selecting a Lines View Mode from the menu.

 

Each of the available Lines View Modes gives slightly different information on prices, discounts and stock details for the product lines on the document. By default, Product lines are displayed in Nett Price mode, but you may select an alternative mode to see the Product's Unit Price, Gross Price, Back Order Quantities or Stock details, for example.

 

For further details see Lines View Modes.

 

When creating or editing a document/record you may need to use the Finder to locate and select a specific value.

 

For example, imagine you wish to add a Customer to a Sales Order. When your cursor is placed on the Customer field, clicking [F3] brings up the Context-Sensitive Finder, with Customers ready to search and select.

 

Similarly, imagine you wish to add a Supplier to a Purchase Order. When your cursor is placed on the Supplier field, clicking [F3] brings up the Context-Sensitive Finder, with Suppliers ready to search and select.

 

This method is quicker than using the Finder menu to select Search Customers or Search Suppliers. See Using The Context Sensitive Finder.

 

When a document is open, the quickest way of adding a Special line is to click Shift + [F4]. See Entering Text, Manual And Special Product Lines (sales) and Adding Text, Manual And Special Lines (purchasing).

 

When a document is open, the quickest way of adding a Special line is to click [F4].  See Entering Text, Manual And Special Product Lines (sales) and Adding Text, Manual And Special Lines (purchasing).

 

With many document types (e.g. Sales Orders, Credit Notes, Supplier Return Notes, IBT Allocations and Issues), when a Product line has been flagged for 'batch traceability' you may view and edit the batch allocation by selecting the product line and clicking Shift + [F4].

 

The quickest way of creating a new document is to click [F5].

 

This creates whatever document type is the current 'default'; i.e. the document type currently active in the New... menu, on the left of the Toolbar - Sub Menu. For example:

• If the New... menu currently reads New Sales Order, clicking [F5] creates a new Sales Order.

• If the New... menu currently reads New Purchase Order, clicking [F5] creates a new Purchase Order.

...and so on:

 

 

If you commonly need to create the same document type each time, using the [F5] key will save you time.

 

If you need to create a different document type to that selected in the New... menu, use one of the alternative methods for creating that document type, such as selecting Create A New Document > (document type) from the Home menu, or selecting File > New > (document type) from the main menu.

 

Quick Search offers a quick way of finding and opening a particular Customer, Product, Branch, Customer Part Number or Supplier Part Number record.

 

Instead of selecting Quick Search from the Home page or Edit menu, simply click [F6].

 

For further details see Using Quick Search.

 

When a sales document is open you may use Line Pricing - also called Negotiation view - to view and manipulate the price the Customer will pay for a particular product.

 

To do this, click Shift + [F6] when the cursor is placed in any field on the product line you wish to view/manipulate prices for. This may be quicker than clicking the Nett Price, Unit Price or Gross Price hyperlink on that product line.

 

This opens the Line Pricing window, in which you may - permissions permitting - view past prices paid by the Customer and manipulate a range of price/discount variables, including the Gross Price, the Margin and the Line Discount. See Line Pricing (Negotiation View).

 

When a sales document is open you may use the Manual Pricing window to view and manipulate the prices and discounts for a particular product to modify the price the Customer will pay.

 

To do this, click [F7] when the cursor is placed in any field on the product line you wish to view/manipulate prices for. This may be quicker than clicking the Total or Discounts hyperlink on that product line.

 

This opens the Manual Pricing window, in which you may - permissions permitting - view and manipulate a range of price/discount variables, including the Regulator, Break Discount and Matrix Discounts 1 and 2. See Manual Pricing.

 

When a sales document is open you may re-price the whole Sales Order, Quote, Sales Contract or Credit Note by clicking Shift + [F7] to enter Cost-Plus Mode. This is quicker than selecting Cost-Plus Mode from the menu.

 

Cost-Plus Mode may be used to offer a discount on the list price to a special Customer by re-pricing the sales document at Cost price PLUS the entered percentage. See Re-pricing Product Lines (Cost Plus Mode).

 

You may close any open document or tab by clicking [F8].

 

When a sales document is open, the quickest way of adding a 'Dump Code' Special line - where there is no defined Supplier - is to click Shift + [F8]. See Special Lines And Sales Documents and Dump Code: If There Is No Supplier.

 

You may empty the currently active field - i.e. the field where the cursor is currently placed - by clicking [F9].

 

If you are working in a multi-currency set-up and the current customer uses a currency which is different to the 'Home' currency, clicking Shift + F10 toggles the display (e.g. of prices on a sales document) between the 'home' (i.e. your) currency and the 'context' (i.e. used by the customer) currency. See How Multi-Currency Selling Works.

 

You may select menu items using the [F11], 'arrow' and Return keys, as follows:

 

1.      From anywhere in an open document, click [F11] to 'focus the toolstrip' function key; i.e. place your cursor within the Toolbar - Sub Menu:

 

 

 

2.      Use your keyboard's 'right arrow' key - and, if necessary, 'down arrow' key - to select an appropriate menu item:

 

 

3.      Click your Return key to select the item from the menu.

 

Message windows will pop up when performing certain tasks; e.g. when adding a Customer to a Sales Order - see Working With Pop-Up Customer Windows. You may close these message windows quickly by clicking [F12].