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2.2.7. Toolbar Buttons

For users who prefer using buttons instead of drop-down menus, the application offers a variety of toolbar button options. The following screen shows the application desktop with all available toolbar buttons turned on:

Note

You can control the display of toolbar buttons on your desktop. Turn them on or off on a module-by-module basis, using the settings available in the Preferences section of the xTuple module. In addition, you may drag-and-drop toolbar buttons, allowing them to float or attach to alternate locations on the application desktop.

Toolbar buttons

To access the function described by a button, simply select the button using your mouse. Toolbar buttons function in the same way drop-down menu selections do—they simply provide a convenient shortcut. The complete list of available toolbar buttons is shown in the following table:

Table 2. Toolbar Buttons Master List

Image

Function

Module

List Item Sites

Inventory

Inventory Availability by Planner Code

Inventory

Item Availability Workbench

Inventory

Issue Stock to Shipping

Inventory

UnPosted Receipts

Inventory

List Items

Products

List BOMs

Products

List BOOs

Products

Run MRP by Planner Code

Schedule

Planned Orders by Planner Code

Schedule

Shop Floor Workbench

Manufacture

Work Order Schedule by Planner Code

Manufacture

List Open Purchase Orders

Purchase

Purchase Requests by Planner Code

Purchase

Customer Information Workbench

Sales

List Open Sales Orders

Sales

Uninvoiced Shipments

Sales

Billing Selections

Sales

Summarized Backlog by Site

Sales

List Accounts

CRM

List Contacts

CRM

Incident Workbench

CRM

List To-Dos

CRM

List Projects

CRM

List Unposted Vouchers

Accounting

Select Payments

Accounting

Prepare Check Run

Accounting

View Check Run

Accounting

Payables Aging

Accounting

List Unposted Invoices

Accounting

Receivables Workbench

Accounting

Cash Receipt Edit List

Accounting

Receivables Aging

Accounting

List Unposted Journal Entries

Accounting

Reconcile Bank Account

Accounting

View Financial Report

Accounting

View Trial Balances

Accounting

Event Notification

System

Database Error NotificationSystem
Community WebsiteCommunity
xChange Online StoreCommunity

Tip

If you hover your mouse above a toolbar button, the name of the function associated with the button will appear. Use this technique to quickly learn the identity of the toolbar buttons.