cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

How do I add "Sales Order" to my shortcuts panel? I know you can customize it thru Customize Shortcuts, but I can't find "Sales Order" thru Add Icon Bar Items.

How do I add "Sales Order" to my shortcuts panel? I know you can customize it thru Customize Shortcuts, but I can't seem to find Sales Order under the Icon Bar Content.  Is it under a different description or name that I have missed?  I check all the options and features that can be added to customize the shortcut but just can't seem to locate "Sales Order".  Please help.  Thank you so much~!

Solved
Best answer 12-10-2018

Best Answers
Highlighted
Anonymous
Not applicable

How do I add "Sales Order" to my shortcuts panel? I know you can customize it thru Customize Shortcuts, but I can't find "Sales Order" thru Add Icon Bar Items.

Follow these steps: 1. Open a New Sales Order. 2. Click on View on the menu bar. Select Add "Create Sales Order" to Icon Bar. 3. The Customize Tool Bar window will open with Sales Order in the Label box and Create Sales Order in the Description box. 4. You can choose to accept the default selected icon or scroll the icons list to select one more to your liking. 5. Once you have your icon selected, click OK. 6. Next, right click on the icon bar and click on Customize Icon Bar. 7. Now you can move the icon to where you want it on the Icon Bar by grabbing the diamond to the left of the Sales Order name and dragging it to the desired location. Click OK to save your change. Does this help you? Andrea

View solution in original post

1 Comment
Highlighted
Anonymous
Not applicable

How do I add "Sales Order" to my shortcuts panel? I know you can customize it thru Customize Shortcuts, but I can't find "Sales Order" thru Add Icon Bar Items.

Follow these steps: 1. Open a New Sales Order. 2. Click on View on the menu bar. Select Add "Create Sales Order" to Icon Bar. 3. The Customize Tool Bar window will open with Sales Order in the Label box and Create Sales Order in the Description box. 4. You can choose to accept the default selected icon or scroll the icons list to select one more to your liking. 5. Once you have your icon selected, click OK. 6. Next, right click on the icon bar and click on Customize Icon Bar. 7. Now you can move the icon to where you want it on the Icon Bar by grabbing the diamond to the left of the Sales Order name and dragging it to the desired location. Click OK to save your change. Does this help you? Andrea

View solution in original post

Need to get in touch?

Contact us