Documents - Context menu
Right-click to display the following context menu:
The context menu options, is as follows:
1.Salesperson – Change the Salesperson (as added in the Salesperson; or Groups - Salespersons on the (Setup ribbon).
2.Set reporting group 1 – Change the reporting group of a document, if Reporting group 1 was set for Documents (as added in the Groups - Document groups 1 on the Setup ribbon).
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The colours of the rows (list of documents) will be changed, if set in Reporting group 1. |
3.Set reporting group 2 – Change the reporting group of a document, if Reporting group 2 was set for Documents (as added in Groups - Document group 2 on the Setup ribbon).
4.Documents - The "Documents" context menu option on the "Document list" screen changes for the document type selected. Depending on whether a posted document; or an unposted document is selected; some context menu options may not be available, or additional specific context menu options may be added.
5.Print
a)Print barcodes – This will print only the barcodes of stock item codes included on selected document(s).
b)Print labels – This will only print the name (account description) of a debtor customer / client on a selected sales document. In the case of a purchase document, it will print the name (account description) of the creditor (supplier / vendor).
6.Others
a)Import – This option allows you to import an exported document from a valid existing export.txf file. TurboCASH Data Exchange files are exported (created) in Export - Documents (Setup ribbon).
b)Totals – This will list a summary of the Exclusive, Inclusive, Open amounts and the records on an "Information" screen.
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The results may be selected and copied to any other text editor or other external program. |
c)Show details – This will display a mouse-over screen displaying the details (i.e. account description, document number, stock description, quantity and amount (inclusive of tax) of the selected document.
d)Open item link – This will launch the "Open item link" screen displaying the transactions of the debtor (customer / client) or creditor (supplier / vendor) account on a selected document.
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Only available for Invoices / Purchases document type. This option is not available for other document types (Quotes, Credit notes, Orders and Supplier return documents). |
7.Plugins – Launch some actions, if plugins are activated.
8.Mass plugins – Launch the mass actions (multiple actions), if plugins are activated and supported.
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The Plugins will be discussed in separate documentation. |