Customise the shortcuts available in your menu's Quick Actions header to navigate around Unleashed quickly and efficiently. The quick actions you set in your account are specific to your login, so you can prioritise the pages most useful to you. They're a great way to save you time and effort when managing your inventory in Unleashed.
Customise your Quick Actions
The Quick Actions tab is split into two spaces, allowing you to segment your shortcuts for further ease. You can add up to 20 shortcuts within the the shortcuts tab, a maximum of 10 shortcuts in each space. To customize your login's shortcuts, see steps below:
From your menu, click on + Quick Actions.
Select "Customise your quick actions" at the bottom of the tab.
Drag menu items from the options listed on the left of the Customize Shortcuts page and drop them into the tab template shown on the right-hand side of the page.
Use the "Menu" dropdown field to filter the items by module or type.
Further organise the selected menu items by dragging and dropping them within the tab.
Click "Save Shortcuts" to apply them to your account.
Menu shortcuts available
Menu | Menu item |
Purchases |
|
Inventory |
|
Production |
|
Sales |
|
Customers |
|
Suppliers |
|
Integration |
|
Reports |
|
Business Intelligence |
|
Settings |
|
B2B Portal |
|