Did you know Exact MAX provides an easy way to keep frequently used documents and tools “at your fingertips” from within each MAX Module?
This is accomplished through the Tools Menu:
Use the Tools menu for whatever you need “at your fingertips” such as:
- A customer report with Customer Names you use when entering and reviewing Sales Orders
- California Sales Tax by Zip Code Website used when adding new Customer Records
- Quickly opening the Costing module from within Inventory Control
- Opening an Excel spreadsheet of environmental storage requirements when receiving Purchase Orders in Inventory Control
To set up the Tools menu:
- Open the System Manager > Activity menu > Tools Menu Setup
- Choose the module for which you’d like the item to appear.
- Enter a Description.
- Click the Command ellipsis button.
- Navigate to, and choose, a file, document, program or web address.
- Click Save and Close.
- Open the module where you placed the item, or click Tools menu > Refresh if it’s already open.
- Your new item will appear.
Hungry for more? Check out some of our other posts:
Be sure to follow us on Facebook, Twitter, Google+, or LinkedIn (or subscribe to our blog email updates) for your weekly dose of Exact MAX tips and tricks.