Tools Tab On The Ribbon Menu

Owned by Monica Chand (Deactivated)
Last updated: Feb 22, 2017 by John Nairn (Unlicensed)
4 min read

Overview

 

 

The tools tab is the third tab on the ribbon menu at the top of the screen. Of the buttons displayed the "Support" button is the most important. Please review the buttons with five star ratings shown below:

Reference

Buttons

 

Star RatingImageNameDescription
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Create Dashboard 
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Edit Model 
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Images FolderOpens the folder where product and category images are stored
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Flush Cache

If u make a change it clears the cache for the changes to take place, this button acts like a refresh.

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Restart ServiceRestarts the Readysell service
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Live Chat- Contacts the Readysell team via a live chat

New Ticket- Allows you to create/ submit a new ticket which is entered into Readysell support system. You will receive a response to the newly created ticket via email.

Existing Tickets- Displays a list of all your tickets

Software Changes- View outstanding and recently resolved bugs, improvements and new features

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linkView an audit trail for the current object. All changes to products and cards (customers and suppliers) are recorded in detail in the audit trail. If you highlight a product and click the audit trail button you can see all changes to the product, who made the change and the content of each field that was changed both before the change and after the change. Most other records in the system are only audited in summary. A list is retained of the date they where changed and who changed them, not the details of the change.
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Price Calculator

Easy and quick access to calculate product price for a customer

 Show me

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Modification Checking

Select the mode to be used when checking for modifications made to objects.

  • When "always" is selected- If you make a change to any fields then you want go to another line field a pop up message to save changes will appear.
  • When "On Close Only" is selected- You can make changes to many fields and lines in the same module, when you click on the X to exit/ close a module the 'save changes' box will then only appear. (E.g: you can make changes to numerous products at a time, then when you close the "Inventory" module the 'save changes' boxes will only then appear).
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Open Cash Drawer 

Only used by POS operators. Opens the cash draw at point of sale without having to enter a separate transaction.

  • Click this to open the cash drawer and create a log entry in the Workstations > Logs tab 
    • If Operator Code Required flag is checked (under Workstations > General Settings tab) then the operator will be prompted to key in the code to open the cash drawer.
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Send Contact to OutlookTake all contacts in Readysell and adds them to your Outlook contact list
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Save Model By RoleOnly used by project leaders. Use with care! Allows you to copy all the screen layout and view variants from one user to all users in a role. One user in each role should have the master pc. Then every now and again you should copy the screen layouts and list views from the master pc to all users in the role.Make sure all the users you are copying your screen model to are logged out. If the user is logged in this will not work.
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Reset LayoutWhen you click on this button, the layout goes to the default. Handy if you have customised a detail view and stuffed up the screen layout. This will put the screen layout back to the way it started.