User Reference Guide


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New SD2 Back Office User Reference Guide.pdf

 

Navigation Pane

Experience enhanced navigation and personalization with our customizable home screen shortcut buttons. User can set their home screen shortcuts and personalize their dashboard with favorite functions based on their user login.

For example, inventory users can set up their home screen to see inventory-related modules while bookkeepers can focus on accessing reports. Users can now freely choose their preferred colors for the buttons and rearrange them for intuitive navigation that seamlessly aligns with their workflow.

 

Navigation Pane New Features 

 

How to Edit the Home Screen Shortcut Buttons

To enable customization of the home page's appearance, click ‘Edit Home Screen’ to make the editing tool appear.

 

Editing Tool Actions

Clicking on the single down arrow will exit the editing mode, save your changes, and collapse the editing tool.

 

How to Add a Button To The Home Screen

When in editing mode, clicking on the module in the side menu will add it to the home screen tab.

Note: Modifying the home screen layout will impact only the current user’s login. Each user will need to configure their layout.

 

How to Remove a Button From The Home Screen

  1. Click on ‘Edit Home Screen’ to ensure that you’re in editing mode
  2. Select the button that you wish to remove
  3. Click on the 🗑 button

 

How to Rearrange The Home Screen Buttons

  1. Click on ‘Edit Home Screen’ to ensure that you’re in editing mode
  2. Select the button
  3. Use the on-screen arrows or the arrows on your keyboard to rearrange the button

Note: Take into account overlapping buttons when moving buttons around

 

How to Change The Button Color

  1. Click on ‘Edit Home Screen’ to ensure that you’re in editing mode
  2. Select the Button
  3. Use the pre-defined color options or set the button color by hex code

 

How to Exit Editing Mode

Select the 🔽 icon from the ‘Editing Tool’ window. This will exit editing mode, save your changes, and collapse the editing tool.

 

Note:

  • If there are changes in the button’s settings, they can't be undone
    • Tip: Remove the button and create it again
  • There is no Undo Button or Back Button
  • Modifying the home screen layout will impact only the current user’s login. Each user will need to configure their layout

 

 

Tag: #Backoffice, #Back, #Back Office