Navigation Pane

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The Navigation Pane organises the application's modules into logical panes or groups so making for easy navigation to the parts of the application that interest you. You can change the order that the panes are displayed in and use a favourite pane for the commands you use most.

The Navigation Pane consists of three parts:

pre-defined panes (displays logical groups of commands)
tree view menu
favourite pane (displays your favourite commands).

Pre-defined Panes

The modules are organised into the following panes:

Group	Applications
Financials	Sales Ledger Purchase Ledger Nominal Ledger Cashbook Costing Fixed Assets
Supply Chain Management	Invoicing Sales Order Processing Purchase Order Processing Stock Bill of Materials
Payroll & HR	Payroll Personnel
CRM	Sales Pipeline Management Service Management and Helpdesk
Document Management	Pegasus Document Management
Reporting	Reporter EC Vat
Administration	System Manager Import Upgrade
Favourites	Your favourites. Each user can add their own most-used commands to this group.

To Select Commands in the Navigation Pane

Click to open the pane you want.
In the tree view menu click the command or double-click the submenu folder you want. If the command relates to a form, the form opens. If the command opens a submenu, more commands are displayed.

You can also open and close folders in the tree view menu using the '+' plus and '-' minus signs alongside each folder.

- To open a folder, click the '+' plus sign. To close a folder, click the '-' minus sign.

- To open a folder and all its subfolders, click the folder, then press '*' asterisk on your keyboard. To close the folders, click the '-' minus sign.

To Add Commands to the Favourites Pane

You can use the Favourites Pane to maintain shortcuts to commands in the system, or to other applications.

Click to open the pane that contains the command you want to add to the Favourites Pane.
In the tree view menu right-click the command.
Click to select the Add...to favourites bar command, which will have the name of the command in the title. The New Favourite form is displayed.
In Group name, do one of the following: accept the default (which is the module name), click to select an alternative from a list (which can be one already defined on the Favourites Pane) or enter a new name.
In Display name, either accept the default (which is the command name) or type a new name.
To add the item to the Favourites Pane, click OK.

Groups are sorted by name alphabetically (case insensitive), but this does not happen until the next time you log on.

To Add an Application Shortcut to the Favourites Pane

Click the Favourites Pane.
In the Favourites tree view menu right-click to select the New application shortcut. The New Application Shortcut form is displayed.
Enter the path and name of the application or use the browse button to locate the application to be used.
In Group name, do one of the following; accept the default (which is Applications), click to select an alternative from a list (which can be one already defined on the Favourites Pane) or type a new name.
In Display name, either accept the default (which is the application name) or type a new name.
If you want to use a specific icon for the item on the Favourites Pane, type the path and name or use the browse button to select.
To add the item to the Favourites Pane, click OK.

To Resize the Navigation Pane

You can quickly change the size of the buttons in the Navigation Pane by either:

Clicking the Configure button at the bottom of the Navigation Pane, and then clicking Show More Buttons or Show Fewer Buttons.
Pointing to the horizontal splitter bar between the tree view menu and the panes, then dragging the bar up or down when the mouse pointer turns into a double-headed arrow.

If you drag the horizontal splitter bar to the bottom of the Navigation Pane, or use the Show Fewer Buttons or Show More Buttons, all the large panes convert to small buttons and are displayed in a single row of icons at the bottom of the Navigation Pane.

Pause your mouse pointer over the buttons to see their descriptions.

To Change the Order of the Panes

You can change the order that the panes are displayed by:

Clicking the Configure button at the bottom of the Navigation Pane, and then selecting Navigation Pane Options.
Pointing to the button beside the pane's description, then dragging the button up or down when the mouse pointer turns into a double-headed arrow.

When you have finished, click OK.

Click the Reset button on the Navigation Pane Options form to reset the order of the panes back to the original order .