Do you have frequently-used tasks you want quick access to?
Instead of rifling through the modules menu, learn how to have a button at your fingertips.
Two types of buttons can be added to each user’s Sage 100 toolbar. A user can add either a Sage 100 task or a link to an external program. Let’s add Customer Maintenance as a button.
View this Sage 100 step by step software tip in a video format (6:00)
View this Sage 100 step by step software tip with individual screen shots below.
On the button toolbar, right-click to pop-up the Add menu. Then, select Task.
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When you select Task, the listing of Sage 100 functions opens.
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Double-click into Accounts Receivable. You’ll then see a listing of the folders as you would when you expand the modules on the Sage 100 desktop. Double-click into Main. You’re then presented with the specific tasks in Accounts Receivable > Main. Select Customer Maintenance and click Open.
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Your button will now appear on your toolbar.
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At this point, you can customize the label on the button. You can opt not to show labels on all buttons, or you can rename any specific button. To customize, right-click on the button and left-click on Customize.
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To add an external program link, right-click on the toolbar and select Add > Program. You will need to locate the executable for the program you want to launch. To add Excel as a program button, locate the executable and select Open. You’ll now see the button for your Excel program, which you can launch directly from the Sage 100 desktop.
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Adding buttons to the Sage 100 toolbar for commonly used functions can help in processing day-to-day tasks because you can save time not having to locate the specific task within the module hierarchy.
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