Menus Explained

• Menus are graphical user interface (GUI) elements that allow users to access various features and functions of an application by clicking a button (menu option).
• The Menus in QuickEasy BOS can be customised by creating Menu Groups and linking components (modules) to these groups.
• Menu Groups and Fixed Menu Items are included in Menu Templates which are assigned to users. 

Navigation: Main Menu > Setup > Menus

Main Menu

• This is the main menu of the software which consists of a row of text buttons placed at the top of the window.
• This documentation refers to it as the Main Menu. 
• The menu can be customised so the navigation may differ between your setup and ours. 

Tile Menu

• This is the Home menu and provides links to frequently used modules such as Office, Workflows, Accounting, and Reports.
• The menu can be customised.

Button Bar

• Modules contain navigational elements, search functions, and menus on the top right.
• The menu options and functions vary between modules.

Actions Button 

• Most displays include an Actions button which includes functions to edit the transactions (e.g. Batch Updates).
• The Action items are specific to each module and differ between List View (reports) and Edit View (entering or editing a transaction).

Context Menus

• A Context Menu is a sub-menu that opens when an entry is right clicked.
• Context menus vary based on the modules and displays.

Panels

• Reports and actions can be opened on the left panel, right panel or on a popup window. 
• Popup windows:
  • Remain open on top of the workspace until closed. Closing them does not prompt a warning or confirmation, unlike closing a window that will close QuickEasy BOS. 
  • May be resized using standard Windows tools.
  • Cannot be minimised because they supress the functions on the main window. 

Workspace Navigation

• The Back navigational arrow, to the left of a heading, navigates to the previous screen.
  • Pressing it from List View (a report) takes you back to the Menu screen.
  • Pressing it from Edit View (a transaction) takes you back to List View.
• The Recent menu option shows a list of recently opened modules for quick navigation.
  • The display includes the specific view where a module has multiple views.
  • The list of recent items resets when QuickEasy BOS is closed. 

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How to Create Menus

Creating Menus is divided into two parts:

1. Create Custom Menu Groups:
   1. A group is a main heading under which you want to place the individual menu items.
   2. You may create as many groups as you need. For example, you could create a single group for transactionsand name it Workflow, or you could create four groups and name them Customer Transactions, Supplier Transactions, Inventory Transactions, and Accounting Transactions. 
   3. Items may appear under multiple headings. For example, Contacts, Customers, and Suppliers are under Setup (a pre-created menu group), but you can also include them under any of the other headings you create.
2. Create Menu Templates:
   1. Menu Templates consist of three parts:
      1. The Menu Groups you created as per Step 1.
      2. The Fixed Menu Groups that are pre-created (e.g. Setup).
      3. The Fixed Menu Items that are standalone functions (e.g. Help, Refresh, Recent).
   2. You may create as many Menu Templates as you want.
   3. Menu Templates are allocated to staff members. For example, a staff member who only captures supplier invoices and debit notes could be allocated a Menu Template that only contains those two transaction types, and the Fixed Menu Items.
   4. You can include menu items on the tile menu or leave them as a dropdown item on the top menu. (We recommend you include frequently used items on the tile menu and leave infrequently used items on the top menu.)

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