Menus Explained

• Menus are graphical user interface (GUI) elements that let you access various features and functions of an application by clicking a button (menu option).
• You can customise the menus in QuickEasy BOS by creating Menu Groups and linking components (modules) to them.
• Menu Groups and Fixed Menu Items are included in Menu Templates, which are assigned to users.

Main Menu#

• The main menu of the software 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 your menu may look different from the screenshot).

Tile Menu#

• The Tile Menu is the Home menu and provides links to frequently used modules and categories as chosen by users.
• 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 screens have an Actions button with functions to edit the records (e.g. Batch Updates).
• The Actions options 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 submenu that opens when you right-click an entry.
• Context menus vary between modules and screens.

Panels#

• Reports and actions can open in:
  • The left panel
  • The right panel
  • 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 closes QuickEasy BOS.
  • May be resized using standard Windows tools.
  • Cannot be minimised because they suppress the functions on the main window.

Workspace Navigation#

• The Back navigational arrow, to the left of a heading, navigates to the previous screen.
  • Clicking it from List View (a report) takes you back to the Menu screen.
  • Clicking 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.
  • Where a module has more than one view, the list includes the view.
  • The list of recent items resets when QuickEasy BOS is closed.

Setting Up Menus#

Menus are set up on the Menus screen (Main Menu > Setup > Menus) in two steps:

1. Create Menu Groups: the headings under which the menu items are placed.
2. Create Menu Templates from the Menu Groups, the Fixed Menu Groups and the Fixed Menu Items, and assign them to users.