How to Configure the Action Strip

Modified on Mon, 18 Nov, 2024 at 10:53 AM

In this guide, we’ll walk you through configuring the Action Strip on your Dashboard. The Action Strip is a feature that enables you to set up quick links for routine processes in Flawless POS, enhancing your workflow efficiency.

You may refer to this tutorial for a step-by-step guide on setting up the Action Strip: https://www.youtube.com/watch?v=yekjetRiEqg

This article assumes that you have already configured your Dashboard. If you haven’t set it up yet, you may refer to this article:

Configure and Set Up Your Dashboard

To configure the Action Strip on your Dashboard, follow these steps:

Step 1: Open the Action Strip Settings

After adding the Action Strip to your Dashboard, locate and click the transparent gear icon on the right side of the empty Action Strip.

Step 2: Select Quick Actions

In the dialog that opens, choose the options you want to add to the Action Strip. For this example, we’re adding New Invoice and New Memo.
Once you've made your selections, click OK to confirm. The new options will appear as buttons in the Action Strip, allowing you to quickly initiate these actions without navigating through various modules.

Step 3: Customize for Workflow

You can further personalize the Action Strip by right-clicking on any quick action to rename it. This flexibility lets each user set up their Action Strip to align with their specific tasks, improving productivity.

Step 4: Add Reports to the Action Strip

To include reports, go to the Reports module in the left navigation menu.
Select the star icon next to any report you want to mark as a favorite—such as the "Store End of the Day" report.
Return to the Dashboard and open the Action Strip settings again by pressing the gear icon. You’ll now see your favored report as an option, which can be added to the Action Strip for faster access.

Troubleshooting

For issues with configuring your Action Strip, please contact Flawless POS support for further assistance.