In this guide we will show you the steps for configuring the Action Strip on your Dashboard. The Action Strip is a feature that allows you to set up quick links to some routine processes in Flawless POS to enhance efficiency.
After adding the Action Strip to your Dashboard:
- Click the transparent gear icon on the right of the empty Action Strip.
- In the opened dialog, you can select the options for the Action Strip. In this example, "New Invoice" and "New Memo" are added.
- Complete the dialog and notice the corresponding buttons appear on the Action Strip.
- These new options enable you to quickly commence actions, bypassing the need to navigate through various modules.
- Users can customize the Action Strip based on their daily tasks to improve performance.
- Additionally, you can also include reports in your Action Strip. To achieve this, go to the "Reports" module from the navigation menu.
- Select the Star Icon on the right of the report you want to mark as a favorite, in this case, the "Store End of the Day" report.
- At the Dashboard, when you click the gear button again, you'll now see an extra option to select your favored report.
- Add the favored report to the Action Strip for easier access.
For detailed step-by-step instructions, consider watching the instructional video linked at the end.
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