Sapphire Toolbar -Expertly Utilise The Powerful and Contextual SapphireOne Toolbar

Sapphire Toolbar Overview

The Sapphire Toolbar displays only the buttons for the SapphireOne user which are relevant to the screen or function that is currently open. Below is the tool bar reflecting the button array which displays when the Inventory Transaction List is accessed.

When a list of items is on screen and the Look or Modify button is applied to a selection of multiple lines, SapphireOne will open the first item in the list and then display the list buttons on the toolbar as seen below. This enables the user to move forwards and backwards in the list. If the appropriate Forwards or Backwards button is selected, the currently viewed item will be saved before moving on to the next item.

The following list includes all buttons that will display on the toolbar as a result.

SapphireOne Buttons and Palettes

Button	Description
	The Add button enables the creation of a new item for the current list onscreen.
	The Modify button enables the modification of the currently selected existing item/s.
	The Look button enables the viewing of the currently selected existing item/s. (Note that when an item is being looked at SapphireOne will display the modify button near the sapphire tools button is normally displayed. This then enables the user to immediately modify the item currently being looked at.
	The Save button will accept/save the current function accordingly. It will not be displayed if SapphireOne determines that there is an error in the transaction or insufficient data has been entered.
	The Close button cancels/closes the currently open function.
	The Delete button enables the deletion of the currently selected existing item/s accordingly within certain criteria.
	When additional printing and reporting options are available they are accessible by selecting the small arrow on the right hand side of the button. Selection of the main button itself, will activate the primary print ldialog only. Please refer to the Print Menu article for guidance on the available functions.
	All relevant Sapphire tools are accessible by selecting the small arrow on the right hand side of the Tools button. Selection of the main button itself, will activate the primary tool listed at the top of this menu only. Please refer to the Sapphire tools Index for guidance on available Sapphire Tools.
	The Favorites Palette button is a component of the Sapphire Palettes sub-menu. The Favorites Palette provides access to the users most commonly used features. Initially, a new user will find this menu unpopulated, however, over time SapphireOne will then be able to assess which features to place here based on the users usage.
	The Inquiries Palette button is a component of the Sapphire Palettes sub-menu. The Inquiries Palette is almost entirely made up of inquiry functions. Some of the exceptions include Account, Inventory and Time transaction inquiries, which all provide a convenient grouping of transactions for the selected group. Consequently, the user will find these inquiries very useful when looking for un-posted transactions as they list all Transactions. The last five items from Transactions through to History Payroll are for the viewing of historical transactions.
	The Data Entry Palette button is a component of the Sapphire Palettes sub-menu. The Data Entry Palette is almost entirely made up of data entry functions. For the users convenience these have been listed in four groups as follows: Accounting, Inventory, Job Projects and Workbook.
	The Reports Palette button is a component of the Sapphire Palettes sub-menu. The Reports Palette has two groups. The first group contains three commonly used reports that are also available from within the function that creates them. In a new data file, the second group normally only contains the single item New Dashboard.
	The Softphone Palette button is a component of the Sapphire Palettes sub-menu. The Softphone Palette will allow the user to answer any incoming calls and will pop open the relevant contact screen in relation to the incoming caller. This feature will then additionally log the details of the call within the contact, allowing for quick and easy access to all incoming call information.
	The list group of navigation buttons will display whenever a subset of transactions is selected to view or modify. The Start button will display the first transaction in the selected subset.
	The list group of navigation buttons will display whenever a subset of transactions is selected to view or modify. The Previous button will display the transaction prior to the current transaction.
	The list group of navigation buttons will display whenever a subset of transactions is selected to view or modify. The Next button will display the transaction which follows the current transaction.
	The list group of navigation buttons will display whenever a subset of transactions is selected to view or modify. The End button will display the last transaction in the selected subset.
	The list group of navigation buttons will display whenever a subset of transactions is selected to view or modify. The Select button will display a list view of the selected subset.

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.