On the Trader window, the toolbar buttons are:
| Button | Function | Shortcut |
|---|---|---|
| Add | Create a new trader. | |
| Delete | ||
| Confirm | Confirm changes made. | |
| Cancel | Cancel changes made. | |
| Order | ||
| Quote | ||
| Reports | Displays a list of the entry forms from which you can print a confirmation form. | |
| Statement | Create a statement for the trader as of today's date. | |
| Contacts | Configure user access to your HorizonWeb site, and maintain contact details. | |
| Ledger | ||
| History | Search documents for the trader, find associated contracts and export search results. | Ctrl+H |
| Documents | ||
| Machines | Configure devices, and update meter readings for your customer's copier machines. | |
| Notes | Create or update notes for the trader: Contact Details, Credit Control, General notes, Pop-up Notes, Sales Contacts and Calls. | |
| Schedule Call | Create a new call for the trader. | |
| Web | ||
| Clear Spend | ||
| Check Balance |
See Also
