Quick Actions

Quick Actions

Quick Actions in EquiBillBook provide fast access to frequently used functions and common tasks. This guide explains how to use quick actions to improve your productivity.

Understanding Quick Actions

Quick actions enable you to:

• Access common functions quickly
• Perform frequent tasks faster
• Navigate to important features
• Create records quickly
• Improve workflow efficiency
• Save time on repetitive tasks

Quick Action Locations

Quick actions are available in various places:

Dashboard Quick Actions

• Quick Create Buttons: Fast access to create new records
• Action Cards: Quick access cards for common tasks
• Shortcut Links: Direct links to frequently used features

List View Quick Actions

• Action Buttons: Quick action buttons in list views
• Context Menu: Right-click context menu actions
• Bulk Actions: Actions for multiple selected items

Detail View Quick Actions

• Action Bar: Quick action buttons on detail pages
• Action Menu: Dropdown menu with actions
• Floating Actions: Floating action buttons

Common Quick Actions

1. Quick Create Actions

Quickly create new records:

Sales Quick Creates

• New Invoice: Create sales invoice quickly
• New Quotation: Create quotation
• New Order: Create sales order
• New POS Sale: Create POS transaction
• New Payment: Record customer payment

Purchase Quick Creates

• New Bill: Create purchase bill
• New Order: Create purchase order
• New Payment: Record supplier payment

Master Data Quick Creates

• New Customer: Add customer quickly
• New Supplier: Add supplier quickly
• New Item: Add item quickly
• New Category: Create category

2. Quick View Actions

Quickly view information:

View Actions

• View Details: Quick view of record details
• View History: View transaction history
• View Reports: Quick access to reports
• View Statement: View account statement

3. Quick Edit Actions

Quickly edit records:

Edit Actions

• Quick Edit: Inline editing
• Edit Details: Open edit form
• Bulk Edit: Edit multiple records

4. Quick Print Actions

Quickly print documents:

Print Actions

• Print Invoice: Print invoice directly
• Print Receipt: Print payment receipt
• Print Report: Print report
• Print Label: Print item label

5. Quick Email Actions

Quickly send emails:

Email Actions

• Email Invoice: Send invoice via email
• Email Report: Email report
• Email Statement: Send statement

Using Quick Actions

How to use quick actions:

From Dashboard

1. Go to Dashboard
2. Find quick action buttons or cards
3. Click on the desired action
4. Action will be performed or form will open

From List View

1. Navigate to any list (Customers, Items, etc.)
2. Look for quick action buttons
3. Or right-click on a record
4. Select action from context menu

From Detail View

1. Open any record detail page
2. Find action buttons or menu
3. Click on desired action
4. Action will be performed

Quick Action Menu

Access quick actions from menu:

Menu Access

• Plus Icon: Click + icon for quick create menu
• Action Menu: Three-dot menu for actions
• Context Menu: Right-click for context menu

Customizing Quick Actions

Some quick actions may be customizable:

Customization Options

• Favorites: Mark actions as favorites
• Order: Reorder quick actions
• Visibility: Show/hide actions
• Shortcuts: Assign keyboard shortcuts

Quick Action Examples

Example 1: Quick Invoice Creation

Creating invoice quickly:

1. Click "+" icon or "New Invoice" button
2. Quick invoice form opens
3. Select customer (or quick add)
4. Add items quickly
5. Save invoice

Example 2: Quick Customer Payment

Recording payment quickly:

1. Go to customer detail page
2. Click "Quick Payment" button
3. Payment form opens with customer pre-filled
4. Enter amount and details
5. Save payment

Example 3: Quick Item Add

Adding item to invoice quickly:

1. While creating invoice
2. Click "Quick Add Item" or press shortcut
3. Quick item form opens
4. Enter basic item details
5. Item is added to invoice

Mobile Quick Actions

Quick actions on mobile devices:

Mobile Features

• Floating Action Button: Floating + button
• Swipe Actions: Swipe for quick actions
• Long Press: Long press for context menu
• Quick Access Bar: Bottom action bar

Best Practices

• Learn Actions: Learn available quick actions
• Use Regularly: Use quick actions in daily work
• Customize: Customize quick actions to your workflow
• Keyboard Shortcuts: Use keyboard shortcuts for quick actions
• Organize: Organize quick actions for efficiency

Productivity Tips

• Master Common Actions: Master most frequently used actions
• Create Workflows: Create workflows using quick actions
• Reduce Clicks: Use quick actions to reduce clicks
• Speed Up Tasks: Speed up repetitive tasks

What's Next?

After learning quick actions:

1. Practice using quick actions
2. Identify your most used actions
3. Customize quick actions if available
4. Improve your workflow efficiency
5. Share quick actions with team

Using quick actions effectively significantly improves your productivity and workflow efficiency in EquiBillBook.