Work with a Form

How do I? | Find a Record or Document | Work with a List

A Point of Sale form is a detailed view of a single record or document. Forms are used when creating or editing a document or record.

Point of Sale has three form styles: sectioned, tabbed, and document.

Sectioned Form Example: Customer

Tabbed Form Example: Vendor

Document Form Examples: Sales Receipt Purchase Order

Following are descriptions of available form functions:

To | Do this
Navigate fields | Touch or click the field you wish to select. Use <> or <Tab> to move forward through fields. Use <> or <Shift + Tab> to move back through fields. Only fields yellow/white in color can be edited. Gray fields cannot be selected or changed. If you believe you should be able to edit a field but cannot, check the logged-in user's security rights or read the following: Why is a Point of Sale feature not available to me? Editing Documents
Change Tabbed Page (Tabbed Forms) | Click or touch a tab at the top of the form. Keyboard: Press <Ctrl+1>, <Ctrl+2>, etc. to move to each tab in sequence.
Expand/Collapse Section (Sectioned Forms) | Click or touch the section titlebar.
Cycle through records (Tabbed Forms) | Use <Ctrl + Page Up> to display the previous record in the associated list. Use <Ctrl + Page Down> to display the next record in the associated list. This function is only available from the primary tabbed page (Name & Address page in a customer record) and cannot be used while in the process of creating a new record.
Enter or edit data in a field How do I? | Select an editable field and begin typing to overwrite the current entry. Click in the field a second time to edit character-by-character. To edit the items listed on a document, select the item and then click Edit or another action button on that row.

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