SIX ERP is designed with productivity in mind, offering an array of shortcuts that can significantly speed up your workflow and reduce reliance on mouse navigation. Whether you're creating new records, navigating through lists, or executing miscellaneous commands, mastering these shortcuts will elevate your efficiency and provide a smoother user experience. Let's dive into some of the keyboard shortcuts available in SIX ERP and how you can utilize them to their fullest potential. You can find an accurate list of all SIX shortcuts on the main Dashboard inside your own Pod.
SIX ERP supports a variety of shortcuts for quickly creating new records, reducing the steps required to add new data to the system.
Shift + C: Create a new Customer.
Shift + L: Create a new Lead.
Shift + I: Create a new Invoice.
Shift + E: Create a new Estimate.
Ctrl + Shift + P: Create a new Proposal.
Ctrl + Shift + E: Create a new Expense.
Shift + T: Create a new Task.
Shift + P: Create a new Project.
Shift + S: Create a new Support Ticket.
Utilizing shortcuts allows you to swiftly add new entries without navigating through menus, saving valuable time.
Efficient navigation within SIX ERP is crucial for managing your day-to-day tasks. The following shortcuts enable you to quickly access various sections of the ERP system:
Alt + D: Go to the main Dashboard.
Alt + C: Go to the Customers List.
Alt + T: Go to the Tasks List.
Alt + I: Go to the Invoices List.
Alt + E: Go to the Estimates List.
Alt + P: Go to the Projects List.
Alt + L: Go to the Leads List.
Ctrl + Alt + T: Go to the Tickets List.
Ctrl + Alt + E: Go to the Expenses List.
Alt + R: Go to the Sales Report.
Navigation shortcuts streamline moving between different sections, making your workflow more fluid and efficient.
In addition to creation and navigation shortcuts, SIX ERP offers several miscellaneous shortcuts to enhance usability and accessibility:
Shift + K: Focus on the top search bar.
Shift + D: Focus on the table search.
Ctrl + Shift + L: Logout of the system.
Shift + F: Toggle sidebar visibility.
Ctrl + F1: Open Interactive Help.
Miscellaneous shortcuts are designed to improve your overall system interaction, from searching for records to accessing help resources.
To get the most out of these shortcuts, consider the following tips:
Memorize frequently used shortcuts to integrate them seamlessly into your daily tasks.
Practice using shortcuts in a test environment before applying them to critical tasks to ensure accuracy and familiarity.
Customize your workspace to accommodate the use of keyboard shortcuts, such as adjusting your keyboard for easy access to modifier keys.
Share knowledge with your team about the benefits and uses of these shortcuts to enhance collective productivity.
Keyboard shortcuts in SIX ERP are a powerful feature designed to optimize your workflow and enhance your efficiency. By familiarizing yourself with these shortcuts and incorporating them into your daily operations, you can significantly reduce the time spent on repetitive tasks, allowing you to focus on more strategic activities. As you continue to explore and utilize these shortcuts, you'll discover a more streamlined, productive way of navigating and managing tasks within SIX ERP.