Customize the Action Menu in Finale Inventory

This video shows the process to customize the action menu using our software. This is something that not many people know about but is a very useful tool.

customize the action menu

With this, you can customize your action menu to fit your specific needs to make the best of our software. See the video below for instruction:

Customize the Action Menu

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Video Transcription

Hello. This is Mike, Finale Inventory. In this short video, we’re going to show you how to add your own document report or label to an action menu item in the user interface in Finale. Some people don’t know you could even do this to customize the action menu. But, let me show you what I’m talking about. So, let’s flip over to Finale. So, in Finale, when we talk about the user interfaces, we’re talking about what you see here. So, let’s go to View Sales for a second, and then let’s click on, let’s say a sales order. Now, many times people want to print out a document of the sales order. So, they know they can go here to the Action menu. So, this is what I’m referring to, is the Action menu. And you notice how there is selections down here at the bottom, let’s say, email a sales order or print a sales order. So, they want to do a print sales order. So, when they select this, of course, then Finale prints off this document like this. So, it comes out and that says, “Here’s a sales order.” So, many times they say, “I want to put a bar code, I see in your videos I’ve got a bar code scanner, and I need a bar code of the order number up here next to the sales number.” So, let me show you how to do that. It’s already in your account. Now, let me show you how to set it up.

So, we’re going to jump back over here. And we’re going to show you how to do it. So, what you need to do is go right here to Action menu on the sales order. You’re going to say, Customize This Screen. Now, when it brings up this screen, this is in your application settings actually, and we’re in the Screens tab, and then we’re on the Sales Order screen. So, if you see right here, we’re on the Sales Order screen. And then right here, do you recognize this? So, print sales order, and then the format output says, email. And then, the menu item, so this is what we’re talking about, the menu item name on the action menu. It says, email the sales order. Then, there’s some settings over here to actually set up the email. And then, for us to print, we use the report that’s called, Print Sales Order, and we’re going to say we want it in a PDF format, and we want the menu action name to say, Print Sales Order. So, how can we add one to make it print a sales order bar code? What we do is we add a whole other report that’s got a bar code on it for the sales order. Where would we find that? Let’s talk about that.

So, we’re going to jump over to the Report screen, and I happen to know that, hey, sales orders are documents. So, I’m going to go to the Document page. On your sales documents, so we’re in the Document tab of the Reports, you’re going to have one that you’ll see it and it says, Print Sales Order With Bar Codes. All right. Now, I have other ones because I have other custom reports, just like you can too in the future. So, you can see that there is already a document here that has a bar code on it for the sales order. So, we want to link to this one. So, let’s jump back. So, how do we do that? So once again, we’re going to go back here to the sales order, go to the Action menu, Customize the screen, and then all we need to do here is click and add our own report. So, I’m going to click right here, and I’m just going to type in barcode, B-A-R-C-O-D-E. And you’ll see all the labels and reports that have the word barcode in them. So, I’m going to scroll down here. I’m going to find the one that says, Print Sales Order With Barcode. So, this one right here, Print Sales Order With Barcode. So, I click it. So, that is the document that I want to use, and I want it to go out in PDF. And then, I’m going to give it a title. So, I’m going to say, Print Sales Order With Barcode, just like that. So, this is the text that’s going to appear on the action menu. So, I hit Save Now. Now, let’s go back to the Sales screen. So, what I’m going to do is just go back to sales, and click on a sales order, and look what happens on the action menu. Do you see it? Now it shows up right there, Print Sales Order With Barcode. That’s what we typed, and of course, we linked it to that specific report. So, if I execute that selection, it actually will pull up and it will print the barcode, because it’s a different document template. So, that’s how you add your own link to the action menus. Now, the action menu links is available in many areas of the program. Okay. So, let me just show you how to customize the action menu.

You’ve got the action menu here that you can add it to. You can also add it to the action menu on the shipment tab. You can, of course, add it to purchase orders. So, when you’re inside of a purchase order, you’ve got an action menu here as well, and you can add your own customs here. And that’s how you do it. Okay. There’s the tip to customize the action menu. Enjoy.