Creating New Records

There are several ways to create a new record in Trayse Inventory:
From the secondary menu, click the plus icon "+".  In this example, Purchase Order has been selected in the menu, revealing a secondary menu.
Adding from the menu buttons
In the Trayse Inventory menu set click the Add + button.  This will appear in both the list view and the detail view of that module.
Adding from the header button in a list layout
Adding from the header button in a detail layout
In the Application menu go to Records/New_______ (in the image, it is "New Purchase Order".  For items it would be "New Item", etc.).
Adding from the FileMaker menu options
Using the same image above, users can also use the keyboard short-cut of Control+N on Windows or Command+N on Mac.
Last modified 1yr ago