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.