Keyboard Shortcuts
Overview
Keyboard shortcuts let you work without reaching for the mouse. Most of them are on a menu or a right-click context menu: the shortcut appears next to the option it runs.
A shortcut only works where its option is available. For example, Ctrl + Delete deletes the selected line on any screen that has Delete on its menu.
Menu Shortcuts
| Shortcut | What it does | Where it works |
|---|---|---|
| Ctrl + Delete | Deletes the selected entry (Delete, or Delete Item, Delete Price, Delete Task and so on). | Most lists and grids with a Delete option on their menu (about 55 screens), such as accounts, statuses, menu items, staff and transaction items. |
| Ctrl + U | Moves the selected line one line up (Move Up). | Lists you can put in order (about 14 screens), such as the Chart of Accounts, statuses, menu items, transaction item lines and estimates. |
| Ctrl + D | Moves the selected line one line down (Move Down). | The same lists as Ctrl + U. On Batch Items, it copies the selected entry (Copy). |
| Ctrl + I | Opens the item's Item Summary (View Item Summary). | |
| Ctrl + H | Opens the item's purchase history (View Purchase History). | |
| Ctrl + T | Opens the item's tracking details (View/Edit Tracking). | |
| Ctrl + M | Adds a custom material (Add Custom > Material), or a Material line on an Item's Costing tab. | An estimate; the Item edit form. |
| Ctrl + S | Adds a custom service (Add Custom > Service), or a Service line on an Item's Costing tab. | An estimate; the Item edit form. |
| Ctrl + P | Adds a custom assembly (Add Custom > Assembly), or a Component line on an Item's Costing tab. | An estimate; the Item edit form. |
| Ctrl + N | Opens the line's note (View/Edit Note). | An estimate. |
| Ctrl + T | Tests the selected parameter (Test Parameter). | An Estimate Type's parameters. |
| Ctrl + H | Highlights the parameters that depend on the selected one (Highlight Dependents). | An Estimate Type's parameters. |
| Ctrl + C | Removes the person from the selected entry (Clear). | The Organigram. |
| Ctrl + F | Finds a customer or supplier account (Find Account). | The customer or supplier field of a ledger transaction. |
| Ctrl + B, Ctrl + I, Ctrl + U | Makes the selected text bold, italic or underlined. | The text editor for specifications and Service Manager task notes. |
| Ctrl + X, Ctrl + C, Ctrl + V | Cuts, copies and pastes text. | The text editor for specifications and Service Manager task notes. |
| Ctrl + Z | Undoes the last change. | The text editor for specifications and Service Manager task notes. |
Production Planning
| Shortcut | What it does | Where it works |
|---|---|---|
| Ctrl + N | Moves the selected task to its next status (Next Status). | The Planning Board and the View/Edit Job tasks. |
| Ctrl + P | Moves the selected task back to its previous status (Previous Status). | The Planning Board and the View/Edit Job tasks. |
| Ctrl + C | Sets the selected task to complete (Set to Complete or Complete Status). | The Planning Board and the View/Edit Job tasks. |
| Ctrl + R | Sets the selected task to ready (Set to Ready). | The Planning Board. |
| Ctrl + H | Highlights the selected job (Highlight). | The Planning Board. |
| Ctrl + Delete | Deletes the selected task (Delete Task). | The View/Edit Job tasks. |
| Ctrl + A | Selects all the tasks. | The View/Edit Job tasks. |
Service Manager Project Tasks
| Shortcut | What it does | Where it works |
|---|---|---|
| Ctrl + Enter | Adds a sub-item below the selected line (Add Sub-item). | A service ticket's Projects tab and Project Templates. |
| Ctrl + Up | Inserts a line above the selected line (Insert Item Above). | A service ticket's Projects tab and Project Templates. |
| Ctrl + Down | Inserts a line below the selected line (Insert Item Below). | A service ticket's Projects tab and Project Templates. |
| Alt + Up | Moves the selected line one line up (Move Up). | A service ticket's Projects tab and Project Templates. |
| Alt + Down | Moves the selected line one line down (Move Down). | A service ticket's Projects tab and Project Templates. |
| Shift + Alt + Down | Duplicates the selected line (Duplicate). | A service ticket's Projects tab and Project Templates. |
| Ctrl + A | Selects all the tasks. | A service ticket's Projects tab. |
Enter and Esc
Enter runs the button that belongs to the place you are in, so you can keep typing.
| Shortcut | What it does | Where it works |
|---|---|---|
| Enter | Runs View (button): shows the list with the filters you set. | A filter field above a list, such as a dropdown list or a date (about 55 screens). See Layout. |
| Enter | Runs the batch update, as Update (button) does. | A batch update field (about 35 screens). |
| Enter | Saves the row you are editing. | A grid you can edit, such as accounts, statuses, categories, menu items or transaction items (about 60 screens). |
| Enter | Opens the selected record, as Edit does. | A list of records, such as customers, suppliers, contacts, Items, service tickets and ledger transactions (about 15 screens). |
| Enter | Adds what you entered, as Add (button) does. | An entry field next to an Add button, such as adding an item, an approval or a serial number (about 10 screens). |
| Enter | Selects the highlighted entry, as Select (button) does. | A lookup window, such as the Item lookup. |
| Enter | Opens the transaction or service ticket with the number you entered. | The find-by-number field on a transaction or service ticket list. |
| Esc | Closes the window. | Popups and lookup windows, such as user access, menu editing, groups and the changelog. |
Selecting and Moving Around
These shortcuts come from the grids and editors that BOS Enterprise uses.
| Shortcut | What it does | Where it works |
|---|---|---|
| Ctrl + left-click | Selects several entries that are not next to each other. | Any list or grid, for example, before a batch update. |
| Shift + left-click | Selects every entry between the first and the last one you click. | Any list or grid. |
| Ctrl + A | Selects all the entries. | Lists that allow several selected entries, such as before a batch update. |
| Tab | Moves to the next field. | Any form, such as a quotation's item lines. |
| Space | Opens the item lookup. | The item field on a quotation's item lines. |
| Up, Down | Scrolls through the entries of an open dropdown list. | Any dropdown list. |