App Home Screen configuration allows you to set which buttons will be displayed on the Pepperi Home Screen and their titles as well as a Home Screen Shortcut.
You can also configure the home screen wallpaper. For details on how to do this see Company Branding - Logo and Home Screen.
The option you select for the Home Screen shortcut will be the top button on the Home Screen. It will be highlighted and provide direct access to the screen - bypassing any screens typically shown along the way.
For example, if you select a Sales Transaction as the shortcut button, it will open a list of Accounts to select from and then open the catalog, bypassing the Accounts View and Dashboard screens.
Go to Settings -> Company Profile -> App Home Screen
Edit the form for the profile you wish to configure (Admin, Rep, Buyer, other).
Drag Activities/Transactions or any General items from the available fields to the layout.
Click the pencil icon to edit the button title.
The fields you select will be displayed from left to right on the bottom of the home screen.
The result of the configuration and the shortcut "Create New Order" on the Home Screen:
If you are using the Pepperi Storefront for your buyers, you can edit the Buyers form and configure their home screen differently.
To set the Home Screen Shortcut:
Settings gear -> Company Profile -> Home Screen Shortcut
Edit the relevant form and select one of the available fields to be the shortcut button (shown above in orange).
Please sign in to leave a comment.