The Toolbar in F&O

Once you've navigated into a module or opened a specific page, like a vendor record, journal entry, or purchase order you'll notice a toolbar at the top of the screen. This is called the Action Pane, and it's where most of your interaction happens.

At the far left of the Action Pane, you'll find three key buttons that are always present, no matter which page or module you're in:

Button	Function	Why it matters
Back	Returns you to the previous page or list view	Keeps navigation smooth and intuitive
Save/Edit	Toggles between editing mode and saving changes to the current record	Lets users switch into edit mode and commit updates without hunting for controls
New	Creates a new record (e.g., a new invoice, customer, or journal)	Starts fresh entries without needing to re-navigate

These buttons are anchored in place; they won't shift or disappear as you move through tabs or sections within a form. That consistency helps users stay oriented and confident, especially when multitasking or working quickly.