Bizuno is mostly clickable, but a handful of keyboard shortcuts and navigation habits make daily use dramatically faster. This article captures the shortcuts that exist and the workflow tricks that don’t show up in documentation but experienced users discover.
Global shortcuts #
| Key | What it does |
|---|---|
Ctrl + S | Save the current record (most edit screens). |
Ctrl + Enter | Save and close (many edit screens). |
Esc | Close the active dialog or cancel the current edit. |
Tab | Next field. |
Shift + Tab | Previous field. |
/ | Focus the global search box. |
? | Show context help for the current screen (where available). |
Line grid shortcuts (invoices, POs, quotes) #
| Key | What it does |
|---|---|
Tab from last cell | Create a new line row. |
Ctrl + D | Duplicate the current line. |
Delete or Ctrl + Del | Delete the current line. |
Alt + up/down arrow | Reorder lines. |
| Start typing in SKU column | Open lookup with partial match. |
Date field shortcuts #
| Input | Effect |
|---|---|
t then Tab | Today. |
y then Tab | Yesterday. |
+7 then Tab | 7 days from the current date. |
-30 then Tab | 30 days ago. |
Numeric only (e.g., 415) | April 15 of current year (date parsing varies by locale). |
Search / lookup shortcuts #
| Key / Input | What it does |
|---|---|
* | Wildcard; show all records in the lookup. |
| Partial SKU or name | Fuzzy match. |
Enter on a lookup row | Pick that record. |
Esc | Close lookup without picking. |
Toolbar conventions #
Most screens have the same toolbar layout. Keys:
- New (
Ctrl+Non many screens) — start a blank record. - Save (
Ctrl+S). - Save & New — save current, open another blank.
- Print — render the PhreeForm template for the record.
- Email — send the rendered PDF.
- Attach — add a file to the record.
- More actions menu — void, duplicate, convert, reverse.
Browser keyboard tricks #
Bizuno is a web app, so your browser’s shortcuts remain useful:
Ctrl+ click a menu item to open in a new tab — great for parking a reference screen while you edit.Ctrl+Lto focus the address bar — type in your saved bizRt URL, hit Enter.Ctrl++/-to zoom if your screen is small;Ctrl+0to reset.F5to refresh — the cheap fix when the UI gets stuck.
Workflow habits that save time #
- Dashboards — configure once, use daily. Two clicks to the widget beats five clicks through menus.
- Bookmarks — URL-bookmark the screens you open every day.
- Recently viewed — the sidebar’s “Recent” list jumps back to records you just had open.
- Multi-tab workflow — open a customer in one tab, their invoice in another, a report in a third. Bizuno supports this natively.
- Save & New on volume entry — when entering 20 receipts or 20 bills, Save & New shaves two clicks per document.
Dashboard widget tricks #
- Drag widgets to reorder.
- Resize widgets from the corner.
- Most widgets offer a View All link that jumps to the full list with the widget’s filter applied.
- “Pin” a widget to appear on every dashboard if it’s universally useful (e.g., Cash Position).
Report parameter shortcuts #
- In date range fields on report parameters, the date-field shortcuts above (t, y, +N, -N) work.
- Leave a filter blank to mean “all”.
- Save a report + parameter set as a named preset (e.g., “Monthly Ridgeline Cash Flow”) — appears as a one-click run on future visits.
Printing & PDF #
- Most transaction screens support a preview PDF before printing — check merge values before committing to paper or an email.
- Print to PDF from the browser is always available; good for archive copies when a workflow doesn’t have a built-in PDF button.
Tips for Ridgeline Cycles #
- Bolt down these three habits first:
Ctrl+Sto save,t+Tabfor today,/to search. They’re the ones you’ll use dozens of times a day. - Lead mechanics and service advisors get more out of dashboard widgets than they realize. Show them once and the productivity shows up immediately.
- If an action isn’t keyboard-accessible, mention it to Bizuno feedback. Many small shortcut improvements come from user requests.
Where to go next #
- URL & Journal Reference — deep-link URLs you can bookmark.
- Common Issues & Troubleshooting — when the shortcuts don’t behave as expected.
- Getting Help & Community — community tips and power-user forums.
