Many listing screens can be shown with your own company's choice of columns.
If you're a manager, you'll see a "Configure and export" link under the "More actions" button. On the modal that comes up, you can:
- Drag columns to their new positions
- Select and deselect columns using the tick boxes
- Set the sort order by clicking in the box to toggle between:
- no sort
- A-Z (ascending)
- Z- A (descending)
Once you're satisfied, click the Save button to apply your changes.
Column configuration is applied for all users globally.
Most screens have options for filtering data. Where filters are available, the "filter slider" is available to the right of the menu bar.
Click the filter slider to open it. Manipulate the fields to enter the desired values, select from the drop-downs and date pickers, then click "apply filter".
The screen is then filtered and the filter slider closed. Once the filter slider is closed, you can tell that filters are active because the filter skyscraper becomes blue.
To clear a filter, open the filter slider and click on ‘clear’.
If you find yourself using the same filters over and over again, create a preset.
Presets allow users to visit a pre-filtered list of rows with just one or two clicks, which is great for common tasks such as "Pick next day delivery" (goods out notes not yet picked, filtered by shipping method).
To create a preset:
- Go to the screen you want to filter .
- Open the filter on the left .
- Choose your filter options .
- At the bottom, click Save as new preset and give it a name.
- Click Filter and save as new preset.
Note: Presets can be created by anyone, but are only visible to your login. We recommend that warehouse managers log in with their staff accounts to set up presets.