Common Actions

Search - Search by Relevant Criteria

Use the Search feature to quickly locate specific items within any module.

To utilize this feature, proceed with the following steps:

1. Navigate to your desired app / feature.

2. Click on the “Search” Bar (Top of the screen)

3. Enter keywords that match your relevant criteria

   --> Results will be automatically displayed on the screen.

Filter

• Apply one or more filters to refine listings

To filter the data, proceed with the following steps:

1. Navigate to your desired app / feature.
2. Click “Filter” (Top right corner)
3. Upon selecting filter, add the following information:
   • Select a field (A dropdown list will appear. Choose the fields you wish to include.)
   • Select Operator (Equals, contains, starts with, etc.)
   • Enter Value
4. Click “Save Changes” (Filtered data will be automatically displayed on the screen.)

Types of filtering:

1. Match any: an item will be included in the filtered results if it satisfies at least one of the specified conditions / filters.
2. Match all: an item will be included in the filtered results only if it satisfies every single one of the specified conditions simultaneously.

Filter by Time Period

Use the Filter by Time Period option to refine the data displayed and other relevant views (e.g., quotations, invoices) based on specific timeframes.
To apply a time-based filter:

1. Navigate to your desired desired app / feature..
2. Click “Period Type” dropdown (Top of the screen)
3. Choose your desired option (A dropdown list will appear.)
   • Common options include: Custom (With custom date range), Month, Quarter, Fiscal Year, All, Today.
4. Filtered data will automatically be displayed reflecting your chosen time period.

Modify Columns - Choose which columns to display

To select the columns you wish to display on the screen, proceed with the following steps:

1. Navigate to your desired app / feature.
2. Click the “Columns” buttom (Top right corner)
3. Upon selecting "Columns”, you will be able to select the attributes that you want to view.

Export - Export document to excel

To export the data, proceed with the following steps:

1. Navigate to your desired app / feature
2. Click “Export” (Top right corner)
3. Upon selecting export, a pop-up message will appear.
   Click Export to confirm.

If filtering options are required, a filtering window will appear.

Print - Print Document

To print the current view, proceed with the following steps:

1. Navigate to your desired app / feature.
2. Click "Print" (Top right corner)
3. Upon selecting print, a pop-up message will appear.
   Click Print to confirm.

If filtering options are required, a filtering window will appear.

Dropdown Menu - Add Options

If the specific option you need is not already available in a dropdown list, you can often create a new one directly from that field.

To add new options, proceed with the following steps:

1. Navigate to your desired app / feature.
2. Click on the relevant dropdown field.
3. Scroll to the bottom of the dropdown list, and click the “Add Option” button.
4. Input the required information for this new option
5. Click the “Save” button to add your new option to the system and the dropdown list.