v8 - List functions
Lists—such as those for items, transactions, vendors, and customers—are the heart of SOS Inventory. SOS Inventory contains many different types of lists, which can be accessed via the links under the icons on the Task bar and the Operations menu.
As shown in the screenshot below, a list provides a summary view of its data records. It also allows the user to drill down for further information and to perform a variety of actions on a record if desired.
Let's break down the different elements of a list page.
Display message
In the blue bar at the top of the list, the Display message shows a summary of the current settings for the page, such as Showing 50 unarchived sales orders. This message reflects the selections made in the Change filter.
Page navigation
The Page navigation icons are located in the upper and lower left corners of the list page. Select a number to go to that list page or click on either of the chevrons to go to the first or last page. The number of records displayed on a page is set in the Change filter. If it cannot fit all the lines in the display area, a scrollbar will appear on the right side.
Actions and batch actions
Actions menu. Actions are the options that can be applied to a specific record on a list. Those options vary, depending upon the particular list. The most commonly used action for a record is to edit it. Select the Edit button to open the record. Any changes made to the Edit page must be saved.
All other actions are accessible by selecting the dropdown arrow to the right of the Edit button.
Batch actions menu. The Batch actions dropdown allows a common action to be applied to multiple rows of records at one time. For each data record on which the batch action should be performed, select the checkbox in the far left column. Checking the box in the column header selects every record on the displayed list page. The batch action options vary, depending on the list.
See Action and batch action descriptions for explanations of all actions and batch actions available in SOS Inventory.
Change filter
The Change filter allows you to select the specific type of information to display on the list. When the Change filter icon is selected, a pop-up window similar to the screenshot below opens, displaying the filter options available. Filter options vary, depending on the list. Select Apply when finished making your filter choices.
The filters chosen remain until they are reset by the user. To return to the default filter settings, select Clear.
Quick search
Quick search is an intelligent search limited to data within a list, returning all results that meet the search string. Not all columns are searched.
Add new
The Add new button allows the creation of a new record of the same type as others displayed on a particular list. This button is found on almost all lists in SOS Inventory.
Column chooser
The Column chooser allows you to select columns of information to display that are appropriate to the type of list. Select the gear icon directly below the Add new button to open the Column chooser pop-up window.
Check or uncheck the columns as desired, then go down to the bottom of the pop-up window and select Apply.
Excel export
The Excel export icon is located at the top of a list and to the right of the Column chooser. Excel export lets you save your currently-viewed data as a spreadsheet. This feature affects only the page of data you are displaying and not the entire list across multiple pages.
Stars
Stars is a feature set in Company settings. The color of a star on a data record can be used as a reminder, or in a stoplight fashion to show the importance of that record in the list. Once star colors have been established in the Company settings (Company menu > Admin > Company settings), a star can be toggled until the desired color appears for that data record. A star toggled off will be grayed out.
