VIDEO TUTORIAL
V9 - List functions
Video transcript: List functions
Introduction
SOS Inventory contains many different types of lists. Most are accessible through links underneath the Operations menu to the left, and within the Configuration mode, which is found underneath the Tools and settings icon, Configuration.
List overview
A list provides a summary view of its data record. It also allows the user to drill down for further information and to perform a
variety of actions on a record.
In this items list, below you'll see that there is a display message showing you a summary of the current settings for this page, showing such as Showing archived and unarchived items. That is going to be based on the filter options that I've selected through the Filter icon.
+Add button
The +Add button allows you to create a new record. This button is found in almost all lists in SOS Inventory.
Actions
Actions are the options that can be applied to a specific record on a list. Those options will vary, just depending on the list view that you're currently viewing. The most commonly used action for a record, however, is to edit it.
Clicking on the record, such as a transaction reference number, an item's name, or a customer or vendor name, or a lot or serial number, will open the record's Edit page, allowing changes to be made as necessary.
Additionally, with this document's Paperclip icon, you can add and manage attached documents after saving the record. Any changes made to the Edit page must then be saved, and you can do so by selecting Save and close.
All other actions are accessible by selecting the blue drop-down menu for the record.
Batch actions
The Batch action icon allows a common action to be applied to multiple rows of records at one time. To apply the batch action to a record, select the check boxes to the far left, then you'll be able to select batch actions. And then the batch action area will vary just depending on your list view that you are reviewing. Additionally, you can select the checkbox within the column header and that will select every record on the displayed list view.
Export
The Export icon downloads a file containing the data on the currently displayed list view. The number of records and columns of data included in that export are going to be based on the user's Filter settings and the columns displayed on the list.
Quick search
The Quick search feature limits your search to the data that is on the list that you're currently reviewing. It's going to return all of your results that meet your search string criteria. So for example, if I begin typing Flight jacket, my quick search will begin to start looking for everything that has that search screen.
Filter
The Filter icon allows you to select the specific type of record you want to be displayed on your list view. The filter options will vary, just depending on the list that you're currently on. So you'll go through and be able to select your filters accordingly, and then apply those changes. And if you ever need to reset to the defaults, you can go ahead and clear out your filters. And lastly, filters selected by one user do not affect any other users within the system.
Columns
The Columns feature allows you to choose columns of information to display within your list view. Column options include standard SOS inventory columns included within your subscription plan, as well as any custom fields that you've created that are relevant to this list type that you're
on. Columns are shown in the Current and Available boxes, and it allows you to add and remove columns by dragging and dropping the information
from the Current to Available, or the Available to the Current boxes.
Columns can also be reordered by moving them up and down within the current box. However, there is an exception to this. Any column that functions as a record identifier cannot be reordered--such as a reference number for a transaction or your item's name. These identifiers are not included in the list column options because they are displayed permanently within the list view, and they're in a set position within the list, as you can see here.
Columns that have been modified by one user, it will not and does not affect any other users list within the system.
Sortable column headers
Column headers are sortable, so you can sort rows of records in ascending or descending order with using these arrows next to the column header.
Page navigation
On the right hand side of the list view, you also have Page navigation arrows, as well as number pages. Clicking on the number will send you to that page of the list or you can certainly click into the arrows to turn the page.
Stars
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 within your list view. The star color depends upon the option selected within your star settings that are found within Tools and settings, underneath the Configuration mode under Company settings General.
Once the color option has been set, then a star can be clicked until the desired color appears for that data record. To get rid of a star color on a record, go ahead and click it until the star returns to the regular outline. The default color order is the empty outline star. Then, by selecting it once, it'll turn yellow. If using all colors, the order is empty star, then red, yellow, and then green.