Filter a List

How Do I?

Note: Not all tasks apply to all list types.
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Filters allow you to group and work with records or documents that have information in common.

There are two list types in Point of Sale, with different filtering capabilities. Choose the list type you are working with for more information:

Item, Customer, Sales History, or Receiving History lists

This information applies to item, customer, sales history, and receiving history lists. Select a pre-defined Filter from the drop-down list at the top of the window and your records are instantly filtered, displaying only the matching records. Shown is the item list filter.

All other lists

This information applies to department, vendor, employee, customer order, purchase order, transfer history, and adjustment history lists.

In these lists you can select a pre-defined filter or create and save your own.

You enter the criteria you wish to match and the program gathers and displays only the appropriate records. This is a highly useful feature when you want to view or work with a subset of a list or wish to restrict the data included in a report.

This general filtering topic covers the basics of filtering in Point of Sale. Not all options shown here are available in every area, but the general instructions remain the same.

Tip: Define and save a custom filter

To filter a list:

1. Display your list, and then select one of the following from the drop-down list in the View field at the top of the window:

- A predefined filter, such as A ll Records, T his Month, This Week, etc. (choices vary by list)

- A previously defined and saved custom filter (your custom names displayed)

- Create Filter to define custom filter criteria, and optionally save it for future use

- Manage Filters to edit, rename, delete, or rearrange the display order of your previously saved filters

If you select a predefined or saved filter, the list is immediately filtered and the steps below do not apply.

2. If creating a new filter, enter filter criteria values in any of the available fields. Learn more about entering filter criteria

3. click A pply (or S ave, if you want to memorize the filter for future use. If saving, give your new filter a unique name and then click OK).

The records matching your criteria are displayed (or included in a report). To return to the display of all possible records in a list, select the All <records> option from the View drop-down.

Related Topics

Manage list filters

View list summary statistics

Notes:

- When filtering for a time period, we recommend you select the shortest time frame practical for your current task. For example, filtering your sales history list for receipts made T his Week or This Month results in a much faster display that filtering for A ll Receipts.

Related Topics

Locate a record or document