Customize List Columns

How Do I?

Note: Not all tasks apply to all list types.
Sort and scroll in a list
Filter a list
Customize a collapsed list information panel
Export a list
Print a list
Complete other list tasks
Customize my printed documents

Use these procedures to add, remove, or rearrange the columns in a Point of Sale list. The procedure varies slightly depending on your list. Select the list type you are working with for specific instructions:

Item, Customer, Sales History, or Receiving History lists

This information applies to item, customer, sales history, and receiving history lists.

To customize list columns:

1. Right-click on any list column header.

A list of available columns is displayed. The columns already shown in the list are at the top of the list with check marks. The remainder of the list is the available columns in alphabetical order.

2. Scroll through the list and click the columns you wish to add (or click an existing column to remove it).

3. When done, click anywhere outside the list to close it.

4. In the list, drag column headers to put them in to the position you prefer and/or drag header divider lines to re-size the column width.

All other lists

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

To customize list columns:

1. Right-click on any list column header.

2. From the popup menu, select either:

- Adjust Column Widths to adjust the width of all columns to the width of the largest entry in the column.

- Customize Columns to add, remove, or rearrange columns (see below).

To add or remove columns, or to rearrange their order:

1. Select C ustomize Columns as described above.

2. Perform the appropriate actions:

- To add a column: Select a column name in the Available Columns list on the left, then select A dd. The selected column is added to the Chosen Columns list on the right.

- To remove a column: Select a column name in the Chosen Columns list on the right, then select R emove. The selected column is added back to the Available Columns list on the left.

- To rearrange column order: Select a column name in the Chosen Columns list on the right, then select M ove Up or Move Down until it is in the desired position.

- To reset columns to the default settings: Select Default. All columns are returned to the same state as when you first installed Point of Sale.

3. Select Save.

Notes:

- You can rearrange column order or column widths directly in the list:

- To move a column, click and hold on the column header and drag it to the desired position.

- To adjust a columns width, click and hold on the separator (the small vertical line) between column headers and drag the separator until the column is the desired width.

- Some columns (fields) in your item list can be renamed to better suit your business needs. Read the customizing field labels topic for more information.

- Customizing the columns in a list does not affect how columns appear in reports or on printed documents. Read modifying report options for more information on customizing reports. Read the Print Designer overview fro information on customizing printed documents.

Related Topics

Locate a record or document

Use custom fields