Work with a List

How Do I?

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

Lists present all (or a filtered subset) of the documents or records created in an area in a format similar to a spreadsheet. A list can be sorted, filtered, and searched to help you locate a record or group of records.

There are two list types in Point of Sale, with slightly different features and procedures. 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. Shown is an item list for example.

The same list is shown below with Show Details for the selected record shown. Drag the divider line between the list and the details to resize the detail pane. Details will stay open, even if you select another record, until you click Hide Details. Click Edit to make changes to the current record.

The following functions are available in these lists:

To: | Do this:
Add, remove, or rearrange columns | Right-click anywhere in the list and select customize columns, or drag and drop a column header to a new position. You can add, remove, and rearrange columns to meet your needs.
Sort the list | Click any column header to sort the list by the values in that column. Click the same header a second time to change the sort order (ascending or descending). A indicates the column and order by which the list is currently sorted.
Scroll through the list | Use the scroll bar (on the right of window) to scroll through the list of records. If the list is too wide to display on the screen, there will also be a horizontal scroll bar along the bottom of the screen to move left or right.
Filter the list | 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.
Search for a record | Enter search keywords in the Search field at the top of the list and matching records are instantly displayed. The Filter button shows "Search Results" and the total number of returned items is shown in the bottom-left of the window.

Record selection & list navigation

The selected record is highlighted in blue (as shown above). With a record or records selected, choose an action from the I Want To menu or toolbar.

Mouse/Touchscreen: Click or touch the record you wish to select or select multiple records.

Keyboard:

- Use the up/down arrow keys to navigate through the rows to select a different record.

- Use <Ctrl + Home> to move to the first record in the list and <Ctrl + End> to move to the last.

- Use <Page Up> to move to the first record displayed on the screen and <Page Down> to move to the last displayed record.

- Use your arrow keys or <Tab> and <Shift + Tab> to move one column right or left, respectively, within the selected row.

- Press <Home> and <End> to move to the first or last column in the selected row, respectively.

View record details | Double-click the record or select it and click Details above the list.
Edit a list item | Select the record and then click Edit above the list.
Change column widths | Drag and drop the separator lines between column headers to change column width.

All other lists

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

Shown is an example purchase order.

The same list is shown below in collapsed view. The information panel on the right contains data from the record selected on the left. The top portion of this panel is customizable and the bottom shows the items listed on the selected PO.

Following are descriptions of the various functions available in these lists:

To: | Do this:
Add, remove, or rearrange columns | Right-click any column header and select customize columns, or drag and drop a column header to a new position. You can add, remove, and rearrange columns to meet your needs.
Sort the list | Click any column header to sort the list by the values in that column. Click the same header a second time to change the sort order (ascending or descending). A triangle icon indicates the column by which the list is currently sorted. You can also sort the list by multiple columns.

Go to a record in the sort column

To instantly go to an entry in the currently sorted column, begin typing the first few characters of the entry. For example, to go to a customer with the last name of Jones, first sort your customer list by the Last Name column (as described above), then start typing "Jo"

The typed characters are not displayed, but the closest matching record to what you typed is instantly located. You need only type enough characters to uniquely identify the entry for which you are looking. Learn more.

Scroll through the list | Use the scroll bar (on the right of window) to scroll through the list of records. The scrolling indicator displays your current position in the list. If the list is too wide to display on the screen, there will also be a horizontal scroll bar along the bottom of the screen to move left or right.
Filter the list | Select a pre-defined or previously saved Filter from the drop-down View menu at the top of the list and your records are instantly filtered, displaying only the matching records. Select C reate Filter to enter custom criteria. You can save the custom filter for later use. Learn more.
View list summary statistics | Hover your mouse over the statistics field in the status bar at the bottom of the window. The statistics displayed pertain only to the currently displayed records and vary by list. Learn more.
Search for a record | Enter search keywords in the Find field at the top of the list and press <Enter>. The Find window displays all matching records, from which you can choose the one you want to work with. Advanced options to narrow filter results are also available. Learn more.

Record selection & list navigation

The selected record is highlighted and has an indicator arrow (}) pointing to it. With records selected, choose an action from the I Want To menu.

Mouse/Touchscreen: Click or touch the record you wish to select or select multiple records.

Keyboard:

- Use <r;> to navigate through the rows to select a different record.

- Use <Ctrl + Home> to move to the first record in the list and <Ctrl + End> to move to the last.

- Use <Page Up> to move to the first record displayed on the screen and <Page Down> to move to the last displayed record.

- Use your arrow keys or <Tab> and <Shift + Tab> to move one column right or left, respectively, within the selected row.

- Press <Home> and <End> to move to the first or last column in the selected row, respectively.

Editing fields in the list

This feature applies to department, vendor, and employee lists only.

To make edits in a list, you must turn on list edit mode. List edit mode is useful if you wish to make edits to multiple records on the same screen.

To enable/disable list editing:

Select L ist Edit On from the Edit menu. When finished editing, select List Edit Off to disable this feature. Leaving the list in any manner also turns off List Edit Mode.

Advanced users may also want to use list edit mode to add new records. Just turn list edit mode on before selecting New in a list.

Change column widths | Drag and drop the separator lines between column headers to change column width. To adjust all columns to the width of their largest entry, right-click any column header and select Adjust Column Widths from the popup menu.
View record in a form | Double-click the record or press (<F8>).

Tip: Right-click context menus in lists

These actions are common to both list types:

To: | Do this:
Add, remove, or rearrange columns | Right-click any column header and select customize columns, or drag and drop a column header to a new position. You can add, remove, and rearrange columns to meet your needs.
Sort the list | Click any column header to sort the list by the values in that column. Click the same header a second time to change the sort order (ascending or descending). A small triangle symbol indicates the column by which the list is currently sorted. Select a link above to see additional options, that vary by list type.
Scroll through the list | Use the scroll bar (on the right of window) to scroll through the list of records. If the list is too wide to display on the screen, there will also be a horizontal scroll bar along the bottom of the screen to move left or right.
Search for a record | Enter search keywords above the list. The system finds and displays matching entries. Select a link above to see additional options, that vary by list type.

Record selection & list navigation

The selected record is highlighted. With records selected, choose an action from the I Want To menu.

Mouse/Touchscreen: Click or touch the record you wish to select or select multiple records.

Keyboard:

- Use your up/down arrow keys to move through rows.

- Use <Ctrl + Home> to move to the first record in the list and <Ctrl + End> to move to the last.

- Use <Page Up> to move to the first record displayed on the screen and <Page Down> to move to the last displayed record.

- Use your arrow keys or <Tab> and <Shift + Tab> to move one column right or left, respectively, within the selected row.

- Press <Home> and <End> to move to the first or last column in the selected row, respectively.

Change column widths | Drag and drop the separator lines between column headers to change column width.
View record in a form | Double-click the record.

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