181 lines
9.9 KiB
HTML
181 lines
9.9 KiB
HTML
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="MS-HAID" content="Basics">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Filter a List</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<link rel="stylesheet" href="../responsive.css?v=20260110083000" type="text/css">
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<style title="hcp" type="text/css">
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<!--
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img.hcp1 { border:none; }
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table.hcp2 { vertical-align:top; }
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tr.hcp3 { vertical-align:top; }
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td.hcp4 { padding-right:10px;
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padding-left:10px; }
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font.hcp5 { font-weight:bold; }
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span.hcp6 { font-weight:bold; }
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-->
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</style>
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<style type="text/css">
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/* FORCE ALL FONTS TO 13PT - V3 */
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* { font-size: 13pt !important; }
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body, body *, p, p *, li, li *, ol, ol *, ul, ul *, div, div *, span, span *, td, td *, th, th *, h1, h2, h3, h4, h5, h6, font, font * {
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font-size: 13pt !important;
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}
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</style>
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</head>
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<body>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Filter a  List</p>
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<p class="Help-Main-Topic-Links"><a class="dropspot" href="javascript:TextPopup(this)" id="a1"><span style="color: #000000;">How Do I?</span> <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic list" title="Click to expand/collapse topic list" width="11" height="11" border="0" class="hcp1"></a></p>
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<div class="droptext" id="POPUP302148832" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p class="Help-Text" style="font-style: italic;">Note: Not all tasks apply to all list types.</p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><a href="basic261.htm">Sort and scroll a list</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><a href="basic_customizelistcolumns.htm">Customize list columns</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><a href="basic_customizesummarypane.htm">Customize a list information panel</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><a href="printing/basic_printdocuments.htm">Print a list</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><a href="../qbposimp/export_datawizard.htm">Export a list</a></p>
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</td>
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</tr>
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p><a href="../qbpos_print_designer/printdesigner_oview.htm">Customize my printed documents</a></p>
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<p><a href="basic_view_list.htm">Show me an overview of Point of Sale lists</a></p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Text" style="color: #c0c0c0;"> </p>
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<p class="Help-Text">Filters allow you to group and work with records or documents that have information in common.</p>
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<p class="Help-Text">There are two list types in Point of Sale, with different filtering capabilities. Choose the list type you are working with for more information:</p>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a3">Item, Customer, Sales History, or Receiving History lists <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a>   </p>
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<div class="droptext" id="POPUP304077714" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p>This information applies to item, customer, sales history, and receiving history lists.</p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">Select a pre-defined  <font class="hcp5">Filter</font> 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.</p>
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<p class="Help-Text"><img src="../image/filter_itemlist.gif" alt="Item list filter" width="139" height="70" border="0" class="hcp1"></p>
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<p> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Text"><a class="dropspot" href="javascript:TextPopup(this)" id="a2">All other lists <img src="../image/expand_icon.GIF" alt="Click to expand/collapse topic" title="Click to expand/collapse topic" width="11" height="11" border="0" class="hcp1"></a>  </p>
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<div class="droptext" id="POPUP310495303" style="display: none;">
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<table cellspacing="0" bgcolor="#FFFFEC" class="hcp2">
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<col style="width: 100%;">
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<tr class="hcp3">
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<td style="width:100%;" class="hcp4">
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<p class="Help-Note">This information applies to department, vendor, employee, customer order, purchase order, transfer history, and adjustment history lists.</p>
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<p class="Help-Text">In these lists you can select a pre-defined filter or create and save your own.</p>
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<p class="Help-Text">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.</p>
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<p class="Help-Text">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.</p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Text"><img src="../image/list_filtering.gif" alt="image\list_filtering.gif" width="369" height="255" border="0"></p>
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<p class="Help-Text"><a href="javascript:void(0);" id="a4" onmouseover="if (parseInt(navigator.appVersion) >= 4 && typeof(BSPSPopupOnMouseOver) == 'function') BSPSPopupOnMouseOver(event);" class="BSSCPopup" onclick="BSSCPopup('basic_tip_memfilters.htm');return false;">Tip: Define and save a custom filter<img src="../image/yellow_up.gif" alt="Click to display a popup topic" width="10" height="12" border="0" class="hcp1"></a></p>
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<p class="Help-Info-Line">To filter a list:</p>
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<ol>
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">Display your list, and then select one of the following from the drop-down list in the <span class="hcp6">View</span> field at the top of the window:</p>
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</li>
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</ol>
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<ul>
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<li class="p-Help-Nested-List" style="font-size: 9pt;">
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<p class="Help-Nested-List">A predefined filter, such as <span class="hcp6">A</span><font class="hcp5">ll Records</font>, <span class="hcp6">T</span><font class="hcp5">his Month, This Week,</font> etc. (choices vary by list)</p>
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</li>
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<li class="p-Help-Nested-List" style="font-size: 9pt;">
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<p class="Help-Nested-List">A previously defined and saved custom filter (your custom names displayed)</p>
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</li>
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<li class="p-Help-Nested-List" style="font-size: 9pt;">
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<p class="Help-Nested-List"><font class="hcp5"><span class="hcp6">C</span>reate Filter</font> to define custom filter criteria, and optionally save it for future use</p>
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</li>
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<li class="p-Help-Nested-List" style="font-size: 9pt;">
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<p class="Help-Nested-List"><font class="hcp5"><span class="hcp6">M</span>anage Filters</font> to edit, rename, delete, or rearrange the display order of your previously <a href="basic_manage_filters.htm">saved filters</a></p>
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</li>
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</ul>
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<p class="Help-Indent">If you select a predefined or saved filter, the list is immediately filtered and the steps below do not apply.</p>
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<ol start="2">
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<li class="p-Help-Steps" style="font-size: 9pt;">
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<p class="Help-Steps">If creating a new filter, enter filter criteria values in any of the available fields. <a href="basic306.htm">Learn more about entering filter criteria</a></p>
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</li>
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</ol>
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<p class="Help-Text"> </p>
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<p class="Help-Text" style="text-align: center;"><img src="../image/filter_dialog3.gif" alt="" width="400" height="111" border="0" class="hcp1"></p>
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<p class="Help-Text"> </p>
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<ol start="3">
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<li class="p-Help-Steps">
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<p class="Help-Steps">click <span class="hcp6">A</span><font class="hcp5">pply</font>  (or <span class="hcp6">S</span><font class="hcp5">ave</font>, if you want to memorize the filter for future use. If saving, give your new filter a unique name and then click <span class="hcp6">OK</span>).</p>
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</li>
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</ol>
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<p class="Help-Indent"> </p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;">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 <span class="hcp6">All <records></span> option from the View drop-down.</p>
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<p class="Related-Topics"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="basic_manage_filters.htm">Manage list filters</a></p>
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<p class="Help-Text"><a href="basic_liststats.htm">View list summary statistics</a></p>
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<p class="help-text"> </p>
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</td>
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</tr>
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</table>
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<p> </p>
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</div>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Text" style="margin-top: 0; margin-bottom: 0;"> </p>
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<p class="Help-Heading-2"><font class="hcp5">Notes:</font></p>
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<ul>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">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 <span class="hcp6">T</span><font class="hcp5">his Week</font> or <span class="hcp6">This Month</span> results in a much faster display that filtering for <span class="hcp6">A</span><font class="hcp5">ll Receipts</font>.</p>
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</li>
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</ul>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Text"><a href="navigation_find/basic_find_general.htm">Locate a record or document</a></p>
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<script type="text/javascript" language="JavaScript1.2">//<![CDATA[
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if( typeof( TextPopupInit ) != 'function' ) TextPopupInit = new Function();
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TextPopupInit('a1','POPUP302148832');
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TextPopupInit('a3','POPUP304077714');
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TextPopupInit('a2','POPUP310495303');
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//]]></script>
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</body>
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</html>
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