Streamlined Custom Table Views

This document provides a detailed process for utilizing custom table views in ERPAG. Custom table views allow for efficient data management, enabling users to sort and filter documents in a personalized manner. This enhances productivity by allowing tailored views of information in a tabular format, similar to spreadsheet software.

Step 1

Welcome! In this section, we’ll demonstrate the custom table view feature. One of the advantages of ERPAG is that every document is presented in a table format, allowing for sorting and filtering capabilities.

Step 2

You can sort data in ascending or descending order. For example, apply filters to the document list to view it in a style similar to a report.

Step 3

The document list mimics a spreadsheet format. The challenge is that documents open in the default view, which led to the development of the custom table view option for better usability.

Step 4

Using the custom table view, you can apply specific filters to display documents based on certain criteria, such as customer-specific documents, with a simple double-click to open.

Step 5

For instance, filter completed sales orders to view only these documents. Once you return to the document list, you need to reapply filters to see the desired documents.

Step 6

To avoid repetitive filtering, use the custom table view option to save your current view. Apply the filter, set the status description to ‘completed’, and save the view for future use.

Step 7

Upon reopening the document, select your saved view. This feature allows each user to apply specific filters, making it a personalized experience. You can also set a default view when opening documents.

Step 8

Reorganize documents, such as moving new orders to the top or bottom of the list, similar to email sorting in services like Outlook or Gmail.

Step 9

Save the current view after reorganizing. Set it as default to ensure that the newest items appear first upon loading.

Step 10

When you open the view next time, the default settings are applied, such as bold text to indicate the default view, ensuring the latest orders appear first.

Step 11

If a new order is opened, it automatically appears at the top. To remove the default setting, you can cancel the default order arrangement.

Step 12

To adjust reporting, group data by quantity or status, or filter by active status for the current year.

Step 13

Save views based on date and time, and group by status if preferred. Set views as default or modify statuses as needed, applicable to various tables.

Step 14

Custom table views extend beyond sales orders, applicable to different tables like item inventories. For example, display on-hand quantity and save this view for regular access.

Step 15

Adjust settings to display desired quantities either at the top or bottom of the table by setting defaults accordingly.

Step 16

This comprehensive feature ensures efficient table management, enabling users to set defaults and streamline document viewing. Thank you for your attention!