The vendor list can be filtered for a few different reasons. One
is to narrow down the list by criteria to find specific records. Another is to
give you a count of vendors, based on your selected criteria.
As an example, if you wanted to know how many of your vendors are
wholesalers, you could select "Wholesaler" from the Vendor Type drop-down list. Click the
"Filter List" button. You will see the total records label above the list has changed and gives you a
total count of all vendors who are wholesalers. The list has also changed, and
displays only wholesalers.
To get started, select Products and Inventory > Product Vendors - from the main menu on the left hand side.
This will open your vendor listing. To filter the list, click the "Filter List"
The Filter List panel
will open above the vendor list...
Choose criteria to filter the list. Use as many of the filters as
you need, you can choose one or many items depending on how you would like to
narrow your results. Product Vendors can be filtered by:
- Vendor Type
- Standard Payment Method
- Is Active
Click the "Filter Vendors" button and the list will
display only the vendors that meet the selected criteria.
Filters are persistent, meaning even after viewing and or editing
a record, the filter you are using will still be in place when you come back to
the main list. You can reset the list by clicking the "Cancel Filter"
also save your filters, to use again at a later time. After you filter the list
open the filters menu by clicking the icon in
the filter box. When the filter menu opens choose "Save Filter" This
will bring up the "Add A New Filter" window. Enter a name for the
filter and click the "Add This Filter" button. The window will close,
and your filter will be saved. To load a filter at a later time, open the filters menu again but
this time choose "Load Filter." A list of saved filters will be
displayed. Click the filter you want to load. The filter will be applied and
your list will display according to the filter criteria. To delete a filter, open the filters menu again but this time
choose "Delete Filter." A list of saved filters will be displayed.
Click the filter you want to delete. The filter will be deleted, the filter box
will close and the list will be reset back to its original state.