Working with lists

Every module opens on a list of its records, for example the Purchase Order List. All lists work the same way.

Transaction list

How to search a list

Set the filters at the top. Transaction lists usually have Branch, Trans. Date and Transaction Status.
Click Search.

For Trans. Date, click the date box to open the calendar. Pick a start and end date, or choose a quick range on the left (Today, Yesterday, Last 7 Days, This Month and so on), then click OK.

Date range picker

More filters

Click the 🔍 (Filters) icon in the toolbar for all available filters. If you have the General › System Wide › Configure Express Filter permission, you can also click the 🔍 next to the list title (Edit Express Filter) to choose which filters appear at the top of the list.

Icon	Name	What it does
⊕	Add New Transaction	Opens a new, blank record.
🔍	Filters	Opens all search filters.
⟳	Refresh	Reloads the list.
🔧	Column Settings	Shows, hides and resizes columns.
✎▾	Bulk Edit	Changes a field (for example Requested By or Remarks) on all selected records at once.
	Sort By	Sorts the list by a column, Ascending or Descending.
🧹	Clear Undelivered Transactions	Closes approved transactions whose remaining quantities will never be delivered.
🖨▾	Print	Prints the selected records using a printout template.
▾	Import Excel	Creates records from an Excel file.
▾	Export Excel / Export Detail	Downloads the list (one row per record) or the details (one row per product) to Excel.
⋮	Bulk Action	Runs For Approval, Approve, Decline, Revert or Delete on all selected records.

You see only the icons you have permission to use.

How to act on several records at once

Tick the boxes on the left of the rows you want. Tick the box in the header to select every row on the page.
Click ⋮ (Bulk Action) and choose the action.
If some records couldn't be processed, click View Error Logs to see why.

What the row colours mean

If your company turns on Transaction List: Apply row color based on Transaction Status (in Settings), each row is coloured by its status:

Colour setting	Used for
Draft	Saved, not yet submitted
For Approval	Waiting for approval
Declined	Rejected
Deleted	Deleted
No Inbound/Outbound/Payment/Collection	Approved, but nothing received, delivered, paid or collected yet
Incomplete Inbound/Outbound/Payment/Collection	Approved and partly received, delivered, paid or collected
Complete Inbound/Outbound/Payment/Collection	Approved and fully received, delivered, paid or collected

Your administrator picks the actual colours.

Totals and paging

The bottom of the list shows Total Rows and the totals for the rows found (for example Total Amount and Total Qty). Use Previous / Next, or type a page number, to move between pages. The box on the left sets how many rows appear per page.