Filtering a list allows you to analyze and carry out multiple actions on a predetermined set of data.
Tabs filters are accessible by simple click above the lists, these are the most recurrent filters.
To filter products according to whether they are food or miscellaneous
Are adapted according to the nature of the list:
Production: Planned, done
Orders: Preparation, sent, received
Sales: Created, Pending, Sold, Canceled
Supplier label: Used, not used
The filter by periods offers predefined options:
As well as a customization option:
There are several types of custom filters, they are accessible by clicking on the filter icon to the left of the search field. Each will contain a number of rules:
If two filters are applied and linked by the AND operator, this implies that the criteria of both filters must be satisfied.
We add a filter to the previous one, we therefore increase the requirement and the number of results may be reduced.
For example: If the list of articles is filtered by supplier 'Métro' AND 'Promocash', in the search results will appear articles which have references from both suppliers.
If two filters are applied and linked by the OR operator, this implies that the criterion of one only, of the other only, or of both filters at the same time, can be satisfied.
This is an alternative to the previous filter. The number of results will therefore be greater than with the AND operator.
For example: If we filter the list of articles by supplier 'Metro' OR 'Promocash', in the search results will appear the articles which have references at one, at the other, or at both suppliers .
Be careful not to add linked filters with the AND operator if the expected rule or criterion value is unique.
For example: The owner of a data is unique. If the 'Owner' filter, followed by the rule 'is equal', has a value of 'X', it cannot be linked with the AND operator, to another 'owner' filter having the same rule. Since the value is unique, this combination would yield no results.