Transactions - Views
Overview
The Transaction module provides a number of views, including
Transactions - Lists the Transaction Headers
Items - Lists the Transaction Items
Summary - Pivot table based on the Items View
Board - Transactions displayed in columns by Status.
Click the Menu button to navigate to a different View. Select Set Default View menu option to set the view that the Transaction opens to.
Transaction View
The yellow Note icon indicates that notes have been linked to the Transaction - open the Transaction Dashboard to view the Notes.
Editing View
Items can be added to the Transaction using the lookup control above the Items grid view or by clicking the Popup button to open a modal lookup form.
The modal lookup form provides the functionality to save the grid view by transaction and to add multi-selected items simultaneously. You're also able to view the inventory quantities if you check the Show Inventory checkbox. Press Esc or click the Close button when you have done adding your items to the transaction. If your search returns 1x Item, it is automatically added to the Transaction - ideal when scanning barcodes to add items.
Board View - Status
The Board View displays all the Pending and Active Transactions in columns that represent the Transaction Status. Drag-drop functionality allows you to move Transactions from one status to the next, subject to user access.
Filters
Company (When applicable)
Rep (When applicable)
Status - Shows or hide the Status columns
Due Date - Show Transactions due Today, Tomorrow, This Week
Features
Refresh
Standard/Condensed View
Set Column Width
Set Due Date - plus or minus one day
Board View - Due Dates
This view displays Pending and Active Transactions by Due Date in 16 Columns as follows:
Earlier - Transactions without a Due Date or with a Due Date which is prior to the today.
14x Date Columns - Columns with dates from Today for 14 days
Later - Transactions with a due date which is later than 14 days from today