Data Grids are used to display data in rows (records) and columns (fields). You can customise the layout to display only the data that you wish to view.

1. Resize columns - You can resize the columns to optimise the space presented on your screen by clicking and dragging the column width to the desired size. You can also resize columns by right-clicking on the column and selecting Best Fit.

2. Move fields - Columns can be arranged within the grid by using 'drag-and-drop' functionality.

3. Sort grids - Right-click on a column and select the desired action from the drop down list. You can remove columns, sort alphabetically, or group fields.

4. Field Chooser - Right click on the column-header and select Field Chooser, a Customisation pop-up window will appear. This allows you to select which field you wish to add in that data grid. If the Field Chooser is empty, it means that everything that can be displayed in that data grid is being displayed.

5. Menu - The Menu button provides additional functionality. Once you have changed the grid to best suit your needs, you can Export, Save or Restore the Grid.

   • Export Grid - This will save the Data Grid with all its content in XLS format.

   • Save Grid - This will save the current Data Grid layout.

   • Restore Grid - This will return the Data Grid to the Saved configuration.

   • Restore Default Grid - This will return the Data Grid to the Default configuration, i.e. Delete Saved Grid Settings.

     • This function is available for the following Modules: Quotations, Sales Orders, Customer Invoices, Customer Credit Notes, Delivery Notes, Work Orders, Purchase Orders, Supplier Invoices, Supplier Credit Notes, Materials Movement, Ledger and Materials.

   • Restore Default Grid (All Users) - This will return the Data Grid to the Default configuration for all Users.

Data Grid Filter

QuickEasy BOS allows you to fully customise the Data Grid by making use of Filters.

1. Values - This shows all the Values relating to the column you selected. Check the box(es) to apply the Filter.

2. Text Filters - This allows you to create custom filters for the column. See below.

Field A - Allows you to select the Filter parameters:

• • Equals

  • Does not Equal

  • Begins With

  • Ends With

  • Contains

  • Does Not Contain

  • Is Blank

  • Is Not Blank

  • Custom Filter

Field B - Here is where you'll enter the value relating to the selected parameter in field A.

• • When any of the Blank parameters are selected , field B will not be available.

  • When Custom Filter is selected, you can enter two filter parameter. You can select if the data should be displayed if it meets both parameters or if one or the other is met. Do this by selecting "And" or "Or". See below:

3. Search Field - Here you can enter any description you wish to find in the relating column.

4. Clear Filter - This allows you to remove all applied filters.

5. Close - This allows you to close the Data Grid Filter pop-up window.

When a Data Grid Filter is applied, it will be shown at the bottom of the screen under the Data Grid Footer. See image below:

1. X - When you click on the red X, the filter will be removed.

2. Check-Box - You can click on the check box to toggle the Filter on and off.

3. Filter Description - This will show the Filter description. When you click on the description a drop-down list will appear, listing all the filter stages if the filter has been modified. You can toggle between them. See image below:

4. Customise - This will open the Filter Builder for more complex and customisable functionality. See image below:

A. Filter - Here you can modify the Data Grid Filter.

B. Open - This allows you to open pre-created Filters. Custom Filters can be supplied from QuickEasy Helpdesk.

C. Save As - This allows you to save the Filter.

D. OK - This will close the Filter Builder and apply the modifications to the Filter.

E. Cancel - This will close the Filter Builder without applying the Filter modifications.

F. Apply - This will apply the Filter modifications without closing the Filter Builder.

How to customise the Data Grid

Watch this short video on how to customise the Data Grid: