Page Filters

Description

The Page Filters functionality allows filtering data on the Item List and Sales Order List pages, making it easier to search and manage data. This enables users to quickly find relevant records without manually browsing the entire list.

Page: Item List

On the Item List page, actions have been added to allow searching for items based on their variant.

Action: Search by Variant

Clicking this action opens a window where the user can enter an item variant. After confirming the selection, only items matching the chosen variant remain on the list.

Search by Variant – Ribbon

Example view of the variant selection window:

Search by Variant – Window

Action: Clear Search by Variant

Clicking this action removes the applied variant filter, restoring the full item list.

Clear Search by Variant – Ribbon

Page: Sales Order List

On the Sales Order List page, actions have been added to allow filtering orders based on items.

Action: Item Filter

Clicking this action opens a window where the user can enter an item. After confirming the selection, only sales orders containing the chosen item remain on the list.

Item Filter – Ribbon

Example view of the item selection window:

Item Filter – Window

Action: Reset Item Filter

Clicking this action removes the applied item filter, restoring the full sales order list.

Reset Item Filter – Ribbon

Examples and Scenarios

Scenario: Quickly finding orders containing a specific item

Need: A production planner receives information about a delayed component delivery for "FRAME-200". They must immediately check which sales orders contain this item to notify customers about a possible delay.

Steps:

  1. Open the Sales Order List.
  2. Click the Item Filter action on the ribbon.
  3. In the selection window, enter or select item FRAME-200.
  4. Confirm the selection.

Result: Only sales orders containing item FRAME-200 remain on the list. The planner sees order numbers, customers, and shipment dates — they can immediately contact customers.

Tip

When finished, click Reset Item Filter to restore the full list of orders.

Scenario: Searching for items available in a specific variant

Need: A salesperson is speaking with a customer looking for products in the "Anthracite" color. Instead of browsing item cards one by one, they want to quickly see all items with this variant.

Steps:

  1. Open the Item List.
  2. Click the Search by Variant action.
  3. Select variant ANTHRACITE.

Result: The list shows only items that have the ANTHRACITE variant. The salesperson immediately sees available products and can prepare a quote for the customer.