IN THIS ARTICLE

  • Material Filter: Overview
  • Text Guide:
    • Navigate to the Transactions page
    • Filter using Material field
    • Filter using Material Tags
    • Export data

The Material Filter: Overview

The Material filter is on the Transactions page. It provides a list of the transactions performed on a single material across entities or within one entity.


NOTE:
Apply other filters like Type of transaction and a date filter for more specific subsets of this information.

TEXT GUIDE


Navigate to the Transactions page

To view transactions navigate to the Transactions page:

  1. Click on the Inventory tab in the main menu
  2. Select the Transactions tab from the drop-down list
  3. View see a list of the transactions within all the entities



Filter using Material field

View & export a list of transactions for all entities and for a material associated with those entities which have had a transaction

  1. Enter the first alphabet of the material and select from the drop-down list that appears
  2. Results will appear in a tabular format
  3. Export this information using the Export button
NOTE
Also filter for a subset of this information using one or more of various parameters such as:
  • Entity: A list of all transactions on a single material within one entity
  • Type: View a single type of transaction performed on that material
  • From &¬†To: Get all transactions performed on that material within a specified date range
  • Vendor: View all transactions from a specified vendor




Filter using Material Tags

View & export a list of transactions for all entities and for a material associated with a tag which has had a transaction

  1. Use the Material Tag to view and select a tag from the drop-down list
  2. Results will appear in a tabular format filtered by the tag which has been applied
  3. Click on the Export button to export the data to the registered email address