IN THIS ARTICLE
- Material Filter: Overview
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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.
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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:
- Click on the Inventory tab in the main menu
- Select the Transactions tab from the drop-down list
- 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
- Enter the first alphabet of the material and select from the drop-down list that appears
- Results will appear in a tabular format
- 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:
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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
- Use the Material Tag to view and select a tag from the drop-down list
- Results will appear in a tabular format filtered by the tag which has been applied
- Click on the Export button to export the data to the registered email address