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MRSweb - Lesson 15.5 - Product Catalog - Sort, Filter

8/27/2020

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Lesson 15

Chapter 5 - Product Catalog - Sort, Filter


In addition to the pre-filtered views already set up, you are able to sort and filter your products in the tables of MRSweb.

Sort
​

Sorting data makes it easier to see and review the data displayed.  

Here's how to sort in a table: 
In the Grid view you can sort by any of the column headers.

In the example shown, in the next 2 screenshots,
we want to sort by the number of units sold YTD.

​To sort by a column header:

1 - tap or click a column header (Units Sold YTD)

​2 - select from the pop-up menu (Largest on Top)
​

i  When the Sort order is applied, you will see an arrow in the column header, indicating your selection choice (e.g. a down arrow means Largest on Top.

i Sort menu options will be slightly different, depending on the column header.

Picture

The screenshot seen below is sorted by Units Sold YTD so that the listing displays the number of units sold with the largest on top.

i Note the down arrow in the Units Sold YTD column header.

Picture


​Filter

​Filtering data separates out the unwanted information, hiding the information that doesn't meet your filter criteria.

As we mentioned earlier, you have pre-filtered views to choose from in the Product Catalog Sidebar.  These are the most common filters used by MRSweb Users.  These views have been set up to save you time and effort from having to filter the table every time you go to the Product Catalog.


Here's how to filter in a table:

​​In the Grid view you can filter by any of the column headers.

In the example shown in the following screenshots, we want to show only the products for one Manufacturer.  So we will filter the Manufacturer column.

​To filter by a column:

Option 1

1 - Tap or click the column header "Manufacturer" (for our example)

2 - Scroll down to Select the Manufacturer and check the box. 

3 - Scroll up to tap or click  "Apply".


​
Picture
Picture

Option 2:

1 - Tap or right click the column header "Manufacturer".

2 - Tap or click "Text Filters".

​
Picture

​3 - Tap or click the "Equals" arrows to view options and make selection.  (for our example, we selected "Equals"

4 - Tap or click the "Text" arrows to view options and make selection, or begin to type in the name of the manufacturer -
(see the screenshot below to the right)

​For our example, we typed "Toys" and then selected the full name displayed.

​5 - Tap or click "Apply"
Picture
Picture
Picture

Option 3:

1 - Click on the 3 dots on the top right of the Menu bar

2 - Tap or click "Filter" from the slidebar

3 - Tap or click "Manufacturer"

4 - Tap or click "Toys and Games" (for our example)

5 - Tap or click "Apply"

Picture
Picture
Picture
Picture


​The filtered listing will show only the products for the manufacturer, as you can see in the screenshot below,  the table has been filtered by the manufacturer, Toys and Games.

i Note the filter icon under "Manufacturer".

i Filter menu options will be slightly different, depending on the column header.
​
Picture
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    MRSweb

    Online Training Lessons
    ​

    Lessons
    0 - Intro
    1 - Getting Started
    1.1 - Sign up 
    1.2 - Login 
    1.3 - Forgotten Password
    2 - Navigation
    2.1 - Add Shortcut to Home Screen
    2.2 - Menus & Toolbars
    ​2.3 - Icons
    2.4 - Settings
    ​2.5 - Notifications
    ​2.6 - Data View Styles
    ​
    2.7 - Sidebars
    ​2.8 - Sort, Filter
    2.9 - Reports
    ​
    3 - Home page
    ​
    3.1 - MRSware.com
    3.2 - MRSweb Training
    3.3 - Webmail
    3.4 - Sync
    3.5 - Status
    ​
    3.6 - New Menu

    4 - Contacts 
    ​4.1 - Contacts, Companies, Individuals
    ​4.2- Edit Contact
    4.3 - Create a New Contact
    ​
    4.4 - Sidebar
    ​4.5 - Tabs, Categories
    ​
    4.6 - Sort, Filter
    ​4.7 - Reports

    5 - Customers, Accounts
    5.1 - Edit Customer
    5.2 - Create a New Customer
    5.3 - Edit Account
    5.4 - Create a New Account
    5.5 - Sidebar
    5.6 - Sort, Filter
    ​8 - Appointments
    8.1 - Edit Appointment
    8.2 - Create a New Appointment
    8.3 - Sidebar
    8.4 - Tabs, Categories
    8.5 - Sort, Filter
    ​8.6 - Reports
    9 - Journals
    9.1 - Edit Journal
    9.2 - Create a New Journal
    9.3 - Sidebar
    9.4 - Tabs, Categories
    9.5 - Sort, Filter
    ​9.6 - Reports
    10 - Tasks
    10.1 - Edit Task
    10.2 - Create a New Task
    10.3 - Sidebar
    10.4 - Tabs, Categories
    10.5 - Sort, Filter
    ​10.6 - Reports
    ​
    11 - Projects
    11.1 - Edit Project
    11.2 - Create a New Project
    11.3 - Sidebar
    11.4 - Tabs, Categories
    11.5 - Sort, Filter
    ​11.6 - Reports
    ​​
    12 - Notes
    ​12.1 - Edit Notes
    12.2 - Create a New Note
    12.3 - Sidebar 
    13 - Orders
    13.1 - Edit Order
    13.2 - Create a New Order
    13.4 - Sidebar
    13.5 - Sort, Filter
    13.6 - Order Line Item
    13.7 - Edit Order Line Item
    13.8 - Create a New Order Line Item
    13.9 - Sidebar
    13.10 - Sort, Filter
    14 - Invoices
    14.1 - Edit Invoice
    14.2 - Create a New Invoice
    14.4 - Sidebar
    14.5 - Sort, Filter
    14.6 - Invoice Line Item
    14.7 - Edit Invoice Line Item
    14.8 - Create a New Invoice Line Item
    14.9 - Sidebar
    14.10 - Sort, Filter
    ​15 - Product Catalog
    15.1 - Edit Product
    15.2 - Create a New Product
    15.3 - Import Products
    15.4 - Sidebar
    15.5 - Sort, Filter
    17 - Payments
    17.1 - Edit Payment
    17.2 - Adjust/Partial Payment
    17.3 - Create a New Payment
    17.5 - Sidebar
    17.6 - Sort, Filter
    17.7 - Payment Line Item
    17.8 - Edit Payment Line Item
    17.9 - Create a New Payment Line Item
    17.10 - Sidebar
    17.11 - Sort, Filter


    All
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