Here's a helpful guide on how to use the sort and filter tools in DigitBridge.
The sort and filter features are consistent across all four modules. For this example, we are going to work out of ERP.
Sorting
From whichever List screen you're on (in this case, Sales Order), click Apply. You can click the header of any column to sort by that column. Clicking once will sort lowest to highest, or A-Z. Clicking twice will sort highest to lowest, or Z-A. Clicking the three horizontal bars next to each header, you can further make edits to the table view. Hover over “Columns” to select/de-select the columns you want to see. You can also click and hold to drag and reorder the columns.
Once the table looks the way you want it to, right-click anywhere in the table and click Save Grid Setting. From now on, this is the default format you will see. From this little menu, you can also copy the row or the entire table to paste into Excel or undo your table edits and restore to the default setting.
See all of the above in the video below (no audio).
Filtering
If you want to add filters to limit what you’re seeing, click More Filters. Here you can set a date range, see S/Os from only certain customers, view S/Os for a particular sales rep or channel, or – this is most commonly used – filter by status. This is an example from the Inventory List screen.
Clicking on one of the filter icons will give you even more options with which to refine your search:
Click Apply and a new list will generate per your filter specifications. Note that you can select multiple values.
Save Custom Filters
You can also create and save Custom Filters for different list screens by clicking More Filters, making all of the adjustments you like, and then clicking Manage at the top of the menu. Enter a name for your custom view, click Add New, then click Save. Refresh the page. When you come back to the Filter menu, if you click the drop-down next to Custom Filter, your new view will show up as a clickable option.
See all of the above in the video below (no audio).