How do I use the sort and filter tools?

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.

Tip: It's highly recommended for all ERP users to do this: adjust the columns and save that setting per their specific needs within DigitBridge. This is not universal (meaning every user can have their own unique view).

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 get much more in-depth with your filters. For example, for sales & purchase orders, you can sort by date range, whether or not a certain SKU is on an order, by status, etc. This image is an example from the Inventory List screen (that's only a few of the filters - there are several more if you scroll down).

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: 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.

Click Yes.

Now, in the More 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).