Quick filtering with new Tabs

Creating a New Tab will help you access the information that matters to you in one click by saving your important reports.

 

Do you want to see all shipping orders from one of your locations? 

Do you want to know the list of invoices from a sales location or an account manager? Or from your top 3 customers? 

 

Simply go click on 'New tab' in any list view. Select your filter and click on 'Save filters'. Name your tab and you are done!

Now whenever you are in this view, you can simply select the tab that has the data you want to access quickly.


Screenshot: Tabs are available in many list views in the Sales and Inventory Sections 


Tips:  Save time and create new tabs for quick access to the data that matters to you in the following views:

All section of the Sales Menu:

  • Estimates
  • Sales orders
  • Shipping orders
  • Invoices
  • Product returns
  • Credit notes
  • Refunds
  • Subscriptions

 

In the following section of the Inventory Menu:

  • Stock level
  • Purchase orders
  • Deliveries
  • Stock entries
  • Stock removals
  • Stock movements

 

Filters include: Dates, Account Managers, Sales locations, Tags, Products, Customers, and more.

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