Filtering Modules

As your database grows, it will become vitally important to be able to quickly filter the various modules available in Tailwind CMS in order to access the right data quickly and easily. To help you with this, Tailwind offers several options for filtering your data down to exactly what you need (NOTE: These names are just placeholders, more descriptive names can be provided instead):

  • Filter by Entry Information
  • Filter by using the ‘Filter’ section
  • Filter by Status
  • Filter by Company Information

Filter by Entry Information

One filtering option available is the  ability to filter by entry information. This is done by using the searchable fields (which appear as blank white boxes) at the top of certain columns on the following data modules:

In Operations:

  • Personnel
  • Customers
  • Vendors
  • Quotes
  • Orders
  • Tracking
  • Dispatches
  • Planning
  • Equipment
  • Locations

In Administration:

  • Invoicing
  • Receivables
  • Payables
  • Deposits
  • Templates

To use these boxes, just type some applicable data into the blank boxes to filter the module so that it will only show records that match, as in the example below:

In this example, the filter has been used to find orders which are billed to ABC Company only. The module returns only those orders, while also giving a count of the number of matching orders in the bottom right-hand corner. In this case, 11 active orders are currently being billed to ABC Company.

Filter by using the ‘Filter’ Section

In the event that you wish to filter between ‘All Active’ orders and ‘All’ orders, there is another filter available. It is located above the searchable fields and is named ‘Filter’. From here, you can switch between ‘All Active’ and ‘All’ orders. An order that has been delivered and invoiced successfully is no longer considered ‘Active’. However, if you wish to include these orders in your search, this can be done by changing this drop down box to ‘All’.

Next to the drop down box are 5 buttons:

  • Modify
  • Delete
  • Reset
  • Ref # Search
  • Load Expenses (Slow)

The first button, ‘Modify’, allows you to create your own filtering templates by applying customised filtering criteria. When you click the ‘Modify’ button, a new window opens up called ‘Invoice Filters’, as in the image below:

This window allows you to apply multiple filters at once, thereby creating a new filtering template. This is done by choosing the options in the drop down menu under ‘Field’ and entering a ‘Value’ that you are searching for. If, for example, you wanted to search for all orders numbered between 200 and 300, you would select “Order #” in the ‘Field’ section. You would then select “BETWEEN” in the ‘Operation’ section, and put “200” in the ‘Value’ section and “300” in the ‘Value To’ section, as in the image below:

Multiple fields can be filled in to further filter your results. Once you have selected all of the fields you wish to filter by, hit ‘Save & Filter’. This will prompt the ‘Search Template’ window to appear. This window allows you to name and save the criteria you have entered as a filter template. In order to do this, you will need to provide this template with a unique name (usually a brief description of the filtering criteria within the template). Once a unique name has been entered, hit ‘Save & Close’. Now you can quickly switch to this search template by using the drop down menu in the ‘Filter’ section of the module.

The ‘Delete’ button allows you to permanently delete the selected template from the list of filter templates.

The ‘Reset’ button is used to set your filter to the criteria set out by the template. This is useful if you have applied a filter template and have carried out further filtering by using the searchable fields. Selecting ‘Reset’ in this situation would revert the list to only the criteria set out by the filter template.

The ‘Ref # Search’ button allows you to search your current filtered orders by any separate reference number. This includes customer reference numbers, shipper reference numbers, or consignee reference numbers. Note that this search is carried out on the records that are being returned by the current filter. It will only search all of your records if the filter template ‘All’ is selected first.

It is advised that keep your default filter for all modules as ‘All Active’. This will ensure optimum performance as the module will only load and display active records by default when it is selected. From there, you can select the filter you wish to apply. For instructions on how to update your default filter within modules.

Filter by Status

Another way to filter your records is to filter them by status. The record’s status is contextual data. This means that the actual options to filter change depending on the module. The following modules contain an option to filter records by status:

In Operations:

  • Customers
  • Vendors
  • Quotes
  • Orders
  • Tracking
  • Dispatches
  • Equipment

In Administration:

  • Receivables
  • Payables
  • Vendor Pay

The status options available in each module are displayed in the multi-coloured boxes at the top. These colours are customizable. They will correspond with the text colour of the records below. For example, in the Orders screen, if the ‘Unassigned’ status on your ‘Orders’ module is blue, then the text for any unassigned orders will be the same colour of blue. To quickly filter this, just click on the coloured filter box which you wish to filter by, and the records will automatically filter down.

You can also filter using these boxes by either checking or unchecking the boxes below them. If the box is checked, that means that all records which meet this criteria are included by the filter. If the box is unchecked, that means that all records which meet this criteria are excluded by the filter. If you wish to set the filter criteria of these boxes back to the default setting, click the white ‘Reset’ button next to the module name, which is pointed out by the red arrow in the image below:

Filter by Company Information

The final option for filtering your records within a module is by the information related to your own company. As with the ‘Filter by Status’ options, the ‘Filter by Company Information’ options change contextually depending on which module you are in. The ‘Filter by Company Information’ options are available in the following modules:

  • Quotes
  • Orders
  • Tracking
  • Dispatches

These options work by offering you the ability to filter the records by certain information pertaining to your own company, such as the branch which the record is attributed to. To remove these filters, just highlight the data that fills the field and delete it.