List View across all ianaiERP Modules
The List View is the standard, table-style page you’ll see in every module (e.g., Purchase Orders, Sales Orders, Vendors, Work Orders). It’s designed for fast scanning, filtering, and bulk actions across many records. Most lists share the same columns, controls, and behaviors so users can learn once and reuse everywhere.
Overview
The List View is the standard, table-style page you’ll see in every module (e.g., Purchase Orders, Sales Orders, Vendors, Work Orders). It’s designed for fast scanning, filtering, and bulk actions across many records. Most lists share the same columns, controls, and behaviors so users can learn once and reuse everywhere.
Where to Access
Open any module from the left sidebar (e.g., Purchase > Purchase Order, Sales > Customers, Manufacturing > Work Order). You’ll land on that module’s list view.
Top controls are consistent across lists: Search, Filters (e.g., Status), Settings (gear), Print, Download, Select Columns, and Add New.
Key Attributes (Common Columns & UI)
Common Columns
Number - The document or record identifier (e.g., PO-0122, WO-1090).
Date/Time - Transaction or creation date/time used for sorting and reporting.
Due Date - The next action/commitment date (delivery, fulfillment, completion), context-aware per module.
Status - Current lifecycle state (e.g., Pending, Issued, Open, Closed, Overdue, Partial); shown as a colored badge.
Party (Vendor / Customer) - Business counterparty for purchasing or sales records. In multi-company setups, a small “COMPANY” chip may show context.
Total Amount - Document total in the document currency (tax and freight inclusion depends on module settings).
Notes - Presence/preview of internal notes (when shown).
Location - Site/warehouse tied to the record.
Department - Department tag for routing and reporting.
Project Code - Project/job reference for costing and analytics.
Process / Progress - Step or percent indicator (used where applicable, e.g., work orders).
Tip: Not all columns appear by default. Use Select Columns to show/hide the ones your team needs.
Row & Table Controls
Row selector (checkbox) - Select one or more rows for bulk actions (where supported).
Row menu (⋯ “Menu”) - Per-record actions (e.g., Edit, Receive, Convert)—options vary by module.
Sorting - Click a column header to sort ascending/descending (small arrow indicator).
Search (top left) - Keyword search across high-value fields (number, name, etc.).
Filter (e.g., Status) - Narrow the list to a subset such as Open, Closed, Pending.
Add New - Create a new record of the list’s type.
Settings (gear) - Module-specific list preferences (e.g., defaults, numbering patterns in some modules).
Print (printer icon) - Print the current, filtered list view.
Download (arrow icon) - Export the current, filtered list (CSV/Excel as available).
Select Columns (column icon) - Open the column chooser, toggle column visibility, and Reset Columns to default layout.
Pagination / Records per page - Navigate large datasets and set how many rows to display per page.
Key Functions
Find records fast
Type into Search for keywords (number, company, SKU/name depending on module).
Apply Filters like Status or Date range (where provided).
Customize your view
Click Select Columns → toggle on/off fields like Notes, Location, Department, Project Code, Process.
Drag to reorder columns (where enabled) and click headers to Sort.
Work in bulk
Use row checkboxes to select multiple records.
Trigger available Bulk Actions (varies by list; e.g., merge, export selected, batch update).
Output & sharing
Print to generate a printable snapshot of the filtered list.
Download to CSV/Excel for analysis or sharing (respects filters and visible scope).
Create & manage
Click Add New to create a record from the list you’re in.
Use the row Menu (⋯) to open context-specific actions quickly.
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