• Search
 
 
  • Home /
  • Triumph eNews /
  • January 2017
  • /How to use Lookup Filters
 
 

News and Offers

What is ERP software?

erp 1.PNG

ERP is an industry acronym for Enterprise Resource Planning. But what does that actually mean? Broadly speaking, ERP software is a platform that enables the automation and integration of a company’s core business processes, such as core accounting, job management, inventory management, etc.

Read more ...

Triumph ERP empowers the growth of WA business

WT Hydraulics

WT Hydraulics is a Kalgoorlie-based company specialising in the design, sales, service and repairs of hydraulic components and equipment. With three branches across WA, WT Hydraulics services the agriculture, forestry, mining, marine, and oil and gas sectors.

Read more ...

Triumph ERP supports thriving WA business despite troubled economy

kirby1

Western Australian owned and operated business, Kirby Marine, is traversing the challenging economic climate and is currently experiencing a boom, contrary to many other businesses in WA.

Read more ...
 
 
 
 

tipstricks


Lookup Filters

Lookup Filters allow you to quickly and easily hone in on the information you're looking for. Being able to filter your results to narrow down a search is invaluable.

The filter button can be found in the top left corner whenever a lookup is called, be it a Debtor Account Lookup, a Creditor Account Lookup or a Master Stock Lookup etc. 

  1. If you click the plus plus symbol, you will be able to "Add Filter".
    lookup1
  2. Select a column to filter, then an operator such as 'Equals' or 'Contains' etc, then the value you're looking for.
  3. You can add multiple filters by clicking the plus symbol again,
  4. or remove one by clicking minus symbol.
    lookup2
  5. When ready click the apply button to narrow your search.
  6. Click removeall to clear all filters.
  7. Note that when you have multiple filters they are always 'and'ed together, e.g. Group Equals 01 AND Currency Equals USD.
  8. The most convenient way to add a filter is by right mouse clicking on the value you're looking for in the grid, and then clicking the quickfilter button. This will automatically create a filter to find everything equal to the value you selected.
  9. Add multiple Quick Filters as required.
  10. Intelligent and context sensitive filter type based on column, a date is Equal, a name is Contains etc.