Overview
Just like a Ledger
There are several screens that show you a "list" of records. Order List, Tag List to name a few. Working with lists is the fastest way to find and update the data you want. They are similar to a spreadsheet where you have Rows and Columns.
Think of your paper ledger sheet where you have written down the Customer, drop off date, # of animals, etc. But you didn't have to write anything. Just by entering the Order and updating new information (like Hang Weight after slaughter), these lists do all the hard work !
Now, imagine being able to arrange, add, print that data with just a few keystrokes or mouse clicks. It would be like having dozens of copies of your old ledger at one time.
Here are a few examples of what a list screen can do:
- Who is picking up today ?
- Show me the Customers with Beef only
- How many do not have a Cut Sheet ?
- Show me who is Cutting between these dates ?
- Who is dropping off Hogs two months from now ?
And you could see all that with a few keystrokes and mouse clicks.
List Screens have these common features:
- Sort columns Ascending or Descending
- Filter columns (text input or select from a dropdown)
- Select rows and Save so you have just a few to work with
- Print the saved rows
- Select a Date Range and print those rows
- Search ALL the columns
- Display additional columns
- See Open or Closed rows
- Select pre-defined Views with different columns
List screens always start by showing the "Open" items. This way you always know which Orders, Tags, Invoices etc. are currently "in progress".
There is a way to see "Closed" Orders, Tags, Invoices as well.
Status
List screens have a Status drop down so you see rows that are "Deleted", "Cancelled" etc.
Row Options
On a List screen there are usually several actions you can do on any one row(s), like:
- See/Add Notes
- Delete (or Cancel)
List Screen Date Range
When you select a View, you also get to select a range of dates