Grid Tools - FAQs

Overview:

COGS-Well uses "Transaction Grids" when you first access features such as Inventory Counts, Receipts, Transfers, or Ordering. The purpose of these Transaction Grids is to display historical transactions that have been entered and saved.

COGS-Well also uses "Setup Grids" when you first access Setup features such as Inventory Items, Combined Items, Storage Locations, or Categories. The purpose of these Setup Grids is to display setup information that has been entered and saved.

COGS-Well also uses "Data Entry Grids" when you enter transaction quantities such as Inventory counts, order quantities, or transfer quantities. The purpose of these Data Entry Grids is to display items and provide fields to enter quantities.

Grid Tools:

COGS-Well's Grids include tools to search, filter, and/or sort the transactions or items that are displayed on the grid. Some grids include a "Column Chooser" option. When you are looking for specific transactions or setup information, or when you are entering transactions, it is helpful to know how to take advantage of Grid tools.

An example of the Transaction Grid for the setup feature for Recipe Items is shown above. Below is an explanation of the tools that are available on this Grid (and many other Grids) in COGS-Well:

Add Button: The blue "+ Add" button at the top middle of the Find Grid is used to add a new combined item that has not already been set up in your database. Clicking on this button will take you to the add combined item display.

XLSX Button: The "XLSX" button will export all of the items on the grid to an Excel spreadsheet. The spreadsheet will appear on the bottom left of your display. Click on the spreadsheet to access it.

Search Option: The "Search" button at the top of the find grid can be used to perform a global search (meaning across all columns on the Grid), for a description that you type in. For example, typing in "burger" in the Search will display all recipe items that have "burger" as part of their name, department, or category.

Column Search, Filter, and Sort Tools:

The columns on the Recipe Item Grid in the above example display information about each Recipe Item. The Column Search, Filter, and Sort Tools can be used to refine the Grid display for specific transaction or setup information.

Magnifying Glass Only Icon: The magnifying glass at the top of each column grid provides a text-sensitive search function for that column. If you hover your mouse over the magnifying glass you will see options to refine your search (an example is shown below).

Magnifying Glass and Calendar Icon: If a column has a magnifying glass and a calendar at the top of the column, the calendar can be used to select a date, and if you hover over the magnifying glass after you select a date, you will have options to refine the filter (such as equal to or greater than the selected date). An example is shown below:
"All" Incon: Columns that display "All" have a drop-down arrow on the right that can be used to select and filter for a specific status type. For example, the Active column in the example above can be filtered for "Yes" items only using the dropdown as shown below:

Sort a Column: Click your mouse on the name of the column and that column will be sorted alphabetically or numerically, in ascending or descending order. For example, in the example below, we have clicked on the Last Updated Column header. An "up arrow" appears to indicate that the column has been sorted in ascending order. A second click will reverse the order.

Eliminate Column Sort: To eliminate the sort for any column, right-click on the column name and then select "Clear Sorting".

Eliminate Column Filter: To eliminate the Filter for any column, click on the magnifying glass and then select "Reset".

Column Chooser:

Some Setup and Data Entry Grids include a "Column Chooser" button. This button allows you to choose what columns to display on a Grid to increase the amount of real estate or to display the columns that are important to you.

In the example below, we are looking at the Recipe Item Setup Grid. We have clicked on the column chooser button on the top right. We have also unchecked the columns for Recipe Department and Category so they no longer display on the grid. Please note that we could also at "Cost %" as a column on the grid:

Data Entry Grids and the Column Chooser: The Column Chooser is a great tool when you are using a Data Entry Grid on a mobile device. This is because mobile devices typically have limited real estate for displaying grids. Please see an example below:

In the above example, we are using a tablet to enter inventory counts. We have clicked on the Column Chooser and we have disabled the columns for Last Received and Total to provide more room for the data entry column displays. The x button is touched to remove the Column Chooser.

Summary:

COGS-Well's Grid Tools can be used to provide helpful information searches, filters, and sorts. The column chooser can be used to help you focus on specific information, or when entering data using a mobile device.

Grids are utilized throughout COGS-Well so taking the time to learn the Grid Tools will be valuable.