Find Grids - FAQs
Overview:
COGS-Well displays "Find Grids" when you first select transaction entry or setup features to help you view or find information that you have previously entered and saved. The Find Grids include tools to help you find, filter, or sort the information on the grid according to your requirements. Some of these tools are intuitive, but other helpful tools can easily be overlooked.
Find Grid Tools:
COGS-Well displays Find Grids when you first select transaction entry features such as inventory counts, orders, or transfers, and when you first select setup features such as inventory items, recipe items, or storage locations. When you are looking for previous transactions or setup information, the tools on the Find Grid can be very helpful. Below is a Find Grid that displays for Enter Orders:
Find Grid tools are used to search, filter, and/or sort the transactions or items that are displayed on the grid. Some grids also include a "Column Chooser" option. A tool selected from a column header will apply to the data in that column. Below is an explanation of the tools available on most Find Grids:
Top of the Grid:
Add Button: The blue "+ Add" button at the top of a Find Grid is used to add new data for a setup or transaction entry feature.
XLSX Button: The "XLSX" button will export all of the data 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.
Column Search, Filter, and Sort Tools:
Column Chooser: Many Setup and Data Entry Find Grids include a "Column Chooser" button. This button allows you to choose what columns to display on a Grid. The Column Changer can be used to increase the amount of horizontal real estate or to only display the columns that are important to you. In the example above, the column chooser icon is on the top left, next to "Orders":
In the example above, we have clicked the Column Chooser icon (highlighted in red) and the Column Chooser display shows the selected columns (checked) and the columns not selected (not checked) to display on the grid.
Column Header Search, Filter, and Sort Tools:
The example below is using the Recipe Item Find Grid. Each column displays information about each item on the grid. Below this example, we review the tools in the column headers to search, filter, and sort information:
Magnifying Glass Icon: The magnifying glass at the top of each column 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 (like the "Last Updated" column header in the example above), 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:
An example of using the date filter tool is sorting the Last Updated column in the example above for a date greater than or equal to December 1, 2023. This selection would only show recipe items that have been updated on or after December 1, 2023. In the example below we have selected great than or equal, then clicked the calendar, then scrolled back to December:
(All) Icon: 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 "Sold" column in the Recippe Item Find Grid example above can be filtered for "Yes" to only display recipe items that are sold on the grid:
Eliminate Column Filter: To eliminate the Filter for any column, click on the magnifying glass and then select "Reset".
Sort a Column: Click your mouse on the name of the column and the rows on the grid will be sorted alphabetically or numerically for the data in that column, in ascending or descending order. For 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".
Data Entry Grids and the Column Chooser:
The Column Chooser is also available on some of the Data Entry Grids. It is a great tool when you are using a Data Entry Grid on a tablet device. This is because tablets 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 Find Grid search, filter, and sort tools are very helpful for finding and displaying specific information on a Find Grid. A Column Chooser can be used to help you only view the information you are interested in or to increase horizontal real estate. Find Grids are utilized throughout COGS-Well so taking the time to learn the Find Grid Tools should prove to be valuable.