Product Filters allow you to create and apply ad-hoc filters to your Product List when Ordering or Auditing.  

This can be very helpful if you would like your Sales Team to focus on certain key lines such as:

  • Seasonal
  • End of Life
  • Promotion
  • Short date
  • Top 20
  • Must Stock
  • Large Fridge
  • Volume deals


Instructions to setup below


To setup Product Filters on the tablet see following instructions;


  • Select on Master Data > Products > Filters > App



  • Select on NEW from the Grid Operations tool bar
  • Enter the Name of your new filter and select OK
  • Fill in the Sequence number as you would like it to appear on the tablet
  • Select the Start/End date and Active box
  • Then select the Filter type Audits or Orders






Once you have created the Product filter name, you can then add products to the filter

  • To assign Products to the Product Filter you can simply tick in the In Group column, the SEARCH option is also available, see second screenshot below. 


** You can add as many products required   





  • It is possible to filter on any column, below is an example filtered by Product Group, then to the right is +/- (select + which will tick all products in the selected group) See second screenshot for the results.






  • Select on Assigned Groups
  • In here, select the Customer Group that you would like to assign the filter to, by selecting the tick box under the Is Assigned column.




  • It is also possible to select specific customers by going to Assigned Customers and selecting the tick box under the Is Assigned column.





** Once your filter is setup please ensure that reps complete a full sync on their devices


On the device the filters are found under the Orders or Audits tab, depending on the filter type you chose on the console


Orders tab



Audit tab