Filter Lists by Sales Region
Sales Region filtering segregates the entire system based on the region setup.
Caution: Ensure your sales regions are set up correctly before turning this feature on, as this can be very disruptive to business processes if they are not.
See how to set up sales regions here:
Sales Regions
Location-specific GL account filtering
Show Ship-to in Bill-to dropdowns
This option allows the ship-to accounts to appear in the bill to dropdowns in all the point-of-sale screens (Invoice, Quote, Work Order, Credit, and Consignment).
List filtering
This feature can limit the number of GL accounts in a particular dropdown. All GL accounts will be available in that dropdown if no accounts are specified.
Description of each section:
- Select the specific GL dropdown
- Available GL accounts to add to a dropdown
- Buttons to add or remove a GL account
- GL accounts that are supposed to appear in the specified dropdown.
Section 1
This section allows the user to specify the GL dropdown that needs to be narrowed down. The group dropdown's only option is the GL account.
Section 2 - GL Accounts
A list of GL accounts that are available to be selected for list filtering. This also represents the number of GL accounts appearing in a GL account dropdown.
Section 3 - Action Buttons
These buttons allow the user to add or remove the GL account for a specific location or all locations.
Section 4 - Selected GL Account Fields
These fields show the selected GL accounts for the specific location and all locations.