How to change the layout of the Transactions tab
FollowSummary:
The Transaction tab is pulled from your default Transaction Enquiry layout. This can be customised and shared.
Follow the Steps Below:
- Navigate to the Transaction Enquiry
- Click Reports
- Click Inventory
- Click Transaction Enquiry
- Customise the grid
- select Show toolbar
- Click Hidden Columns
- Add columns by dragging & dropping any columns from Hidden Columns to the grid header
- Remove columns by dragging & dropping any columns from the grid header to Hidden Columns
- Change the width of any columns as needed
- Click the header of any column to order by that column
- Drag any column header above the grid to group by that column
- select Show toolbar
- Save the grid layout
- Click New
- Enter a new layout name
- Click OK
- Tick the Default checkbox
- Tick the Shared checkbox to allow other users to access the layout
- Click Save
Additional Information:
You should now see this layout when viewing the Transactions tab of any Product Record.