The advanced search filters in stok.ly make it easy to:

  • Narrow down lists quickly
  • Use consistent filtering across all list views
  • Save filters for future use

The following are explanations on how to use this feature in both video and text formats:

1. Accessing Filters

  • At the top of every table in Stok.ly, you’ll see a Filters option.

  • Click Filters to open the filtering menu.

2. Creating a New Filter

  1. Click Create New Filter.

  2. Choose your filter criteria.

    • Example: To view only Goods Out notes for the Hereford store, select:

      • Dispatch Location → Any of Hereford Store.

  3. Click Apply Filter.

    • The list will now show only items matching your selected criteria.

3. Saving and Reusing Filters

  1. To save the filter for later use, give it a name.

  2. Click Save and Apply.

  3. The Filters icon in the top-right corner will update to show the name of the active filter.

  4. Even if you navigate away and return, the saved filter will remain active.

4. Switching Between Filters

  • To create another filter (e.g., for a different store location):

    1. Click Edit on your existing filter.

    2. Update the criteria and give it a new name.

    3. Click Save and Apply.

  • You can now switch between filters quickly to view different sets of data.

5. Editing Existing Filters

  • To adjust a saved filter:

    1. Click Edit.

    2. Change the criteria (e.g., include a status like “Open”).

    3. Click Save and Apply to update.

  • The list will refresh to show only records matching your updated settings.

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