Searching & Filtering Data in 10X ERP

Searching and filtering records in 10X ERP helps users quickly locate relevant data across the application. The system provides search bars, filters, and sortable table views to refine and organize results efficiently. Date can be easily summed and exported.

Steps to Search and Filter Records:

• Use the Search Bar at the top of the module to enter keywords related to the record.
• Navigate to the Relevant Entity (e.g., Items, Customers, Sales Orders, etc).
• Apply Filters such as data entry, date ranges, status, or category to refine results.
• Filter in Table Views by selecting column-specific filters to display only relevant data.
• Sort Results by clicking on column headers to arrange data by relevance, date, or other attributes.
• Open a Record by clicking on the desired entry to view or edit details.
• After filtering to your view, sum and/or export data