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Default view

You will have noticed by now that when you click on Stock Book after logging in that the page brings up all stock, new and used, and that the columns are pre-defined as below.

pre-defined.png

 

While it is relatively simple to change columns and filter the stock for what you may be looking for, we also thought it may be useful for you to be able to set your own default views.

You need to start by setting up the view you would like using the quick search, search builder and column chooser methods as required.

For example, I may be a sales person that only deals with new car sales. I would want to limit my Stock Book view to available new vehicles and possibly remove columns like mileage and replace with manufacturer order number.

Default_view.png

 

Your chosen view should then be saved to your My Views, in this example I will use the name Default New Stock.

 

Once saved if you then hover over the view name you will see a small icon shown below:

default_icon.png

 

Click this icon and you will see that the view name will change to italics and the default icon will disappear.

From this point when you log in and click on Stock Book your saved default view will appear.

If you decide to change your mind about the default view you have set you simply need to delete your report name (easily spotted by the italics) and you will go back to the SalesMaster default view.

 

Sharing your view

You can share your view with your colleagues. Click for simple instructions on sharing your views.

 

default_italic.png

 

 

Important

If you choose to share your default view this will then also become the default view of everyone you share it with!

Therefore It is only advisable to share your default view if you intend to make it the default view of those that you share with. - Examples of this might be to set your sales staff to see specific stock. (perhaps aged or consigned stock that you need them to focus on first)

To avoid this make sure that you share views with your colleagues before making them your own default view.!

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