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My Pricebook Manual  07-08-15 ©2013-2015 Apex Back Office Solutions  Legal Notice

Build a Filter

You can build a Filter using one or more fields. In this example we are going to create the following filter: 
All items with UPC codes that start with 0120(a large beverage Manufacturer) and
that have a price of $1.69.
Watch Video
 
Build a Filter
 
Please note the Filter stays applied until it is Cleared in the Filter tool or you leave the Pricebook Tab.
1

Click Filter Button

1. Click Filter Button 
Click Filter button to open Filter window.
2

Select UPC Field

2. Select UPC Field
Click once on UPC to select UPC to be in the filter.
3

Enter 0120 in Field Value

3. Enter 0120 in Field Value 
Once we selected UPC, UPC is displayed above the Field Value, we enter our info, which is 0120 in this case. The default value for Search Type is Partial Match at Beginning.
4

Select Price Field

4. Select Price Field
Select the Price Field by clicking once on Price.
5

Enter Price Range

5. Enter Price Range 
The By Range control opens for the Price field automatically. You can enter a range of prices, but in our example we only want items that have a Price of $1.69. so 1.69 is entered in the Starting and Ending Range.
6

Click OK

6. Click OK
 Click OK to apply the filter that was just created.
7

Filtered List

7. Filtered List
After applying the Filter, the only items visible in the grid are items that match the Filter.
8

Filtered Status

8. Filtered Status 
This status display will show when a filter is being applied. When no filter is being applied it shows All Items: