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

Filtering

Filtering your items allows you select a group of items, and any item not in the filter will be hidden from view. Filters stay on until you clear the filter or you leave the Pricebook. You can tell if your grid is filtered by looking at the bottom of the My Pricebook window. Filters will be used for doing things in a batch. The most common use will be to do group price changes.
 
To view the Filter tool click the Filter button from the Pricebook screen.
Below is a quick overview of the Filter window.
 
Filtering
Next step is the learn how to Build a Filter.  Another tool that works well with Filters are Categories. Please click here to learn about Categories
 
1

Fields Area

1. Fields Area 
These are all the fields that My Pricebook keeps for each item.  You can choose one or multiple fields to Filter the items.
2

Selected Field Options

2. Selected Field Options
After you choose a Field, this is where you set up what values and parameters will be applied to that Field to create your Filter
3

Confirmation Buttons

3. Confirmation Buttons 
After creating your filter, you will either apply your filter by selecting OK or you can cancel out of the Filter and not apply it at all.
4

Filter Control Buttons

4. Filter Control Buttons
You can easily clear all existing Field Filters with the Clear All button, or you can view a summary of all Fields that are being used in the Filter.
 

The contents of Filtering

Build a Filter
Build a Filter 2