Angel Vazquez
09-10-2009, 03:51 PM
Filter Codes
Filter Codes can be used to filter a selection of accounts when performing a check run or for running reports. They can come pretty handy when your looking to group a selection of accounts. Some stores have used this feature to label a group of accounts as VIP accounts, consignors who receive their check by mail or to specify something unique about the account. You have full control as to what you would like to name your filter codes.
To Add a Filter Code
Click Tools > Maintain > Filter Codes.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_codes_1.png">
Next, click on the Add button that appears.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_codes_2.png">
Type the name of your Filter Code in the Field as shown below.
Click OK to finish.
<img src="http://resaleworld.com/videos/angel/MB_Images/Filter_Codes_3.png">
Click Close on the next screen to return to the Inventory Module.
Apply a Filter Code to an Account.
Open a consignor account and click on the Account tab.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_code_4.png">
Next, search for the Filter Code field. It can sometimes be found under the
6. Information tab or 7. Add'l Info tab located on the bottom half of the account detail screen.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_codes_5.png">
We can now click on the drop down arrow to see a list of the Filter Codes we have created. the Liberty software will already come with one named Default as shown below.
<img src="http://resaleworld.com/videos/angel/MB_Images/Filter_Codes_6.png">
I decided to assign the Filter Code labeled VIP to the current account being used in my examples. Be sure to always click the Save button after making changes to the account.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_codes_7.png">
Using Filter Codes with a Check Run.
Click Activities > Accounting > Account Payments.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_codes_8.png">
On the Account Payment Prepare screen, you will see a Filter Code field where you can select a code from. In this example, I have selected the VIP filter code I created earlier. This will now allow me to pay only consignors that have the Filter Code of VIP applied to their account.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_codes_9.png">
Using Filter Codes for Reports
Click the Reports icon button found on the tool bar in the Inventory Module.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_codes_10.png">
When using the Report Module, you will notice a Criteria section that contains a Add More Criteria button. If the report you have selected does not immediately show the Filter Code parameter then please click on the Add More Criteria button to add it.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_code_11.png">
Below will show the next step required to adding the Filter Code parameter. Be sure to check the box next to each parameter you would like to use to narrow the search results.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_code_12.png">
the Filter Code parameter will now be added. You can now click on the small down arrow to select a parameter value. In my example I will select IS to specify the VIP code. After selecting IS, a new field will appear to the right where a browse button will appear.
Example 1.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_code_13.png">
Example 2.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_code_14.png">
The next screen will allow you to select one or multiple Filter Codes.
click OK to finish.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_codes_15.png">
Your selection will applied to the Filter Code parameter as shown.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_codes__16.png">
If the Filter Code parameter does not appear as an option then it has not been added by design. Only a selection of reports will contain the Filter Code parameter.
Here is a list of a few reports where the Filter code can be used.
Inventory
Inventory By Category
Item Description - Long Format
Item Description by Account
Item Received Summary
Item Sales summary
Payouts
Accounts Payable - By Account
Accounts
Account List - Full Detail
Account Productivity
Labels
All Reports
Sales
Item Description x / Sales History
Filter Codes can be used to filter a selection of accounts when performing a check run or for running reports. They can come pretty handy when your looking to group a selection of accounts. Some stores have used this feature to label a group of accounts as VIP accounts, consignors who receive their check by mail or to specify something unique about the account. You have full control as to what you would like to name your filter codes.
To Add a Filter Code
Click Tools > Maintain > Filter Codes.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_codes_1.png">
Next, click on the Add button that appears.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_codes_2.png">
Type the name of your Filter Code in the Field as shown below.
Click OK to finish.
<img src="http://resaleworld.com/videos/angel/MB_Images/Filter_Codes_3.png">
Click Close on the next screen to return to the Inventory Module.
Apply a Filter Code to an Account.
Open a consignor account and click on the Account tab.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_code_4.png">
Next, search for the Filter Code field. It can sometimes be found under the
6. Information tab or 7. Add'l Info tab located on the bottom half of the account detail screen.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_codes_5.png">
We can now click on the drop down arrow to see a list of the Filter Codes we have created. the Liberty software will already come with one named Default as shown below.
<img src="http://resaleworld.com/videos/angel/MB_Images/Filter_Codes_6.png">
I decided to assign the Filter Code labeled VIP to the current account being used in my examples. Be sure to always click the Save button after making changes to the account.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_codes_7.png">
Using Filter Codes with a Check Run.
Click Activities > Accounting > Account Payments.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_codes_8.png">
On the Account Payment Prepare screen, you will see a Filter Code field where you can select a code from. In this example, I have selected the VIP filter code I created earlier. This will now allow me to pay only consignors that have the Filter Code of VIP applied to their account.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_codes_9.png">
Using Filter Codes for Reports
Click the Reports icon button found on the tool bar in the Inventory Module.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_codes_10.png">
When using the Report Module, you will notice a Criteria section that contains a Add More Criteria button. If the report you have selected does not immediately show the Filter Code parameter then please click on the Add More Criteria button to add it.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_code_11.png">
Below will show the next step required to adding the Filter Code parameter. Be sure to check the box next to each parameter you would like to use to narrow the search results.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_code_12.png">
the Filter Code parameter will now be added. You can now click on the small down arrow to select a parameter value. In my example I will select IS to specify the VIP code. After selecting IS, a new field will appear to the right where a browse button will appear.
Example 1.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_code_13.png">
Example 2.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_code_14.png">
The next screen will allow you to select one or multiple Filter Codes.
click OK to finish.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_codes_15.png">
Your selection will applied to the Filter Code parameter as shown.
<img src="http://resaleworld.com/videos/angel/MB_Images/filter_codes__16.png">
If the Filter Code parameter does not appear as an option then it has not been added by design. Only a selection of reports will contain the Filter Code parameter.
Here is a list of a few reports where the Filter code can be used.
Inventory
Inventory By Category
Item Description - Long Format
Item Description by Account
Item Received Summary
Item Sales summary
Payouts
Accounts Payable - By Account
Accounts
Account List - Full Detail
Account Productivity
Labels
All Reports
Sales
Item Description x / Sales History