coreSTORE - Getting Started: Configure the Grid
The “grid” refers to a set of buttons that can be displayed on the Sales Screen. It's a visual layout feature that helps manage and organize items efficiently within the sales interface. The grid can be configured to display items based on categories, tags, suppliers, and favorites. This makes it easier for users to quickly locate and add items to sales transactions by simply clicking on the items displayed in the grid.
Key functionalities of the grid include:
• Category and Tag Organization: Items can be displayed according to their categories or tags, allowing for organized and intuitive navigation through the inventory.
• Quick Access and Adding Items: Clicking on an item within the grid directly adds it to the sales transaction, streamlining the checkout process.
• Customization Options: Users can configure which categories or tags appear in the grid, hide certain categories from the grid, and even assign specific colors or images to categories for better visual identification.
There are many ways you can customize the grid based on your needs, such as only showing pictures, adjusting the button and font sizes, and defaulting the grid to always show on the sales screen.
The buttons can also be used to show rental items, if you are a gun range the buttons are used to show your shooting lanes, and will dynamically update to show what lanes are occupied, who is on the lane and how long they've been on it.
The grid can be seen in the screen below (the green buttons)
Click on Company
Click on Settings
Click on Grid Options
Click on Number Of Items Per Page In Grid:…
New Category Defaults To Show On Grid:
This option is used if you want any new category that you create inside of coreSTORE to show on the grid automatically.
Always Show Item Grid:
This option is used if you want the grid to show automatically. Otherwise you will have to select "Show Grid" on the sales/PO & receiving screen.
Hide Out Of Stock Items In Grid:
This option is used if you don't want to see any inventory items in the grid if you're currently out of stock.
Default Type For Grid
There are two ways to assign the grid - Categories and Tags. You can switch between these two options while on the sales/PO & receiving screen. Use this option to default which grid type you want to show.
Hide Grid Type Option
If you only use the Categories or Tag grid type but not both, you might want to choose to hide the button to switch between the two.
Hide Grid From Receiving Screen
If you don't need to use the grid on your receiving screen, you may want to choose to hide it automatically.
Hide Label On Grid Button If There Is An Image:
If you have images on your grid, you might not want the item name to overlay on top of the image. In that case, use this option to auto-hide the item name if there is an image.
Customize the look of the grid button
Button Refresh Interval
The Button Refresh Interval applies when you're using the grid for range management. If you have multiple registers utilizing the grid, each register will refresh the grid depending on how long you determine the interval in this setting (in seconds). Setting the Interval to 0 means it does not refresh at all without refreshing your browser.
Key functionalities of the grid include:
• Category and Tag Organization: Items can be displayed according to their categories or tags, allowing for organized and intuitive navigation through the inventory.
• Quick Access and Adding Items: Clicking on an item within the grid directly adds it to the sales transaction, streamlining the checkout process.
• Customization Options: Users can configure which categories or tags appear in the grid, hide certain categories from the grid, and even assign specific colors or images to categories for better visual identification.
There are many ways you can customize the grid based on your needs, such as only showing pictures, adjusting the button and font sizes, and defaulting the grid to always show on the sales screen.
The buttons can also be used to show rental items, if you are a gun range the buttons are used to show your shooting lanes, and will dynamically update to show what lanes are occupied, who is on the lane and how long they've been on it.
The grid can be seen in the screen below (the green buttons)
Click on Company
Click on Settings
Click on Grid Options
Click on Number Of Items Per Page In Grid:…
New Category Defaults To Show On Grid:
This option is used if you want any new category that you create inside of coreSTORE to show on the grid automatically.
Always Show Item Grid:
This option is used if you want the grid to show automatically. Otherwise you will have to select "Show Grid" on the sales/PO & receiving screen.
Hide Out Of Stock Items In Grid:
This option is used if you don't want to see any inventory items in the grid if you're currently out of stock.
Default Type For Grid
There are two ways to assign the grid - Categories and Tags. You can switch between these two options while on the sales/PO & receiving screen. Use this option to default which grid type you want to show.
Hide Grid Type Option
If you only use the Categories or Tag grid type but not both, you might want to choose to hide the button to switch between the two.
Hide Grid From Receiving Screen
If you don't need to use the grid on your receiving screen, you may want to choose to hide it automatically.
Hide Label On Grid Button If There Is An Image:
If you have images on your grid, you might not want the item name to overlay on top of the image. In that case, use this option to auto-hide the item name if there is an image.
Customize the look of the grid button
Button Refresh Interval
The Button Refresh Interval applies when you're using the grid for range management. If you have multiple registers utilizing the grid, each register will refresh the grid depending on how long you determine the interval in this setting (in seconds). Setting the Interval to 0 means it does not refresh at all without refreshing your browser.
Updated on: 06/26/2024
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