Viewing a list of receipt items across all receipts
The Receipt Items List view is a view that combines receipt items and receipts. This means that you can quickly and easily access specific items within a receipt without drilling down into individual receipts, as with the View Receipts screen. This view also gives you the flexibility to sort, filter, and export receipt information based on a number of attributes at the item level across all your receipts.
To view a combined list of receipt items and receipts:
- From the navigation bar on the left, select Receiving>Receipt Items List. A full list of receipt items appears. Multiple item lines represent one receipt.
- To view a specific receipt item:
- Highlight the receipt item you want to view. (The background turns green.) Click View up above.
- The receipt item displays. General receipt information is up above and a list of items is below.
To filter the Receipt Items List:
- Select a field by which to filter with the drop-down Filter menu above the list.
- Enter criteria (full or partial) into the Contains field. Click Filter.
The list view shows up to 25 items per page. The filter applies across all pages.
- To undo a filter you previously applied, click Show All.
- Click the Advanced Filter icon for additional filtering options. More info...
To sort the Receipt Items List:
- Click a column header to sort the list by that column, in ascending order.
- Click the same column header again to sort descending. SmartTurn remembers the most recent column you sorted on, and applies that as a default sort order next time you come to the Receipt Items List view, or next time you log in.
The list view shows up to 25 items per page. The sort applies across all pages. More info.
To export the Receipt Items List:
- Sort or filter your list to isolate the group of records you want to export. You can also export the entire list, unfiltered, if you want. You can export up to 10,000 records.
- Click Export from the toolbar. The Export pop-up appears.
Important: Do not close this pop-up. Closing the pop-up cancels your request for exported data. If needed, you can minimize the Export pop-up.
- Optionally, continue working in SmartTurn while your export request is being processed.
Note: You can only create one export request at a time. However, you can continue with all of your other work in SmartTurn.
- When the export is complete, a dialog opens asking you if you want to open or save the file.
- Select Save. Save the file to a directory on your machine.
- A spreadsheet appears with the data you selected. SmartTurn exports many attributes of your data, not just the columns you see in the list view.
- At this time, it is safe to close your Export pop-up. Select Close if the pop-up does not automatically close once your export is complete.
For a description of any of the fields in this screen, see Receipt screen field descriptions.