Grid Formats preferences

A hallmark of the Retail Pro family of products, including RP Prism, is the ability for users to modify the interface to best suit the needs of their business and work environment.

In the Grid Formats area of preferences, users can define the following settings for each area:

• The columns that can be used when searching for records
• The default columns that will be visible when viewing a list of records
• The columns that will be available for selection to users if a user decides to modify the default layout
• The number of results per page that can be displayed

Users can customize the grids used in the following areas of RP Prism: Adjustment Memo Items,  Adjustment Memo Lookup, Adv Item Search, Customer Search, Disbursement Lookup, Inventory,
PI Sheet Filters,  PO Lookup,  Purchase Order, Time Clock, Transfer Order, Transfer Order Items, Transfer Slip Items, Transfer Slip Lookup, Vendor Invoice, Voucher, Voucher-PO Items, Voucher Lookup.

Configure Grid Layout Preferences 

1. In the Admin Console, select Preferences & Settings > Grid Layouts.    
2. In the "Select a grid to configure" drop-down, select the type of grid layout you want to edit.    
3. The "Available" area lists the columns that are available to be added to the list of Selected Items.
4. Use the arrow buttons to move columns to the list of "Selected" columns.     
5. The "Selected" area lists the columns that will be available for selection when a user is working with the grid type. In the Default Visible Columns area, if a column's checkbox is not selected, then the column will not be displayed, but will be available for selection by the user when using that grid type.    
6. In the Results Per Page area, set the default number of results to display per page (10, 20, 30, 50, 100, 500, or 1000 ).     
7. Tap or click the Save button.     

Moving Columns to/from the "Selected" List

As you move columns to/from the list of Selected Columns, the Default Visible list is updated, too. These are the columns that will be displayed by default in the grid. Prism users can change the columns by selecting the hamburger icon in the upper-right edge of the grid.

Inherited From/Clear Node Settings
When viewing/editing grids at different levels of the corporate hierarchy, it can be easy to lose track of which grids are being set by which level (Corporate, Subsidiary, Store or Workstation). There are a couple of visual cues that provide information about which level has edited the grids.
If Grid Format settings have been modified a higher level, when viewing the settings at a lower level, you will see a message on the UI that says "Settings inherited from [LEVEL]". For example, if the Department grid is modified at the Corporate Level, then when viewing the Department grid at the Subsidiary or Store level you will see a message saying the settings are inherited from Corporate.
When viewing a grid format at a level where the settings have been modified, you will see a Clear Node Settings button instead. If you click the Clear Node Settings button, the current node's settings for this grid will revert to the high level's settings. The Clear Node Settings button is only active if a user has previously set the context level at the Subsidiary, Store, or Workstation Level and then saved changes to grid format preferences.

Reset before Saving Changes
After you have made changes to grid formats but before saving the changes, you can click the Reset button to rese t the settings to whatever they were before you started making the edits.
Changing the Order of Columns in Grids
In the Selected Columns area, you can adjust the order of the columns in the grid.

1. Navigate to the "Selected" list.    
2. Highlight a column name and then click the Up or Down button to change the column's position.    
3. Click the Save button to save the changes.    

Modifying Grids in the Prism UI
When working with grids in individual areas of RP Prism, you are limited to the working with the fields in the Selected Columns list. Fields in the Available Columns list in preferences will not be available to users working with grids in the individual areas of RP Prism.

1. Click the hamburger icon in the upper-right portion of the grid.    
2. A list of the available columns is displayed. Columns with a checkmark are displayed in the UI. Columns with an "X" are not displayed. Select or clear the checkbox for individual columns as needed.   
3. Clear anywhere outside the column selection box to apply the changes.    

Changing Column Width
Click in the area in between the two columns and then use the dragger to adjust the width of the columns.

Changing Column Order for Grids
You can only change the order of the columns for a grid by modifying Grid Format Preferences.

Sample Department Grid Format Preferences

Users can customize the grids used in the following areas of Prism: