Selecting Items
Why Select Items?
Designers will select items because when one runs a report or an action (such as creating a purchase order), if any items are selected then only those selected items will be included in the report or the action.
For example, in the screenshot below Items 4, 6, and 7 have been selected. A possible reason for this is that the user wants to create a proposal with just these items. Or they want to do the action of "Flag to Order". Selecting items gives you the ability to have more control over what appears on reports or is acted on.
For more information about the impact of selections and reports click: How Reports Work. Actions work the same way as reports in terms of how selections work.
You can read more about how actions work here: How Actions Work.
Selecting Items
On the Item List View, you can select items by clicking on the Select button to the left of the item number.
Items that are selected will be highlighted in green.
You can select items individually or you can select a range of items. Click here for more information.
Click on the
to deselect the item.
Selecting All Items
On the Item List View, you can select items by clicking the Select All button at the top of the list view.
Unselecting Items
Items can be unselected by clicking on thebutton next to the items that are selected and it will act as a toggle to select and unselect.
You can also click the Clear Selected button to unselect all items.
POWER USER TIP: A good use for Selecting All items is when you want all items except one or two. Select All, then unselect the items you don't need on the report or action.