How to use Filters in LoMag Software

LoMag warehouse management software allows you to set filters for the selected windows according to desired parameters. In this manual, we will perform various steps to add, delete or remove the filters in the window of the LoMag program. We can use filters on different program windows i.e. in the price of goods, reports or even in the invoice document window.

1. Addition of Filters in the Warehouse Report

To open the warehouse status report, click on the Reports tab present at the top of the window. Select the desired item from the drop-down list.

You can also use 'CTRL+M' shortcut key to open the main program menu. This will open the list of goods present in the warehouse.

In this manual, we will add two filters. The first one is concerned with the condition of goods in the warehouse; we will select the goods that we have in stock (at least 120 pieces). The second filter will refer to the value of the item. According to second filter, we will set a level that displays the price of the goods higher than 0.00 Euro.

To do this, click on the filter button present at the bottom of the window. Now, select the edit/add filter and choose stock level from the drop-down menu. This will open a new window, where you can configure filters for the Stock level column.

In the new window, select the sign of '>=' from the drop-down list and set the value of 120 pieces. After entering these parameters, confirm the filter by clicking on the OK button.

According to this new filter, you can easily check that the goods available in 120 pieces. You can see that the colour of filter has been changed from green to red. This means that filter is activated in the warehouse program.

To add an additional filter, re-use the filter icon and configure the filter window as shown below;

According to the previous steps of this manual, choose the filter value with the sign of '=' and set its value 0.00 Euro. Now after entering all these parameters, confirm the decision by clicking the OK button.

The filter was applied in the goods of the warehouse window. And as a result, only those goods, which are meeting the previous requirements are displayed. An important thing should be noted that as we have set the filters, therefore, all the goods are marked with '*' symbol. This symbols shows that filters are active and they are applied on the warehouse system. Similarly, we can also add some other filters in a this way.

2. Saving and Activating Filters

Now after configuration of all these parameters, save these filters. The reason is, in future it would be easy for you to use them without any configuration. Click on the filter button, and select the save filter option.

This will open a new window. Enter the filter's details.

Enter the name for the new filter and then confirm your decision by clicking on the save button. We have named the filters as 'Two Filter'.

3. Activation of Filter

Now, apply this filter on the list of goods. Click on the filter icon and select the 'Two Filter' name from the list.

You can easily check in below screen that stock level is set to greater and equal to 120 and the price of the product in 0.00 Euro.

4. Save and Delete Starter Filters for a given Window

In the previous steps, we teach you to save the filter. But you can also save the above filters as a starter (means every time you open a window, it must be activated). For this, click on the 'save filter' option

Then click the save option and save the filters as starter filter. Press the save button.

This will enable the filter to take complete control over the window. In order to check the results of the above steps, just reopen the list of goods. You will see that there would be two columns which are enclosed in the asterisk symbol.

5. Removing Starter Filter

However, if you want to remove the starter filter, then click on the filter button and choose the remove starter filter option from the drop-down menu.

This will immediately remove the filter and deactivates the existing filters. Reopen the window and you will get full list items with zero filters.

6. Editing of Filters

To edit the existing filters in the window, use the filter icon and select the Add or Edit option from the drop-down list. Select the stock level; this will open a new window as shown below;

The filter editing window opens. Now change the stock level as shown below. Choose the number of stocks greater than 49 pieces. Now, confirm your settings by clicking the OK button.

Now, according to this filter, other items whose pieces are greater than 49 will be displayed in the price list.

7. Removing Filters

If you want to remove any active filters, click on the filter option. Select the desired filters, which you want to delete.

The removal of filter is shown in the figure below;

8. Filter Management

For managing the filters, click on the filter option. In order to manage the filters choose the manage filter option from the drop-down list.

9. Changing the Filter Display Order

To change the order in which the filters appear in the list. Select the desired filter with your left mouse button and this will highlight the item in blue. Now by holding this item, move your mouse to the above position. If you want to move the selected item to lower position, you can do this easily by moving your mouse. Now click on OK button and confirm the decision.

Now to verify the changes in settings, click on the filter option, where you can view the above changes.

10. Displaying the Filter Parameters

Click on the filter option; open it with the left mouse button. Then select the filter, it will highlight the entire row with a blue colour. The window of filters has three columns. The content, parameter and similar information are displayed by these columns. Click on any filter and it will display the available parameters of these filters.

11. Permanent Removal of Filter

For complete removal of filter, select the filter, this will highlight the entire row. Choose the delete option present at the top of the menu. Confirm your decision by pressing the OK button.

In the picture below, you can see that the filter has been removed from the drop-down menu.

12. Addition of Multiple Filtering for a Column

For setting up the multiple filters in a single column; click the filter button and select the stock level from the drop-down list.

Now, introduce the following filters;

  1. Smaller than 500 pieces.
  2. Larger than 70 pieces.
  3. Equal to 49 pieces.

The addition of multiple filters needs either AND, OR operation. First, delete all the unnecessary filters from the list. The operations (AND, OR) defined the lines below it. The first filter is to select the goods that are less than 500 pieces AND it should be greater than 70 pieces. The third row includes the addition of goods that are equal to 49 pieces. The OR operation is used for this row.

The below screenshot shows the final result of the above steps;