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Working with Grids

Using the grid system to simplify the process of searching and sorting through data 

Introduction:

Many menus in VUE are designed with a grid layout, enabling users to efficiently browse through, and successfully locate information. This layout enhances the ability to quickly spot relevant data at a glance. Each cell within the grid represents a unique data point or entry and includes features such as filtering options and sorting controls.

Whether you are searching for a customer, part, repair order, or receipt; the grid system facilitates a faster and more effective workflow for every VUE user at the dealership.

Best Practices:
  • Anywhere you see the Screenshot 2025-02-11 110716 option in the action ribbon, allows you to customize and set defaults to  your grid, further simplifying how you view  information
  • You do not need to know the full customer name, part #, receipt #, stock# etc. to be able to utilize the search fields.
  • Start by inputting the first few letters or numbers in the field you are searching, to begin refining your results.

 

Navigate to: The top of your VUE screen

The grey bar across the top of the screen is known as the Action Ribbon. These may look different depending on the screen you are on.

Tip:
Anywhere you see the Screenshot 2025-02-11 110716 option in the action ribbon, allows you to customize and set defaults to your grid, further simplifying how you view information.

Master Filter

Some grids have a Master Filter option. You will either see an Screenshot 2025-02-11 104630 or Screenshot 2025-02-11 104613default on the top right corner of the grid.

  • Selecting the Open or Active drop-down allows you to view the various data sets based on the options selected.
  • The number of options in the Master Filter drop-down varies by screen

Note:
Each screen has multiple filters in addition to the Master Filter that allows you to search, sort, and select based on the option selected.

Search Fields

There are search fields where you can easily search what you are looking for by entering the information in any of the blank fields below:

Screenshot 2025-02-11 105100

Tip:
It's not necessary to know the complete customer name, part number, receipt number, stock number, etc., to use the search fields.
Begin by entering the initial letters or numbers in the search field to narrow down your results

In the scenario below, I am looking for a spark plug. As demonstrated, typing a portion of the word triggers the search results to begin displaying.

Screenshot 2025-02-26 101115

Narrow your find even further by selecting the drop-down Screenshot 2025-02-24 103547next to the blank field.

Screenshot 2025-02-26 102301

 

Sort by Ascending or Descending by hovering next to any title field in your grid.

 Screenshot 2025-02-11 105237

These functionalities empower users to customize their data views based on specific criteria, whether they are looking for particular items, comparing values, or managing large datasets.

By leveraging the grid system, VUE not only enhances user experience but also streamlines workflows, allowing for quicker decision-making and improved productivity.