The Site Selection Component is used across multiple pages to filter displayed records based on selected sites. This feature allows users to dynamically update table data, and other components by choosing one or more sites.
Accessing the Site Selector
- Locate the Site Selection Dropdown at the top of the page.
- Click the dropdown to open the list of available sites.
Searching for Sites
- Use the Search field at the top of the dropdown to find specific sites.
- Enter keywords to filter the list in real time.
Selecting Sites
- Single Selection: Click on a single site to update the displayed data.
- Multi-Selection:
- Check multiple sites to view combined data for the selected locations.
- The data will update automatically based on the selected sites.
- Select All: Use the Select All button to include all available sites.
- Reset: Use the Reset button to clear all selected sites and return to the default view (The site for the currently logged in Register).
Impact on Page Data
Once a site or multiple sites are selected:
- Tables and other data components on the page will automatically update to reflect data specific to the selected sites.
- Filters and search functions may further refine the data within the scope of the selected sites.
Use Cases
- Inventory Management: Filter inventory data to display stock levels or adjustments for specific sites.
- Reconciliation Processes: Narrow down stock check or reconciliation records to a particular site or group of sites.
Permissions and Visibility
The list of available sites is determined by user permissions:
- Users can only see and select sites they have access to, as configured in their account settings.
- Refer to the Employee Permissions documentation for more information on access control.
Best Practices
- Regularly reset your site selections if working across multiple locations to avoid outdated filters.
- Use the Search field for quick navigation when managing a large number of sites.