There are many different types of tables within ColdTrack Live, it is one of the primary ways in which we display data for users to reference. Even though the types of tables are different, the primary functionality is the same.
Common Table Types
- Order Table: Shows all your customer orders
- Item Table: Shows all items regardless of inventory amount
- Item Inventory Table: Shows inventory of all your items
- Parcel Table: Shows individual parcels within an order
- Kit Table: Shows all of the kits associated with your items
- Item Substitution Plan: Shows all Item Substitution Plans set up for your items
Table Locations
While there are many types of tables, there are a few ways to quickly find them:
Left Hand Navigation Menu
If you know the specific type of table you are looking for, you can navigate through the Left Hand Navigation Menu. Please note, if you do not know the location of the table you are looking for, this may be difficult to find. Feel free to check a related article on the type of table you are looking for to find out how to navigate to that specific table, or use the following navigation method.
Quick Navigation Menu
If you know the type of table you are looking for, you can use the Quick Navigation Menu to search for the table type. When you click on the type, you will be navigated to the table for that type.
Table Structure
Rows
Each table consists of multiple rows, which each represent an item of a specific data type. The data type displayed in each row is the same as the table type. This can be an item, an order, a substitution plan, etc.
Example Item Row:
Columns
Each table has columns. Each column displayed is a field for the data type for the selected table. These can be adjusted to show or hide additional information.
To Do This, select “Columns” and toggle the columns on (show column) or off (hide column):
You can drag and drop the columns to change the order in which they are displayed. You can also pin columns to the left or right of the table.
Filters
You can add filters, which allow you to narrow down the data displayed within the table to a specific data set.
- For Example: If you want to find a specific Item record, go to the Item table. Set the SKU filter to equal your Item SKU. This will return the results for only the specific item you were looking for:
Basic Filters
Basic Filters allow you to quickly create a filter based on a single query parameter. You can add multiple basic filters, each targeting an individual field.
To show the basic view, ensure the “Basic” toggle is selected on the far right side of the screen:
Advanced Filters
Advanced Filters allow you to create a single filter based on multiple query parameters for more dynamic filtering. To use this, toggle the Filter view to “Advanced”. You will then see a “Filter Builder” become available:
Add any necessary queries, then click out of the Filter Builder modal for the Filter to apply to the table data.
- For Example: You want to have a single filter that filters the data based on both Stock Status and Warehouse. You can use the Advanced filter and add each query to the filter.
You can also add filters from a Joined Table to filter. To do this, select the “Add Filter” button, then select any of the fields underneath a bold header. The bold header will indicate that the field is from a separate table, but can be joined to the current table:
For more information on filters, check out the How to Use Filters article!
Sorting
You can sort the table rows by any of the fields for the table type. You can sort by ascending (up arrow) or descending (down arrow) order by the field selected.
Check out our related and previously mentioned articles below: