How Do I Add and Remove Columns in Clarus WMS Data Grids?
Customise Your Data Grids
Learn how to add, remove, and rearrange columns in Clarus WMS data grids to display the information most relevant to your needs. This guide will help you personalise your view across various screens.
Step-by-Step Guide
Applicable Screens for Column Changes
You can change columns on the following screens:
Stock list, Stock balance, Goods in receipts, Goods in cross-dock, Goods out sales order, Goods out work orders, Goods out cross-dock, Goods out picking lists, Goods out loads, Tasks, Transactions, Jobs, Products, Locations, View charges, Charge cards, Invoices, Carriers, Collection address, Delivery address, Warehouses, RF implementations, RF users, System/Event logs, Documents, Printers, Integrations.
Adding Columns
1. Open the Column Manager
On your chosen screen (e.g., Sales Order), click the Column icon.
2. Access the Column Manager
A side menu called Column Manager will appear on the right, showing all current columns in view.
3. Add a Column
Click the Add a column dropdown and choose the column you want from the available options. The selected column will be added to the bottom of the list. Click OK to confirm, and your screen will update.
4. Save Your View
Once you are happy with your columns, click the Save button at the top of the screen. A side menu will appear where you can name and save your customised view. After saving, you can easily switch between different views by selecting from the dropdown menu.
Deleting a Column
1. Open the Column Manager
Click the Column icon on your chosen screen.
2. Remove a Column
In the Column Manager, find the column you wish to delete. Click the red Delete button next to it, then confirm by clicking OK. The column will be removed from your view.
Changing the Order of Columns
1. Open the Column Manager
Click the Column icon to open the Column Manager.
2. Rearrange Columns
To change the order, click and drag the columns in the list to your preferred position. Once you close the Column Manager, the new order will be shown on your screen.
REMEMBER: Customised column settings will only apply to your view. Other users will not see these changes.FAQs
Can I change the columns on any screen?
Yes, you can amend columns on all listed screens, including stock lists, tasks, and transactions.
How do I save my column preferences?
After adding or removing columns, click the Save button, name your view, and save it for future use.
Can I delete multiple columns at once?
No, you must delete columns one at a time by clicking the red Delete button next to each column.
Can I switch between different column setups?
Yes, once saved, you can easily switch between different views using the dropdown menu.
Will my column changes affect other users?
No, any changes you make will only be visible to you. Other users can customise their own views independently.
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