Create custom layouts for your Enquiry, Report and View pages, as well as certain transaction pages, such as Add Purchase Order, in Unleashed and view your business as you'd like to see it. Set them as a default for your own login and share them so that other users can review that page as you do.
On the Add Purchase Order screen, 'Show toolbar' becomes available after you have selected a Supplier and a PO number has been generated. Once visible, you can create and save a custom grid layout in the same way as any other page.
Create a custom grid layout
Where available, in an Enquiry, Report or View page, select the Show toolbar tab, displayed on the right above the grid column headers.
Select New.
Provide a unique name for the new grid layout and click Add.
Adjust and re-arrange the headers in the layout.
Click Hidden Columns from the toolbar to drag and drop any columns you want to include or remove from the layout.
In the toolbar, tick the Default checkbox and Save to make this layout the version that automatically populates whenever you open the page.
Tick the Shared checkbox so that other users can view the layout from their login.
Click Save.
When a layout is shared, other users can then view it by selecting it from their Grid Layout drop-down, under Show Toolbar.
Default custom grid layout
If your layout is saved as Shared, other users can view the layout by selecting it from the Grid Layout dropdown menu in the Show Toolbar tab. Other users cannot save the shared layout as their own default, but they can replicate it and save the replica as a default.
Select the Show toolbar tab, displayed on the right above the grid column headers.
In the Grid Layout dropdown menu, select the shared layout.
Select New and provide a unique name for the layout.
The newly saved layout can then be ticked as Default.
🤓 Tip: If you cannot see the option to create or select a custom grid layout, try clearing your browser's cache and cookies.