What Are Filters in AltheaSuite?
Filters in AltheaSuite are customizable parameters that users can apply to isolate and view only the data that’s relevant to them. These filters can be applied across various modules—including Item Manager, Sales Invoices, and more—based on criteria such as product attributes, supplier name, warehouse location, and employee role.
Applying Filters in the Item Manager
Let’s begin with a common use case—managing inventory through the Products > Item Manager module.
In the center of the Item Manager interface, you’ll find Item Attribute filters, which include options such as:
- Has Serial Numbers
- Has Extended Warranty
- Is a Combo Item
For example, if you’re managing items that require tracking by serial number, simply check “Has Serial Numbers”, click Apply, and AltheaSuite will immediately display only those products. You can further refine the results by applying additional filters like a preferred supplier, such as “General Electric.”
Saving and Reusing Filter Settings
A major time-saving feature is the ability to save your filter selections:
- Click the floppy disk icon next to the filters.
- Choose to either save the filter or set it as default.
- These saved filters persist even after navigating away from the module or logging out.
This functionality is especially useful for users who repeatedly search for the same set of criteria. Instead of reapplying filters every time, you can return to a customized, filtered view with a single click.
Using Filters in Sales Invoices and Other Modules
Filters aren’t limited to product data. In the Sales > Sales Invoices module, for example, you can apply filters to:
- Business Location (e.g., Redmond Warehouse 1)
- Warehouse
- Employee/User
If you want to focus only on sales from a specific warehouse handled by a certain team member, you can apply those filters, click Save, and even set them as default. This way, every time you open the Sales Invoices module, it will automatically show data relevant to your selected location or team member.
For managers or admins, this filtering capability extends even further. You can:
- Set filters globally for all users (using “Set as Default”).
- Allow flexibility for individual team members to override or remove filters if needed.
Business Benefits of Using Filters in AltheaSuite
Increased Efficiency
Filters eliminate the need to manually sort through lists of irrelevant records. This is especially important when handling large datasets—such as hundreds of SKUs or daily invoices.
Improved Accuracy
By narrowing the scope of visible data, users are less likely to make errors when updating records, generating reports, or fulfilling orders.
Personalized User Experience
Each team member can tailor their workspace according to their role—warehouse staff, sales reps, and inventory managers can all see the information that matters most to them.
Time Savings
Recurring tasks become faster and more consistent. Saved filter settings reduce repetitive actions, allowing staff to focus on higher-value work.
Stronger Control and Visibility
For managers, setting default filters ensures that teams operate within defined scopes—keeping focus on specific warehouses, product categories, or business units.
Conclusion
The filtering system in AltheaSuite is a simple yet powerful tool that enhances the user experience and drives operational efficiency. Whether you’re managing inventory, tracking sales, or analyzing data across business locations, filters give you greater control, faster access to relevant information, and the ability to tailor the system to your exact needs.
If you’re looking to simplify workflows, reduce manual effort, and gain clearer visibility into your operations, leveraging filters in AltheaSuite is an excellent place to start. Book a demo today to see it in action.
