3701 views Overview
Munim provides advanced filtering and search options across transaction and master listing pages to help users quickly find records and analyze data. The feature includes Column Search, Global Filters, and Multiple Condition Filters with support for AND and OR operators.
Benefits
- Quickly locate records using multiple search conditions.
- Filter data using specific fields and conditions.
- Save time while searching large volumes of transactions.
- Create customized views for analysis and reporting.
- Improve data management and decision-making.
Where These Options Are Available
The filtering and search options are available on:
- Sales Invoice List
- Purchase List
- Receipt and Payment Lists
- Party and Item Masters
- Most transaction and report listing pages in Munim
Column Search
How to Use
- Open any listing page.
- Click the Filter icon.
- Search boxes will appear below each column.
- Enter the required value in one or more columns to filter records instantly.
Example
You can search invoices by:
- Invoice Number
- Customer Name
- Invoice Date
- Total Amount
- Status
Global Filter
How to Use
- Open the required listing page.
- Click More Filter.
- The Filters sidebar will open.
- Select:
- Field
- Condition
- Value/Date (Varies based on field type)
- Click Apply Filter.
Multiple Condition Filters
You can apply multiple conditions simultaneously.
AND Condition
- All conditions must be true for the record to appear in the results.
Example:
- Customer = ABC Ltd
- Billing City = Surat
Only records matching both conditions will be displayed.
OR Condition
- Any one of the conditions must be true.
Example:
- Billing City = Surat
- Billing City = Vapi
Records matching either condition will be displayed.
Available Filter Conditions
- Contains
Finds records containing specific text.
Example: Customer contains “ABC”.
- Not Contains
Excludes records containing specific text.
Example: Customer does not contain “ABC”.
- Equals
Finds records exactly matching the entered value.
Example: Billing City equals “Surat”.
- Not Equals
Finds records that do not match the entered value.
Example: Billing City not equals “Surat”.
- Starts With
Finds records where the value begins with specific text.
Example: Customer starts with “A”.
- Ends With
Finds records where the value ends with specific text.
Example: Customer ends with “Ltd”.
- Is Empty
Displays records where the selected field is blank.
- Less Than
Displays records with values smaller than the entered value.
Example: Total Amount less than ₹1,000.
- Less Than or Equals
Displays records with values less than or equal to the entered value.
- Greater Than
Displays records with values greater than the entered value.
Example: Total Amount greater than ₹10,000.
- Greater Than or Equals
Displays records with values greater than or equal to the entered value.
- In Range
Displays records between a specified range.
Example: Invoice Date between 01-08-2025 and 15-08-2025.
Important Notes
- Multiple filters can be applied simultaneously.
- Both AND and OR operators are supported.
- Filters are available across most master and transaction listing pages.
- Filtered data can be further exported or used for reporting purposes.
Result
You can quickly locate, analyze, and manage records using advanced filtering and search options across Munim.
Need Assistance?
If you need help using filters or creating advanced search conditions, please contact our support team. We’re happy to assist you.
