iotoms Docs

Finding, Filtering, Editing, or Deleting a Register

Once registers exist, use the Registers list to search, filter, edit, or remove them.

Finding and filtering

  1. On the Registers list, use the search box (placeholder: "Filter registers... (try name:value or store:value)") to search by name or store.
  2. Click the filter icon to open the filter drawer for structured filtering by Store, Register Type (POS / Van), and Status (Active / Inactive / Archived).
  3. Use the page-size control and pager at the bottom to move through results.

Editing a register

  1. Click a register's name, or use the row's ⋮ menu → View details, to open it.
  2. Use ⋮ → Edit to jump straight to the edit form.
  3. Make your changes and use the amber unsaved-changes bar to Save or Discard.

Deleting a register

  1. Use the row's ⋮ menu → Delete and confirm.

This permanently deletes the register and cannot be undone.

Checking which registers have no stockroom

The register list has a Stockroom column. A register showing an amber Not set badge is taking its sales out of the default warehouse rather than the stockroom it really sells from — so a second store drains the wrong stock, and a van's own stock never goes down when it sells.

  1. Open Registers and scan the Stockroom column.
  2. Click any register showing Not set.
  3. Pick its Stockroom and save. See Adding a Register, step 7, for how to choose.
  4. If Stock Exceptions has rows for that register, mark them as handled once the setting is saved.