UI Reference¶
A reference guide to the interactive controls available across all Knosc screens.
Search and Filtering¶
Advanced Search¶
Click Advanced Search in the toolbar to open the filter panel. Active filters are displayed as chips inside the panel; closing the panel hides the chips but keeps the filters active.
Filters apply to columns - even graph data on analytics screens is filtered through their underlying column values. Most columns visible in the grid can be filtered, but Advanced Search often exposes additional columns that are not displayed in the grid.
How to add a filter:
- Open Advanced Search and click the text input field.
- Select a column - press the down arrow to see all available columns for this screen, or start typing to narrow the list. Press
Enteror click to confirm. - Specify the value(s) - the available options depend on the column type (see below).
Removing filters:
Click the × on any filter chip to remove it individually. Open Advanced Search and remove filters from within the panel. All filters can be cleared at once from the panel.
Filter Types by Column Type¶
Text¶
Select one or more exact string values. Press the down arrow to see all values present in the current data, or start typing to narrow the list.
- Single value: press
Enteror click the item. - Multiple values: hold
Ctrlto open a multi-select dialog, or click the tick mark next to each value. HoldShiftwhile navigating with arrow keys to select a range quickly.
Note
Only values present in the currently displayed data are selectable. If an expected value does not appear, remove some active filters and try again - those filters may be excluding it.
Dates¶
A calendar picker replaces the text input. Click once to set the range start date, click again to set the end date. The filter includes both boundary dates.
Relative date ranges: Type any integer into the text field and press Enter or confirm with the tick mark. A positive number creates a range from today forward by that many days. A negative number creates a range ending today, going back that many days. Both boundaries are inclusive.
Warning
When a relative date filter is saved to a view, it is stored as a relative offset - not as fixed dates. Loading that view on a later date will recalculate the range relative to the new current date. To persist absolute dates, use the calendar picker instead of typing a number.
Numbers¶
Filter a numeric column by an exact value or a range:
| Syntax | Behaviour |
|---|---|
504 or == 504 |
Equals 504 |
< 504 |
Strictly less than 504 |
> 504 |
Strictly greater than 504 |
<> 504 |
Not equal to 504 (greater or smaller) |
Status / Enumeration Columns¶
Select one or more allowed values from the dropdown. Only the defined values for that column type are shown.
Boolean Columns¶
Select True or False.
Custom Columns in Filters¶
Any custom columns activated by an administrator are available in Advanced Search, provided they can be applied to the data displayed on the current screen. They are greyed out and unselectable when they cannot be used in the current context.
Sorting¶
Click any column header to sort ascending. Click again to sort descending. A third click removes the sort. Only one column can be sorted at a time.
Column Management¶
Showing and Hiding Columns¶
Open the Advanced Menu (three-dot icon) → Views → Edit Headers (for header-level columns) or Edit Details (for line-level columns). This opens a sub-panel from which you can:
- Show or hide columns at that level
- Rename column labels as displayed on screen
- Change the order columns appear in the grid
Reordering Columns¶
Drag column headers left or right to reorder them. Changes apply immediately and can be saved to a view.
Column Width¶
Drag the right edge of a column header to resize it.
Column Types¶
Each column belongs to a type that governs what values it accepts and how it can be filtered:
| Type | Description | Example |
|---|---|---|
| Date | A specific calendar day | Purchase order delivery date |
| Number | A numeric quantity | Order quantity |
| Free Text | Any string of valid characters | Item number, item description |
| Enumeration | Fixed set of allowed text values | Order status |
| Boolean | True or False | Feature flags (typically shown as an enumeration) |
Saved Views¶
A view captures the current screen configuration - which columns are visible, their names, their order, and all active filters - and lets you reload it with one click.
Views are accessed and managed via the Advanced Menu (three-dot icon) → Views.
Saving a View¶
- Save - overwrites the currently active view with the current configuration.
- Save As - creates a new named view. Enter a name in the dialog.
Loading a View¶
The system remembers the last selected view per screen and restores it automatically on next visit. Saved views appear under My Views in the Advanced Menu. There is always a Default view (the system default), which cannot be deleted.
Sharing a View¶
Click Advanced Menu → Views → Share. Select a user from the list (press the down arrow or start typing their name). The shared view becomes available to that user under My Views → Shared Views on their screen.
Deleting a View¶
Click Advanced Menu → Views → Delete. The Default view cannot be deleted.
Tip
Views are screen-specific and level-specific. A view saved on the Planning screen at Item level is not visible when the screen is switched to Item-Location level.
Advanced Menu (Three-Dot Menu)¶
The Advanced Menu is accessible via the ⋮ (three-dot) icon. It may appear in the screen toolbar or next to a specific table or graph. Available actions depend on the screen and context.
Help Menu¶
- Show Help - displays a ? icon next to every field on the screen. Hovering over a ? shows a description of that field.
Data Menu¶
- Export to Excel - downloads all data currently visible on the screen (respecting active filters) to a spreadsheet file.
Views Menu¶
- Edit Headers - manage columns displayed at the header (document) level.
- Edit Details - manage columns displayed at the line (detail) level.
- Save - save the current configuration to the active view.
- Save As - create a new named view.
- Share - share the current view with another user.
- Delete - delete the current view. The Default view cannot be deleted.
- My Views - lists all views you have access to for this screen. Shared views appear under a "Shared Views" sub-section.
Data Export¶
Click Advanced Menu → Export to Excel to download the current filtered and sorted view as a spreadsheet.
- The export includes all rows matching the current filters, not just the current page.
- Columns in the export match the columns currently visible on screen.
- Large exports (> 10,000 rows) are prepared asynchronously; a notification is sent when the file is ready.
Note
Export respects your active filters. Clear all filters before exporting if you want all available data.
Data Upload¶
Download a Template¶
Before uploading data, download the template for the target screen:
- Click Download Template in the action bar.
- Open the file in your spreadsheet application.
- The template contains all required columns and a Help tab that explains each field.
Do not add, remove, or rename mandatory columns. The upload validation is strict about column structure. Columns starting with # are treated as comments and are not imported. Columns starting with _ are system columns and are case-sensitive.
Upload Actions¶
Each row in a template can carry an Action field that controls how the system processes it. The available actions are:
| Action | Behaviour |
|---|---|
| REFRESH (default) | Automatically applies ADD, UPDATE, or CLOSE based on what exists in the system. New lines are added, existing ones are updated, lines absent from the file are marked Closed/Received. Cannot be mixed with other actions in the same file. |
| ADD | Adds a new item to an existing document, or creates a new document if it does not exist. Returns an error if the item already exists on that document. |
| UPDATE | Updates quantities and dates for an existing item on an existing document. Lines not found are skipped with an error notification. |
| DELETE | Removes an existing item from an existing document. If this is the last item on the document, the document is also deleted. Lines not found are skipped with an error notification. |
| CLOSE | Marks an existing item as Received. If all items on the document are received, the document is marked Closed. Lines not found are skipped with an error notification. |
Note
REFRESH cannot be mixed with ADD, UPDATE, DELETE, or CLOSE in the same upload file. Only the sheet named Sheet1 is processed.
Auto-Create Options¶
Templates may include optional columns that instruct the system to create master data records automatically if they do not already exist:
| Column | Effect when TRUE |
|---|---|
| Create Item | Creates the item in the Item Master if not found |
| Create Sub Item | Creates the sub-item if not found |
| Create Unit | Adds the unit of measure before processing the line |
| Create Supplier | Creates the supplier if not found |
| Create Ship From | Creates the supplier location if not found |
| Create Warehouse | Creates the warehouse if not found |
Default value for all options is FALSE - unrecognised references will cause a line-level error.
Upload Processing and Errors¶
Uploads are processed as background jobs. A notification appears when the upload completes, with a count of records created, updated, and any that failed validation.
To review errors: 1. Click the bell icon to open the Notification Centre. 2. Select View All Notifications. 3. Filter by notification type to see upload-related messages.
File-level errors (e.g., missing mandatory columns, unsupported action combinations) reject the entire file. Line-level errors skip the affected line and process the rest.
Common validation errors:
| Error | Cause |
|---|---|
| Missing mandatory column | A required column is absent from the uploaded file |
| Unknown column | A column name is not recognised and is not preceded by # |
| Unknown item number | The item does not exist in the Item Master and Create Item is FALSE |
| Unknown supplier/customer | The counterpart does not exist in master data |
| Invalid date format | Dates must be in YYYY-MM-DD format |
| Quantity must be positive | Zero or negative quantities are not accepted |
| Duplicate unique ID | Two lines share the same combination of document number, item, sub-item, and unique ID |
Unique ID¶
An optional field at order line level. Use it to distinguish between multiple lines on the same document that contain the same item and sub-item combination. Once assigned, the unique ID is used to identify the line in all future uploads and updates.
Warning
Two lines with the same combination of document number, item number, sub-item number, and unique ID will cause the entire upload file to be rejected.
Create and Edit Records¶
Creating a Record¶
Click New [Record Type] in the action bar. A form opens with required fields (marked with *) and optional fields. For order types, the form creates the document header; lines are added after the header is saved.
Editing a Record¶
Click the Edit icon (pencil) on any row, or access it via the Advanced Menu, to open the edit form. Editing operates at both the header (document) level and the line level - use the appropriate section of the form for each.
Fields that cannot be changed due to the record's current status are shown as read-only.
Warning
Editing an order that is partially fulfilled may affect downstream processes. Review any open ASNs or stock reservations before modifying quantities or dates.
Deleting Records¶
Click the Delete icon (trash) on a row, or access it via the Advanced Menu. A confirmation dialog appears before the deletion is executed.
To delete the entire document, use the delete action at the document (header) level. To delete individual lines within a document, open the Edit form and delete lines from there.
Cascade behaviour:
| Deleted record | Also deletes |
|---|---|
| Order document | All lines within the document |
| Customer master | All associated ship-to addresses |
| Supplier master | All associated ship-from addresses |
Deleted records are permanently removed and cannot be recovered from the UI. For historical order data, use the Archive screens rather than deleting records.
Detail Modals (Drill-Downs from Planning)¶
Clicking certain cells on the Planning screen opens a detail modal that shows the underlying order lines contributing to that cell's value.
Open Purchase Orders Containing Item¶
Access: Click the Expected value cell on the Planning screen for an item.
Shows all open Purchase Order lines for the selected item (or item-location). Includes a summary table at the top:
| Summary field | Description |
|---|---|
| Item Number | Identifier of the item |
| Item Description | Description of the item |
| Warehouse Number | Warehouse for item-location views |
| From Date | Earliest ETA date in the list |
| Until Date | Latest ETA date in the list |
| Total Quantity | Sum of all listed PO line quantities |
The main table lists each Purchase Order line with its individual ETA date and quantity.
Open Sales Orders Containing Item¶
Access: Click the Demand value cell on the Planning screen for an item.
Shows all open Sales Order lines for the selected item (or item-location). Includes a summary table:
| Summary field | Description |
|---|---|
| Item Number | Identifier of the item |
| Item Description | Description of the item |
| From Date | Earliest date in the listed orders |
| Until Date | Latest date in the listed orders |
| Demand Quantity | Total direct demand for the item |
| Inventory Indirect Quantity | Indirect demand via inventory |
| Manufacturing Indirect Quantity | For raw materials: total quantity consumed by finished goods that use this item as a component (shown in red) |
| Total Demand Quantity | For finished goods: total demand. For raw materials: total demand across all orders that include this raw material |
The main table lists each Sales Order line with columns including: Sales Order Number, Customer Number, Customer Name, Warehouse Number, Status, Bill of Lading Number, Estimated Ship Date, Estimated Delivery Date, Quantity Ordered, Price, and Fulfillment Status.
Open Forecast Orders Containing Item¶
Access: Click the Forecast value cell on the Planning screen for an item.
Shows all open Forecast Order lines for the selected item (or item-location). Includes a summary table:
| Summary field | Description |
|---|---|
| Item Number | Identifier of the item |
| Item Description | Description of the item |
| From Date | Earliest date in the listed forecasts |
| Until Date | Latest date in the listed forecasts |
| Forecast Quantity | Total direct forecast quantity |
| Manufacturing Indirect Quantity | For raw materials: total quantity consumed by finished goods that use this item as a component (shown in red) |
| Total Forecast Quantity | For finished goods: total forecast quantity |
The main table lists each Forecast Order line with columns including: Forecast Order Number, Customer Number, Customer Name, Warehouse Number, Status, Delivery Date, Quantity Ordered, and Price.
Open Inventory Containing Item¶
Access: Click the Inventory value cell on the Planning screen for an item.
Shows current inventory for the selected item (or item-location).
Summary table columns: Item Number, Item Description, Warehouse Number, Item Type, Total Quantity, Total Warehouses.
Line-level table columns: Item Number, Item Description, Sub Item Number, Sub Item Description, Unit of Measure, Warehouse, Quantity.
Open Manufacturing Orders Containing Item¶
Access: Click the Manufacturing value cell on the Planning screen for an item.
Shows all open Manufacturing Order lines for the selected item (or item-location). Includes a summary table:
| Summary field | Description |
|---|---|
| Item Number | Identifier of the item |
| Item Description | Description of the item |
| From Date | Start date of manufacturing orders for this item |
| Until Date | End date of manufacturing orders for this item |
| Total Quantity Scheduled | Total quantity planned for production |
| Total Quantity Produced | Total quantity already produced |
The main table lists each Manufacturing Order with columns including: Manufacturing Order Number, Status, Start Date, End Date, Quantity Scheduled, and Quantity Produced.
Open Bill of Materials Containing Item¶
Access: Click the Bill of Materials value cell on the Planning screen for an item.
Shows all Bill of Materials records that include the selected item. This modal uses the same summary and main table layout as the Purchase Orders modal, scoped to BOM data.
Aggregation and Planning Display Settings¶
Accessible from the Planning screen toolbar. Controls how the planning data is presented.
Planning Aggregation¶
| Setting | Behaviour |
|---|---|
| Item level | Each item appears on one row, aggregated across all warehouses |
| Item-Location level | Each item appears on one row per warehouse; orders and forecasts are also split by location |
Show Indirect Orders on Raw Materials¶
Controls whether indirect demand (calculated from Bills of Materials) is included in planning quantities for raw material items.
- For Demand: When enabled, the Demand column shows the calculated quantity of this raw material needed to fulfil open sales orders for finished goods that use it as a component. When disabled, the column shows 0.
- For Forecast: Same calculation applied to forecast orders instead of sales orders.
Example: A manufacturer sells one type of bicycle. With 10 units in inventory and 11 open orders, the system calculates that 2 wheels are needed (one additional bike requires 2 wheels). Enabling indirect orders shows 2 in the Demand column for the wheel item; disabling shows 0.
Suggested Procurement Settings¶
| Setting | Behaviour |
|---|---|
| Show Suggested and Planned Orders | When enabled, automatically generated purchase orders are visible throughout the system including the Planning screen |
| Ask before accepting from edit mode | When enabled, users are prompted to review and confirm before a suggested order is accepted and status changes to Planned |
Suggested-to-Planned Promotion¶
Controls how suggested purchase orders transition to Planned status:
| Option | Behaviour |
|---|---|
| Ask every time | User is prompted each time one or more suggested orders are about to move to Planned |
| Always move to Planned | Orders promote automatically without confirmation |
| Always keep as Suggested | Orders are never promoted automatically (not recommended - the planning engine regenerates suggested orders each run, so keeping them as Suggested means they may be overwritten) |
Once a purchase order moves from Suggested to Planned, it becomes a firm order and is not replaced by subsequent planning runs.
Integrations (Manual Trigger)¶
On screens populated from connected systems, a Run Integration button is available. Clicking it triggers a data sync outside the scheduled cycle.
Use manual triggers when: - Data has been updated in the source system and needs to be reflected in Knosc immediately. - You are investigating a discrepancy and want to confirm you are looking at current source data.
Note
Manual runs use the same logic as scheduled runs. If data in the source system has not changed, no updates will occur in Knosc.
The integration status (last run time, result, any errors) is visible in Notifications → Integration Inbound and in Settings → Integrations.