2.0 Sorting & Filtering Vendor Data

Sorting & Filtering Vendor Data

Managing vendor information efficiently is crucial for maintaining an organized workflow. VIVE’s Vendors Table allows users to sort, filter, and customize data, making it easier to locate specific vendors based on trade, approval status, location, and other key details.

This article will help you understand how to:

• Sort vendor data in ascending or descending order
• Apply filters to refine search results
• Customize your table by adding or removing columns

________________________________________________________________________________________________________________

Let’s explore these features in detail to maximize your use of the VIVE Vendors Table:

Sorting by Column

Columns in the Vendors Table can be sorted ascending or descending:

1. Locate the column you want to sort.
2. Click on the Vertical Three-Dot Menu (⋮) in the column header.
3. Select one of the following sorting options:
   • Sort Ascending (A → Z or 1 → 9) – Arranges data in alphabetical or numerical order.
   • Sort Descending (Z → A or 9 → 1) – Reverses the order.
   • Clear Sort – Resets the column to its default order.
4. Additional Options:
   • Users may also autosize and reset columns by selecting these options from the same menu.

_____________________________________________________________________________________________

Filtering by Column

Click on the filter icon (🔽) next to the column header to refine your search results. This will allow you to apply specific criteria and narrow down vendor listings to further filter the results.

Examples of Useful Filters:

• Trade Category – Find vendors offering a specific service (e.g., “Plumbing” or “Electrical Work”).
• VIVE Status – Filter by "Approved" vendors to ensure compliance.
• Location (City/State) – Narrow results to vendors within a specific area.

Tip: Filters can be combined for more precise search results!

________________________________________________________________________________________________________________

Adding & Removing Columns

Users can add or remove columns to customize their Vendors Table:

Figure 4.3

1. Click on the "column" or  column settings icon (☰) to the right of the column headers.
2. A list of available columns appears.
3. Select a column to add it to the table.
4. To remove a column, deselect it from the list.

 Indicator Symbols:

• Checked (✔) → Column is visible.
• Unchecked (✖) → Column is hidden.

(See Figure 4.3 for Additional Columns)

_________________________________________________________________________________

Troubleshooting & FAQs

Issue: Unable to Sort by Multiple Columns

• Solution: Ensure no active filters conflict with sorting. Remove all sorts and try again.

Issue: Missing Columns in the Vendors Table

• Solution: Click the column settings icon (☰) and check if the column is hidden. Re-enable it if necessary.

Issue: Changes to Table Are Not Saving

• Solution: Refresh the page and retry. If the issue persists, clear cache/cookies or try a different browser.

________________________________________________________________________________________________________________

Best Practices

• Sorting and filtering can be used together: to find the most relevant vendors quickly.
• Filtered views can be exported: if you need to save or share refined vendor lists.
• Restoring default settings: is possible by clearing filters and removing sort orders.

________________________________________________________________________________________________________________

Need More Help?

For further assistance, contact VIVE's customer service:

Available 9:00 am - 6:00 pm Monday - Friday EST

• Online chat under the "Help" icon
• Email: support@getvived.com