Customizing Columns in Members and Inventory Lists

In both the Members module and the Inventory module, you can customize what columns appear in each list. This allows you to see only the information about your downline or about inventory items that you want to see.

To customize columns, you must first have the module open that you wish to customize (either Members or Inventory). Then, go to the View menu and click on Customize Columns. There you can move any information you wish from "Available Columns" to "Selected Columns." All pieces of data appearing here in the Selected Columns list will be shown as columns in the module.

Did You Know? - Sorting Lists by Column

Did you know that many lists in SBOSS can be sorted by the different columns appearing in each list?

If you look at the top of the Member Order List module, the columns are Order #, Date, PV Month, Member, etc.  At the top of each column, there is a column heading for each one appearing in a small, gray bar that runs across the top of the list.  If you click on one of these column headings, the list is rearranged or sorted according to the information in that column.

For example, if you click on the column heading that says "Member" in the Member Order List, the list will rearrange to display the orders in alphabetical order by the person's name.  Click on the Date heading and the list will rearrange to display the orders in chronological order by the date each order was placed.

This feature can be used in the following modules: the Member Order List, Members, CSC Order List, Company Transactions, and the Inventory.

Did You Know? - Inventory Update

Did you know SBOSS has a feature that automatically updates your Inventory?

The Inventory Update feature is available by clicking in the Online menu, then choosing Download Inventory Update, or, by opening the Inventory module  and clicking on the yellow lightning bolt.

Inventory Module Icon

Download Inventory Update Icon

The Inventory Update will download new information from Shaklee, including new items, price changes and updates, and shipping/handling information.  Using this feature frequently will help you, and therefore your downline and customers, to have the most current information on all of Shaklee's products.