Pop-up blocking

📍 Where can I find this module?
Settings > Module Management > Sales Management: Filtering Product/Service Popups

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1. Introduction #

When you create or edit a sales document (quote, sales order, invoice, etc.), you select products and services using a catalog pop-up. By default, this pop-up displays all active products and services.

The Product/Service popup filtering feature allows you to:

• Automatically filter the products and services displayed in the popup using a custom list (custom view / list view)
• Set up a different default filter for each sales management module (Quotes, Orders, Invoices, etc.)
• Whether or not to allow the user to select a list other than the default one

Who is this guide for? #

• Administrators: Configure filtering for each sales management module
• Users: Understanding how the pop-up behaves when selecting products/services

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2. Configuration (Administrator) #

2.1 Access the settings page #

1. Go to Settings (gear icon)
2. In the Module Management section, click on Sales Management: Filtering Product/Service Pop-ups

2.2 Understanding the Configuration Table #

The page displays a table with one row per sales management module:

2.3 Configure filtering for a module #

1. Check "Enabled" in the row for the desired module
2. Select a default Products list from the drop-down menu (the available lists are those from the Products module)
3. Select a default Services list from the drop-down menu (the lists available are those from the Services module)
4. Check or uncheck "Allow user to select a list" depending on the desired behavior
5. Click Save

2.4 Operating Modes #

Free mode (Allow the user to choose a list = ✅) #

• The popup displays a list selector that allows the user to switch views
• The default list is preselected
• If the default list is not available to the user, the popup reverts to the standard behavior (all records)

Forced mode (Allow user to select a list = ❌) #

• The default list is set; the user cannot change it
• The list selector is not displayed in the popup
• If the default list is not available to the user (insufficient permissions), the pop-up displays an error message asking the user to contact the administrator

Important: In forced mode, there is no silent fallback. If the configured list is not accessible to the user, no products or services will be displayed. This ensures that only authorized items are offered.

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3. Usage (User) #

3.1 Select a product or service from a sales document #

1. Open a sales document (quote, order, invoice, etc.)
2. Add or edit a product/service line
3. Click the selection icon to open the catalog pop-up

3.2 Popup with filtering enabled – Free mode #

If the administrator has enabled filtering and allowed users to select a list:

• The pop-up opens with the default list preselected: only the products/services that match this list are displayed
• A list selector appears at the top of the pop-up
• You can use this selector to switch between lists and view other products/services
• Search and pagination work normally within the selected list

3.3 Popup with filtering enabled – Forced mode #

If the administrator has enabled filtering without allowing users to choose:

• The pop-up opens directly with the list specified by the administrator
• There is no list selector: you cannot change the view
• If the configured list is not available for your account, an error message will appear:

Configuration error
The default list configured for this popup is not available to your user. Please contact your administrator.

In that case, contact your administrator so they can adjust the settings or your permissions.

3.4 Popup without filtering #

If filtering is not enabled for the current module, the popup works normally and displays all active products/services.

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4. Examples of use #

Example 1: Filter products by category #

The company wants quotes to display only products from the "Software" category.

1. Create a custom list in the Products module filtered by the "Software" category
2. In the filter settings, enable filtering for the Quote module
3. Select this list as the default product list
4. Uncheck " Allow the user to select a list to apply the filter"

Example 2: Provide a customizable default filter #

The company wants invoices to display recent active products by default, while still allowing users to access the entire catalog.

1. Create a custom list in the Products module filtered by recent products
2. In the filter settings, enable filtering for the Invoices module
3. Select this list as the default product list
4. Check the box to allow the user to select a list

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5. Frequently Asked Questions #

Does filtering also apply to services? #

Yes. The settings allow you to define separate default lists for Products and Services. The two pop-ups are managed independently.

Can I enable filtering for some modules but not others? #

Yes. Each sales management module can be configured independently. For example, you can enable filtering for Quotes only and leave it disabled for Invoices.

What happens if the default list is deleted? #

If the configured custom list is deleted or becomes inaccessible:

• Free mode: The popup reverts to its default behavior (all records)
• Forced mode: An error message appears in the pop-up

A user sees no products in the popup, and an error message appears #

This means that filtering is enabled and the default list configured is not accessible to this user. The administrator must:

• Verify that the custom list is shared with the user's profile/role
• Or edit the default list to choose one that is accessible to everyone

Does filtering change the data in my existing documents? #

No. Filtering only affectswhether the pop-up appears when an item is selected. Products and services already added to the documents are not affected.

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Related references 🔗 #

• The products
• Services
• Sourcing Management