Pavilion uses List Views across different tabs to help you quickly find, organize, and manage your data. Each tab, such as Inventory, Customers, Vendors, and Sales, comes with standard list views designed to show the most relevant records for typical tasks.
This article will guide you through the standard list views available in each tab and explain how to navigate them efficiently.
📌 Note: This article covers the standard list views available in Pavilion. If you want to create your own custom list views, see Working with List Views
Opening List Views
1. Select the tab you want to view, such as Vendors, Customers, or Inventory.
2. At the top of the tab, click the List View dropdown to see available standard views.
3. Choose the list view you want to open (1). The records will display according to the selected view. You can pin a list view (2) to make it your default for that tab.
Vendors Tab List Views
The Vendors tab in Pavilion provides several standard list views to help you quickly find and manage vendor records. Here’s a breakdown of what each list view shows:
All Vendors – Displays every vendor in your system. Use this when you need a complete overview.
My Vendors – Shows vendors assigned specifically to you. Ideal for personal workload management.
Recently Viewed – Lists vendors you have opened most recently for quick access.
New This Week – Shows vendors added in the current week, helping you track recent additions.
Recently Viewed Vendors – Another view of vendors you have recently accessed, useful for cross-referencing or follow-ups.
These list views make it easier to navigate large amounts of vendor data and quickly locate the records you need.
Customers Tab List Views
The Customers tab provides standard list views to help you find and manage customer records efficiently.
All Customers – Displays every customer in your system. Use this for a complete overview.
Recently Viewed – Shows customers you have accessed most recently for quick reference.
Birthdays This Month – Lists customers with birthdays in the current month, useful for marketing or outreach campaigns.
New This Week – Shows customers added during the current week, making it easy to track new additions.
Recently Viewed Customers – Another view of your most recently accessed customer records for quick follow-up.
Vendor Contacts – Displays customer records that are linked to vendors, helping manage vendor-related contacts.
These list views make it easier to navigate large customer databases and find the records you need quickly.
Inventory Tab List Views
The Inventory tab has a wide range of list views, allowing you to filter records by category or quickly access all items.
All – Displays every inventory item in your system.
Recently Viewed – Shows items you have recently accessed for quick navigation.
New – Displays inventory records created most recently.
Uncategorized – Lists items that are not assigned to any category.
Category-Specific Lists
You can also filter inventory by category. Categories may vary depending on your Pavilion setup, but typically include:
Rings – Colored Stone, Diamond, Metal, Pearl
Bracelets – Colored Stone, Diamond, Metal, Pearl
Earrings – Colored Stone, Diamond, Metal, Pearl
Necklaces – Colored Stone, Diamond, Metal, Pearl
Pendants – Colored Stone, Diamond, Metal, Pearl
Wedding Bands (Women’s and Men’s) – Colored Stone, Diamond, Metal
Engagement Rings – Colored Stone, Diamond, Metal, Semi-Mount
Diamonds and Gemstones – Loose Diamonds, Loose Gemstones
Other Categories – Charms, Cufflinks, Bullion, Bulk, Miscellaneous, Watches, Pins & Brooches
Jobs, Special Orders, and Layaways Tab List Views
The Jobs, Special Orders, and Layaways tabs share many of the same standard list views to help you track and manage orders by status. Some views may vary slightly depending on which tab you are working in.
All – Shows every order in your system.
Recently Viewed – Displays the orders you have accessed most recently.
Status-Based Views
All Not Ready – Orders that have not yet been marked as ready for processing.
All Open – Orders currently in progress.
All Pending – Orders that are not finalized yet and still require action.
All Drafts – Orders saved in Draft status that have not yet been processed through the POS.
All Ready – Orders that are ready for pickup but have not been finalized.
All Paid – Orders that have been paid for but are not yet finalized.
All Closed – Orders that have been completed and finalized.
All Unpaid – Orders that have not yet received payment.
Attention Required – Orders flagged with this status have estimated costs or prices, or the Attention Required checkbox has been selected. Learn more in Managing Jobs That Need Special Attention.
These list views let you quickly filter orders by status, helping you prioritize work and track progress efficiently.
Sales Tab List Views
The Sales tab provides visibility into all types of sales activity, including in-store and online. Each list view is organized by status so you can track sales more efficiently.
All – Displays every sale in your Pavilion account.
Online Orders – Shows sales that came directly from your connected website or online store.
Recently Viewed – Contains the most recent sales records you have opened for quick access.
All Closed – Sales that have been finalized and marked as closed.
All Drafts – Sales are currently saved in Draft status.
All Open – Sales that are active and in progress.
All Paid – Sales that are fully paid but not yet closed.
All Pending – Sales waiting on additional actions before they can be closed.
All Unpaid – Sales that remain open without payment applied.
Receipts Tab List Views
The Receipts tab is simpler than other areas because receipts are always created after a purchase is made. Since receipts are tied directly to sales activity, only two list views are available:
All – Displays every receipt in your Pavilion account.
Recently Viewed – Shows the most recent receipts you have opened.
You can also view receipts from the related sale record or within your orders, making it easy to track payments in context.