---
title: What is pivot view, and how to enable it
description: Pivot view is a way to see all of the sizes in a size scale for a product horizontally across the screen rather than vertically. This article explains how pivot view works and how to enable it.
---

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September 21, 2026

# What is pivot view, and how to enable it

### **Introduction**

Pivot view is a way to see all of the sizes in a size scale for a product horizontally across the screen rather than vertically. This article explains how pivot view works and how to enable it.

 

### **Process description**

Products in ParagonERP are set up by SKU (stock keeping unit) or unique ID. If your products use color and size, a product needs to be added to a transaction for every size of a style/color/scale that is required. If you deal with large size ranges and many scales, this results in many lines on a transaction.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-21-2024-02-36-15-4947-PM-1-3-1.png)

Pivot view allows you to combine the multiple lines into one, with the size buckets displayed horizontally instead of line by line. This is commonly referred to as an *apparel grid*. Your records will combine into one line for each product and the scale will be displayed across the top of the transaction grid.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-21-2024-02-36-20-8729-PM-1-3-1.png)

In this example, all the t-shirts are on one line and the size scale, small to large, is displayed horizontally across the top of the transaction grid.

### Prerequisites

[Set up sizes](https://support.paragon-erp.com/setting-up-sizes-for-pivot-view?hsLang=en) - It is important to ensure the attribute **size** is configured properly in your attribute set up.

[Set up scales](https://support.paragon-erp.com/set-up-scales-for-pivot-view?hsLang=en) - In order for pivot to work, scales must be set up specifically to pivot view.

### **Step-by-step instructions:**

- #### Step 1: Link size scales to sizes

If you already have created the size and scale attributes, use the [attribute filtering](https://support.paragon-erp.com/setting-up-attribute-filtering?hsLang=en) option to determine which size links with which scale.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-21-2024-02-36-27-0744-PM-1-3-1.png)

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-21-2024-02-36-32-3983-PM-1-3-1.png)

 

Sizes and scale attributes must exist for you to use the pivot view option. Create the appropriate [attributes](https://support.paragon-erp.com/how-to-create-attributes-with-lists-to-choose-from?hsLang=en) then [set up scales for pivot view](https://support.paragon-erp.com/set-up-scales-for-pivot-view?hsLang=en).

 

- #### Step 2: Activate pivots in *my company*

Click on the **settings** button.

![](https://support.paragon-erp.com/hs-fs/hubfs/Knowledge%20Base%20Import/Y6N0QfpUG1EQ-HGCJM8eGu1RDEQTQrJ59GRc89uymPII3nozM7_HEviL0utBp6ovxDezfAUW-LLXRQJT4KoyqvLBTldJQYQpfbVMccSKSeVpmkSN7qEL_2IvnbqJps5lb40K9Oyu-1-3-1.png?width=37&height=30&name=Y6N0QfpUG1EQ-HGCJM8eGu1RDEQTQrJ59GRc89uymPII3nozM7_HEviL0utBp6ovxDezfAUW-LLXRQJT4KoyqvLBTldJQYQpfbVMccSKSeVpmkSN7qEL_2IvnbqJps5lb40K9Oyu-1-3-1.png)

Click **my company** on the **system card**.

![](https://support.paragon-erp.com/hs-fs/hubfs/My%20Company%20module-jpg-3.jpeg?width=670&height=283&name=My%20Company%20module-jpg-3.jpeg)

From the **my company** modal, click the **edit** button at the top right-hand corner to make changes.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-21-2024-02-36-35-4061-PM-1-3-1.png)

Under module configuration, you will see various pivot options. Set the **pivot on** and **pivot by** attributes.

![](https://support.paragon-erp.com/hs-fs/hubfs/Pivot%20options%20my%20company-jpg.jpeg?width=377&height=232&name=Pivot%20options%20my%20company-jpg.jpeg)

Click the **save** button. You will be asked to log out of and back into Paragon to save your changes.

![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202025-06-30%20085346-png.png?width=301&height=91&name=Screenshot%202025-06-30%20085346-png.png)

- #### **Step 3:** Set the identifiers in my company

Changing the identifiers settings in Paragon has system-wide ramifications and changes to this feature should not be made lightly.  Please contact us at [support@paragon-erp.com](mailto:support@paragon-erp.com) for more information.

Click on the **settings** button.

![](https://support.paragon-erp.com/hs-fs/hubfs/Knowledge%20Base%20Import/Y6N0QfpUG1EQ-HGCJM8eGu1RDEQTQrJ59GRc89uymPII3nozM7_HEviL0utBp6ovxDezfAUW-LLXRQJT4KoyqvLBTldJQYQpfbVMccSKSeVpmkSN7qEL_2IvnbqJps5lb40K9Oyu-1-3-1.png?width=37&height=30&name=Y6N0QfpUG1EQ-HGCJM8eGu1RDEQTQrJ59GRc89uymPII3nozM7_HEviL0utBp6ovxDezfAUW-LLXRQJT4KoyqvLBTldJQYQpfbVMccSKSeVpmkSN7qEL_2IvnbqJps5lb40K9Oyu-1-3-1.png)

Click **my company** on the **system card**.

![](https://support.paragon-erp.com/hs-fs/hubfs/My%20Company%20module-jpg-4.jpeg?width=670&height=283&name=My%20Company%20module-jpg-4.jpeg)

Go to the **identifier** tab

![](https://support.paragon-erp.com/hs-fs/hubfs/Indentifier%20from%20my%20company-jpg.jpeg?width=433&height=44&name=Indentifier%20from%20my%20company-jpg.jpeg)

Click the **edit** button

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-21-2024-02-36-34-8799-PM-1-3-1.png)

Delete the item record

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-21-2024-02-36-16-8789-PM-1-3-1.png)

Add 3 new item lines - one for each style, color, and size

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-21-2024-02-36-38-8033-PM-1-3-1.png)

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-21-2024-02-36-36-1602-PM-1-3-1.png)

Make sure the last attribute matches the pivot attributes in the **my company** *summary* page. In our example, we want to pivot by size, so the ordinal for *size* must be set to 3.

Click the **save** button. You will be asked to log out of and back into Paragon to save your changes.

- #### **Step 4:** Rebuild record identifier

Return to the **identifier** tab.

![](https://support.paragon-erp.com/hs-fs/hubfs/Indentifier%20from%20my%20company-jpg-1.jpeg?width=433&height=44&name=Indentifier%20from%20my%20company-jpg-1.jpeg)

Select any item attribute.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-21-2024-02-36-33-1249-PM-1-3-1.png)

Click the **rebuild record identifier: item** button.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-21-2024-02-36-34-3162-PM-1-3-1.png)

Once the process is finished, the message *rebuild complete* will be displayed:

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-21-2024-02-36-23-6987-PM-1-3-1.png)

- #### Step 5: Set up the product attributes

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-21-2024-02-36-14-6492-PM-1-3-1.png)

Fill in the attributes chosen in the identifier tab, as well as the attribute that you want to pivot on. 

In this example, we have set style, color, size and scale.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-21-2024-02-36-13-8687-PM-1-3-1.png)

Please note that the lines on the transaction will only combine together if they are for the same style, color, scale, and have the same sales price.

The first column of the list view for the product module is based on the identifiers selected in my company:

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-21-2024-02-36-20-1323-PM-1-3-1.png)

- ### Step 6: Activate pivot view in a transaction

For products that use pivots, the lines on a transaction will be grouped by variety and in-group sorting will be done by the ordinal of the pivot by attribute in **my company** settings. 

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-21-2024-02-36-22-9571-PM-1-3-1.png)

To activate pivot view, click the **pivot** button on the transaction grid.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-21-2024-02-36-22-3776-PM-1-3-1.png)

If you identify your products by style/color/size and have your pivots set to scale and size, your size runs will stay grouped together, sorted within the group by the size ordinal. If you manually edit a line number, the entire product variety will move together and be renumbered accordingly. 

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-21-2024-02-36-37-9734-PM-1-3-1.png)

### Sorting pivoted lines

ParagonERP gives you the ability to sort your pivoted lines in a transaction alphanumerically or by ordinal. When sorted alphanumerically, for example, products of the same style/color can be quickly viewed together in a transaction. However, sorting pivot view by ordinal can be particularly useful when items were purposefully entered in a specific sequence, allowing you to view the transaction lines in the same order in which they were originally entered.

Changes to this setting are also implemented when printing transactions in pivoted templates.

You can easily change how pivoted lines are sorted to suit your preference. From anywhere in ParagonERP, click on the **settings** button in the top right corner and then click on **My Company** under the **System** card.

![](https://support.paragon-erp.com/hs-fs/hubfs/My%20Company%20module-jpg-Jun-30-2025-01-03-24-6316-PM.jpeg?width=670&height=283&name=My%20Company%20module-jpg-Jun-30-2025-01-03-24-6316-PM.jpeg)

 

From the **my company** screen, click on the **edit** button that appears on the top.

 

  ![](https://support.paragon-erp.com/hs-fs/hubfs/Knowledge%20Base%20Import/edbsn2b316d2a12396c2b476691f351c785ebc48da6e86c820def491fb00d7019e644d6427383f966c3dce8988c2a614c0e5e-1-3-1.png?width=104&height=90&name=edbsn2b316d2a12396c2b476691f351c785ebc48da6e86c820def491fb00d7019e644d6427383f966c3dce8988c2a614c0e5e-1-3-1.png)

 

Once in edit mode, you can click on the dropdown menu on the right-hand side next to **sort pivoted lines by**. Once you have selected your preference, click on the **save** button located on the bottom of the screen.

![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202025-06-30%20090452-png.png?width=466&height=166&name=Screenshot%202025-06-30%20090452-png.png)

 

 

Changes to this setting will be implemented for all users.

### **What happens if I change the price for one record of a product?**

The previous examples showed the pivot view on multiple lines of a product that all had the same price. However, what happens if you change the price of one line? Two options are available:

- Combine the lines and leave the price blank
- Do not combine the lines

To select which behavior you wish in your system, head over to the **settings** page, and click on **my company**. Then, click the **edit** button at the top right hand corner.

![](https://support.paragon-erp.com/hubfs/Knowledge%20Base%20Import/DocsDisplay-Feb-21-2024-02-36-31-6860-PM-1-3-1.png)

Under module configuration, you'll find the **allow pivot on items with different prices** option.

![](https://support.paragon-erp.com/hs-fs/hubfs/Pivot%20with%20different%20prices-jpg.jpeg?width=386&height=635&name=Pivot%20with%20different%20prices-jpg.jpeg)

If the box is unchecked, the lines with different prices won't be combined.

For example, let's take this product that initially had the same price for all sizes.

![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202025-02-26%20085959-png.png?width=670&height=177&name=Screenshot%202025-02-26%20085959-png.png)

Let's say we change the price for the*x-small* item. To do this, switch back to non-pivot mode, and edit the price.

Then, switch back again to *pivot* mode. Only the lines with same prices were combined.

![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202025-02-26%20090412-png.png?width=670&height=182&name=Screenshot%202025-02-26%20090412-png.png)

If you decide to check the option in **my company**, the lines that contain different prices will be combined. However, no price will show up on that line.

![](https://support.paragon-erp.com/hs-fs/hubfs/Screenshot%202025-02-26%20090833-png.png?width=670&height=167&name=Screenshot%202025-02-26%20090833-png.png)

 

### Using pivot view in transactions

In this section, we will show you the easiest way to find and select your products so that the **pivot view** of all the sizes can be accessed.

An existing transaction will automatically show you the transaction line with sizes displayed horizontally.

### ![](https://support.paragon-erp.com/hs-fs/hubfs/Pivot%20view%20button-jpg.jpeg?width=670&height=214&name=Pivot%20view%20button-jpg.jpeg)

Click on the **pivot** button to the left of the lines section. This will pivot the transaction line showing the scale vertically or horizontally.

![](https://support.paragon-erp.com/hs-fs/hubfs/Edit%20and%20pivot-jpg.jpeg?width=670&height=215&name=Edit%20and%20pivot-jpg.jpeg)

If you just want to view the product using the horizontal or vertical vantage point, just click on the pivot button. However, if you want to make changes, you must be in **edit** mode.

### What's next?

Now that you've enabled pivot view, you can [print](https://support.paragon-erp.com/create-a-custom-pdf-template-for-any-transaction?hsLang=en#Print_pivot_view)the pivoted view by using our report template editor.

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