Defining a search

  1. Access the Overview window in which you require to search.
  2. Click Search.
    Note: If the Search option is not displayed, the search functionality is not available in the selected window. Optionally, select Inventory > Search to create an inventory point search. The Search products window is displayed.
  3. Select the required search from the select search list to modify an existing search.
    Note: The list only contains searches specific to the overview window that are opened.
  4. Select a field from the list displayed in the field column.
    Note: The list includes fields that are available in the related entry window.
  5. Select a comparator from the list displayed in the comparator column. A comparator is a means of comparison between two items. The field choice determines which comparators are available.
  6. Select a value from the value column or specify a value manually.
  7. Click Add and repeat steps 3 - 5 to add another selection criterion.
    The last column automatically switches to and, suggesting a search that displays records that satisfy the first two selection criteria. You can modify and (and similar ands in any subsequent criteria except the last one) to enable it do other things. These columns cannot be modified:
    • Column 1 contains the index of the record in the area list. This is generated automatically and cannot be modified.
    • Column 2 can contain parentheses generated by step 5.
    • The last line in column 6 can contain parentheses generated by step 5.
    Note: You can remove selection criteria by using the Remove option. The remaining records are automatically re-indexed after deleting a record.
  8. Select the default search option to save the search as the default search. The default search is displayed when you open the search window for a window.
  9. Select the search selection option if you require the search to apply only to the records already selected in the overview window.
  10. Select overview search if you require the search to be accessible from the search list of a specific entity overview window.
    For example, you can select this option for a search on orders. From the Orders overview window, to access the saved search, click the arrow next to the Search option.
  11. Select inventory search if you require the search to be accessible from Inventory > Select Search menu.
  12. Click Save.
  13. Specify a name for the search and click OK.
  14. Click OK.

If you are modifying a search, the name remains as the current name. The search is saved and is displayed in the select search list. If you have modified a saved search, the Save & Search option is enabled. This option allows you to quickly save and run the search.

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