Related Articles
Search Sidebar - General Help
Searching is a fast, easy way to find the record or records you are looking for. You can search for records based on different criteria. The search side bar is visible in most modules and frequently includes search by number and address. Depending on ...
Search for Items - Warehouse Inventory
Within our warehouse module, there are multiple ways to search and find an item. Search Overview Search Sidebar Click the three line icon in the top left to view the sidebar. This is where you can search and filter for items within the Warehouse ...
Reset Search in Inventory Reorder
Go to Warehouse > Inventory Reorder Search for Part On the LHS, click Reset icon
Reset PO
Go to Warehouse > Purchase Order Select searchable option like Number, Vendor, Tracking Number, Part Number from the search drop down list Enter related value on the search textbox Click Reset button
Quick Search
Go to Customer > Customer On the left side of the screen, use the drop down list to select a search method (First Name, Company Name, Phone, Address, etc.) Type your search in the text box Use the Filters below the search box if necessary Click ...