Quickly finding a particular Item or Component for which only limited information is known can seem a daunting task. For example, you may recall the Vendor and a portion of the Description of a Component but cannot remember in which Project it was entered. The Item Search window is the perfect tool for tracking down Items or specifications in such a circumstance. To utilize the Item Search window, go to the left-side menu and click on Item Search.
The Item Search window allows a user to input a variety of criteria and to display all the Items or specifications that satisfy such criteria. To do so, choose the desired criteria from the Criteria Selection. The Criteria Selection automatically shows the following options:
Projects
Project is open (select All to show all, Yes to show only open Projects, and No to show only closed Projects)
Client
Salesperson
Item Status
Item Locations
To further specify your search, click on the More+ button and select additional specifications/criteria to search for. These options include:
Description
Sales Category
Spec Template
Item Plan No.
Item Completed
Item Active
Proposal No.
Proposal Date
Invoice No.
Invoice Date
Client Check No.
Delivery Date
Component Type
Vendor
Ship To
Mfg Catalog No.
Stock No.
Storage Location
Ship On or Before
CFA Required
CFA Date
Install Date
Paid Vendor
Taxable
Purchase Order No.
Ordered Date
Acknowledgment No.
Acknowledgment Date
Ex Ship Date
Vendor Invoice No.
Vendor Invoice Date
Received Date
Vendor Check No.
Any Items matching the selected specifications or criteria will automatically generate in a list at the bottom of the page. You can view more information by clicking on the Ref. No to see and/or edit the item and component or by clicking on the Proposal, Invoice, or PO No to see the PDF. To clear all specifications and search again, click the Clear button.
