Find Item

The feature Find Item makes it easier to search through a set of items when you want to use an item to create a document, e.g. a purchase order, invoice received/issued or another similar document.

You can open the form Find Item on any document by pressing the shortcut key CTRL + F or by clicking the magnifier icon (Find Item).

This chapter shows how to use the feature Find Item to search for items.

CASE SUMMARY The person responsible wants to add an item to an already created sales order using the feature Find Item, which greatly simplifies the search. This is done as follows: Search for an item Entering the search criteria Selecting and adding an item line

1. Search for an item

The person responsible first creates the sales order as described in the chapter Creating a sales order.

To make it easier to add an item to the a document, the person responsible uses the feature Find Item, which is opened by pressing the key combination CTRL + F or by clicking the magnifier icon Find Item.

This opens the form Find Item.

Next, the person responsible enters the search criteria.

2. Entering the search criteria

In the field Item, the person responsible enters the search string "tent", enables the radio button Active to only search among active items and presses the key ENTER or clicks the button Find.

The program searches the Items register for all items that contain the string "tent" anywhere in the item ID and displays them in the section Overview.

Next, the person responsible enters "assem" in the field Name to narrow the search to assembly-related items. The program searches for all items that contain the string "tent" anywhere in the item ID and at the same time contain the search string "assem" anywhere in their name.

The search results are visible in the section Overview below.

Any number of search criteria for searching items can be defined.

3. Selecting and adding an item line

When the person responsible finds the desired item in the section Overview, the person responsible selects the item and clicks the button Select and Add Line.

The item is added to the sales order document, which is visible in the background of the form.

The person responsible can now close the window Find Item and continue editing the sales order.