Feature of the Month August 2005

Search and Filter view

V.7

      No one wants to scan through 10,000 – 20,000 rows of inventory to find a certain item. The good news is that there are 2 main ways of looking up certain inventory items. One is Search (F3) the other is View. Both offer a unique way of finding what you’re looking for.

Search: An assumptive find option that finds the closest data match when a user types search information. Search matches the first string of characters. For Example, if you have a description Button down L/S shirt in Desc 1, and you type “button” in your Desc 1 search field, it will bring you to a list of potential matches to what you typed. If you type “shirt” it will not. It is also very important that you make sure you are searching by the field that will hold the information. You can not look up an item# in the search field of Desc 1

View: A screen where you define criteria that determine which merchandise or data will be included or excluded for the current activity. In filtered view you can search by any instance of an entry as long as it’s in the field you are searching. Using the same example of Button down L/S shirt, you can look for button, shirt, or L/S in your Desc 1 field.

Filter view also allows you to filter by more than one field at a time. For example; you want to see all the items sold in the last week by a particular vendor. You can filter for last sold date and for the Vendor Code on the same filter.

     The important thing to remember when using Filtered View is to ALWAYS clear your filter when starting to use filtered view. To do this, click on the F2 button on the top of your keyboard.

     Whichever method you find works better for you, it is still better than scrolling through thousands of inventory rows to find the one item you need!

Search and Filter view

V.8

     No one wants to scan through 10,000 – 20,000 rows of inventory to find a certain item. The good news is that there are 2 main ways of looking up certain inventory items. One is Search the other is Filtered View. Both offer a unique way of finding what you’re looking for.

Search: An assumptive find option that finds the closest data match when a user types search information. Search matches the first string of characters. For Example, if you have a description Button down L/S shirt, and you type “button” in your search field, it will bring you to this item. If you type “shirt” it will not. It is also very important that you make sure you are “Sorting” by the column you want to search. You can easily tell which column is being sorted by looking for the upside down arrow. In example A below, we are sorting by Item #. The only search it will recognize would be item #’s

Example A

In Example B, you will notice we are sorting by Desc 2. This field is our description of the item.

Example B

Filtered View: A screen where you define criteria that determine which merchandise or data will be included or excluded for the current activity. In filtered view you can search by any instance of an entry as long as it’s in the field you are searching. Using the same example of Button down L/S shirt, you can look for button, shirt, or L/S in your Desc 2 field.

Filter view also allows you to filter by more than one field at a time. For example; you want to see all the items sold in the last week by a particular vendor. You can filter for last sold date and for the Vendor Code on the same filter.

     The important thing to remember when using Filtered View is to ALWAYS clear your filter when starting to use filtered view. To do this, click on the “Clear All” button on the side of the window.

     Whichever method you find works better for you, it is still better than scrolling through thousands of inventory rows to find the one item you need!