Knowledge Base

Finding a Record

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The Find program can be accessed throughout the system

While some of the specifics of each Find program will differ, the fundamental principles of how to run a Find are universal.

Once you have accessed a Find program, you do one of two things:

Create New:

  • Click on the New button
  • A new window will appear
  • Define the parameters of the record you are creating.  

Search:

  • Each Find program can include up to four search fields. 
  • If you don't need that many search fields, reduce the number of displayed search fields to two by using the Less button
  • add fields using the More button.  
  • The more search fields you use, the more specific your search parameters will be.  
  • Click on the Clear button to clear the text in all of the search fields at one time
  • After you define your search criteria, hit enter (or click on Find).
  • The grid at the bottom of the screen will show all relevant records.  

If you want to print a hard copy of the list of search records, you have two options:

  • Select File > Print Screen from the Menu Bar

If the number of records is too large and cannot all fit on the screen at one time 

  • Select Reports > Quick Report from the Menu Bar
    • This option allows you to print all the records included in the search, even the ones not displaying on the screen.

You can also create a .csv file that captures the results of the search. 

  • Select File > Create .csv File from the Menu Bar
    • Name the file and choose a directory on your PC to place the file.

When you run a search, you have the option of having the system include records that have been deleted from the system. If you want to see previously deleted items that match the search criteria:

  • Select View >Show Deleted Items from the Menu Bar
    • Checked = All applicable items that have been deleted will display when you run a search. 
    • Unchecked =  Previously deleted items that display will have a strikethrough going through them. 
    • If you want to reactivate the item:
      • Double-click on the item
      • At the Properties page for the selected item, you can reactivate it.

Additional Find Features

To combine the basic Find search with Advanced Search:

  • Check the box next to the Apply Query field. 
  • A new field will appear to the right listing all of the queries you have created and saved using the Advanced Search program.
  • Scroll through the queries and select the query you want to use.  
  • The elements of this Advanced Search query will now be combined with the search criteria you define here in your basic search.

Defaults

To establish default settings for your basic Find screen:

  • Select View > Find State Manager from the Menu Bar
  • The View State Manager box appears.
  • Setup your default options for the Find program here. 

This needs to be done on a module-by-module basis.

You may want different defaults for different modules.

The upper portion of the View State Manager box determines whether or not the Find screen changes its default settings upon closing out or always remain the same. 

There are two portions of the View State Manager box that deal with this: 

  • Columns: deals with the grid
  • Find Panel: deals with the search fields at the top of the Find screen and also with the Advanced Search option. 

Underneath both the Columns and Find Panel section, there are two choices Always on Close and Current Layout.

  • Always on Close: how the Find screen looks upon closing, is how it will look upon opening it later. 
  • Current Layout: how the Find screen looks upon opening will be the same the next time. 

Long Lists

There are different ways to handle long lists.  If you run an open search, it may yield thousands of records.  

Only the first 200 records will display at any given time.  

Use the scroll bar at the right of the grid to navigate through the list.

You can, however, tell the system to display more of the records, or all of the records:

To Display More of the Records

  • select View > Format Next Items from the Menu Bar.
  • The next two hundred items will be included in the grid.  

To display ALL of the records:

  • select View > Format All Remaining Items from the Menu Bar.  
  • This will populate the grid with every record from the search, regardless of how many records there are.  


To target a specific record in the grid:

  • Click on the Find On List button at the top of the Find screen.  
  • A small Search window appears. 
  • In the Find What field, key in a part of the record's name or the entire name
    • The system will automatically highlight the closest match.
  • The Find Next button will select the record directly after the one selected.
    • If you continue clicking on this button, the cursor will continue moving down, one record at a time.
  • The Find Previous button will select the record that directly preceded the one selected.
    • If you continue clicking on this button, the cursor will continue moving up the list, one record at a time.

Venstock

If you are in the Find screen for Products, there will be a Venstock toolbar icon. 

  • Highlight a product in the grid and then click on the Venstock button
  • The Find Venstock window will appear, and the Title and Author search-field information will automatically be filled 

A convenient tool to launch a Venstock search for the product in question:

  • On the Product Find screen, you have an option to add new products with an onhand amount.
    • Select File > New With On Hand. (Or press Control-H on your keyboard.)
    • The New Product window appears, with the standard Product Number and Industry fields, but also with two additional fields, On Hand Default and Cost % of Retail.
      • On Hand Default: is just what it says
        • Key in the onhand default for products added to your system using this method.
        • This default, of course, can be changed as desired.
      • Cost % of Retail: will be used to determine the Cost value for the product in question when the record has been added to the system.
  • Also on the Product Find screen, you have the option to adjust the onhand amount for a product as well as change the onhand amount in Product Properties:
    • Highlight the product in the grid for which you want to alter the onhand amount.
    • Select Edit > Adjust Inventory (or simply press the F10 key on your keyboard).
    • The Adjust Inventory window opens. Here, if you have security access, you can alter the onhand amount, along with the other fields listed in the window.
    • Click on the Calculate button and the Cost and Discount fields listed here will calculate automatically once you make a change in any of the fields in this window.


iMerchant Tip:  Be careful here. When you change onhand amount and click on Calculate, the system will automatically update the Cost, Unit Cost, and Discount fields as needed. But you may not want these fields updated. If this is the case, be sure to proceed to Product Properties and manually change the fields back to the way you want them.

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