How to Use Advanced Stock Search

How to Use Advanced Stock Search

The Advanced Stock Search feature allows you to use additional parameters to narrow down your searches, making searching through your stock database quicker and more efficient.

Using Advanced Stock Search

  1. Open the Find Stock Screen. This can be accessed by:
    1. Pressing [Enter] in areas you would usually enter a barcode, including the Point of Sale screen.
    2. Clicking the Magnifying Glass 🔎︎ at the bottom of the Stock Screen.
  2. Click Advanced Search near the bottom. The Advanced Stock Search screen will appear. All the options are explained below and can be combined to produce a more specific search result. Any section can optionally be left blank.
  3. In Search By, select between searching for Stock Description, Author, Serial Number or Supplier Stock Code.
  4. In Keywords enter the key words you are searching for. See the Keyword Search Wildcards section below for a explanation of searching with partial keywords.
  5. There are four Keyword Search Methods to choose from. See the Keyword Search Methods section below for a more detailed explanation.
    1. AND - Only show results that match all the keywords.
    2. OR - Show results that have any of the keywords.
    3. ADVANCED - Allows you to search for part of a Keyword.
    4. SIMPLE - Search for whole keywords only
  6. Tick Web Store Item Only to limit your search results to web store items.
  7. In Department or Category, select a department and/or category to search within.
  8. In Sell Price Range, enter a price range to search within.
  9. In Supplier, select a supplier to search within.
    1. Untick Preferred Supplier to search all stock items from this Supplier, not just where the selected Supplier is set as the 'Preferred Supplier'
    2. Hold [CTRL] on the keyboard to select multiple Suppliers
  10. In Catalogues, select a catalogue to search within. Ticking Active Catalogues Only will limit your choices to currently active catalogues.
  11. In the Class tab you can search for stock with particular Stock Classifications:
    1. Tick the Include tick-box for each class to search within.
    2. In Class Value, type in the values to search for.
  12. In the Variant tab you can search for stock with particular Variants:
    1. Tick the Include tick-box for each variant to search within.
    2. In Value, select the variant value to search for.
  13. In Tags, you can search for stock with any of the selected Stock Tags. Click HERE for more info on Tags
    1. In the drop-down box, enter the name of the tag to search for. You can also click the Ellipsis (...) button to quickly select multiple tags.
    2. Press [Enter] on your keyboard to add the Tag to the box below.
    3. Repeat the process to add multiple tags for the item.
    4. Note: Searching for multiple tags will include all stock with any of the specified tags and cannot be used to limit results to just a combination of tags.
  14. Click Search.

Automatically Use Advanced Stock Search

You can set the Advanced Stock Search screen to appear automatically when you access the Find Stock Screen.
This is a per terminal setting so can be changed on each terminal you wish to open Advanced Search Screen automatically
  1. Open the Find Stock Screen. This can be accessed by:
    1. Pressing [Enter] in areas you would usually enter a barcode, including the Point of Sale screen.
    2. Clicking the Magnifying Glass 🔎︎ at the bottom of the Stock Screen.
  2. At the bottom of the Find Stock Screen, tick the Advanced Search by Default tick-box.
  3. Close and re-open the Find Stock Screen. The Advanced Search Screen will open automatically

Stop Advanced Search opening automatically

If you wish to stop the Advanced Search Screen opening automatically when opening the Find Stock Screen:
  1. Open the Find Stock Screen. This can be accessed by:
    1. Pressing [Enter] in areas you would usually enter a barcode, including the Point of Sale screen.
    2. Clicking the Magnifying Glass 🔎︎ at the bottom of the Stock Screen.
  2. At the bottom of the Find Stock Screen, untick the Advanced Search by Default tick-box.
  3. Close and re-open the Find Stock Screen. The Advanced Search Screen will not open automatically. It can be opened manually by clicking the Advanced Search button at the bottom of the Find Stock Screen.

Keyword Search Wildcards

The following wildcard characters can be used in the Advanced Search Keywords box to match partial keywords:
Asterisk * or Percentage % - represents any number of characters
      For example: To*r would match Tower
Underscore _ - represents any single character
      For example: T_w_r would match Tower

Keyword Search Methods

For the Keyword Search Method examples below, assume there are 3 stock items:
Red Shirt
Blue Shirt
Green Shirt

Quotes are just for illustration. They are not needed for a search
AND - Each Keyword must be found somewhere in the description. Accepts Partial Keywords.
Eg. A Search for "Shirt Blue" will return Blue Shirt. A Search for "Bl Shirt" will return Blue Shirt.

OR - Any Keyword must be found somewhere in the description. Accepts Partial Keywords
Eg. A Search for "Shirt Blue" will return all 3 products.

Advanced - Looks for matching phrase anywhere in the description. Accepts Partial Keywords.
Eg. A Search for "Sh" will return all 3 products. A Search for "Shirt Blue" will return no results.

Simple - Looks for matching phrase anywhere in the description. Does not accept Partial Keywords
Eg. A Search for "Shirt" will return all 3 products. A Search for "Shirt Blue" will return no results. A Search for "Sh" will return no results.

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