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    Posted: 18-Apr-2007 at 04:10

Product Search

To retrieve a part, position the cursor in the product column on the grid.

Products are searched in the following order.

1. If the entry is in a recognisable barcode format, then a search is first done to find a product with a matching barcode.

2. A search is then done to determine an exact primary part number match.

3. All part numbers starting with the characters are then searched.

 

When the product search screen is displayed navigate with the arrows, page up and page down keys, or the mouse. Enter or double click to select a part or escape or close the screen to cancel.

Further searches can be done from within this screen by entering a key word or selecting a specific product group.

Changing the search screen layout.

Columns in the search screen can be moved or resized to suit standard searches. To change column width click on the column divider and drag the mouse left or right. To move a column to a new position click on the heading and slide the mouse left or right and then release. To save these settings to be the new defaults simply click the store layout button. To return to the initial default click the clear layout button

4. All products with an exact or partial match in the F7 alternate supplier section of product control are then searched. To force an alternate part search enter a + at the end of the text. This can be useful if you wish to view all alternates even though an exact match exists.

 
The alternate screen can be set to always display first in the Product tab of Setup Option screen. This is is useful in some businesses but is not normally recommended as it slows down searches and always presents the additional screen on every search.

5. A key word search is triggered if a dot (decimal point) is the first character. All products with words in their description that start with the characters are then displayed.

6. A search is performed on all products on the Ref Part field in the codes section of Product Control. The Ref Part field is sometimes used for an OEM number, or alternatively for a 3-6 digit key for fast data input from pre-printed order sheets.

7. A search by product description is triggered if a + is entered as the first character. The descriptive search displays all matching products in sorted order of description from left to right.

8. Finally a search is made on the reference file. The reference file is separate to the product file and can be loaded with multiple supplier product price files. As only the part number, barcode, description, price level, prices and costs are maintained in the reference file, it is possible to have hundreds of thousands of products without taking up much disk space. The reference parts can be loaded from supplier disk files in Update Reference File in the Product menu.

If a barcode has been scanned, a search is now also done on the reference file for a match.

If any matching parts, or partial part numbers are found, the reference part screen is displayed –

 
The screen can be used simply for enquiry or to add a part to the product file for immediate order or invoicing. The group code, markup code and price level code can be selected if applicable. Prices can also be calculated or set.

Select F10 to add or F9 to cancel.

9. Customer Special Part Numbers

If Activate Customer Part Numbers is ticked in the F8 Pricing section of Customer Control, a search is made of all parts in the Customer Part column of the F8 Grid. This can be used to print the customer specific number on an order or invoice instead of the primary part number.

If no part is found or selected the following screen appears –

 
Press enter if you wish to exit the search screens.

Adding a new Part

To add a part on the fly press F6 or tick ‘Add New Part’ prior to entering. The following screen will appear, allowing you to add the product with a range of details –

 
Enter the description, cost and unit sell price if known. The tax code defaults to the primary GST tax code of G.

The group code defaults to ZZ. If the code is unknown a report can be done at any stage of products in the group ZZ. The products can then be reviewed and given correct group and other details.

A browse button appears to the side of the certain fields. If clicked, a grid of available choices will appear.

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