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Product Search
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Find a product in your inventory and when
taking orders using product numbers and partial word
searches. Locate Subproducts (size, color etc.) quickly.
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Quick Jump to:
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Instructions
Search for a product to add to an order, or when managing your
inventory.
Find a product during
Order Entry
Follow the instructions below to find and add a product to an
order.
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Add an order to Mailware (See the
Take an Order
help topic for details).
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In the Product Grid enter the items ordered by the
customer.

Click in the first field to highlight it, then type a Product Number, or
click on the button,
or press the F2 key to open a
product search screen. The Product Search dialog will appear.

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You can search by one or more of the fields
described below.
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Full Text Search - Type any word or
words you
wish then press the Enter key or click the Search button.
All products that contain that word in any field (product
number, description, long description etc.) will appear in
the results grid in the lower half of the screen.
Note: You must type the complete word (e.g., Flowers,
not Flow). You may type multiple, full words and they do not
need to be consecutive (e.g., blue hat would find Blue Party
Hat).
Partial word searches are supported in the
Product Number, Description and Long Description fields as
described below.
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Product Number - Type any portion of
a product number (e.g., Flor, lor, or etc. will all retrieve
FLORISTS FOAM). Click Search or press the Enter key to
display results.
Note: You can check the Real-time Incremental
Search checkbox to have the list of results display
matches as you type. A match anywhere in the product number
will be displayed.
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Description - Type any consecutive words or
partial words that appear in the Description field of the
Product screen. (e.g., "Arran" would locate AUTUMN 001 which
has the word Arrangement in its description.)
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Long Description - Type any
consecutive words or
partial words that appear in the Long Description field of
the Product screen. (e.g., "Flow" would locate AUTUMN 001
which has the word Flowers in its long description.)
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Supplier - Select a supplier from the
pulldown and only the products for that supplier will be
displayed when you click Search. Use it in conjunction with
other search fields to narrow the results further.
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Product Type - Select a Product Type
you have set up to display only products set to that type
(e.g., show only Tires, Chocolates, Perishables etc.)
Tip: Product Type can be used as a simple alternative to
Subproducts to display items that belong to a specific group
(e.g., Create a Product Type of "Polo Shirt" and apply it to
the variations of your Polo Shirts in inventory - Polo Shirt
Large, Red; Polo Shirt Medium, Red etc.)
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Show In Stock Items Only - Check this
box to exclude items that have an In Stock quantity of zero
or less.
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Show Discontinued Items - Check this
box to include items that have been marked as Discontinued.
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After products are displayed in the Results Grid
you can simply double-click any item to add it to the order
or you can display additional information about the product.
Select any item in the list:

The Status Bar at the bottom of the dialog will
display information about the item:

Press the F2 key or click
to display a special product screen that contains all the
information about the selected item:

You can browse any of the tabs in this display,
but you cannot make changes to the product. When you are done
close this window with the
in the top right corner.
Right-click any item for more options:

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Add to Order - Select this option to
add the item to the order and close the Product Search
dialog (this is the same effect as double-clicking the item
or selecting it and clicking the OK button).
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View Details - Opens the special
Product screen so you can see more information about the
item (same as pressing F2 or clicking the
button.
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View Stock Levels - Opens the special
Product screen to the Stock Levels tab so you can see the
number available in stock. (same as pressing F2 or clicking
then manually selecting the Stock Levels tab).
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Lookup Price - This is most useful
for checking quantity discounts. When you select this option
you will be prompted for the number of items. Enter a number
and the per item and total price will be calculated for you.

When you are ready to add an item to the order
double-click it or select it and click the OK button. You can
also right-click and select Add to Order from the menu that
appears.
Using the
Subproducts Search
Products with options (size, color, make, model, year etc.) can
be easily found and selected using the Subproducts search.
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Add an order to Mailware (See the
Take an Order
help topic for details).
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In the Product Grid enter the items ordered by the
customer.
 Click in the first field to highlight it, then type a Product Number, or
click on the button,
or press the F2 key to open a
product search screen. The Product Search dialog will appear.
Click the Subproducts tab.

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Select a Subproduct Code from the
pulldown.

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The Available Options for the selected code will
appear (e.g., if you select Flowers in the sample database then
the options Type and Color will appear.

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For each pulldown select an option. As
you do so the matching products in the Results Grid will reduce
in number until only one item remains.
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At any time during the selection of options you
can highlight a product and add it to the order or right-click
it for more information.

Find a product in your
Inventory
Search for a product in your inventory using one or more fields
including partial words in the description fields.
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Open the Product screen by clicking the
Inventory button in the Main Menu, or the Product button if you
are using Category View or Large or Small icons.
Click
here to open the Product screen.
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On the Product screen click the Find icon
to search for a specific
product.
Click
here to find an existing product.
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See the
instructions above for methods you can use to locate your
product.
See Also:
Take an Order
Add a Product
Create
SubProducts (Size, Color etc.)
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