Adding Finder Items To Documents

You may use the Finder to automatically add details to open records.

For example, say you have created a new Sales Order. You will need to enter the Customer on the Sales Order header. If you do not know the Customer's account code you will need to use one of the available search methods (e.g. the Context-Sensitive Finder or the Standard Finder Search) to locate the Customer in the Finder.

Once you have located the Customer in the Finder you may quickly add the details to the open document (as opposed to manually entering the Customer's account code on the Sales Order header).

Note: If you wish to open the record in a separate tab for viewing or editing see Opening Documents From The Finder.

For example, say we have:

• created a new Sales Order; and then

• located the Customer ABBEY FOREST PRODUCTS LTD in the Finder.

We now wish to add the Customer ABBEY FOREST PRODUCTS LTD to our open Sales Order. To do this, either:

• Double-click on the appropriate line in the Finder search results. Or:

• Right-click on the line to display a menu, then select the Add Customer... option, as shown below:

The same method may used to add any item in the Finder search results to an appropriate open document. For example:

• adding products to the lines of a sales or purchasing document

• adding suppliers to a purchasing document

• adding customers to a sales document

NEXT: Customising The Finder