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Quantum VS Help: Finder |
You may use the Finder to:
show details of your Carrier records;
locate a specific Carrier record; and
open a Carrier record for viewing/editing.
Note: Rather than using your mouse, it is possible to use your keyboard to activate the required record type in the Finder, browse records in the Finder, then open the record in a new tab or add it to an open document. See Using Keyboard Shortcuts With The Finder.
To show Carrier records in the Finder:
From the Home tab: under search, select Carrier Records.
Or: Use the search section in the Mega Menu - in the Warehouse section - to select Carrier Records.
Or: From the main menu: select Edit > Search, then select Carrier Records.
Or: In the Finder: click the 'down' arrow on the Search... button and select Carrier Records from the menu.
Your Carrier records will be listed in the Finder. For example:
For further details and column definitions see Creating A New Carrier Record.
Note: You may change the sequence of records displayed - see Changing The Search Sequence.
If more than one page of records is displayed in the Finder you may click the blue arrow keys on the Finder Toolbar to scroll through pages of records and/or enter/select a page number. For example, entering 40 will show the 40th page of results. See Browsing Records in The Finder.
To open the required record from the Finder, either:
Click the Account hyperlink of the record you wish to open.
Or: Right-click on the line of the record, then select the View... option.
The record will open in a new tab. For further details see Creating A New Carrier Record.
You may wish to alter the sequence in which the records are displayed in the Finder. To do this:
1. Click Advanced on the Finder Toolbar.
2. The Search menu shows the current order in which records are displayed. To change the sequence, select an alternative option from the menu.
Carrier Records have the following Search sequence options:
Carrier Account: Display Carrier Records (and search results) in Carrier Account order.
You may also change the sort order by selecting either A to Z or Z to A.
3. Click the search (magnifying glass) icon 
on the Finder toolbar. The records will be re-sequenced.
To find a specific record without having to browse through pages of records:
1. Type an appropriate search term into the search field on the Finder Toolbar.
The search term you enter should relate to the Search option selected - see above. For example, if the Search sequence option is Carrier Account then enter all or part of the Carrier Account number.
Note: You may click the down arrow within the Search field to view and select a recent search.
2. Click the Search (magnifying glass) icon on the Finder toolbar.
The records will be re-sequenced in the Finder, with the nearest matching record displayed at the top.
You may use filters to control which records are displayed in the Finder. To filter Carrier records:
1. Click Advanced on the Finder Toolbar.
2. By default, Carriers of all (a) Supplier Source are displayed in the results (i.e. all of the Supplier Source fields are checked). To reduce the number of results you may uncheck the following fields:
Supplier Source:
All: Show Carriers relating to every Supplier Source Type
Quantum: Show Carriers for Quantum-only Suppliers
Luckins: Show Carriers for Luckins-only Suppliers
3. Click the search (magnifying glass) icon on the Finder toolbar.
The selected records will be displayed in the Finder.
Note: To list all records again: check the All field then click the search (magnifying glass) icon on the Finder toolbar.
