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Quantum VS Help: Finder |
You may use the Finder to:
show details of your Consignment Notes;
locate a specific Consignment Note; and
open a Consignment Note record for viewing/editing (or add its details to an open document).
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 Consignment Notes in the Finder:
From the Home tab: under search, select Consignment Notes.
Or: Use the search section in the Mega Menu - in the Warehouse section - to select Consignment Notes.
Or: From the main menu: select Edit > Search, then select Consignment Notes.
Or: In the Finder: click the 'down' arrow on the Search... button and select Consignment Notes from the menu.
Your Consignment Note records will be listed in the Finder. For example:
For further details and column definitions see Working With Consignment Notes.
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.
You may select the Branch which issued the Consignment Note using the Branch menu on the Finder Toolbar.
To open the required record from the Finder, either:
Click the Date Despatched 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 Working With Consignment Notes.
The following hyperlinks are also available in this Finder. Click:
Sales Order - to open the associated Sales Order
Account - to open the associated Customer record
Invoice No - to open the associated Sales Invoice
Carrier - to open the associated 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.
Consignment Notes have the following Search options:
Sales Order: Display Consignment Notes (and search results) in Sales Order number order.
Customer Account: Display Consignment Notes (and search results) in Account order.
Required By: Display Consignment Notes (and search results) in Required By date order.
Recipient Vehicle ID: Display Consignment Notes (and search results) in Recipient Vehicle ID 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 Sequence option selected - see above. For example, if the Sequence option is Account then enter all or part of the 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 Consignment Notes:
1. Click Advanced on the Finder Toolbar.
2. By default, Consignment Notes of every (a) Account Type, (b) Order Type, (c) 'Invoiceable' type, (d) Order Origin type, (e) Consignment Note status and (f) Carrier type are displayed in the results (i.e. all of the Account Type, Order Type, Invoiceable, Order Origin, Consignment Note and Carrier fields are checked). To reduce the number of results you may uncheck the following fields:
Account Type:
All: Show Consignment Notes of all account types
Credit Sale: Show Consignment Notes for Credit Account customers
Cash Sale: Show Consignment Notes for Cash sale customers
Order Type:
All: Show Consignment Notes for every Order Type
Normal: Show Consignment Notes for Normal Sales Orders/lines
Forward: Show Consignment Notes for Forward Sales Orders/lines
Deposits: Show Consignment Notes for Deposit Sales Orders/lines
CODs: Show Consignment Notes for Cash On Delivery Sales Orders/lines
Pro-Forma: Show Consignment Notes for Pro-Forma Sales Orders/lines
Invoiceable:
All: Show Consignment Notes for Invoiceable and Non-Invoiceable Sales Orders
Invoiceable: Show Consignment Notes for Invoiceable Sales Orders (i.e. Sales Orders at the 'confirmed delivery' stage of the Sales Order Processing cycle)
Non-Invoiceable: Show Consignment Notes for Non-Invoiceable Sales Orders (i.e. Sales Orders which have been already invoiced or which are not at the 'confirmed delivery' stage of the Sales Order Processing cycle)
Order Origin:
All: Show Consignment Notes for Sales Orders of every Order Origin
Application: Show Consignment Notes for user-added Sales Orders (i.e. non-web-derived Sales Orders added by a user within the Quantum VS application)
Highway: Show Consignment Notes for Sales Orders derived from Quantum VS Highway
Web: Show Consignment Notes for web-derived Sales Orders (i.e. orders added via a website)
Kanban: Show Consignment Notes for Sales Orders auto-generated from Kanban bar code scans (see Kanban Maintenance)
Standing Order: Show Consignment Notes for Sales Orders auto-generated from Standing Orders (see Working With Standing Orders)
Consignment Note:
All: Show All Consignment Notes (i.e. Unprinted and Printed)
Unprinted Note: Show Unprinted Consignment Notes
Printed Note: Show Printed Consignment Notes
Carrier:
All: Show Consignment Notes (i.e. where the Carrier is Unassigned and Assigned)
Unassigned: Show Consignment Notes where the Carrier is unassigned
Assigned: Show Consignment Notes where the Carrier is assigned
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(s) then click the Search (magnifying glass) icon on the Finder toolbar.
NEXT: Finding Contacts
