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Quantum VS Help: Finder |
You may use the Finder to:
show details of your Despatch Notes;
locate a specific Despatch Note; and
open a Despatch 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 Despatch Notes in the Finder:
From the Home tab: under search, select Despatch Notes.
Or: Use the search section in the Mega Menu to select Despatch Notes.
Or: From the main menu: select Edit > Search, then select Despatch Notes.
Or: In the Finder: click the 'down' arrow on the Search... button and select Despatch Notes from the menu.
Your Despatch Note records will be listed in the Finder. For example:
For further details and column definitions see Working With Despatch 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 Despatch 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.
Note: An alternative method of opening a Despatch Note is to open a Sales Order, click the Tracking tab, then click the hyperlink on the Despatch Note record to open it. See Sales Orders: Tracking Progress After Completion.
The record will open in a new tab. For further details see Working With Despatch Notes.
The following hyperlinks are also available in this Finder. Click:
Account: To open the Customer record associated with this Despatch Note
Sales Order: To open the Sales Order associated with this Despatch Note
Scan *: To scan documents for archiving against this Despatch Note. See Scanning From The Finder.
View *: To view documents archived against this Despatch Note. See Retrieving Archived Documents.
* If Document Scanning is enabled. See Scanning And Archiving Documents.
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.
Despatch Notes have the following Search options:
Sales Order: Display Despatch Notes (and search results) in Sales Order number order.
Customer Account: Display Despatch Notes (and search results) in Customer Account order.
Required By: Display Despatch Notes (and search results) in Required By date order.
Recipient Vehicle ID: Display Despatch Notes (and search results) in Recipient Vehicle ID (Carrier) 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 Despatch Notes:
1. Click Advanced on the Finder Toolbar.
2. By default, Despatch Notes of all (a) Account Types, (b) Statuses, (c) Order Statuses, (d) Invoiced types, (e) Delivery Types, (f) Order Types, (g) 'Invoiceable' types, (h) Order Origin types, (g) Consignment Note types and (h) Carrier types are displayed in the results (i.e. all of the Account Type, Status, Order Status, Invoiced, Delivery 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 Despatch Notes of every Account Type
Credit Sales: Show Despatch Notes which relate to Credit Sales
Cash Sales: Show Despatch Notes which relate to Cash Sales
Status:
All: Show Despatch Notes of every Status
Printed: Show Despatch Notes with the Status 'Printed'
Unprinted: Show Despatch Notes with the Status 'Unprinted'
Complete: Show Despatch Notes with the Status 'Complete'
Despatched: Show Despatch Notes with the Status 'Despatched'
Pro Forma: Show Despatch Notes with the Status 'Pro Forma'
Invoiced: Show Despatch Notes with the Status 'Invoiced'
Uninvoiced: Show Despatch Notes with the Status 'Uninvoiced'
Cancelled: Show 'Cancelled' Despatch Notes
Order Status:
All: Show Despatch Notes of every Order Status
Open: Show 'Open' Despatch Notes
Parked: Show 'Parked' Despatch Notes
Held: Show 'Held' Despatch Notes
Order Cancelled: Show Despatch Notes for which the Sales Order Status is 'Cancelled'
Partly Invoiced: Show 'Partly Invoiced' Despatch Notes
Fully Invoiced: Show 'Fully Invoiced' Despatch Notes
Invoiced:
All: Show Despatch Notes of every Invoiced status
Uninvoiced: Show 'non-Invoiced' Despatch Notes
Invoiced: Show 'Invoiced' Despatch Notes
Delivery Type:
All: Show Despatch Notes of every Delivery Type
Collect Now: Show Despatch Notes which relate to 'Collect Now' orders
Collect Later: Show Despatch Notes which relate to 'Collect Later' orders
Delivered: Show Despatch Notes which relate to 'Delivered' orders
Directs: Show Despatch Notes which relate to 'Direct' orders
Order Type:
All: Show Despatch Notes of every Order Type
Normal: Show Despatch Notes for Normal Sales Orders/lines
Forward: Show Despatch Notes for Forward Sales Orders/lines
Deposits: Show Despatch Notes for Deposit Sales Orders/lines
CODs: Show Despatch Notes for Cash On Delivery Sales Orders/lines
Pro-Forma: Show Despatch Notes for Pro-Forma Sales Orders/lines
Invoiceable:
All: Show Despatch Notes for Invoiceable and Non-Invoiceable Sales Orders
Invoiceable: Show Despatch Notes for Invoiceable Sales Orders (i.e. Sales Orders at the 'confirmed delivery' stage of the Sales Order Processing cycle)
Non-Invoiceable: Show Despatch 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 Despatch Notes for Sales Orders of every Order Origin
Application: Show Despatch Notes for user-added Sales Orders (i.e. non-web-derived Sales Orders added by a user within the Quantum VS application)
Highway: Shows Despatch Notes for Sales Orders derived from Quantum VS Highway
Web: Show Despatch Notes for web-derived Sales Orders (i.e. orders added via a website)
Kanban: Show Despatch Notes for Sales Orders auto-generated from Kanban bar code scans (see Kanban Maintenance)
Standing Order: Show Despatch Notes for Sales Orders auto-generated from Standing Orders (see Working With Standing Orders)
Consignment Note:
All: Show Despatch Notes for All Consignment Note types
Unprinted Note: Show Despatch Notes for Unprinted Consignment Notes
Printed Note: Show Despatch Notes for Printed Consignment Notes
Carrier:
All: Show Despatch Notes for orders where the Carrier is assigned and unassigned
Unassigned: Show Despatch Notes for orders where the Carrier is not assigned
Assigned: Show Despatch Notes for orders where the Carrier is assigned
You must ensure that at least one filter from each category listed above is selected, otherwise no results will be returned. For example, to show ONLY Parked Despatch Notes:
Under Order Status, ensure only the Parked field is checked.
Ensure All or at least one field in each of the Account Type, Status, Invoiced, Delivery Type, Order Type, Invoiceable, Order Origin, Consignment Note and Carrier sections are checked.
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) and edit the Date Range fields as necessary then click the search (magnifying glass) icon on the Finder toolbar.
Additional fields are available - Order Date and Note Creation Date - enabling you to filter Despatch Notes by Sales Order date and by Despatch Note creation date. Enter a From and/or To date as required, then click the search (magnifying glass) icon on the Finder toolbar. The filtered records will be displayed in the Finder.
