Quantum VS Help: Finder

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Finding Forward Price History

You may use the Finder to:

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.

Displaying Forward Price History In The Finder

To show Forward Price History in the Finder:

 

Forward Prices which have been applied to a product will be listed in the Finder. For example:

 

FinderForwardPriceHistory.gif

 

Historical Forward Price update records are listed, showing the date on which the price/cost was entered and applied, the Price Type (whether the selling price or Supplier cost was updated), Supplier details (for Supplier cost changes) and the Section/Order code for each product. For further details see Updating Product Prices And Costs.

 

Note: You may change the sequence of records displayed - see Changing The Search Sequence.

Browsing Forward Price History

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.

Opening A Product Record From The Finder

To open the Product record linked to each price/cost change, click the Product Code hyperlink of the record you wish to open.

 

The record will open in a new tab. For further details see Updating Product Prices And Costs.

Changing The Sequence

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.

 

Forward Price History records have the following Search options:

 

You may also change the sort order by selecting either A to Z or Z to A.

 

3.      Click the search (magnifying glass) icon Gen_FinderSearchIcon.gif on the Finder toolbar. The records will be re-sequenced.

Searching For A Specific Record

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 option is Product then enter all or part of the Product Code.

 

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 Gen_FinderSearchIcon.gif on the Finder toolbar.

 

The records will be re-sequenced in the Finder, with the nearest matching record displayed at the top.

Filtering Forward Price History Records

You may use filters to control which records are displayed in the Finder. To filter historical/applied Forward Prices:

 

1.      Click Advanced on the Finder Toolbar.

 

2.      By default, all of the historical Forward Price types listed below are displayed in the results (i.e. all of the Type fields are checked). To reduce the number of results you may uncheck the following fields:

 

Include:

 

3.      Click the search (magnifying glass) icon Gen_FinderSearchIcon.gif 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 Gen_FinderSearchIcon.gif on the Finder toolbar.

 

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