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Quantum VS Help: Finder |
You may use the Finder to:
show details of your Kanban records;
locate a specific Kanban record; and
open a Kanban 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 Kanban records in the Finder:
From the Home tab: under search, select Kanban Codes.
Or: Use the search section in the Mega Menu to select Kanban Codes.
Or: From the main menu: select Edit > Search, then select Kanban Codes.
Or: In the Finder: click the 'down' arrow on the Search... button and select Kanban Codes from the menu.
Your Kanban records will be listed in the Finder. For example:
For further details and column definitions see Creating A Kanban Record. See also: Kanban Maintenance.
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 Kanban Code 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 Kanban Record.
The following hyperlinks are also available in this Finder. Click:
Product Code: Click to view the Product record the Kanban record is linked to.
Customer Account: Click to view the Customer record the Kanban record is linked to.
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.
Kanban Codes have the following Search options:
Bar Code: Display Kanban Codes (and search results) in 'Kanban' Bar Code number order.
Product Code: Display Kanban Codes (and search results) in Product Code order.
Product Record: See 'Product Code' Versus 'Product Record' Sequence Options.
Customer Account: Display Kanban Codes (and search results) in Customer Account number 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 option is Bar Code then enter all or part of the 'Kanban' Bar 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 on the Finder toolbar.
The records will be re-sequenced in the Finder, with the nearest matching record displayed at the top.
This option is not available with Kanban records.
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