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Quantum VS Help: Finder |
You may use the Finder to:
show details of your Kits;
locate a specific Kit record; and
open a Kit record for viewing/editing (or add it 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 Kits in the Finder:
From the Home tab: under search, select Kits.
Or: Use the search section in the Mega Menu to select Kits.
Or: From the main menu: select Edit > Search, then select Kits.
Or: In the Finder: click the 'down' arrow on the Search... button and select Kits from the menu.
Your Kit records will be listed in the Finder. For example:
For further details and column definitions see Kit 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.
You may select the Branch which issued the Kit using the Branch menu on the Finder Toolbar.
To open the required record from the Finder, either:
Click the Product 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 Kit Maintenance.
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.
Kits have the following Search options:
Product Code: Display Kits (and search results) in Product code order.
Product Record: See 'Product Code' Versus 'Product Record' Sequence 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 
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 Product Code 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 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 Kits:
1. Click Advanced on the Finder Toolbar.
2. By default, all Kit (a) Branches, (b) Kit Types and (c) Stock Types are displayed in the results (i.e. all of the Branches, Kit Type and Stock Type fields are checked). To reduce the number of results you may wish to uncheck the following fields:
Branches:
All: Show Kits of every Branch type
All Branch: Show Kits assigned to the Branch type 'All'
This Branch: Show Kits assigned to the Branch selected in the Branches menu on the Finder Toolbar
Kit Type:
All: Show Kits of every Type
Normal: Show Kits of the Type 'Normal'
Temporary: Show Kits of the Type 'Temporary'
Stock Type:
All: Show Kits of every Stock Type
Stock Flag 1: Show Kits assigned the Stock Flag '1'; i.e. the component items are stocked as kits. All stock checking and back ordering is at the kit level. Issues and statistics updates are at the kit level. The components are held for information purposes only.
Stock Flag 2: Show Kits assigned the Stock Flag '2'; i.e. the component items are stocked as kits. All stock checking and back ordering is at the kit level. However, issues and statistics updates are at component level.
Stock Flag 3: Show Kits assigned the Stock Flag '3'; i.e. the various kit components are stocked separately. All stock checking and back ordering is at component level. Issues and statistics updates are at component level.
All: Show All kits; i.e. with or without stock.
Zero Stock: Show Kits with zero stock.
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 Temporary Kits:
Under Kit Type, ensure only the Temporary box is checked.
Ensure All or at least one Branches box is checked.
Ensure All or at least one Stock Type box is checked.
Ensure either the All and/or Zero Stock box is 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) then click the search (magnifying glass) icon on the Finder toolbar.
NEXT: Finding Label Records
