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Quantum VS Help: Finder |
You may use the Finder to:
show details of your Packs;
locate a specific Pack record; and
open a Pack 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 Packs in the Finder:
From the Home tab: under search, select Packs.
Or: Use the search section in the Mega Menu to select Packs.
Or: From the main menu: select Edit > Search, then select Packs.
Or: In the Finder: click the 'down' arrow on the Search... button and select Packs from the menu.
Your Pack records will be listed in the Finder. For example:
When packs are created they are given a Pack ID. The details of each pack are shown, including length/volume/number of pieces, tallies and pack status (i.e. Free/Reserved). The pack Type (i.e. Machined/Packaged To Length/Truck Bundled) and any Bill Of Lading details are also shown. For further details and column definitions see Pack 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 Pack using the Branch menu on the Finder Toolbar.
To open the required record from the Finder, either:
Click the Pack ID 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 Pack 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.
Packs have the following Search options:
Product Code: Display Packs (and search results) in Product code order.
Product Record: See 'Product Code' Versus 'Product Record' Sequence Options.
Pack ID: Display Packs (and search results) in Pack ID code order.
BOL: Display Packs (and search results) in Bill Of Lading reference order.
Customer Account: Display Packs (and search results) in Customer Account 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 based on the chosen Search option.
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 Pack ID then enter all or part of the Pack ID 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 Packs:
1. Click Advanced on the Finder Toolbar.
2. By default, all Pack (a) Statuses, (b) Types and (c) Split/Loose Packs are displayed in the results (i.e. all of the Status and Pack Type fields are checked, along with the the All/Split/Loose fields). To reduce the number of results you may wish to uncheck the following fields:
Status:
All: Show Packs of every Status
Free: Show Packs with the Status 'Free'
Allocated: Show Packs with the Status 'Allocated'
Invoiced: Show Packs with the Status 'Invoiced'
Reserved: Show Packs with the Status 'Reserved'
Pack Type:
All: Show Packs of every Type
Truck: Show Packs of the Type 'Truck' (i.e. Truck Bundled)
Machined: Show Packs of the Type 'Machined'
PTL: Show Packs of the Type 'PTL'
Sheet: Show Packs of the Type 'Sheet'
Split/Loose:
All: Show all Kits; i.e. both Split and Loose
Split: Show Kits which are classed as 'Split'
Loose: Show Kits which are classed as 'Loose'
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 Reserved Packs:
Under Status, ensure only the Reserved box is checked.
Ensure All or at least one Pack Type box is checked.
Ensure either the All and/or Split or Loose boxes 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) then click the search (magnifying glass) icon on the Finder toolbar.
