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Quantum VS Help: Finder |
You may use the Finder to:
show details of your Sales Enquiries;
locate specific Sales Enquiries; and
open a Sales Enquiry 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 Sales Enquiries in the Finder:
From the Home tab: under search, select Sales Enquiries.
Or: Use the search section in the Mega Menu to select Sales Enquiries.
Or: From the main menu: select Edit > Search, then select Sales Enquiries.
Or: In the Finder: click the 'down' arrow on the Search... button and select Sales Enquiries from the menu.
Your Sales Enquiry records will be listed in the Finder. For example:
For further details and column definitions see Working With Sales Enquiries.
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 recorded the Sales Enquiry using the Branch menu on the Finder Toolbar.
To open the required record from the Finder, either:
Click the Enquiry 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 Working With Sales Enquiries.
The following hyperlinks are also available in this Finder. Click:
Account: To open the Customer record associated with this Sales Enquiry
Quote: To open the Quote associated with this Sales Enquiry
Order: To open the Sales Order associated with this Sales Enquiry
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.
Sales Enquiries have the following Search options:
Document: Display Sales Enquiries (and search results) in Sales Enquiry number order.
Account: Display Sales Enquiries (and search results) in Account order.
Lapse Date: Display Sales Enquiries (and search results) in Lapse Date order.
Product: Display Sales Enquiries (and search results) which contain a named Product - see below.
Product Record: See 'Product Code' Versus 'Product Record' Sequence Options.
Customer Name: Display Sales Enquiries (and search results) in Customer Name order.
Delivery Address: Display Sales Enquiries (and search results) in Delivery Address order.
Reference: Display Sales Enquiries (and search results) in Customer Ref (Order Ref) order.
Enquiry Date: Display Sales Enquiries (and search results) in Enquiry Date order.
Staff Code: Display Sales Enquiries (and search results) in Staff Code order.
Sales Rep: Display Sales Enquiries (and search results) in Sales Rep order.
You may also change the sort order by selecting either A to Z or Z to A.
You may filter records by date range by entering/selecting a date in the From and/or To Enquiry Date fields.
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 Account then enter all or part of the Account number.
To find a Sales Enquiry which contains a specific product: select Product in the Sequence menu before entering a product-related search term.
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 Sales Enquiries:
1. Click Advanced on the Finder Toolbar.
2. By default, all Sales Enquiry (a) Account Types, (b) Statuses, (c) Delivery Types, (d) Quote Origin types and (e) Enquiry Statuses are displayed in the results (i.e. all of the Account Type, Status, Delivery Type, Quote Origin, Enquiry Status and Restrictions fields are checked). To reduce the number of results you may uncheck the following fields:
Account Type:
All: Show Sales Enquiries of every Account Type
Credit Sales: Show Sales Enquiries which relate to Credit Sales
Cash Sales: Show Sales Enquiries which relate to Cash Sales
Status:
All: Show Sales Enquiries of every Status
Normal: Show all Normal Sales Enquiries
Lapsed: Show all Lapsed Sales Enquiries
Converted: Show all Converted Sales Enquiries
Delivery Type:
All: Show Sales Enquiries of every Delivery Type
Collect Now: Show Sales Enquiries with the Delivery Type 'Collect Now'
Collect Later: Show Sales Enquiries with the Delivery Type 'Collect Later'
Delivered: Show Sales Enquiries with the Delivery Type 'Delivered'
Directs: Show Sales Enquiries with the Delivery Type 'Direct'
Enquiry Origin:
All: Show Sales Enquiries of every Origin type
Application: Show Sales Enquiries with the Origin type 'Application'
Web: Show Sales Enquiries with the Origin type 'Web'
Enquiry Status:
All: Show Sales Enquiries of every Enquiry Status
Enquiry: Show Sales Enquiries with the status 'Enquiry' (i.e. Sales Enquiries which have not been converted/cancelled etc.)
Enquiry Lost: Show Sales Enquiries which have been 'lost'
Enquiry Quote: Show Sales Enquiries which have been converted into a Quote
Enquiry Order: Show Sales Enquiries which have been converted into a Sales Order
Enquiry Cancelled: Show Sales Enquiries which have been cancelled
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 Converted Sales Enquiries:
Under Status, ensure only the Converted box is checked.
Ensure All or at least one Account Type box is checked.
Ensure All or at least one Delivery Type box is checked.
Ensure All or at least one Quote Origin box is checked.
Ensure All or at least one Enquiry Status 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 Sales Invoices
