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Quantum VS Help: Finder |
You may use the Finder to:
show details of your Suppliers;
locate a specific Supplier record; and
open a Supplier record for viewing/editing (or add its details 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 Suppliers in the Finder:
From the Home tab: under search, select Suppliers.
Or: Use the search section in the Mega Menu to select Suppliers.
Or: From the main menu: select Edit > Search, then select Suppliers.
Or: In the Finder: click the 'down' arrow on the Search... button and select Suppliers from the menu.
Your Supplier records will be listed in the Finder. For example:
For further details and column definitions see Supplier Maintenance.
Note: Additional User Defined Fields will display in the Finder if the 'Show In Finder?' option was selected when Creating User Defined Fields. Fields will display data if it has been entered for a Supplier.
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 Account hyperlink of the record you wish to open.
Or: Right-click on the line of the record, then select the View... option.
Note: An alternative method of opening a Supplier record is to click the Supplier account hyperlink on an open Purchase Order, Supplier Return Note, Purchase Invoice Registration record (Registered Purchase Order) or within the Supplier tab of a Direct Sales Order.
The record will open in a new tab. For further details see Supplier 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.
Suppliers have the following Search options:
Supplier Account: Display Suppliers (and search results) in Supplier Account number order.
Name: Display Suppliers (and search results) in Name order.
Short Name: Display Suppliers (and search results) in Short Name order.
Address: Display Suppliers (and search results) in Address 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 Account then enter all or part of the Account number.
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 Suppliers:
1. Click Advanced on the Finder Toolbar.
2. By default, all Supplier records - normal and Temporary - are shown (i.e. all of the Include fields are checked). To reduce the number of results you may uncheck the following fields:
Options:
All: Include all filters below.
Temporary: Show Temporary Suppliers
Supplier Source:
All: Include all filters below.
Quantum: Include Quantum-only Suppliers.
Luckins: Include Luckins-only Suppliers.
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.
