Using The Finder And Other Search Features

The Finder - at the bottom of the home screen - allows you to search for and recall saved documents and records. You may either open them in a separate tab for viewing/editing, or add them to an open sales or purchasing document.

This section covers:

• Finding Recently-Viewed Documents: How to open a recently-viewed document.

• Using The Context-Sensitive Finder: How to use the [F3] key to find details (e.g. customers, products, suppliers etc.) to add to open documents.

• Using Quick Search: A quick way to find a Customer, Product, Branch, Customer Part Number or Supplier Part Number record to add to open documents or view in a separate tab.

• Finder - Standard Search Method: How to use the Finder to locate documents/records. This involves:

• • Activating A Selected Document/Record Type In The Finder

  • Browsing Records In The Finder

  • Searching For A Specific Record In The Finder

• Using Keyboard Shortcuts With The Finder: How to activate the required record type in the Finder, browse to the appropriate record, then either open it in a separate tab or add it to an open document - using solely your keyboard.

• Finder - Advanced Searching: How to use the Finder's Advanced features to sort and/or filter search results; including:

• • Changing The Search Sequence

  • Using Search Filters

• Opening Documents From The Finder: How to open a document/record visible in the Finder in a separate tab for viewing or editing.

• Adding Finder Items To Documents: How to add items listed in the Finder to open documents.

• Customising The Finder: How to customise the Finder, including:

• • Resizing Finder Columns

  • Showing/Hiding Finder Columns

• Finder Exports: How to export results displayed in the Finder as a .csv file for viewing and editing in an external application such as Excel.

• Record Types Available In The Finder: How to use the Finder to search for any document/record type in Quantum VS, including:

• • Aggregation Products (see Products)

  • Ancillary Costing Records

  • Back Order Lines

  • Bar Codes

  • Branches

  • Carriers

  • Carrier Services

  • Certificate Of Conformity Records

  • Collection Notes

  • Consignment Notes

  • Contacts

  • Credit Authorisations

  • Credit Notes

  • Credit Review Actions

  • Credit Review Rulesets

  • Credit Vouchers

  • Customers

  • Customer Part Numbers

  • Customer Product Breaks

  • Customer Route Round Drops

  • Customer Sites

  • Debit Notes

  • Despatch Notes

  • Discount Matrix Records

  • ETL Routine Records

  • Forward Order Lines

  • Forward Price History

  • Forward Prices

  • Goods Received Notes

  • Incoming IBTs

  • Kanban Records

  • Kits

  • Labels

  • Member Country VAT Records

  • Nominal Codes

  • Outgoing IBTs

  • Packs

  • Passed Purchase Invoices

  • Picking Notes

  • Preallocated Purchase Orders (see Purchase Orders)

  • Premium Delivery Charges

  • Print Groups

  • Printers

  • Products

  • Product By Member Country Records

  • Product Inventory Records

  • Purchase Order Lines

  • Purchase Orders

  • Quotes

  • Registered Purchase Invoices

  • Roles

  • Route Rounds

  • Sales Contracts

  • Sales Enquiries

  • Sales Invoices

  • Sales Orders

  • Special Prices

  • Staff By Rep Records

  • Stock Transactions

  • Stock Units

  • Suppliers

  • Supplier Part Numbers

  • Supplier Pricing Records

  • Supplier Plating Charge Records

  • Supplier Rebate Records

  • Supplier Rejection Reason Records

  • Supplier Return Notes

  • Table Files

  • Tasks

  • Text Products (see Products)

  • Users

  • Waste Weights

  • Web Operator Records

  • Web Registrations

  • Web Users and Web Environments

  • Works Order Processes

  • Works Orders

  • XML Document IDs

  • XML Gateway IDs

  • XML Gateway Lookups

  • XML Identification Records

  • XML Source Files

NEXT: Finding Recently-Viewed Documents