Items - Searching Items


Step     Action
 1.        Select {Quotes/Orders} and then select the Items tab.


 2.        The search criteria that can be used includes:

Field
Action
Type
Select a Type from the drop-down menu. Default set to Order.
Item Number
Enter full Item Number.
Item Name
Enter in the full or partial Item Name.
Description
Enter in the full or partial Description.
Order Number
Enter full Order Number.
Customer Name
Enter in the full or partial Customer Name.
Customer Number
Enter in the full or partial Customer Number.
Contact Name
Enter in the full or partial Contact Name.
Status
Select some Status options from the drop-down menu.
Receiver
Select a Receiver option from the drop-down menu.
Sales Rep
Select a Sales Rep option from the drop-down menu.
CSR
Select a CSR option from the drop-down menu.
Graphic Artist
Select a Graphic Artist option from the drop-down menu.
Commission Contact
Select a Commission Contact option from the drop-down menu.
Order Date
Select an Order Date timeframe from the drop-down or select {Custom Range} to specify a date range using pop-up calendar.
Posted Date
Select a Posted Date timeframe from the drop-down or select {Custom Range} to specify a date range using pop-up calendar.
Due Date
Select a Due Date timeframe from the drop-down or select {Custom Range} to specify a date range using pop-up calendar.
Tags
Select some Tags options from the drop-down menu. Multiple tag search criteria can be selected if applicable.
Item Type
Select an Item Type option from the drop-down menu.
Time Sensitive
Select Yes or No if the item is time sensitive.
Queue
Select some Queue options from the drop-down menu. Multiple queue search criteria can be selected if applicable.
Template Group
Select a Template Group option from the drop-down menu.
Press
Select a Press option from the drop-down menu.


 3.       Once Search criteria has been entered, select {Search}. To clear all search

           criteria, select {Clear}.