Keyword Search (1.17)
The "Keyword” field allows you to search by one or more keywords that match catalog item name, catalog item search keys, catalog item SKU, catalog item UPC, or supplier SKU.
In order to search for multiple words at once or an exact phrase, you can do this by using quotes around the words. If you enter “iPhone 6” digitizer, we will search for iPhone 6 and digitizer. If you enter “iPhone 6 digitizer”, we will search for iPhone 6 digitizer.
If you want to search for something that starts with a keyword or ends with a keyword, you can use the asterisk (*) character in your search to represent a wildcard. For example, if you search for iPad* we will search for anything that begins with iPad. Another more advanced example is searching for iPhone*LCD will show results for iPhone and LCD where iPhone comes before LCD with any number of words in between.
Note: By default in 1.17, If one of the words or characters in your search is less than 3 characters long, we will automatically append it to the previous word as a single keyword. If you would like to revert back to the pre-1.17 search functionality, an admin user can navigate to the Miscellaneous section of Company settings and uncheck the box labeled "Combine words with two or fewer characters as a single keyword" and click "Save.
Bin # (Inventory Summary)
The “Bin #” field will allow you to scan or type a catalog item bin #. Partial searches are allowed. If a location override exists for the bin #, the system will return results matching either the default catalog item bin # or the location override bin #.
By default, results are displayed for the logged in location. Changing the “Location” field will allow you to narrow the results to the selected location(s). Choose “All Locations” to see results that span all locations. (When you are viewing results for multiple locations, the Reorder Point and Reorder Amount shows a min/max range of values as well as the sum total.)
Note: If you select “Low Stock” in the “Inventory Focus” section and also select multiple locations, the results may not be exactly as expected. The system will compare the total of all locations in stock and ordered, and then check to see if that is less than the sum total of all location reorder points.
Filters are now consolidated under one dropdown. You can search for specific filters or select them from the dropdown list.
The “Item Type” field will allow you to narrow the results to the selected item type. You can define your own custom item types in the settings area that will appear here along with the baseline item types that are provided by default.
The “Manufacturer” field will allow you to narrow the results to the selected manufacturer. You can define your own custom manufacturers in the settings area that will appear here along with the baseline manufacturers that are provided by default.
The “Carrier” field will allow you to narrow the results to the selected carrier. You can define your own custom carriers in the settings area that will appear here along with the baseline carriers that are provided by default.
The “Supplier” field will allow you to narrow the results to the selected supplier. You can define your own custom suppliers in the settings area that will appear here along with the baseline suppliers that are provided by default.
The “Conditions” field will allow you to narrow the results to the selected inventory condition(s). You can define your own custom inventory conditions in the settings area that will appear here along with the baseline inventory conditions that are provided by default.
The “Parts Only” field will narrow down the results to show only inventory items that are designated as parts. The parts designation is set in the “Item Type” settings.
The “Inventory Focus” options will narrow down the results to show only inventory items that match certain pre-defined criteria as described below:
Instock - narrow down results to show only instock items.
Low Stock - narrow down results to show only instock, back-ordered, pulled, or ordered items.
Back Ordered - narrow down results to show only backordered items.
Ordered - narrow down results to show only ordered items. The ordered quantity column will display the total number of items ordered on Purchase Orders that have not yet been received, plus any items in inventory designated with a status of "Ordered".
Note that drilling down to the detail inventory item list by clicking on the magnifying glass next to a particular catalog item when this filter is set, may not have the expected results. The reason for this is because inventory items ordered through the Purchase Order system are not created in the system until those items are received. On the other hand, items that are added to the system through the manual stock option and are currently in the “Ordered” status, which is not typical, will appear in the detail list. Items appearing in the "Ordered" status are typically those that were added through the backorder process. Those that were out of stock when added to a ticket were created in the system as either backordered or ordered automatically. If created as backordered, the system would have advanced the status to ordered when added to a PO that was advanced to the ordered status.
Inactive Items - narrow down results to show only inactive items. Items can be designated as inactive through the catalog edit screen. It is not recommended to deactivate catalog items that are linked to live inventory. Instead, we recommend to void the items out of live inventory and then deactivate the related catalog item.
Status (Inventory Detail)
The “Status” options will narrow down results by their current status. Be sure to reset other filters as needed (i.e location, carrier, supplier, condition, focus) to see the quantity of items in a given status.
The “Reset” link will reset all filters back to the default state to show the broadest set of results. Note that it will also reset the location filter back to the logged in location.
The “Apply” button will apply the filters selected above and will reload the page with the new set of results. You can also press "RETURN" to retrieve results.