Located in the top right corner of the screen, Quick Search is a system-wide search, where you can quickly find and open a certain record. The quick search results will display the top 5 records per search category.
The search categories are:
- Invoices
- Jobs
Vehicles
Customers
Orders
Suppliers
- Stock
Searching Tip - If you're a bit less certain on the specific details of the record you're searching for, we recommend to go search within the appropriate list screen. For example, if you're just looking for a recent invoice but can't exactly recall the customer's name, we would recommend going into the Invoice History list to start your search.
The Quick Search won't start returning results until the second character has been typed in, and will only search through specific fields. This list defines which fields Quick Search will refer to when shortlisting your results:
Invoices - Job/invoice number, Customer name, Order No, Job Description, Vehicle, Invoice Total
Jobs - Status, Job No, Customer name, Order No, Job Description, Vehicle
Vehicles - Description, Rego, Fleet No, VIN, Owner
Customers - Name, Phone, Mobile, Email
Orders - Order No, Supplier Name, Comment, Due date
Suppliers - Name, Phone, Mobile, Email
Stock - Part No, Description, Bin, Retail Inc, On Hand Qty
Didn’t find what you were looking for?
Our Support team are here to help, you can reach us by submitting a support ticket