Searching for items

See Searching in the Introduction manual for information on how to use the search tools.

Note: If the item is not found, click

to add a new item from this window. See Creating new items.

To open the Set Item Search Criteria window:

Select Module > Sales > Item Maintenance from the main menu.
The Set Item Search Criteria window is displayed.
Type in the information you know about the item or group of items.
Click .

Field	Description
Business Unit	Select the business unit the stock items are set up for.
Item Lookup	Defaults to the item description. Note: You can enter part or all of the item lookup. You can change this in Item Maintenance to assist you with searching and sorting if required.
Description	Type part or all of the description of the stock item.
Item Code	Type all or part of the item code. Tip: You can search for items using wildcards. See Using wildcards to search in the Introduction manual. For example, you can search for items, with item codes such as 001001A, using the 00% wildcard.
Category	Select a category for a group of items.
Bar Code	Type the barcode attached to an item. Tip: You can search for items using wildcards. See Using wildcards to search in the Introduction manual. For example, you can search for items, with barcodes such as 001016, using the %10% wildcard.
Size	Type the size of the stock item. For example, uniform items of a certain size.
In Stock Items	This can be either: Yes - limit search to items with more than zero stock on hand No - limit search to items with zero or negative stock on hand Blank - ignore stock on hand.
Consignment Stock	Search for consignment stock items or exclude consignment stock items. This can be either: Yes - limit search to consignment stock No - limit search to stock that is not consignment stock Blank - ignore consignment status. The supplier owns consignment stock until you sell it on their behalf. For example, second-hand uniforms and books can be on consignment. When you sell the items, you remit money to the person selling the items, less a commission for handling.
Active Stock	Select to filter by: Yes - active items only No - inactive items only blank - ignore item's active status.

Field

Description

Business Unit

Select the business unit the stock items are set up for.

Item Lookup

Defaults to the item description.

Note: You can enter part or all of the item lookup.

You can change this in Item Maintenance to assist you with searching and sorting if required.

Description

Type part or all of the description of the stock item.

Item Code

Type all or part of the item code.

Tip: You can search for items using wildcards. See Using wildcards to search in the Introduction manual. For example, you can search for items, with item codes such as 001001A, using the 00% wildcard.

Set Item Search Criteria (highlight Item Code, Item Code partial search)

Category

Select a category for a group of items.

Bar Code

Type the barcode attached to an item.

Tip: You can search for items using wildcards. See Using wildcards to search in the Introduction manual. For example, you can search for items, with barcodes such as 001016, using the %10% wildcard.

Set Item Search Criteria (highlight Barcode, Barcode partial search)

Size

Type the size of the stock item. For example, uniform items of a certain size.

In Stock Items

This can be either:

Yes - limit search to items with more than zero stock on hand
No - limit search to items with zero or negative stock on hand
Blank - ignore stock on hand.

Consignment Stock

Search for consignment stock items or exclude consignment stock items.

This can be either:

Yes - limit search to consignment stock
No - limit search to stock that is not consignment stock
Blank - ignore consignment status.

The supplier owns consignment stock until you sell it on their behalf.

For example, second-hand uniforms and books can be on consignment. When you sell the items, you remit money to the person selling the items, less a commission for handling.

Active Stock

Select to filter by:

Yes - active items only
No - inactive items only
blank - ignore item's active status.

Field	Description
Name	Type in all or part of the creditor's or payee’s name.
ID	Type in the Synergetic ID of the creditor, including consignors.

Field

Description

Name

Type in all or part of the creditor's or payee’s name.

Type in the Synergetic ID of the creditor, including consignors.