Advanced Search and Selector

Spend less time searching and more time getting work done with a faster, more streamlined experience using the Advanced Search and the Advanced Selector.

The Advanced Search will allow you to quickly find items using keywords.

The Advanced Selector lets you select one or more items from the Advanced Search and add them directly to an Invoice or Purchase Order.

Invoice

1. Select the … Button

2. Enter in the keyword

3. A single-click allows multi-select (As shown below). A double-click adds the item directly to the invoice

4. If multiselecting, select Add To List

5. Then continue searching with the Advanced Search function

6. Once satisfied, select Add to Invoice, and the items in the bottom selector will be added to the invoice

Purchase Order

1. You must first select the Supplier for the Advanced Selector button to appear

2. Select the … Button

3. Type in the keyword for the Advanced Search

4. A single-click allows multi-select. A double-click adds the item directly to the Purchase Order

5. If multiselecting, select Add To List

6. Then continue searching with the Advanced Search function (This is locked to the specific Supplier)

7. Once satisfied, select Add to PO, and the items in the bottom selector will be added to the Purchase Order