Difference between revisions of "ITrack/Pro/Search Screen"

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[[Image:Pro_search_1.png|thumb|right|500px|Search Screen]]
==Searching your Inventory==
==Searching your Inventory==
To search your inventory for parts or vehicles, click the Search button from the Main Menu. From the Search Screen you can search for either parts or vehicles. When the screen opens, it will automatically be on the Search For Parts tab.
<table border=0 cellpadding=0 cellspacing=0><tr valign = "top">
<td>To search your inventory for parts or vehicles, click the Search button from the Main Menu. From the Search Screen you can search for either parts or vehicles. When the screen opens, it will automatically be on the Search For Parts tab.


You can use wild card symbols to help you find parts.  The * can be used in place of any character or multiple characters.  Example:  F* in the Make field would find Freightliner or Ford.  The ! means “not” when used in a search.  Example:  !Ford would give you all makes other than Ford.  The ? allows for a single wildcard character.  Example:  Cat 3116? would bring up Cat 3116E and Cat 3116T.
You can use wild card symbols to help you find parts.  The * can be used in place of any character or multiple characters.  Example:  F* in the Make field would find Freightliner or Ford.  The ! means “not” when used in a search.  Example:  !Ford would give you all makes other than Ford.  The ? allows for a single wildcard character.  Example:  Cat 3116? would bring up Cat 3116E and Cat 3116T.
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To search for parts, enter as much information into the fields as you wish. To search by part type, either enter the part number if you know it, or use the drop down list to select a part. You may type in the part as well. Selecting or typing in a part automatically fills in the corresponding type number.
To search for parts, enter as much information into the fields as you wish. To search by part type, either enter the part number if you know it, or use the drop down list to select a part. You may type in the part as well. Selecting or typing in a part automatically fills in the corresponding type number.


After you have entered in all of the search information that you want, click the Search button located near the right, upper corner of the screen. This will bring up the search results.  Double clicking on a part will bring up the part in the Part Management Screen.
After you have entered in all of the search information that you want, click the Search button located near the right, upper corner of the screen. This will bring up the search results.  Double clicking on a part will bring up the part in the Part Management Screen.</td>
<td>[[Image:Pro_search_1.png|thumb|right|500px|Search Screen]]</td>
</tr></table>


[[Image:Pro search showbutton 1.png|thumb|left|200px|Show Button]]The Show button displays financial totals on the parts you viewing. 
==Searching for a Vehicle==


The Tags button prints a tag for every item in the list with the “Tag” column checkedThese parts are then marked as tagged.
The Search For Vehicles tab functions much like the Search For Parts tab. The main difference is that you have different search capabilities.  When you have finished entering in the search criteria, click the Search button on the right side of the screenDouble clicking on a vehicle from the Search Screen will bring up the vehicle information in the Vehicle Management Screen.


The Results button prints a list of each item that is in the list and various information about the items.
ITrack Pro allows you to make a variety of searches, for example, you can search by dismantler to see which of your employees are the most productive. Remember to use the scroll bar at the bottom of the screen to see more information regarding your search.  


[[Image:Pro search selltobutton 1.png|thumb|left|200px|Sell To Button]]To sell a part, highlight it by clicking on it once and then click the Sell button located in the lower left corner.  See the chapter titled “Using the Sales Screen” for more information about sales.
In the example below, we did a search to see how many vehicles Robert dismantled. You can then use the scroll bar along the bottom of the screen to see more information about the vehicles Robert dismantled.
 
If you don't want to have to scroll to see a certain field, just click and hold the left mouse button on the field and drag it to the new location.  For example, you need to scroll over to see who the dismantler is for a vehicle.  If this is something you will need to see often, move that field closer to the left.  ITrack Pro remembers your column orders so that they are always in the order you want.
 
[[Image:Pro search columnmove 1.png|thumb|center|500px|Search Screen]]
 
To view the parts for a vehicle highlight the vehicle by clicking on it and then click on the Show Parts button located at the bottom of the screen.  You then be taken back to the Search For Parts tab and you will be shown the list of parts for the vehicle.
 
==Advanced Search Options==
 
The final tab on the Search Screen is the Advanced Search Options tab.  Advanced Search Options allows you to set the way ITrack searches for parts and vehicles.  This is where you choose which flex fields are shown by default and how they are sorted in the results.
 
The check boxes under Search Options refine your search capabilities.
<br>
 
<table border=0 cellpadding=0 cellspacing=0><tr valign = "top">
<td>[[Image:Advance tab search options.png|thumb|left|300px|Search Screen]]</td>
<td>'''A''' When this box is checked, searches use the interchange but not the year of the part.<br>
'''B''' When checked, results will be perfectly interchangeable and not need modification.<br>
'''C''' Checking this box allows you to search for parts without interchange numbers that may still be interchangeable.<br>
'''D''' Unchecked, your searches will show part components not attached to a main part.  Checked, it will show both unattached components and components still attached to a main part.<br>
'''E''' Checking this box allows you to see invoices and quotes attached to parts.<br></td>
</tr></table>
 
==Buttons==
<table border=0 cellpadding=0 cellspacing=0><tr valign = "top">
<td>[[Image:Pro search showbutton 1.png|thumb|left|200px|Show Button]]</td>
<td>The Show button displays financial totals on the parts you viewing.</td>
</tr></table> 
 
<table border=0 cellpadding=0 cellspacing=0><tr valign = "top">
<td>[[Image:Pro search tagsbutton 1.png|thumb|left|200px|Tags Button]]</td>
<td>The Tags button prints a tag for every item in the list with the “Tag” column checked.  These parts are then marked as tagged.</td>
</tr></table>
 
<table border=0 cellpadding=0 cellspacing=0><tr valign = "top">
<td>[[Image:Pro search resultsbutton 1.png|thumb|left|200px|Tags Button]]</td>
<td>The Results button prints a list of each item that is in the list and various information about the items.</td>
</tr></table>
 
<table border=0 cellpadding=0 cellspacing=0><tr valign = "top">
<td>[[Image:Pro search selltobutton 1.png|thumb|left|200px|Sell To Button]]</td>
<td>To sell a part, highlight it by clicking on it once and then click the Sell button located in the lower left corner.  See the chapter titled “Using the Sales Screen” for more information about sales.</td>
</tr></table>

Revision as of 10:20, 18 May 2009

Searching your Inventory

To search your inventory for parts or vehicles, click the Search button from the Main Menu. From the Search Screen you can search for either parts or vehicles. When the screen opens, it will automatically be on the Search For Parts tab.

You can use wild card symbols to help you find parts. The * can be used in place of any character or multiple characters. Example: F* in the Make field would find Freightliner or Ford. The ! means “not” when used in a search. Example: !Ford would give you all makes other than Ford. The ? allows for a single wildcard character. Example: Cat 3116? would bring up Cat 3116E and Cat 3116T.

The @ status allows you to search for parts that are available or on hold.

To search for parts, enter as much information into the fields as you wish. To search by part type, either enter the part number if you know it, or use the drop down list to select a part. You may type in the part as well. Selecting or typing in a part automatically fills in the corresponding type number.

After you have entered in all of the search information that you want, click the Search button located near the right, upper corner of the screen. This will bring up the search results. Double clicking on a part will bring up the part in the Part Management Screen.
Search Screen

Searching for a Vehicle

The Search For Vehicles tab functions much like the Search For Parts tab. The main difference is that you have different search capabilities. When you have finished entering in the search criteria, click the Search button on the right side of the screen. Double clicking on a vehicle from the Search Screen will bring up the vehicle information in the Vehicle Management Screen.

ITrack Pro allows you to make a variety of searches, for example, you can search by dismantler to see which of your employees are the most productive. Remember to use the scroll bar at the bottom of the screen to see more information regarding your search.

In the example below, we did a search to see how many vehicles Robert dismantled. You can then use the scroll bar along the bottom of the screen to see more information about the vehicles Robert dismantled.

If you don't want to have to scroll to see a certain field, just click and hold the left mouse button on the field and drag it to the new location. For example, you need to scroll over to see who the dismantler is for a vehicle. If this is something you will need to see often, move that field closer to the left. ITrack Pro remembers your column orders so that they are always in the order you want.

Search Screen

To view the parts for a vehicle highlight the vehicle by clicking on it and then click on the Show Parts button located at the bottom of the screen. You then be taken back to the Search For Parts tab and you will be shown the list of parts for the vehicle.

Advanced Search Options

The final tab on the Search Screen is the Advanced Search Options tab. Advanced Search Options allows you to set the way ITrack searches for parts and vehicles. This is where you choose which flex fields are shown by default and how they are sorted in the results.

The check boxes under Search Options refine your search capabilities.

Search Screen
A When this box is checked, searches use the interchange but not the year of the part.

B When checked, results will be perfectly interchangeable and not need modification.
C Checking this box allows you to search for parts without interchange numbers that may still be interchangeable.
D Unchecked, your searches will show part components not attached to a main part. Checked, it will show both unattached components and components still attached to a main part.

E Checking this box allows you to see invoices and quotes attached to parts.

Buttons

Show Button
The Show button displays financial totals on the parts you viewing.
Tags Button
The Tags button prints a tag for every item in the list with the “Tag” column checked. These parts are then marked as tagged.
Tags Button
The Results button prints a list of each item that is in the list and various information about the items.
Sell To Button
To sell a part, highlight it by clicking on it once and then click the Sell button located in the lower left corner. See the chapter titled “Using the Sales Screen” for more information about sales.