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Searching Orders

When you click the Find button on any form the Find form will open.  You will see tabs available, which change the search criteria.  This gives you the most flexible way to search for, or find, the specific record you are looking for.  Once you have narrowed your search down to one record, or a smaller list of records, you proceed to either Open Selected, or Open Displayed buttons.

 

For a more detailed description of using the Find form, look under the index topic Find

 

Toolbar Buttons

Toolbar Buttons perform an action on the current record like adding, deleting or closing.

Bullet PointThe New button will bring you to the appropriate form to enter a new record.  For example, if you are working on Customers, clicking on the New button will bring up the Customer form where you will be able to enter New Customer data.

Bullet PointThe Save button will save the changes made on this form.

Bullet PointThe Open Selected button will open existing Order records selected from the Find Order form

The Open All button will open all existing Order records listed from the Find Order form.

The Find Line Items button enables you to find line items in the Grid for the Invoice/Order forms. See: Find Line Items

The Print button will print the search result.

Bullet PointThe Export button will allow you to export the search results to your desired file type namely:  HTML, PDF, RTF, Text and Excel.

Bullet PointThe Group By button will allow you to group the Order records depending on the header you drag on the top of the field.

The Settings button will open the Find Form Setting form where you can select the fields you want to be shown in the Find form.

Bullet PointThe Refresh button will allow you to refresh the form as if it is opened for the first time..

Bullet PointThe Close button will close the  form.

 

Press F1 or click F1-Help at the bottom left corner of the form for help on what this form is all about.

 

Closing the Find Form

One way you may exit the Find form is by selecting the records you were working on in the Find form and return to your initial form.  This may be accomplished by clicking on the Open Selected or Open Displayed buttons.

 

The other method of exiting the Find form is by clicking on the X box in the upper right hand corner of the form.

 

 

Related Topics

Refresh Button on Find Forms