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Search for Products

You can search for products in three ways: through the Product List, using Quick Search, or directly from an Invoice.

Options:

Product List Search: Search within the Product List by part number, description, or other product details.

Quick Search: Use the Find Product form to locate products anywhere in the application quickly.

Search from an Invoice: Add products while creating an invoice without opening the Product List.


Product List Search

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 From the main toolbar, select Product List Inventory (or from the Product menu, select Product List).

  1. In the search field, type a unique part of the item's name or partial part number. 
  2. As you start typing, the list will drill down to only include items that fit the criteria you entered.
  3. Double-click on the desired item to view the product profile.

Tips: If your search field is hidden, right-click anywhere on the column header (Part #, Description, Retail, etc.) and choose Show Find Panel. Click Clear Filter Clear Filters before you search to ensure no other filters are applied.

Find Product

Quick Search

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 From the main toolbar, select Help Help, then Product (or from the Edit menu, select Find, then Product). 

Find Product

  1. Type a unique part of the item's name or partial part number in the search field.
  2. Double-click on the desired item to view the product profile.

Tip: Under the Filter section, choose whether to filter Out of Stock or Include Closeout Items to refine your search further.

Find Product

Search from an Invoice

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  1. While creating an invoice, click Find Lookup .
  2. From the History tab, enter a partial description in the search box to view past purchases, or from the Products tab, use the search and filters to locate and add any item from the product list.

Tip: You can also quickly find products by typing a part of the item's name or partial part number in the Description field in the grid section of the invoice.

Lookup

Additional Information:

More Resources

  • Billing Account

    Sign in to your billing account to access invoices, make changes to your subscription and more

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