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Searching Customers, Orders, Invoices, Users, Pick Lists

Use the Search functions to find extensive information about Customer, Users, Invoices, Orders, Pick Lists and more. 

There are "Advanced search" options in each section to help narrow down search criteria. 

 

You have Advanced search in the following sections: 

  • Sales > Customers
  • Sales > Orders
  • Sales > Invoices
  • Sales > Pick Lists
  • Sales > Dispatch
  • My Site > Users > Browse

These sections can be used interchangeably with each other to select one from the other. 

For example, you can search your invoice queue for all invoices that are in the last 6 months, and then show corresponding users

 

You can also do this for other permutations, such as Customers -> to Pick Lists.

This then results in:

 

You can also use the Left-hand hamburger to perform actions on the selection:

 

This Left-hand menu applies to all screens with tick boxes and varies depending on the page you are on.