Readysell has a number different methods for searching and filtering lists. Which one is best to use will depend on the level of complexity of your searching/filter scenario and how comfortable you are with the toolset. Below is an overview of the mechanisms provided in increasing complexity.
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Find a record via the Search Function
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If there are less than a specified number of records, usually set to 30, in the drop-down list then the available records panel displays all records for your selection.
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However if there are more than 30 available records then it is deemed to many records to list, so you need to key in the Find bar some text then click on Search button.
Matched records display for your selection
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- If no matched records are found, you may need to search on different text.
Wild Card Search
You can do a wildcard search by inserting a % sign preceding any search criteria. Eg if you are searching for a name that contains 'Ready' you would commence the search with the '%Ready'.
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- Where the order of the lines is important. For instance sales orders where the lines need to stay in the order in which they were entered. To achieve this Readysell allocates internal line number to the transaction line and does not allow any sorting on these lines. However you can drag-and-drop a line to move them around the list.
Where the order of the lines is important and products are involved. Limited sorting options via the Resort Lines button are available on these lines, however this means that the original line order will be lost. A pop-up window is displayed to warn of the impending effect.
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- Lastly, where the order of the lines is not important e.g. purchase runs, meter count runs and supplier payment run. As internal line number allocation is not required these lines can be sorted to suite via column sorting option, however they can not be manipulated by drag-and-drop.
See Also:
Filtering dates using the advanced feature AddDays