Views, Browsing & Searching
Window view “Options” tabs, “Quick Filters” and more!
Accura provides many options for viewing, browsing and searching for information in the database.
Most of the main browse windows in Accura have powerful filtering and search functions. Look out for the Options tabs
on View Quotes, Browse Materials, View Orders, View Sales Invoices, View Purchase Orders etc.
The Options tab
contains common filtering options like date-range, sales-rep, job-type, office, subref etc... Also powerful string searching like "Description begins with" or "Description contains". These options have been designed so that you don’t have to use “Custom Queries”
for common tasks (more on custom queries in a future newsletter).
For example, View materials features a ‘Quick-filter’
on the main tab for size, weight and sub-category, and more filtering on the Options tab
for things like supplier, colour, thickness, finish, description text etc.
Please note that the default date-range
will be set in the main defaults area
(setup menu, defaults), but can be overriden here. Depending on the window, the date-range is limited to the last year or the last month of data.
If you can’t find an estimate or an order in Accura, there is a good chance that you may have inadvertently excluded the record with a date range or another filtering option. To remove filtering from a window, go to the Options tab, and click the Reset button.
The view windows
for quotes, orders, delivery notes, invoices, purchase orders and purchase invoices all have a search field
which can be used for the current client or supplier or change the “Type” drop-down menu to “Any” to search all clients or suppliers. The Options tab will also be used to filter the search results, so double check date ranges etc.
and Order menus
also offer a search feature.
Quotes can be searched by Quote-Number or Job-Number, while Orders can be searched by Job-Number, Order-No, Invoice-Number and Quote-Number.
Last but not least, the Order menu also offers the “Status” and “Tracking” windows, which are commonly used with the Job Costing Module and RDC licenses (Remote Data Capture).
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Daniel or Stephen on 1800 88 58 48
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or Idealsolution on 0800 447 333
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