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Sharon_BCT's avatar
Sharon_BCT
Experienced Cover User
4 years ago

Sales Register Text Search

Hi,

 

Currently, I believe that the Sales Register Search ("Enter text to search....") only searchs the "Cust PO no." field. 

Are there any settings or options to allow the search to also utilise the "Ship to:" address ??

 

Thanks

Denny

2 Replies

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  • Hi Sharon_BCT 

     

    Thanks for your post. The Sales Register search bar looks for information in any of the visible columns (invoice number, customer name, amount etc.). In the cardslist you will be able to search by address: Finding a customer or supplier.

     

    Alternatively, if you want to have information on the ship to address in you customer sales, you could get this by exporting information to Excel and manually doing so. If you want to have a report that includes Sales and Ship to address you can go into the Sales [Customer Detail] > Insert/Modify Tab > Show/Hide > Select 'Ship To' address to show.  I'll link Sales Reports and Customising Reports for reference. 

  • Sharon_BCT's avatar
    Sharon_BCT
    Experienced Cover User
    4 years ago

    Thanks for your reply.

     

    The option to export to an excel & then searching in excel is not an option when you have a customer standing in front of you or on the phone.