DazzGC's avatar
DazzGC
10 years ago
Status:
Done

Search: Ability to search for partial item description

We are a small business with a large volume of SKUs, and approximately 30,000 line items. We can't remember all the product descriptions so the ability to search within a description string is quite essential. Xero and Sassu both search the entire description whereas MYOB requires you to enter the exact description. This is a real pain to generate item based invoices.


For example:

 

Product Description: Dark Blue Shirt

 

For MYOB you must search: "Dark" to bring this item up as an option, whereas you should be able to search for "blue".

 

MYOB retailmanager allows asterisk and question mark wildcard operators (ie *blue*) to search for a string within a string. At the very least Accountright should be able to offer this search functionality. I can't image it would be difficult.

 

The same search functionality would be useful for Customer, supplier and pretty much any other searchable field.

 

We will not be able to migrate invoicing to MYOB until this feature is enable or a suitable work-around (ie wildcards) is provided.


"Improved search functionality for searching within item description"

Inventory
Item Search
Purchases
Sales
Search
wild card
  • BRE's avatar
    BRE
    Contributing Cover User
    10 years ago

    When generating an invoice and you are not sure of the Item Number or you have the incorrect number, could there be a box "Search all Items"  as a short cut rather than going to Inventory - Item List - Search and then back to your invoice and you have to memorise or copy. I know there is a drop down window that appears (which is great some times - but when the number is really incorrect and you are better off with a specific word seach) This would reduce the amount of backward forward in and out of windows.

    Thanks

  • Selby's avatar
    Selby
    Experienced Cover User
    10 years ago

    Looking for a more workable way of searching for products when we're producing an invoice. We need to be able to search by part number or description (or part thereof), but currently we can search for products by exact description, or by changing a setting (for which we need to close the current invoice) by part number. 

    In the inventory screen it has a search function similar to what we need, how hard would it be to take this and put it into the invoicing section to make MYOB more user-friendly?

    • Selby's avatar
      Selby
      Experienced Cover User
      10 years ago

      UPDATE: the inventory list search function is EXACTLY what we are looking for in the invoiceing search function: the ability to search either part number (or part thereof, not necessarily the start of the part number) or product description (or part thereof, as above). Surely just some code that needs to be copied and put into the invoiceing module? How hard can it be?

    • Selby's avatar
      Selby
      Experienced Cover User
      10 years ago

      Hello Steven_M, I think you might have misunderstood me. 

      When we are producing a new "items" invoice, for items in our inventory, currently we need to know either the exact product code or the exact description of the product we are trying to bring up, to select it from the list and add it to the invoice lines. 

      For instance, if I was to try to invoice an apple, and the product code for this is RDAPPL, and the description is Apple, Red, I can only find this product mid-invoice by typing "Apple, Red" (or, if I have it set up to search by product codes, RDAPPL). So if I have forgotten the description or the format of the description on this product, and type "Red Apple," nothing will come up.

      What we need is a search function within the invoicing module that will pick up any key entries and search for it in the inventories list.

      Is this clear enough, or have I confused it more?

      Is anyone else having this difficulty that can explain it better?

  • DOSmith's avatar
    DOSmith
    Cover User
    9 years ago

    We are not able to search by Item number as there are to many to remember. 

     

    We set the search on Item Name but there are no options to set how the autofill searches the name field just the default search of starting with the first letter in the name field.

     

    We require autofill to search by 'any word' not the default search. Everybody remembers the name differently but can remember part of it.

     

    MYOB please give us more options here!

    • mit78c's avatar
      mit78c
      Cover User
      9 years ago

      Hi

       

      I agree and the problem with this is that there are plenty of people who want this function but are all explaining it differently.

      please MYOB scan the requests and collaborate these ideas.

      I too am frustrated with the inability to search an already added item at the invoice stage, by having to remember how the added item starts on its description.

      By wild carding or autofilling the search there would be countless hours saved

      The autofill function works elsewhere in the system ie lists>items> search , bank register.

      There was a reply to a similar post stating that it would take too long to search the list, bollocks as mentioned its implemented elsewhere in the system.

      please help 

  • AlanT's avatar
    AlanT
    Ultimate Partner
    10 years ago

    Hi Michael,

     

    Interestingly enough, this type of searching has already been implemented in MYOB's Essentials product...

     

    Alan

  • KattC's avatar
    KattC
    Former Staff
    10 years ago
    Status changed:
    New
    to
    Open

    Hello DazzGC 

     

    Thank you for your request for wildcards in the search function, I believe that a lot of clients will benefit from this future. If there is anyone else out there that would like this please vote and leave your comments. 

     

     

  • mit78c's avatar
    mit78c
    Cover User
    10 years ago

    Spot on this would be very helpful i also posted a similar request but couldn't exactly work out was i was trying to request eg "wildcard search function", because the wildcard search works in the bank register area of the the current MYOB account right 2015.1.

     

  • Steven_M's avatar
    Steven_M
    Former Staff
    10 years ago

    Hi DazzGC 

    Are you referring to the name of the item or the actual description field (i.e. click into the item and select the Item Description)?

    Also what version of the program are you on? Help>>About would confirm that information.

  • Steven_M's avatar
    Steven_M
    Former Staff
    10 years ago

    Hi mit78c 

    Thank you for voting and your feedback, I've shared your thoughts with the team.

  • DazzGC's avatar
    DazzGC
    10 years ago

    I am referring to both when entering an item based invoice/sale. In the item code, you can start typing th description but it only works if you start typing the EXACT description.

     

    I am running Accountright Plus 2015 online version. 2015.1.17.580

  • Steven_M's avatar
    Steven_M
    Former Staff
    10 years ago

    Hi DazzGC 

    While it doesn't work for the entering of invoices, if you are want to search for an item in the Item Register but only know a part of the item's number or name. you can use the Advance search feature. if you go to Inventory>>Items Lists>>Highlight one of the items in the table and select CTRL + SHIFT + F. This will bring up the advance search option, if you type in a series of characters it will search that window for that set of characters.

    For example I created an item called "Dark Blue Shirt", If I use the Advance search I can type in blue and it will find that item.
    Attachments - Copy.PNG