Enter Invoice Line - Smart Search (v2.8)

The SS button to the right of the Item Number field on the Enter Invoice Line screen - General tab allows you to do a Smart Search for an item. The Smart Search facility allows you to search for all items with specific characters in their item description (e.g. "gloves"), ranked in the order in which they are to be sold, from highest to lowest. For example, the items might be ranked by quantity available, specific suppliers, etc. This is configured to your company's preferences and the rankings are updated on a nightly basis.

Reference How items are ranked is described in more detail in the next section, "How Items are Ranked in the Smart Search".

To do a Smart Search:

1. Display the Enter Invoice Line screen - General tab.

Refer to "Enter Invoice Line - General (v2.8)".

2. Select the SS button.

Micronet displays the Smart Search screen with a list of all items available.

Technical Tip Note that the figure you need to look at is the Free stock figure, not the Stock On Hand. If substitute items are set up in the Other Brand field in the inventory master file – see "File - Inventory - Extra", these are displayed in the Other Brand column on the Smart Search screen. For more information about substitute items, see "Enter Invoice Line - Other Brand (v2.8)".

3. In the Search String field, enter the characters you want to search for then select the Refresh button.

Micronet displays only the items containing the characters you entered.

Technical Tip You cannot enter wildcard characters.

4. Optionally, double click on any item to display the full Item Inquiry screen for that item.

For more information, see "Displaying the Item Inquiry Screen".

5. If you want to add a single item to the invoice, select that item then choose the Select button.

Micronet displays the Enter Invoice Line screen showing the details of the selected item. You can enter the quantity, procurement details, etc., before adding more items to the invoice if required.

6. If you want to add more than one item to the invoice, use the Shift key to select several items in a row, or use the Ctrl key to select several items that are not sequential.

Technical Tip You can select all items displayed by holding down the Shift key and pressing the End key. You can select several items in a row using either the Shift key and the mouse, or by holding down the Shift key and pressing the ↓ key. You must use the mouse to select non-sequential items.

6. Choose the Select button.

Micronet displays the Invoice Creation screen with the selected items added. For each item, the quantity Ordered is set to 1, discounts default and the default procurement and delivery options are set.

7. To change the item quantity and other details, either double click on an item line or select a line and press Enter.

For more information on editing item lines, see "Entering Invoice Lines - Supply Chain (v2.8)".