Searching for stock items
About searching for stock items
You can search for stock items without knowing the item's stock code. You do this by creating a list of search categories for your stock items.
A search category consists of:
- A category. This is the type such as colour, size or voltage.
- A value. This is the specifics of the category such as green, red and blue for the category colour.
Searching by categories is a powerful tool. To work effectively you need a comprehensive list of categories and values.
Using search categories is optional. Deciding whether to use search categories depends on the range and complexity of your stock items.
Example of using search categories
You deal with tins of paint.
You can create a category for Colour and values of White, Blue and Magnolia.
To search for magnolia paint, you enter Magnolia into the search. A list of stock items, with the colour Magnolia, as a search category are displayed.
To search for stock items
- Select Allow searching using search categories and values in the Stock Control Settings Options tab.
- Study your stock items and define a list of search categories and associated values, then create a list of search categories.
- Create product groups. Specify the search categories and values for the stock items in the group on the product group Searching tab.
- Create stock items and add the required search values on the stock record Search categories tab.
- Click to use the search categories to find your stock items.