Rapid Invoice Search

  • PDF

PRM features an advanced, rapid invoice searching capability that lets you locate an invoice based on several unique criteria.

 

Rapid Searching Of Invoices

An invoice can contain information other than SKU and Description in the body of the invoice. The purpose of Invoice Quick Find is to give you ready access to find invoices with specific contents.

These are additional ways to get added information into an invoice

- Category Selling Prompts
- Invoice Notes
- Invoice Prompts
- Line Notes
- Serial Numbers
- Service Notes
- Transaction Notes
- User Defined Fields (added to invoice)

NOTE: Invoice Quick Find will not search Service Notes nor Invoice Notes.

How To Search For Text

1) Enter text to search for

· Reference # - type the invoice number
· Converted From # - type the pending order number
· SKU - type a SKU
· Item Description - type a word or phrase in the description
· Item Note - type a word or phrase in a line note

InvoiceQuickFind

2) Choose OK [F10] to apply the Quick Find filter(s).

3) This will then display all invoices which match the criteria.

InvoiceQuickFind2

4) Choose the RESET option to display all invoices again.

Invoice Prompts

If you have chosen to use Invoice Prompts as a method to gather additional information relative to the customer or services rendered, this Invoice Quick Find will include the fields of Invoice Prompts for search capabilities. (see Invoice Prompts)

InvoiceQuickFind3InvPrompts

Telephone Numbers

North America Toll Free:
800-735-6860

All Other Locations:
509-371-0600

 

Customer Comments

"Josh, we just want to thank you for the wonderful service. We really appreciate it very much!"

Ike
Computer Annex USA
 

 

Point of Sale Information