Using the Searches to Find System Records.

Searches are a powerful tool in Merchanter, allowing you to quickly find and filter the data you need to make informed decisions. Whether you’re looking for specific orders, customers, or products, mastering searches can save you time and streamline your workflow. 
In this guide, we’ll walk you through the basics of using searches effectively so you can get the most out of the system. Please Open your Merchanter system, Log in and try out the searches for your self.

Using the Search from the Menu (Super Search)

The Super Search is located at the top of the menu and is a versatile tool that searches across all key records in the system. By default, it is set to search All categories, including contacts; customers; orders; products; purchases; quotes; suppliers and credit notes. For example, if you type in an order number, the system will display relevant results across all categories. If you want to narrow your search, you can use the dropdown menu to filter by specific record types, such as orders or products. Once you’ve found the record you’re looking for, simply double-click to open it.

Searching Within Specific Records

Another way to search is through the Records Menu. For example, if you navigate to the Products menu, you’ll be taken to the Live Products Overview, where you can use the Smart Search Box to search across multiple fields within the product records. You can also apply additional filters, such as category or group, to refine your results further. Similar search functionality is available for other records, such as sales orders, where you can filter by status, delivery type, or even the employee who input the order.

Customising Search Defaults

You can customise your search experience by setting default views for different departments. For example, your finance team might prefer to open the Credit Control View, while the sales team might prefer the Pricing View. 

To set these defaults, Click the User icon in the top right of the system and go to My Account, navigate to the Search Page Defaults tab, and select your preferred views. Once saved, the system will open to these views automatically, saving time and improving efficiency.

Exporting Search Results

If you need to analyse your search results further, you can export them to Excel. Simply apply your desired filters, click the Export to Excel button, and the data will be downloaded for further analysis or reporting.

Searches in Merchanter are designed to help you find the information you need quickly and efficiently. By mastering the Super Search, exploring record-specific searches, customising defaults, and utilising the export feature, you can streamline your workflow and make data-driven decisions with ease. We encourage you to log in and experiment with these tools to see how they can benefit your daily operations.