With Advanced Lookup, you can find, edit, or add the following information:

Customer History Inventory Purchase Order
  • All
  • Name
  • Account Number
  • Address
  • Phone
  • Rewards Number
  • Ace National Lookup (For Ace Hardware stores.)
  • Invoice
  • Part
  • Part + Customer
  • Class
  • Department
  • Location
  • Supplier
  • Keyword
  • Class
  • Department
  • Location
  • Supplier
  • Keyword

To learn more, click the title of a Knowledge Base article (KBA):

KBA Title Area
How to use Advanced Lookup to find items to add to an invoice Invoice/Quote
How to use Advanced Lookup to find and add a customer to an invoice Invoice/Quote
How to use Advanced Lookup to reprint an invoice Invoice/Quote
How to use Advanced Lookup to add items from an existing invoice to a new invoice Invoice/Quote
How to use Advanced Lookup to search for a customer account Customers
How to use Advanced Lookup to find an inventory item Inventory
How to use Advanced Lookup to add items to a purchase order Purchase Order
How to add a vendor web site to Advanced Lookup Set up–Supplier
How to use Advanced Lookup to do a secondary search Optional

 

SEARCH
Exact matches only
Search in title
Search in content
Search in comments
Search in excerpt
Filter by Custom Post Type
Filter by Categories
Features and Updates
New Features
Updates
Knowledge Base
About
Ace Hardware
Best Practices
Credit/Gift Cards
Customers
DATA
EDI
Hardware Issues
Inventory
Invoice (Store)
Invoice/Quote
Maintain
Mobile Services
Multi-Store
Overview
Paladin Support
Pharmacy
Pricing/Discounts/Sales
Purchase Orders
Receipts
Reports
Rewards
RF Units
Setup
Single-Store
Software Issues
Statements
Tags/Signs
Taxes
Training
White Paper
News
Paladin Tech Buzz
Services
Special orders
Training Videos
Webinars (Video)