About Advanced Lookup

About, Knowledge Base | ID: 6427

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

 

*Content is subject to change. For the most recent version, visit the Help Portal.
Printed on: 9/19/18