Talk to us

How to Use Inquiry – Item Search – Search by Standard

 

The Inquiry section is used to search for different information related to product in SnapTracker. Item Search is designed to help you find specific serial numbers and view all related item level information. This screen enables you to inquire about a specific item within the selected Customer or across all Customers.

You can search for items by looking up a Standard or a specific serial number. When searching by Standard, you can use the Standard Search pop-up to lookup a specific Standard, or enter the Standard directly.

Once results are returned, you can apply additional filters to narrow down your results, such as deciding whether or not to include archived items, what Conditions to filter by, and what date range to set for the item’s last movement date. You can also print the results as is or export in CSV format.

Before starting, make sure:

  • You are logged into SnapTracker.
  • You have at minimum one Standard created.
  • You have at minimum created one item record.
  • The correct Customer is selected from the Customer selection list.
  • You have access to Inquiry – Item Search.

This post outlines the process of searching for items by Standard in the Item Search screen.

 

1. In the header section, click Inquiry.

 

2. Click Item Search.

 

Another way to access the Inquiry Item Search screen is to navigate to the Inquiry main screen.

From here, select Item Search.

 

The Item Search screen displays.

 

3. To search for a Standard to find specific items, click the gear icon.

 

The Standard Search pop-up displays with a list of Standards.

 

4. To apply filters to your Standard search, click the Filters button.

 

The Standard Search Filters side panel displays.

Note: The image below is split in 3 in order to show all options.

 

Observe the following filters and search options:

Product Details

  • Show Only Items On-Hand – Select to only include Standards with inventory (e.g. Standards with quantity of items on hand).

  • Standard Class – Select one, multiple, or all Standard Class(es).

  • Tier – Select all or one Standard Tier (Standard, Buildup, Option/Finish, or Workstation).

  • Product Group – Search for the Product Group assigned to a Standard.

  • Inventory Type – Select all or one Inventory Type (Asset or Like).

  • Manufacturer – Search for the Manufacturer assigned to a Standard.

  • Catalog ID – Search for the Catalog ID assigned to a Standard.

Measurement (This information may be assigned to the Standards).

  • Height – Enter the height of the Standard.

  • Width – Enter the width of the Standard.

  • Depth – Enter the depth of the Standard.

  • Weight – Enter the weight of the Standard.

Flags

  • Active Flag – Search for Standards with the Active Flag set to Yes or No.

  • Miscellaneous Flag – Search for Standards with the Miscellaneous Flag set to Yes or No.

Details

  • Color Finish – Search for the Color Finish assigned to a Standard (if available).

  • Standard Search – Select to search by Include Characters or Exact Match, then enter the desired search input.

  • Model No. Search – Select to search by Include Characters or Exact Match, then enter the desired search input.

  • Description Search – Select to search by All Words, Any Words, Exact Words or Phrase, then enter the desired search input.

 

5. Populate the desired filter fields and click Search.

 

6. Select the desired Standard and click Assign.

 

The Standard field populates with the selected Standard.

Note: To quickly clear the field, click X in the text box.

 

7. Alternatively, in the Enter a Standard field, enter the Standard .

As you begin typing, suggestions display.

 

8. From the auto-populated suggestions, select the desired Standard.

 

9. To return results with only items currently on hand, select the Show Only Item On-Hand checkbox.

 

Note: You can only search by Standard within the selected Customer, not across all Customers.

 

10. Click Search.

 

The Item Search Results display.

When searching within the selected Customer, the Standard Header displays with key Standard details, such as image, description, manufacturer, model no., etc.

 

Observe the fields in the results:

  • Serial No. – The serial number of the item.
  • Building – The Building the item is in.
  • Building Name – The name of the Building the item is in (if applicable).
  • Location – The specific Location the item is located in the Building (if applicable).
  • Condition – The current Condition of the item (if applicable).
  • Qty – The total quantity related to the serial number. Note: The quantity may be more than one when it is a Like item. Asset items should always have a quantity of 1.

 

11. To collapse/expand the Standard Header, click the associated arrow.

 

12. To view Standard product details, click the Details button.

 

The Product Details pop-up displays.

To close the pop-up, click X.

 

13. Alternatively, to view more details about the Standard, click the magnifying glass icon.

 

The Quick View side panel displays.

To close the side panel, click X.

 

14. To apply filters to your item search, click the Filters button.

 

The Filters side panel displays.

 

Observe the filter options:

  • Include Archived Items – Select whether or not to include items that have been archived.
  • Condition – Select the Acceptability Flag and/or Conditions to filter.
    • Click the arrow beside each Acceptability Flag to view the Conditions, or click Expand All to expand every Acceptability Flag.
    • Click to activate the On toggle to auto-select all conditions.
  • Date Range – Set a Start and/or End Date to filter results by their Last Inventory Movement Date. Note: Like items will inherit the most recent movement date.

 

15. Populate the desired filters and click Search.

 

The filtered results display. By default, the results are sorted by Serial No in ascending order.

 

16. To sort the results by a particular field, click the hyperlinked column header.

 

17. To download the Item Search results, click Export CSV or Print.

 

18. To view full item details, click a hyperlinked serial number.

 

The Item Details side panel displays. The Item information is divided into six separate tabs: Details, Financial, User Fields, Statistics, Damage and View All.

 

19. To download the Item Detail information for a specific tab, select the tab and click Export CSV or Print.

Note: To export details from all tabs at once, click View All and then export the information.

 

For more information on how to conduct an Item Search by Serial Number, see “How to Use Inquiry – Item Search – Search by Serial Number for a Single Customer” or “How to Use Inquiry – Item Search – Search by Serial Number Across All Customers.”