Lookup Fields

Point of Sale Basics | Entering Data

Lookup fields are used to bring data from another file to the document or record in which you are working. An example is the Customer field on sales receipts, as shown below.

Lookup fields are directly linked to the associated file. You have the following options from a lookup field:

- Search for a record by keyword

- With no entry, click the field to display all records in the associated file

- Select Add New <record> from the drop-down list to add a new record of this type and list it on the document

Note: Looking up items from documents is slightly different (see listing items on documents).

To use lookup fields:

- Scan or begin typing an entry in the lookup field. You need only enter enough characters to ensure a unique match in the associated file.

The drop-down list is automatically activated and the closest match(es) to what you type is shown. Click a record (<Enter>) to bring it to the document. Otherwise continue with the following steps.

Lookup alternative (not available from all documents):

1. Choose the Select from <record type> List from the I Want To menu to directly access the associated file.

Example: S elect from V endor List to access the vendor file.

2. In the list, use standard sort, search, or filtering procedures to locate an existing record.

3. Once the record is selected, choose S elect or double-click to add the record to your document.

When you access the customer, department, or vendor files during a lookup, you have full editing capabilities in that module. This makes it possible to add or edit records without closing the original module.

Related Topics

Listing items on documents