Finding a Record or Document

Quick Find | Point of Sale Basics

There are three ways to locate records or documents in a Point of Sale list. Select a link for more information about an option.

- Searching by keywords, across all information fields.

Area-specific search instructions: Customers, Items, Receipts, Customer Orders, Vendors, Departments, Adjustment Memos, Transfer Slips, Purchase Orders.

- Sorting the list by a selected value (column). In many lists, you can then jump to a specific record by typing the first few characters of the record's entry in that column (the characters you type are not displayed).

- Filtering the list by one of the predefined filter options. Some lists allow you to create and save your own list filters.

Related Topics

Customizing list columns