Fast Product Search

Fast Product Search Capabilities

Product search capabilities have been enhanced in Savance Enterprise. As a user who enters Quotes, Orders, RFQs, POs, one will be able to quickly do a “google-like” search in a field regardless of part number, description or UD classifications typed in exact order to find that part number without Inventory Lookup Search popping up The following document will cover how to make the best use of this new search.

• Excluding Special Characters

• Fuzzy Search

• How to Use the new Search Part# column and Auto Filter Row and Column Chooser in the Part# Search Grid

Excluding Special Characters

In order to remove all "-" "/" "." setting for Exact Match, disregarding O 's 0's,

Settings>General Settings>General>User Settings

• Auto Select Exact Part Number Match

• Ignore Special Characters /,\-,0,O

If “Ignore Special Characters /,\-,0,O” is checked, then typing that item regardless of special characters will be returned. This setting is off by default.

Example searching with 123 ABC will populate 123-ABC, 123 ABC, 123ABC.

If you are wanting to search for an exact match, limiting Inventory Lookup Screen from appearing, select Auto Select Exact Part Number Match

Example searching with 123-ABC will populate 123-ABC.

Upon entering info for a new quote to look up an item with special characters, click on spyglass by Part Number column Inventory Lookup Screen appears.

• Type in a Part Number. DO NOT include special characters

  • Ex: “123 ABC” vs “123-ABC”

• Click Search. Items with special characters appear even though did not enter them

• Click Clear.

• Enter a Description with special characters in description, but without special characters

• Click search

• Items with item description that has special characters still appear in results

Fuzzy Search

Upon clicking spyglass in Quotes/Orders RFQ/POs grid by Part Number, users should be able to enter words in any order. Items with those words in any order in part number or alias (or description if you entered in description) will appear in search results. Sorted by best match.

• Type in a part number or words in no particular order in Search Part# column

  • Ex: “ABC 123” vs “123 ABC”

• Or Type in a description with words in no particular order

  • Ex: “knob thermostat” vs “thermostat knob”

Item lookup screen appears

• Items containing those words numbers in any order appear in search
• Applies to Part Number, Description, Aliases

The above two scenarios also work in the new Search Part# column

Search Part # Column

A new column has been introduced, the Search Part # column. Upon entering info for a new quote, need to look up an item can click into Search Part # column

• Begin typing in some characters of a part number, description, or alias

• Items containing those characters in part number, description, or alias appear in a listing

• As type more characters, search narrows further

• There are also other columns can filter sort by

• An Auto Filter Row

For example check “Is Available (Whse) checkbox checked in filter row

• Only items containing characters typed in, have available quantities in order headers warehouse will display

• Can also add or remove columns with column chooser feature

• Select an item from search list

• Item will appear on line of quote

• Type in Part Number OR Description that honors all as described above

• Anything that is orange is hyperlinked For instance

  • Part Number will hyperlink to Item Manager screen for that Part Number

  • Availability will hyperlink to Warehouse Inventory Log.

• Default columns is the Fast Product Search Display:

  • Part # / Description

  • Available Qty: available qty in any warehouse

  • Is Available (Company): has any availability in any warehouse, checkbox true or false.

  • Is Available (Whse): has any availability in warehouse in header of Quotes/Orders RFQ/POs, etc., checkbox true or false

  • Default Vendor

  • Inventory Type

• Column chooser function with these columns available to add: Right click the column header to then drag any of these columns into place which is sticky meaning those columns will stay in place.

  • Alias Part Number

  • Available (Whse): available quantity in header warehouse

  • Category Code

  • Custom Description

  • Data Provider Key

  • HTML Description

  • Last Sale Date

  • Legacy PartNumber

  • Legacy System Key

  • Long Description

  • MFG

  • Obsolete Status

  • Stock Company: stocked flag in any warehouse

  • Stock (Whse): stocked flag in warehouse in header of Quotes/Orders RFQ/POs

  • UNSPSC Code

  • Velocity Code

  • As well as UDClassifications 1 - 5 fields (showing as renamed)

Auto Filter Row

• Adding filters is sticky. For example, if the user checks “Is Available (Whse)” in the auto filter row, only items with an available qty in that warehouse should be displayed.

• The following filters are available