Performing Searches in Your PayGo System

One of PayGo’s friendly features is that there are search boxes sprinkled all throughout the system. This makes for a very strong and detail-oriented Point of Sale system, but it can be a little bit daunting for a new user. This article will help walk you through our search system.

Search Bars and Boxes

Your PayGo software has search bars and boxes in nearly every screen and for nearly every function. The simplest place to start is on your Menu Screen, where a Search bar can be found at the bottom. On this search bar, you can choose to search your Customers, Consignors, Inventory, PayGoCart, Purchase Orders, Sales, or Vendors without having to go into each individual choice’s screen. However, if you’re in a screen and need to search, there are nearly always pop-up boxes that will allow you to perform any required searches. These boxes will allow you to choose which parameters you would like to use from a drop-down field, which is anything from a certain date to an item or customer’s ID number, and so on.

In addition to the search bar, there are several places on the Menu Screen that are tailored specifically to your search needs. Any button on your screen that says Find will lead you to a search screen.

Search Modifiers

Modifiers make searching a bit easier, by allowing you to expand or narrow your search as you choose. Because there are so many search modifiers, we will only be going over some of the most popular. For a more complete list of modifiers, try this Filemaker resource.

(partial words/names) – partial word(s) search: This is a very basic search. When performing a search, you may only know part of an item or customer name. For instance, if you were looking for an item with a name that you only recall has the either the words blue or bleu, and either shirt or sweatshirt, you would type bl shirt and the search results would include all the items with those words, including if the word you searched is part of a larger word or title.

* (asterisk): the asterisk (*) is a “wild card” search symbol which means “any/all” characters. Simply put, if you use this symbol in a search field, it will find all records you have for that field.

For example, if you need to find all of the customers in your system that have an email address, you would enter an asterisk * in the email field of the Customer Find Screen.

This function can also be used if you’re searching for a partial word match. For instance, let’s say you’re searching for a customer named Lindsey, but you’re not sure if it’s spelled Lindsay or Lindsey, or Linsey or Linsay. To search for that name, you would type Lin*y in the name field of the Customer Find Screen, and the search engine would find every name that started with “Lin” and ended with “y”.

= (equal): The equal (=) is a “whole” symbol that will allow you to match a word exactly. If you needed to perform a search for a vendor but you only remember the word “good” in the vendors name. Typing =good will find you all names that have the word “good” in the title, but not words like “goodness” or “goodies.”

This can also be used if you want to find something that you haven’t named yet (for instance, if you have entered in all of a vendor’s information but didn’t have a name for it yet). Typing = in the search field will bring you all results that have no title.

“ ” (quotes): Quotes are handy for when you need an exact match for your search. For instance, if you know that your customer is named John H. Smith, and that’s how you know that’s how the customer is entered in your database, you would type “John H. Smith” and only that result will be found for you.

< > (“less than” or “greater than”): This search is great if you’re looking for data that’s less than or more than something. For instance, if you’re searching for an on-hand quantity that’s less or more than a certain number, or if you’re looking for sales information from before or after a certain date, this code would be very useful. This can also be combined with = (equal to) to include the date or time that you’re using for the search.

You can also quickly add the current date into a date field using the following key commands:

Windows: (CTRL) + – (hyphen)

Mac: (CMD) + – (hyphen)

! (exclamation): this will return any duplicate results. For instance, if you want to find any items or vendors that were accidentally entered into your system twice, you would enter the name of the item or vendor with the duplicate information, followed by the ! symbol, and all accounts related to the name will be found.

Also, you can use this symbol to find any duplicated information you might have in your system, by entering the ! symbol by itself in the search bar.

 


For more information, try these articles:

 

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