Most lists in Financial and Pos — for example sales orders, invoices, purchase orders, receipts and quotes — have a search field in the top right corner. The search works the same way across the lists, so once you know the principles below, you can use them everywhere.
Type your search text in the field and press Enter to search. You can clear the field again to show all rows.
By default, the search is a free-text search that looks across the most relevant fields for the list in question. On a list of purchase invoices, for example, the search covers the invoice number, the supplier's name, the supplier's identification, the supplier's invoice reference and address. Exactly which fields are included depends on the individual list, but it is always the information that is most natural for finding a document again.
The search finds partial matches. If you type "berg", for example, you find both "Berg" and "Bergmann".
If you type several words separated by spaces or commas, each word narrows the search further — all the words must match for a row to be shown. This is useful when you want to combine criteria, for example a customer name and a city name. Up to ten words can be used in one search.
A leading plus sign targets the search at one specific field instead of searching broadly across the columns. Which field is searched depends on the list.
On document lists — for example invoices, sales orders, quotes, purchase orders, receipts and shipments — a plus sign searches exclusively in the document number. If you type "+1042", you find documents whose number contains 1042, without random matches in customer names, amounts or addresses.
On product lists, a plus sign searches in the product's name instead. If you type "+cykel", you target the search at products whose name contains "cykel".
In both cases it is a partial match, so "+104" also finds 1042. You can combine the plus-sign search with ordinary search terms — "+1042 berg", for example, finds documents where the number contains 1042, and where "berg" appears in one of the other searchable fields.
Click a column header to sort the list by that column. Click again to switch between ascending and descending order. Document numbers are sorted numerically, so they appear in numeric order and not as plain text.
In addition to the search field, most lists can be filtered per column. Click the filter icon (the funnel) in a column header to filter on that column — for example a date range, a state or an organizational unit. You can also choose which columns are shown, so the list shows exactly the information you need.
If you often use the same filters, you can save them as a quick filter so you can quickly bring the setup back. This is described in the article Using quick filters.
If you have questions, you are welcome to contact support.
Want to know more?
Read more in these related articles:
Quick filters and lists
Customize and save filters on the overviews in Sapera.
Navigation and search
How to find your way around Sapera and quickly search for what you need.
Using quick filters
Using quick filters
