Did you know you can change the Search Filters Default Settings?

Instead of having to go to the 'Filter' icon every time you want to search for a product and customer, you can set up the search filter to be set to your favorite option.

For example when you go to the 'Receipts Panel' and unlike the Customer search on the Delivery screen - you only have Business accounts that are allowed for house accounts. You can set the search filter to default to "Business" - so you don't have to keep changing it. 

• To change the search filter default settings, first click on the ADMIN ICON  on the top RIGHT of the screen.
  
• Click on the TOOLS button on the top LEFT of the screen.

• Select SYSTEM SET UP from the TOOLS drop down menu. 

Under the "Point of Sale" Tab > Station Setup

1. Default Product Search Filter
You can select options for the Product Search:
Product Name
Product Code
Product Description
Product ID
UPC
Family
Class
Department

2. Default Customer Search Filter
You can select options for the Customer Search:
Customer Name
Business
Phone
Account Number
Invoice

• When complete, click the SAVE button.

Under the "Advanced" Tab > Receipt Settings

3. Default Customer Search Filter - Receipts
You can select any of the options below:
Customer Name
Business
Phone
Account Number
Invoice

• When complete, click the SAVE button.

Under the "Advanced" Tab > Delivery Manager Settings

4. Default Search Filter - Delivery Manager
You can select any of the options below:
Customer Name
Recipient
Business
Phone
Invoice
Zip Code

• When complete, click the SAVE button.