The Advanced Search feature boosts efficiency by allowing for detailed item searches. It offers filters for department, store location, vendor, and various product attributes, along with the ability to search by selling prices. Additionally, the "POS Sync Status" and "Is Multipack" filters facilitate item synchronization management and the identification of Multipack items, respectively. Here are the steps to utilize this robust search tool for managing your company's price book.
1. Accessing
the Manage Items Page:
- Log into your account with your credentials.
- Once
logged in, navigate to the left column of the application and click on the
"Price Book" option. A dropdown menu will appear.
2. Reaching
Advanced Search:
- Choose
"Manage Items” Option Under Price Book.
- On the
Manage Items page, you'll find the 'Advanced Search' option.
Expanding it reveals
a series of dropdowns, each tailored to help you fine-tune your item search.
This allows you to select from
different departments in the dropdown menu. Choose a specific department to
narrow down your search.
4. Filter
by Store Location:
- If you're looking for results from a specific store
location, use the 'Store Location' dropdown. If your company has only one store, you will not see this filter.
5. Choose a
Vendor:
If you're interested in items from a specific vendor,
select them using the 'Vendor' option.
6. Filter by Price Group:
- Additionally, you can filter by price group to find
the results you're interested in.
7. Use 'Search by' for Specific Criteria:
The 'Search by'
dropdown provides multiple tailored options. Find items that fall under
categories such as
- Unknown Department type,
- Items
with no Buying cost,
- Items with no Selling Price,
- Items with no Description,
- Items without Store location.
8. Define Selling Price
Parameters:
- If you wish to filter items by selling price, the
'Search by Selling Price' section provides options for exact matches, setting
upper or lower limits, or defining specific price ranges.
- Equal To: When you select "Equal
To" from the dropdown, you are specifying that you want to find items with
a selling price that exactly matches the value you enter.
- Less Than Equal To: Choosing "Less
Than Equal To" means you are looking for items with a selling price less
than or equal to the value you provide.
- Greater Than Equal To: "Greater Than
Equal To" allows you to find items with a selling price greater than or
equal to the specified value.
- Between: The "Between" option is used to find
items with selling prices falling within a specified range.
When you select
"Between," you will need to input two values, a lower and an upper
limit, to define the range.
9. Filter by POS Sync Status:
Based on the Synchronization
progress of the item, select from options like 'Current', 'Push to POS', 'In
Progress', 'Error', or 'Suspended'.
- 'Current': Current have already been successfully synchronized
with the point of sale system. You should be able to scan these items on your
POS.
- ‘Push to POS’: You'll see the items that have
recent changes, and are pending synchronization.
- ‘Error’: The status is
assigned to items that encountered issues during synchronization.
- ‘Suspended’: These items will not scan at the register. Items you wish to remove from your register can be marked as suspended, and this filter allows you to locate all such items marked suspended.
10. Identify Multipacks:
- For those dealing
with bundled items, there's the 'Is Multipack' checkbox, ensuring you can
easily spot items sold in multipacks.
11. Search:
- After defining your
criteria, click 'Search' to view the matching items with key details such as
department, costs, price, margin, and inventory.
12. Review:
- As an illustration, if you want to filter out products
from the 'Beer' department with a selling price greater than $15 that are
currently synced with the POS, Advanced Search simplifies
this task.

The Advanced Search feature is a powerful tool that streamlines your
product search, making it more precise and efficient than ever. It enhances the
precision of item retrieval, allowing you to quickly locate and manage items
that meet your specific requirements.