IDI version 26.8 is now available.  Click here for details: IDI Updates.

Find Product

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  1. Click the down arrow on the right side to display and select the .

    search criteria

    Any

    This lets you enter a value without having to know whether the value is a SKU, Equipment ID or UPC. The system will return all products whose SKU, Equipment ID or UPC matches the entered value.

    Equipment ID

    For serialized products, this is the product serial number, or SIM card number.

    UPC

    Universal Product Code (bar code). This criteria may be convenient to use if you have the actual product and a scanner with which to read the UPC.

    SKU

    Stock Keeping Unit code as entered when the product was added to the Product Catalog.

  2. Use the edit box (or drop-down menu on the left side to enter (select) a search value.

  3. Click the magnifying glass icon.

    Find Product With Callouts

    If the search finds one product that matches the criteria, that product is selected and you can continue with your task.

    If several products are found, the POS Product Search window is displayed with a list of those products.

    1. To select a product from the list, double-click the row corresponding to the product, or right-click and choose Select.

      More

      This window is displayed when you perform a Product Search and more than one product matches the criteria.

      Filtering Large Lists

      If the list is very large, you can apply a filter to make the list more manageable. To do this:

      1. Right click on a cell in the grid, for example a cell with None under Product Class, and choose Filter>

        • By Selection to include all rows with the selected filter criteria.

        • Excluding Selection to remove all rows with the selected filter criteria.

      2. Repeat this process as many times as required until you have the list you want. For example, after filtering on None By Selection, you can filter Excluding Selection on Misc. under Product Category to leave a list with Product Class = None, Product Category = Accessories.

      3. To revert to the complete list, choose Filter > Remove Filter.

        POS Product Catalog Search

      Selecting a Product From the List

      To select a product from the list, double-click the product's row, or right-click and choose Select.