How to Use the Search Functions from Documents Finder in ChromeInventory.

Background 

This knowledge base article provides information about the  Documents Finder component of ChromeInventory. It is primarily used to create and manage transfers within the business and to and from third-party suppliers.

Before You Begin

• Ensure you are logged into Elda(Chrome).  See our article Log in to an Elda Database for more.
• Ensure you access the ChromeInventory  app in Elda(Chrome) Folder. See our article Getting Started with ChromeInventory for more.

Search Features in Document Finder

1. Filter Section  - The filter section assists you with narrowing your search. This search can be done according to the Document Status or the Date Range of the document.
    
   1. Filter by the Document Status - The search can be filtered according to the status of the document which can be Draft, Factoried, Completed and Cancelled.
      
      
   2. Filter by Date Range - This feature is used to narrow down the dates connected to the documents.
      
      
2. Reference Number Search Section - This feature in the Document Finder, provides a  search option specifically for the document reference number from anywhere in the application.
   
   
3. Document Search Section - This section is helpful with searches for specific documents.
   PLEASE NOTE: Document search can be searched using the  following parts
   1. Document Type - The document type can be selected from these given options All, Stock Transfers, Stock Receipts, or Purchase Orders.
      
      
   2. Document Search Criteria  - The document search criteria can be selected from these options Schedule, Customer, or Product. The search will be based on the option chosen.
      
      
   3. Document Contains - This option in Document Finder can be used to find a number or phrase from anywhere in the application. 

      
      

How to Use the Filter Section in Document Finder 

1. Select the Document Status you need from the Filter by the Document Status Section. (For this example, COMPLETE  is selected from the filter).
   
   
2. Select the date range that's needed for the search criteria  from the Filter by the Filter by Date Range Section.
   
   
3. Click on the Refresh Button. Document Finder will display the documents according to the search criteria.
   
   According to the selected filters, Document Finder will search for documents with the status COMPLETED within the time period selected and display the results in the grid below.
   

   

   
   

How to Use the Reference Number Search Section

1. Locate the Reference Number that is needed for this search. (For this example we will use  RTRF044728)
2. Enter the selected Reference Number in the search bar.
   
   
3. Click on the search button next to the Reference Number Search Bar. (This is the button with the binocular icon ). 

According to the selected options, Document Finder will search for documents with the Reference Number and display the results in the grid below. There can be several documents connected to a single reference number.

How to Use the Document Search Section 

1. Select the document type from the given options (All, Stock Transfers, Stock Receipts, and Purchase Orders) that are needed for this search. (For this example we will use the  ALL option)
   
   
2. Select the Document Search Criteria from the given options (Schedule, Customer, and Product) that are needed for this search. (For this example we will use the  Schedule option)
   
   
3. Locate the phrase or number that is needed for this search. (For this example we will use 001)
   
   
4. Click on the Refresh Button. Document Finder will display the documents according to the search criteria.
   
   According to the selected options, the Document Finder will search for All the document types that are connected to a Schedule that has the number: '001',  and display the results in the grid below.