Part/Item - General Inventory Items
In order to search a part/item (general inventory items) use the keywords "part" or "item".
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Keyword/Prompt
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Info
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Aliases
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Help
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item new
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This will take you to the parts/items homepage. All new items need to be added through the PO or purchase order line items.
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part new
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item home
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This will go to the main parts or items homepage. Various search options and sub navigation exist on this page.
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part home
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item adv
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This will go to the advanced search page for parts or general inventory items.
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part adv
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item all
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This will show all parts/items in the system. If you have a high number of items or parts, please use the items adv (advanced search) prompt.
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part all
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item help
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This will show help files for this section (parts or items - general inventory items).
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part help
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item prompts
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This will show the quick search prompts for this section (parts or items - general inventory items).
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item prompts, item prompt, item options, item option, item keywords, item keyword, item key words, or item key word. Basically, the singular and plural versions for prompts, options, and keywords.
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item last
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This will take you to the last part/item that was created by you (as a user).
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part last, item my last, or part my last
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item highest number
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This will take you to the last part/item entered into the system. It doesn't matter who created it.
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item max, item sys last, item system last, item highest id, item highest number, part max, part sys last, part system last, part highest id, or part highest number
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item images or part images
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Show the last 30 days of images that have been uploaded for parts or items - general inventory.
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item image, item img, item photos, item photo, item scans, or item scan
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item grouped inventory
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This will take the user to a page that shows all items grouped by category and vendor. This page is also capable of doing a backwards look-up (what was the inventory on such and such date).
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item grouped inventory listing, item grouped, part grouped inventory listing, part grouped inventory, or part grouped
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printable inventory list
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This will take the user to a page where they can filter the items/parts and get a good printout of the inventory items. Options for print, CSV, and Microsoft Excel (spreadsheet) exist.
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item printable list, item printable, printable items, printable items list, printable item list, part printable list, part printable, printable parts, printable parts list, printable part list, or printable inventory
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item categories
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This will take you to the item/part categories page. From here, you may add new categories or edit existing ones. There are also some web settings for ecommerce if you are using that part of the system. Another feature on that page is a AI image generator to help with ecommerce item/part categories.
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part categories, item category, or part category
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item view ecommerce
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This will take you to the prep page, before showing the ecommerce or web inventory. This page is still within the secured environment. The next page goes into what we call 'shop' or 'ecommerce' - site that is visible to outside customer/clients.
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item view web inventory, item view e-commerce, item view ecomm, item view e-comm, item search ecommerce, item search e-commerce, item search ecomm, item search e-comm, item search web inventory, part view web inventory, part view ecommerce, part view e-commerce, part view ecomm, part view e-comm, part search ecommerce, part search e-commerce, part search ecomm, part search e-comm, or part search web inventory
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item global mark up
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This page where you can update multiple parts/items and their mark-up or saleprice at a single time. There are also other global item/part type options from this page.
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item mark-up, item mark up, item saleprices, item saleprice, item salesprices, item salesprice, item sale prices, item sale price, item sales prices, item sales price, item global mark-up, item global mark up, part mark-up, part mark up, part saleprices, part saleprice, part salesprices, part salesprice, part sale prices, part sale price, part sales prices, part sales price, part global mark-up, or part global mark up
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item find and replace
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This is a special page that allows you to look up an item that you like (master item) and then replace secondary items (incorrect or other items) with the master details. This is an admin level page and comes with some warnings. These changes are permanent, unless you do a different find and replace.
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item global find and replace, item find & replace, item global find & replace, part find and replace, part global find and replace, part find & replace, or part global find & replace
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item [search value]
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This will search for parts or items by the part number or item number. All results will show up with options to view, edit, or add to cart. Example: item ice cream or item xyz-12345
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part [search value]
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item [parent part/item id]
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This will search for an item or part that matches your search. If the search value is numeric, it will even try to look-up items by the id number. Example item 5656
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part [parent part/item id]
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item [~sub id]
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This will help look-up sub inventory or child inventory items. All subs have a package or sub reference id number. It looks like: ~55 or ~12345. The '~' is required. Example: item ~5577 (sub id with a ~).
Based on settings - if a match is found, the item will either be added to the current shopping cart or shown in a view sub inventory mode.
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part [~sub id]
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item [barcode]
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This is a special alpha/numeric search that will look for matches on the barcode. If a perfect match is found, it will either be added to the current shopping cart or shown in a view mode. There is a corp-wide setting called 'enable barcode quick cart' that should be turned on for faster barcode scanning. Example: item 81050000281 or item myBarCodeValue
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part [barcode]
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item [?]
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This is general alpha/numeric search on items and parts. This search is quite flexible and will search for values that match the part number, reference number, description, barcode, RFID tag, and other fields. Results will be shown if found.
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part [?]
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Top of the page
Quote
In order to search a quote or an online order (not yet an invoice) use the keyword "quote".
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Keyword/Prompt
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Info
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Aliases
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Help
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quote new
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This will take you to the start new cart page. This page has a number of possible options for the cart type.
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quote home
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This will go to the quote homepage.
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quote adv
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Similar to the quote home prompt, this will take you to the quote homepage. From there, multiple search options are available. Use the form filters to do advanced searching for quotes.
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quote all
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This will show all quotes in the system. If you have a high number of quotes, please use the quote adv (advanced search) prompt.
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quote help
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This will show all help files for this section (quotes).
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quote prompts
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This will show the quick search prompts for this section (quotes).
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quote prompts, quote prompt, quote options, quote option, quote keywords, quote keyword, quote key words, or quote key word. Basically, the singular and plural versions for prompts, options, and keywords.
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quote last
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This will take you to the last quote that was created by you (as a user).
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quote my last
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quote highest number
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This will take you to the last quote entered into the system. It doesn't matter who created it.
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quote max, quote sys last, quote system last, quote highest id, or quote highest number
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quote images
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Show the last 30 days of images that have been uploaded for quotes.
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quote image, quote img, quote photos, quote photo, quote scans, or quote scan
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quote [number]
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Use this prompt to search and find known quote numbers. Example: quote 555 or quote 12345
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quote [customer name]
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This is a general customer search for existing quotes. Say you have a customer called Farm Supply, the prompt would look like this - quote Farm Supply - all quotes for that customer/client would show up.
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Top of the page
Recipe/Build
In order to search a recipe/build use the keywords "recipe/build", "recipe", or "build". A recipe/build could also be called a kit, a preset group, a bill of materials, etc.
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Keyword/Prompt
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Info
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Aliases
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Help
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recipe/build new
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This will take you to the add new recipe/build page. This is how you start that process.
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recipe new or build new
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recipe/build home
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This will go to the recipe/build homepage. More options and sub navigation are available from that page.
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recipe home or build home
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recipe/build adv
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This will take you to the advanced search options for recipes. Technically, it is the recipe/build homepage but from there you are able to search all kinds of fields, filters, and even show recipe details.
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recipe adv or build adv
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recipe/build all
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This will show all recipe/builds.
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recipe all or build all
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recipe/build help
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This will show help files for this section (recipe/builds).
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recipe help or build help
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recipe/build prompts
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This will show the quick search prompts for this section (recipe/builds).
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recipe/build prompts, recipe/build prompt, recipe/build options, recipe/build option, recipe/build keywords, recipe/build keyword, recipe/build key words, or recipe/build key word. Basically, the singular and plural versions for prompts, options, and keywords.
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recipe/build last
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This will take you to the last recipe/build that was created by you (as a user).
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recipe last, build last, recipe/build my last, recipe my last, or build my last
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recipe/build highest number
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This will take you to the last recipe/build entered into the system. It doesn't matter who created it.
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recipe/build max, recipe/build sys last, recipe/build system last, recipe/build highest id, recipe/build highest number, recipe max, recipe sys last, recipe system last, recipe highest id, recipe highest number, build max, build sys last, build system last, build highest id, or build highest number
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recipe/build [number]
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This will go right to the build prep page (action page) for a known recipe/build. Example: recipe/build 7 or recipe/build 203
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recipe [number] or build [number]
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recipe/build [?]
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This is an alpha/numeric general search for the recipe/build name. Example: recipe/build combo or recipe/build gift basket.
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recipe [?] or build [?]
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Top of the page
Stock/Unit - Serialized Inventory Items
In order to search a stock/unit use the keywords "stock/unit", "stock", or "unit". Stock/units are bigger ticket items or serialized inventory items.
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Keyword/Prompt
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Info
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Aliases
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Help
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stock/unit new
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This prompt will take you to the add new inventory (stock/units or serialized units) page. The add process goes through a small set of steps to get everything entered into the system. You start with the make and model screen.
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stock new or unit new
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stock/unit home
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This option will take you to the stock/units in inventory page. This is considered the homepage for stock/units. Basically, what do I have in inventory (serialized inventory)?
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stock home or unit home
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stock/unit sold
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Go to the search sold stock/units page. This will show serialized inventory items that have been marked as sold.
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stock sold or unit sold
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stock/unit adv
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Go to the advanced search for stock/units. Use the form at the bottom to build your own reports.
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stock adv or unit adv
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stock/unit all
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Show all stock/units in inventory (not sold).
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stock all or unit all
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stock/unit help
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Show help files for stock/units.
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stock help or unit help
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stock/unit prompts
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This will show the quick search prompts for this section (stock/units or serialized inventory).
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stock/unit prompts, stock/unit prompt, stock/unit options, stock/unit option, stock/unit keywords, stock/unit keyword, stock/unit key words, or stock/unit key word. Basically, the singular and plural versions for prompts, options, and keywords.
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stock/unit last
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This will take you to the last stock/unit that was created by you (as a user).
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stock last, unit last, stock/unit my last, stock my last, or unit my last
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stock/unit highest number
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This will take you to the last stock/unit entered into the system. It doesn't matter who created it.
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stock/unit max, stock/unit sys last, stock/unit system last, stock/unit highest id, stock/unit highest number, stock max, stock sys last, stock system last, stock highest id, stock highest number, unit max, unit sys last, unit system last, unit highest id, or unit highest number
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stock/unit images
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Show the last 30 days of images that have been uploaded for stock/units or serialized inventory.
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stock/unit image, stock/unit img, stock/unit photos, stock/unit photo, stock/unit scans, or stock/unit scan
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stock/unit [number]
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This prompt needs an actual stock/unit number. Once added to the prompt, it will take you to the stock/unit detail page.
That page has two modes. One is the full mode and it shows all of the underlying costs and basis for the unit. The other mode is the customer mode. The customer mode shows the photos and hides all of the underlying costs and values.
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stock [number] or unit [number]
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stock/unit [?]
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Show all stock/units that match your search that are in inventory (not sold). Options could be a valid stock/unit number, a list of stock/units, or an alpha search on the field called 'first_stock'.
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stock [?] or unit [?]
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Top of the page
Time or Elements of Time
In order to search an element of time (event or schedule or calendar entry) use the keywords "time", "elements of time", or "eot".
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Keyword/Prompt
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Info
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Aliases
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Help
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time new
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This will take you to the start new time or elements of time page. An element of time is basically a calendar event or schedule record. Time is very flexible and we allow you to create as many different types of time as you need. This could be things like: a customer time clock, an appointment book, a scheduler of sorts, a dispatching solution, a payroll timesheet for employees, a mini blog, a general reminder system, packaging, job costing, etc. The types are setup using the admin time templates page and then by assigning different options to each template. Think 'Any Scheduler'!
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elements of time new or eot new
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time home
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This will take you to the time homepage or main calendar or time slot interface. Various views, options, search filters, and sub navigation are available from this page.
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elements of time home or eot home
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time adv
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This will take you to the advanced search for elements of time. The search has options for searching the main, the sub dates and times, sub comments and notes, and tons of other sub time search options. There are multiple search forms on this one page. Make sure that you are using the correct search form. The results will show up on a different page, based on your search criteria.
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elements of time adv or eot adv
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time all
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This will show all elements of time or events in the system. If you have a high number of elements of time, we recommend that you use the time adv (advanced search) option or prompt.
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elements of time all or eot all
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time help
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This will show help files for this section (time or elements of time - schedule or calendar events).
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elements of time help or eot help
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time prompts
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This will show the quick search prompts for this section (time or elements of time - schedule or calendar events).
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time prompts, time prompt, time options, time option, time keywords, time keyword, time key words, or time key word. Basically, the singular and plural versions for prompts, options, and keywords.
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time last
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This will take you to the last element of time that was created by you (as a user).
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elements of time last, eot last, time my last, elements of time my last, or eot my last
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time highest number
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This will take you to the last element of time entered into the system. It doesn't matter who created it.
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time max, time sys last, time system last, time highest id, time highest number, elements of time max, elements of time sys last, elements of time system last, elements of time highest id, elements of time highest number, eot max, eot sys last, eot system last, eot highest id, or eot highest number
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time today
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This will show a list of time records (elements of time) for today.
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elements of time today or eot today
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time tomorrow
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This will show all existing records for tomorrow.
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elements of time tomorrow or eot tomorrow
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time yesterday
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This will show all elements of time that happened yesterday.
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elements of time yesterday or eot yesterday
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my projects
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This is a special page that will show elements of time (calendar events, jobs, or projects) that are being worked on (status of in-progress) that are assigned to you as a user. There are also some settings that help filter and setup this page.
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my project management or my project
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projects in-progress
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This is a special page that will show all elements of time (calendar events, jobs, or projects) that are being worked on (status of in-progress) no matter who is assigned. There are also some settings that help filter and setup this page.
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project, projects, or project management"
title data-original-title="projects in-progress
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my work
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This shows all of the sub dates and times that were added to my projects (elements of time) over the last three weeks.
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my project time, project time, project totals, or my project totals
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time images
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Show the last 30 days of images that have been uploaded for elements of time or calendar events.
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time image, time img, time photos, time photo, time scans, or time scan
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time [id]
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Use this prompt to look-up known elements of time. Example: time 555 or time 2341.
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elements of time [id] or eot [id]
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time [date]
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This will look-up elements of time that happened on a specific date. The date may be in the past, present, or future. Example: time 1/1/2010 or time 12/15/2026.
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elements of time [date] or eot [date]
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time [?]
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This is a general time search for matching records in the main title/caption or the element of time notes. Example: time working with Jimmy or time follow-up with Steve - The search will try to match your exact string or filter. It is flexible in where it looks (different fields) but it is exact in trying to match that string perfectly.
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elements of time [?] or eot [?]
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Top of the page
Vendor
In order to search a vendor/payee use the keywords "vendor" or "vend".
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Keyword/Prompt
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Info
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Aliases
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Help
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vendor new
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This will take you to the vendor/payee homepage. We highly recommend that you search before adding a new vendor/payee. Do the search and then look for a button from that page to actually add a new vendor.
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vend new
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vendor home
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This will take you to the vendor/payee homepage. Search options and other sub navigation exist on this page.
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vend home
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vendor adv
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This prompt will take you to the vendor/payee homepage. Use the search filters to further filter the records. The page also has a number of sub navigation options.
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vend adv
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vendor all
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Show all vendor/payees. If you have a high number of vendors, please use the vendor adv (advanced search) option.
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vend all
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vendor help
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This will show all help files for this section (vendor/payees).
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vend help
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vendor prompts
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This will show the quick search prompts for this section (vendor/payees).
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vendor prompts, vendor prompt, vendor options, vendor option, vendor keywords, vendor keyword, vendor key words, or vendor key word. Basically, the singular and plural versions for prompts, options, and keywords.
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vendor last
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This will take you to the last vendor that was created by you (as a user).
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vend last, vendor my last, or vend my last
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vendor highest number
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This will take you to the last vendor entered into the system. It doesn't matter who created it.
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vendor max, vendor sys last, vendor system last, vendor highest id, vendor highest number, vend max, vend sys last, vend system last, vend highest id, or vend highest number
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vendor images
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Show the last 30 days of images that have been uploaded for vendor/payees.
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vendor image, vendor img, vendor photos, vendor photo, vendor scans, or vendor scan
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vendor credits
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This will take the user to the special accounts homepage where they may look-up, add, and check on and vendor credits. They must have permissions to do so. Vendor credits are one of the special accounts, similar to loyalty points, gift cards, etc.
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vendor credit, vend credits, or vend credit
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vendor [vendor name]
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This is general vendor/payee search. As a power note... use this vendor [vendor name] search to start new PO's and new expense/receipts. It will save you a step. If you used expense/receipt new, it will go to a vendor search. The same is true for the purchase order new prompt (it goes to a vendor search). If you already know the vendor, cut to the chase and go directly to that vendor and start the new PO or new E/R from there.
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vend [vendor name]
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Top of the page
VIN/Serial Number - Special Inventory Numbers Tied To Stock/Units
In order to search for a VIN or serial number use the keywords "serial number" or "vin".
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Keyword/Prompt
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Info
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Aliases
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Help
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vin new
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This will take you to the stock in new inventory page. This is for stock/units and/or serialized inventory units.
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serial number new
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vin home
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This will take you to the vin or serial number homepage. Basically, it will show you the search stock/units in inventory page. Lots of search options from that page.
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serial number home
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vin adv
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This will take you to a special page that is just for VIN/Serial Numbers and will allow you to search from there.
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serial number adv
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vin all
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This will show all VIN/Serial Numbers within your system.
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serial number all
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vin help
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This will show all help files for this topic or section (vin/serial numbers - part of the stock/units or serialized inventory).
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serial number help
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vin prompts
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This will show the quick search prompts for this section (vin/serial numbers - part of the stock/units or serialized inventory).
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vin prompts, vin prompt, vin options, vin option, vin keywords, vin keyword, vin key words, or vin key word. Basically, the singular and plural versions for prompts, options, and keywords.
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vin last
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This will take you to the last stock/unit or VIN/serial number that was created by you (as a user).
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serial number last, vin my last, or serial number my last
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vin highest number
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This will take you to the last stock/unit or VIN/serial number entered into the system. It doesn't matter who created it.
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vin max, vin sys last, vin system last, vin highest id, vin highest number, serial number max, serial number sys last, serial number system last, serial number highest id, or serial number highest number
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vin images
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Show the last 30 days of images that have been uploaded for stock/units or serialized inventory.
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vin image, vin img, vin photos, vin photo, vin scans, or vin scan
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vin [?]
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This is a general alpha/numeric search for VIN/Serial Numbers within the system. Example: vin 55555555 or vin ABC-123-DEF-456.
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serial number [?]
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Top of the page
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