Megaventory features a powerful search module. It allows you to search for Products, Suppliers, and Clients, and act on them without any further navigation. Here is how you search for something in inventory management software, so you can easily find what you are looking for.
You can search for products by their SKU, Product Description, Product Version, or Supplier SKU. Once the results are returned you can either click or hover on a product.
- Clicking on a product will open the Edit Product form. This is a good way to avoid navigating to the Gear Icon, then to Products, to search for the product, and then click to edit it – instead, all this is collapsed in a single search and click.
- Hovering over a product will display its SKU and will allow you to Trace Inventory Changes for this product. Similarly, this saves you considerable time and clicks to navigate to the right dashboard and retrieve that report from it.
Orders and Documents
You can search for Orders and Documents by Document Number, Supplier/Client name, Supplier/Client Tax ID, Supplier/Client Phone, Contact Person, Billing/Shipping Address, Tags, or Comments.
Specifically for Goods Inbound/Outbound documents and invoices, you can hover over the document number and issue a Return Document for that particular order right from the Search results. This is faster than the usual process of navigating to the relevant dashboard doing a Return of Goods action and making the right choices in the drop-down menus there.
Searching within Documents
Another way to search within Megaventory is to open one of your cards and click on the search icon right above the list.
This is a quick way to find orders which include a specific product code. The search will tmatch your term with either the SKU, the Product Description, or the EAN of the products.
Searching within a Document
While editing a Purchase Order or Sales Order (or an equivalent Inbound/ Outbound document), you can search for a supplier or client by typing his registered name, phone, e-mail, or Tax ID.
Similarly, when adding products in your order, you can search for a specific item.
Both these capabilities can be used to speed up your everyday work after you’ve set up Megaventory. Given your familiarity with your specific business, you can quickly process orders by typing a few characters from your supplier or product name and have an order ready in minutes. Maybe even in seconds.
Now you know how to search for something in inventory management software. Feel free to let us know in the comments how we can further improve upon it.
If you stumble upon any other obstacles, check out our Knowledge Base or contact us directly. We also compiled a glossary of all the important terms you need for acing your inventory management.